I have investments in few places, fidelity 401K, ccoinbase, robinhood etc. how do I aggregate these portfolios into one view? Help is appreciated
Excel
Send me the passwords
Make one in google sheets. Tons of tutorials on youtube. Or use personal finance. I do both
Google sheets allows you to add formulas for tickers so that they update in real time
This this excel template. https://themeasureofaplan.com/investment-portfolio-tracker/
Personal capital
Google has a portfolio creation feature on their finance site https://www.google.com/finance/
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