Stocks are defined in the worksheet “Stock Summary“.
While portfolio summary gives you a snapshot of how your portfolio performs currently, you might want to keep track of the overall portfolio over time.
The Portfolio History sheet is very simple: With the historical data, you will be able to create charts such as: The unrealized gains/losses of your portfolio over time.
How the portfolio value and cost changes over time. You can also chart the expected dividends for next year.
How do you set the triggers and do I have more info on portfolio history? I have blogged about in the past that I use Intuit’s Quicken to budget and track monetary stuff.
If you don’t like that sequence go to Last Price column and change the sequence.