Which software do use for portfolio percentage and net worth?

[FireFox]

Getting a basic idea on what people use for portfolio fund allocation monitoring?
Do you use Personal Capital, MINT or something else?
Thanks

[SpacemanSpiff12]

Getting a basic idea on what people use for portfolio fund allocation monitoring?
Do you use Personal Capital, MINT or something else?
Thanks

Microsoft Excel

[Pmrdoc46]

Personal Capital

[GasFIRE]

Quicken. It has access to Morningstar's Portfolio Xray to analyze holdings.

[Kamban]

Quicken since 1989 onwards

[JBME]

PoF has a good post with an excel sheet you can download that has the formulas

[CordMcNally]

Excel.

[Larry Ragman]

I just let Vanguard track it for me.

[Hatton]

Vanguard and Personal Capital.

[Notsobad]

Moneydance.
quicken for Mac has not had decent tools for investments in the past.

Money dance is now going to a subscription model to get access to the third party data transfer companies that the banks are requiring as they phase out their OFX servers.

I have been averse to having my passwords and data live online with a third party.

[SpacemanSpiff12]

I’ve tried most of them and found each lacking.

Personal Capital couldn’t import my Fidelity accounts (!)

Quicken couldn’t access our T Rowe Price account and never seemed to get our mortgage / home value correct.

And I share the third party security concerns. So I’ve just gone back to Excel. It takes me 10 minutes every month and is pretty straightforward.

[FireFox]

Moneydance.
quicken for Mac has not had decent tools for investments in the past.

Money dance is now going to a subscription model to get access to the third party data transfer companies that the banks are requiring as they phase out their OFX servers.

I have been averse to having my passwords and data live online with a third party.

Aren't we living in the world of online security risk everyday? I mean when you enter your any information, credit card etc to order online you are exposed.

[childay]

I’ve tried most of them and found each lacking.

Personal Capital couldn’t import my Fidelity accounts (!)

Quicken couldn’t access our T Rowe Price account and never seemed to get our mortgage / home value correct.

And I share the third party security concerns. So I’ve just gone back to Excel. It takes me 10 minutes every month and is pretty straightforward.

I use personal capital, works with fidelity for me weird

[burritos]

Sigfig.com (consumer site)

[StarTrekDoc]

Quicken. PC and fidelity. We each have their advantages in budget and planners