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Learning, Sharing, and Teaching => Ask a Mustachian => Topic started by: kib on April 18, 2016, 06:23:24 AM

Title: Simple tracking for a "fantasy" portfolio
Post by: kib on April 18, 2016, 06:23:24 AM
My Mom wants to keep track of her mutual fund assets online but she's uncomfortable with the idea of online banking; she doesn't want to link or access her actual accounts online, just the performance of the funds she's chosen.

Does anyone know of a good site where we could create a "fantasy portfolio"?  What I'm envisioning is entering her current share amounts for about fifteen different tickers and having the system update the NAV based on current share price so she can keep a general idea of motion in the portfolio without actually having her personal info out there ala Mint.  I realize the share amounts will have to be updated manually based on paper statements, but this seems like a compromise that would give her some day to day feedback on performance.
Title: Re: Simple tracking for a "fantasy" portfolio
Post by: Ishmael on April 18, 2016, 06:43:04 AM
I've been using Google finance for quite a while. google.com/finance.

It works well, and has pretty graphs, but be careful and never delete a stock from the portfolio - you lose the complete history for that stock, and it messes up your portfolio calculations.
Title: Re: Simple tracking for a "fantasy" portfolio
Post by: MickeyMoustache on April 18, 2016, 11:02:53 AM
I've been using Google finance for quite a while. google.com/finance.

It works well, and has pretty graphs, but be careful and never delete a stock from the portfolio - you lose the complete history for that stock, and it messes up your portfolio calculations.

I second this, I've been using it for yeeeeears and its been great!
Title: Re: Simple tracking for a "fantasy" portfolio
Post by: forummm on April 18, 2016, 12:16:00 PM
Another idea: If you just invest in the 500 index fund, it's easy to see what your money is doing since they report it everywhere all the time.