Author Topic: Where to check all investment balances at once  (Read 4645 times)

FastStache

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Where to check all investment balances at once
« on: April 06, 2014, 10:16:51 AM »
What websites are there available to check all of your balances and allocations in one shot?

I have a two 401k plans with ING, and an roth ira with vanguard. Vanguard is smart enough to split my target funds up between stock and bonds up. The ING one is not. I'd like to see my stock and bond allocation split, and other splits, such as domestic vs international, etc.

aclarridge

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Re: Where to check all investment balances at once
« Reply #1 on: April 06, 2014, 10:20:32 AM »
I've been using Yahoo Finance for a while, it's alright. But I made my own with Excel that grabs prices from Yahoo or Google, and it has all my different portfolios separate and totalled up...it's great. Only crappy thing is you need to input all trades and dividends manually.

seattlecyclone

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Re: Where to check all investment balances at once
« Reply #2 on: April 06, 2014, 10:26:59 AM »
You can use FutureAdvisor for this. They'll charge you if you want them to manage your investments for you, but they'll let you sign up for their website for free, import data from your existing accounts, show you your current overall asset allocation, and make recommendations for how to make some changes that will bring your allocation more in line with what they recommend. Whether you actually act on their recommendations or not is totally up to you.

golfer44

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RootofGood

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Re: Where to check all investment balances at once
« Reply #4 on: April 06, 2014, 11:20:47 AM »
I'll second Personal Capital.  I put together a review of Personal Capital here a while back.  I find I'm using it almost every day to check on investments or spending (or both).  I have accounts all over for different reasons (some outside my control), and we manage our marital finances jointly, so there's 2x as many retirement accounts to keep track of.  It works pretty seamlessly for me and it's easy to get started. 

I have my own asset allocation spreadsheet.  I go to personal capital and copy/paste the "holdings" screen into my spreadsheet so I can do my own more detailed asset allocation analysis and planning.  But you can easily use their built in tools for tracking your asset allocation and they provide rebalancing suggestions if you want to follow one of their different risk-based recommended allocations.  I'm a tinkerer so I have my own asset allocation that I follow, however the risk and return is perfectly on their chart of the "efficient frontier". 

wtjbatman

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Re: Where to check all investment balances at once
« Reply #5 on: April 06, 2014, 01:26:38 PM »
I use Mint regularly so that's where I check my balances most often, but Personal Capital has pretty good breakdowns and fancy charts that go more in depth. Then I use spreadsheets for all of my dividend growth information.

FastStache

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Re: Where to check all investment balances at once
« Reply #6 on: April 06, 2014, 03:30:59 PM »
Thanks for the Personal Capital suggestion. It does seem like a very nice interface, but my 401K is not accessible with them. I have put in a request to have it added, has anyone had much success with this?

RootofGood

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Re: Where to check all investment balances at once
« Reply #7 on: April 06, 2014, 03:46:37 PM »
Thanks for the Personal Capital suggestion. It does seem like a very nice interface, but my 401K is not accessible with them. I have put in a request to have it added, has anyone had much success with this?

I've never had a problem with loading any of my accounts into personal capital, but I've had a couple of minor issues that they have addressed.  One issue was with my 401k through prudential from my former employer's plan.  The account and the holdings loaded fine for a while, then suddenly all the investments showed up as being invested in just one fund.  As it turns out, they changed the interface at prudential from straight html to flash based, which made it impossible for personal capital to pull the data from prudential.  I sent a service request and they eventually fixed it so my holdings show up correctly now. 

From my work on IT projects, I know this is how bugs are often discovered (we're all beta testers, after all!).  They don't know there's a problem until a user reports a problem. I think asking them to hook up to your 401k is reasonable, and I'm sure they will get to it eventually.  FYI, it sometimes took them a week or more to respond to my requests, so be patient! 


ToughMother

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Re: Where to check all investment balances at once
« Reply #8 on: April 06, 2014, 06:43:04 PM »
Third (or Fourth) on Personal Capital to see all investment accounts at once...  Between my partner and myself, we have several accounts and we just finished adding them all to Personal Capital earlier this week.  Very helpful to see all the information together!

That said, I can't access my primary local bank although my other two local bank accounts are accessible.  I have a convo scheduled with someone there tomorrow and I'm hoping that they might be able to make this happen...

igetit

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Re: Where to check all investment balances at once
« Reply #9 on: April 08, 2014, 06:12:40 AM »
As a Vanguard investor you can easily plug in all of  your outside investments so that every time you sign on, all of your investment accounts are shown.
It's what I've done and it's an easy way to view it all on one screen.

catccc

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Re: Where to check all investment balances at once
« Reply #10 on: April 08, 2014, 07:17:04 AM »
I use yodlee, it reports balances, but not detail by fund.

gotaholen1

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Re: Where to check all investment balances at once
« Reply #11 on: April 08, 2014, 10:51:52 AM »
I like sigfig.  Nice apps for your phone as well.

soccerluvof4

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Re: Where to check all investment balances at once
« Reply #12 on: April 08, 2014, 10:55:21 AM »
I use Mint and Personal Capital

Cyrano

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Re: Where to check all investment balances at once
« Reply #13 on: April 09, 2014, 06:25:43 PM »
Gnucash. Takes a bit of time to set up, but once you do, you have all your personal accounting at you fingertips and never have to share a password.