The Money Mustache Community
Learning, Sharing, and Teaching => Investor Alley => Topic started by: sameoldclothes on October 15, 2013, 10:54:44 AM
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Hi Everyone,
I am new to this site and have looked around a lot in the forums and the blog over the past week or so. I was wondering what the best way to track investments? Somewhere where I can see them all together. I know there are a ton of programs and sites out there. Looking for recommendations.
Insanely inspired by all of you and hoping to get there soon!
Thanks!
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Sameoldclothes,
Welcome to the community. I'm new myself, and so far it's been very educational.
I use Personal Capital. MMM just had a blog post discussing the service. I think it does a great job of visually representing my accounts, but sometimes it mis-classified the individual funds inside my mutual funds (classify them as US domestic instead of international, etc). Overall, great experience though, and all of my bank and investment accounts worked.
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Vanguard! If you have all your investments with Vanguard it's easy to track. We add in our individual stock holdings onto our personal acct. and it tracks those too.
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I don't like any of them. I use an excel spreadsheet. That way I know how it works, I can easily customize it, and I can audit the data and results with a high degree of confidence.
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https://www.sigfig.com/ (https://www.sigfig.com/) is one too that I just started using. I liked the design better than Personal Capital, but I might end up signing up for both to see which one I like better.
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Thank you all! I will look into each of them. I appreciate the advice!
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I just have everything in a Google drive spreadsheet, there is a finance function that automatically calculates the current share price of stocks, ETFs and mutual funds. https://support.google.com/drive/answer/54198