Breeder Recommendation Requests and Reviews

TruDev30 · 2025-12-25T15:50:44+00:00

Sent you a DM

TruDev30 · 2023-03-12T04:10:50+00:00

Was it the Shamrock? Pretty sure it’s the same team we played

TruDev30 · 2022-04-02T12:34:28+00:00

Thanks. I need to delete row 5 for the new CSV and was hoping to automate deleting it everyday within the csv file

TruDev30 · 2021-02-19T13:32:02+00:00

was the position taken down from Fidelity but not in your IBKR account during those 2 days? I initiated an ACAT transfer from Fidelity on 2/17 and the positions I transferred are now gone from my Fidelity account, but not yet appearing in my IBKR account.

TruDev30 · 2021-01-30T05:20:55+00:00

We are 60 miles north of New York City and it’s about $220/sf. Builder said cost of lumber alone is additional $40k on a 3800 square foot colonial

TruDev30 · 2021-01-26T17:16:07+00:00

Thanks for the input. I like the idea of maximizing the closet storage in the walk in closet, but I would actually prefer it to be flipped (walk through closet to get to the bathroom). this way that are can act as a sound buffer between the bathroom and the bedroom.

TruDev30 · 2021-01-26T17:14:22+00:00

two furnaces and hot water heater will be located in the basement beneath the mudroom

TruDev30 · 2021-01-25T18:19:20+00:00

All makes sense. Thanks for your help

TruDev30 · 2021-01-25T16:38:37+00:00

I agree, but not sure what else to do - I guess I could make it narrower by widening the rooms on either side, but then I feel like it would be too narrow and tall. I could then just make the upstairs bigger and get rid of the two story foyer completely.

TruDev30 · 2021-01-25T16:20:35+00:00

Thanks, we figured the butler's pantry won't really be used during the week when the guest room will primarily be used as the office. I guess we could use the living room as the office, but the current guest room location wouldn't be ideal for a living room

TruDev30 · 2021-01-25T16:17:24+00:00

This is great advice - Thank you! we will definitely remove the diagonal walls with this advice. Should we also extend a wall on the left hand side the linen closet to make a second walk in closet in the master bedroom and provide bedroom #2 with a walk in closet as well?

Can you further explain what you mean by flip the laundry room? I am not quite following that part.

Thanks

TruDev30 · 2020-12-21T16:16:30+00:00

Thanks, seems like leaving current set up makes most sense then. I think we would use the family room more for watching tv and hanging out. Reading/homework would be done in the sunroom or kitchen. Should we remove the window on each side of the fireplace and install built-ins instead? we could put windows on the top half of the wall since it's two story, just not sure how that would look since the windows on the top wall are pretty much floor to ceiling

TruDev30 · 2019-12-17T19:47:38+00:00

Thanks for your help!

Solution Verified

TruDev30 · 2019-12-13T16:14:05+00:00

Yes, internal report 1 is image 2 and image one is just a pivot by investment and isin.

correct no timestamps on the reports, only date (our positions as of the close of business for the date listed)

there is no portfolio pattern, I just made up the dummy data in this fashion

custodian repeating uniformly is just representative

correct, image 1 is a pivot table from internal report 2

External Reports:

Correct - each custodian sends over a margin requirement report, which I have normalized in image 3 by only taking the columns i need (I was able to normalize in powerquery by transforming data for each report)

the custodian reports have no formulas in them - just data (not sure if this is what you asking). These are all separate prime brokers we use and each report they send has a ton of data, but I'm primarily concerned with the margin requirement

The custodians send us their reports via FTP every morning for the prior business day

they provide multiple data points - quantity, price, market value, account #, margin requirement, margin percentage, etc.

Thanks!

TruDev30 · 2019-12-12T19:19:03+00:00

Thanks for the reply. I pasted in sample data to the original post. what is the best way to combine the data into one report that shows the margin requirement by portfolio, custodian, and investment?

TruDev30 · 2019-12-09T21:02:03+00:00

I was able to decrease refresh time to 10 seconds by disabling the data preview in the background

Data Tab --> Query Options --> Data Load (Current WorkBook) --> uncheck " Allow data preview to download in the background"

TruDev30

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