facebookCan you guys recommend a good app or excel template to manage investments? - Seedly

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Anonymous

07 May 2021

General Investing

Can you guys recommend a good app or excel template to manage investments?

I’m using robos + tiger brokers + binance and was wondering what is the best way to monitor my investments such that i can see profit/loss and when i need to rebalance (e.g. in the case where crypto investments grow to be bigger than intended allocation due to profit)

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Kenneth Fong

07 May 2021

Marketing Manager at Seedly

Hi anonymous,

As many other community members have pointed out, you might wanna try StocksCafe, a platform that allows you to consolidate all of your various portfolios and investments in one place.

As luck would have it, we currently have StocksCafe as a Seedly Reward which only Seedly community members have access to! Yep, you'll be able to get 6 months free trial of StocksCafe! FYI: one year's membership would cost you $45!

All you need to do is contribute actively in the Seedly community by either joining more discussions or leaving reviews and level up to Level 6 to get access to it.

All the best levelling up!!

P.S. there're other rewards that you can get access to too, and even more coming soon!​​​

I created my own Excel template with tabs ranging from personal finances/budgeting to dividend tracking

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StocksCafe!!...

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