Author Topic: Tracking multiple portfolios ?  (Read 638 times)

GreenEggs

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Tracking multiple portfolios ?
« on: April 09, 2020, 07:33:41 AM »
Are there any simple methods to track multiple portfolios without setting up seperate accounts with different brokers? 

TheAnonOne

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Re: Tracking multiple portfolios ?
« Reply #1 on: April 09, 2020, 07:47:36 AM »
Are there any simple methods to track multiple portfolios without setting up seperate accounts with different brokers?

A site like personal capital does this for free. You do occasionally get a call for a 'financial review' once you get over something like 100k but you can just say no/not answer etc.

Stimpy

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Re: Tracking multiple portfolios ?
« Reply #2 on: April 09, 2020, 08:01:35 AM »
I technically do that, but I wouldn't say what I do is simple.  I use a database, and can just "make" a new portfolio when ever I want.  No new accounts, just have to assign the new buys to the new portfolio in the database.   

I suspect it would be too much work for most people.

You best bet is probably a spread sheet with separate tabs.  That way you can separate your "portfolios" without too much hassle. 

Now if on the other hand what your wanting is to track all your portfolios, yea personal capital (PC) is probably best.  There are a few others out there, but that is the best of them as far as I am aware.

MustacheAndaHalf

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Re: Tracking multiple portfolios ?
« Reply #3 on: April 10, 2020, 07:26:23 AM »
If all you want is daily or overall gains/losses,  a stock tracker app could do it for you.