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How do you track your portfolio?

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  • How do you track your portfolio?

    I'm just curious how the folks on here like to track their portfolio? (what sites/software, etc do you use)

  • #2
    I use Mint for budgeting and keeping track of my accounts, but it's pretty limited in its utility for investment tracking. I'm interested to see what others use.

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    • #3
      I use Moneydance because I became frustrated with Quicken. Moneydance has shortcomings too, however. I've decided there is no perfect solution.

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      • #4
        Personal capital

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        • #5
          +1 for personal capital

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          • #6
            +2 for personal capital

            Also decent for tracking your asset allocation

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            • #7
              What happens if Personal Capital gets hacked? I know, even bank websites can get hacked, of course- but PC has access to all your accounts in one place, right? So is that a risk you knowingly take? Thanks

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              • #8




                What happens if Personal Capital gets hacked? I know, even bank websites can get hacked, of course- but PC has access to all your accounts in one place, right? So is that a risk you knowingly take? Thanks
                Click to expand...


                Any semblence or sense of security anywhere is mostly an illusion. Its not really safe anywhere, so what can you do.

                 

                On the other topic, dont your brokerages offer better more exact tracking? Merrill has some great tools and so does my Interactive Brokerage account, anything I see on Mint/etc...is pretty basic and doesnt tell you much. You really have to make a spreadsheet if you want anything other than a gross overview from 10,000 ft. Look for a performance section on your brokerage account, it should have a lot of stuff there, even Vanguard does as I remember looking at it when I was there.

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                • #9
                  Personal Capital, which I use to update a spreadsheet occasionally.

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                  • #10
                    Any recommendations/advice on how best to start such a spreadsheet? Perhaps examples are available online? I've been struggling to create one for myself and my wife... Thanks!

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                    • #11
                      I use quicken for Mac for my spreadsheet to track expenses.  I use vanguard and personal capital for investment tracking.  I like Personal capital for a quick and easy way to track net worth.  I use tools on Vanguard and personal capital to track asset allocation.

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                      • #12
                        I also use personal capital and that does a pretty good job. Sometimes it gets a little flaky, right now it is listing one of my accounts as being all cash. The bogleheads wiki has a post on using spreadsheets and links to several:

                        https://www.bogleheads.org/wiki/Using_a_spreadsheet_to_maintain_a_portfolio

                        Another option would be to use morningstar instant xray, you can obtain free access to the portfolio portion by creating a T Rowe Price account. You have to manually input your portfoflio, but it will save it for you and you just have to update your number of shares in the future.

                        http://individual.troweprice.com/public/Retail/Planning-&-Research/Tools-&-Resources

                         

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                        • #13
                          I use Mint.  I see a lot of you use Personal Capital - is there an advantage over Mint?

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                          • #14




                            I use Mint.  I see a lot of you use Personal Capital – is there an advantage over Mint?
                            Click to expand...


                            I use Mint for expense tracking and Personal Capital to track investments.

                            Personal Capital is much more versatile and gives you more data on your investments, asset allocation, etc... There are some pretty cool tools, a few of which I have screen captures of here in my portfolio performance update, such as the attached asset allocation breakdown.

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                            • #15
                              We use a google doc spreadsheet with tabs for myself and one for husband, then another with everything combined that tracks net worth. I have everything listed (including loans) with % of total, and I update it every 3 months (probably will space this out eventually).

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