An ongoing love story ❤️

For the current year, my Google Sheet has been working flawlessly. As we have holdings with three different online banks and stock brokers, Avanza, Nordea and Nordnet, only my spreadsheet shows a true picture of our total holdings.

I have all the information I want except how much money we originally invested. That data disappeared when we chose to sell off large parts of our holdings in Avanza and Nordnet in 2018 in favor of Nordea due to their then by far the fastest refund of foreign withholding tax. When I made the transfer, I made the fatal mistake of canceling two of our endowment insurancies with Avanza and thereby losing most of the information about our original deposits.

At the end of the year, I will supplement my Google Sheet with the closing value in 2024 of all our holdings in both SEK and USD to get statistics on the holding's increase or decrease in value over the upcoming years.

Otherwise, my spreadsheet is perfect, for now…

AI generated image with Grok