The purpose of this web application is to generate a user report in the form of a Google Sheet that represents the status of the investment. Model Portfolio is an example of such report.
Prerequisites :
You must be signed in with your Google account. The report will be generated on your GDrive (Google Drive).
The application is in beta testing. To be able to use it your Google account email needs to be included in the list of the testers. For this please join https://groups.google.com/g/kfppforum group through 'Ask to join group' link. You will receive a confirmation email normally within a business day.
Steps to generate the report:
Login to KF site at https://app.kickfurther.com/login.
Go to the dashboard tab and navigate to the My Co-Ops page (the link is on the far right).
Under the title Consignments configure the 'Choose a lens' filter to include at minimum the following fields:
Download the Consignments CSV file with the lens configured for the whole period of your investments .
Click on the blue Upload Consignments CSV File button at the bottom of this screen. In the pop-up window click on the 'Review Permissions' button. Sign in with your Google account. Click Continue, review permissions and click Allow.
Upload the downloaded CSV file onto your GDrive.
Once the upload complete the application will start to process the file. Once done the report will open automatically in a new browser tab. It may take up to a minute for the spreadsheet to generate.
The KF Portfolio report file will stay on your GDrive in the [KF_Import] folder along with the uploaded CSV file and can be reviewed at any time.
Warranty disclaimer:
Use this service 'as is' at your risk and without any warranty of any kind.