Automatically set a strategy target

The script automatically updates the strategy targets at the start of the month

What can I do with this?

Ensure your strategies stay on track without the manual work of updating them monthly.

How it works

The script references a spreadsheet with monthly targets, updates any active strategies, and sets any missing strategies to 0. 



  • User must define strategy targets in a spreadsheet with exact name match and monthly targets.



Written by Kelsey Kamp

Last published at: May 6th, 2024