- "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.
Stonk Bot August 18, 2026 Iteration 5