Track overall portfolio

Epic
uYwn62

Go to company page Epic

uYwn62
Aug 5, 2020 7 Comments

How do you guys track your overall portfolio. I mean is there an app/service which gives you a consolidated view of your assets and liabilities.

I use personal capital to which I have linked all my bank accounts, trading accounts and loan accounts.
Wondering if there are any other good and reliable services out there.

#personalfinance #investments

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 TOP 7 Comments
  • Personal capital
    Aug 5, 2020 0
  • PTTracker is amazing
    Aug 5, 2020 0
  • I use Google sheets. It's one time set up with little maintenance as I add positions to my portfolio.
    It's awesome given that I have added custom Google scripts to do additional processing.
    I did this as I didn't want to link ask my financial accounts to a third party.
    Aug 5, 2020 2
    • Square
      iXpG78

      Go to company page Square

      iXpG78
      You track all your trades on sheets? Such as buy and sell? How do you know when a stock you own qualifies for long term capital gains
      Aug 5, 2020
    • I am not a trader but an investor. I don't sell often and if I do then I would carefully analyze why am I selling.
      So I don't need cost basis or purchase date of my positions.
      If I intend to sell then I would refer to my brokerage account.
      Aug 5, 2020
  • Dell
    /_

    Go to company page Dell

    /_
    Schwab and wealthfront both support linking external accounts. Works well enough for me
    Aug 5, 2020 1
    • Epic
      uYwn62

      Go to company page Epic

      uYwn62
      OP
      Have tried wealthfront but did not like it much. I prefer personal capital as it shows the numbers over time. Got to try Schwab. Is it free ?
      Aug 5, 2020