Look at all finances in one place
one account to connect cash, stocks (robinhood), rsu morgan stanley , 401k vanguard , credit cards and view a time series. anyone ? I have tried wealthfront and mint. links fail to update
Why don’t you just maintain an excel sheet of all your investment accounts update it like once a quarter ?
Personal Capital takes forever to link accounts. Wealthfront doesn't update the amount regularly. Mint asks to fix accounts once in a while.
Wealthfront
I don't like to give crucial passwords of my financial account to apps such as personal capital or mint. But I do have an Excel sheet that I update once a month to track all of my finances - stocks, 401k, bank accounts, property value (this one is rarely updated) Good thing about this sheet is that the stock equity is automatically updated based on the quantity. So lot of the work is significantly reduced. It takes about 5-10 mins of my time and serves the purpose.
Any feedback on nerdwallet? I recently started using it and it's not bad
I just switched from Mint to Personal Capital, and PC is way better. Better visualizations. And easier to link accounts.
Fidelity full view used to be great if you already had a Fidelity account. It still exists but I got turned off after they tried their UI overhaul. I think they've improved recently but I've moved onto personal capital
Schwab
Personal capital
Try personal capital, I like their dashboard.
Is everything easy to connect
I second Personal Capital. I like it a lot better than Mint