Author Topic: Betterment export?  (Read 2620 times)

dinki

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Betterment export?
« on: June 10, 2015, 07:39:42 AM »
I recently set up a Betterment account.  I've manually entered my shares and prices into Yahoo! Finance (Y!F)so that I can view my portfolio without having to log into Betterment.  Entering these into Y!F gets old fast.  I see that Google Finance allows for importing data in CSV format but I can't figure out how to export it from Betterment.

My questions:

*  How do I export all my purchases from Betterment?
*  Is there something similar to Y! Finance or Google Finance that allows for easy viewing of my portfolio?  Free of course

frugalnacho

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Re: Betterment export?
« Reply #1 on: June 10, 2015, 10:21:00 AM »
I use mint.  It shows the grand total of all my investments in a particular account.  It's great for seeing a snap shot of the total account, but not checking out each individual investment.  Like if you have 5 funds in your IRA, it will just give you a total IRA value.  Which is enough for me.  I have my investment policy statement written up and I won't be deviating from it, so I don't really care how my individual investments do as I won't be changing any of them (except to rebalance annually).

dinki

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Re: Betterment export?
« Reply #2 on: June 10, 2015, 10:28:53 AM »
Thanks for your reply.  I use Mint too.  I'm brand new to investing anything outside of 401k and I _know_ that I'm watching things too closely but I'm a data analyst by trade so it's hard not to do so. I'm not acting on any fluctuations.  This is merely to satisfy my curiosity.  In the grand scheme of things, it really doesn't matter, but I'd just like to see how things are going at a glance on my My Yahoo! homepage that I have customized with various other RSS feeds, weather, etc. 

I'm not sure why there's not an easier way to import data into Yahoo and why there's not an easy way to export data out of Betterment.  I'm probably just overlooking the obvious.

rmendpara

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Re: Betterment export?
« Reply #3 on: June 10, 2015, 02:18:07 PM »
You could probably write a (relatively) simple macro in excel or something else to pull out values by fund from Betterment.

The easiest way would be to use Mint or Personal Capital to do all this for you and also provide pretty color pictures for you to look at. Analyze the data all day and night!

dinki

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Re: Betterment export?
« Reply #4 on: June 10, 2015, 02:25:52 PM »
You could probably write a (relatively) simple macro in excel or something else to pull out values by fund from Betterment.

By what means do I get the data out of Betterment?  Surely not screenscraping!