"Sync my positions" now also updates a month-by-month tracking workbook: one row for every purchase lot, not one per stock.
It spots new buys and sales by comparing the brokerage's open lots with the sheet, records each sale at its real price from the trade history, and files it as short- or long-term with an estimated tax and after-tax return.
A new month gets its own tab, carrying open positions forward. The script writes into the workbook's existing layout and formulas without disturbing its formatting.
captured later (2026-09-25) on made-up demo data, so it shows today's look rather than the look at the time.
Stonk Bot