"User is required to maintain their own csv files containing daily pricing data for their stocks".
FYI, this is not correct, the daily quotes are automatically retrieved from Yahoo Finance (or others) and the CSV is automatically generated. Doing this manually would be a pure nightmare!
Yes, your mechanism is better (portable, automatic updates, etc.).
How hard would it be to add the Postfolio Slicer stuff to your spreadsheet?
Postfolio Slicer is not well maintained, I would be happy to send you some $$$ if you can integrate what is missing (allocation per sector, support of asset allocation ETF's, missing charts, etc).
This post will cover the most common attacks and how to secure Azure Directory against them by using real examples from our pentesting methodology. The focus will be on traditional Active Directory implementations – not Azure AD – although some concepts will overlap.
FYI, this is not correct, the daily quotes are automatically retrieved from Yahoo Finance (or others) and the CSV is automatically generated. Doing this manually would be a pure nightmare!