As I play the TC and wealth game in Bay area, I find it hard to get a summary of just how much I'm saving, with my 6 investment accounts. Anyone have a good app that pulls from all the data sources? Like Mint but with more connections? Mint still doesn't support some really popular data sources.
What are your 6 investments btw?
Personal Capital
☝️
Mint
Personal capital and Wealthfront charge more
schwab lets me add my external accounts to view in app
Wealthfront - there is no charge at all to just add your accounts and view your net worth dashboard. They only charge if you invest more than 5k with them directly.
I’ve done a lot of research in this area. I definitely geek out on PF and mostly use Personal Capital and my own homegrown spreadsheet.
Banktivity
Spreadsheet?