How would you track stock portfolio if part of your investment is in roboadvisor?

Wondering how to neatly record/track robo advisor performance alongside individual stock performance in one excel file

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Sherwin Lim

Edited 01 Sep 2021

I periodically track the portfolio value over capital invested in my main portfolio spreadsheet. Update prob once a month. Doesn’t fluctuate much.

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Tan Choong Hwee

01 Sep 2021

Solutions Specialist at Providend

Just track your buy / sell / dividend (if not reinvested) transactions in dollar amount with date stamps for your robo advisor portfolio. You can easily compute IRR using XIRR function in Excel.

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When tracking your stock portfolio, how do you guys include/ factor in roboadvisor investment into your excel sheets?

Hi! I would like to invest in S&P500 for long term as part of my portfolio. Would it be wise to put $10k towards this? Would like to hear your recommendation for a newbie into investing. Thanks all

Would you recommend an investment portfolio consisting of both ETFs and value stocks, or should we pursue passive investment with ETFs and value investment separately?

Although stocks often get the limelight when it comes to investing, bonds can also be part of a holistic financial portfolio. Find out how to invest in bonds here.

As a fresh grad with little cashflow, and only able to invest ~$1k/mth, would you advise putting them in a diversified stock portfolio, or in a REIT portfolio?

When tracking your stock portfolio, how do you guys include/ factor in roboadvisor investment into your excel sheets?

Hi! I would like to invest in S&P500 for long term as part of my portfolio. Would it be wise to put $10k towards this? Would like to hear your recommendation for a newbie into investing. Thanks all

Would you recommend an investment portfolio consisting of both ETFs and value stocks, or should we pursue passive investment with ETFs and value investment separately?

Although stocks often get the limelight when it comes to investing, bonds can also be part of a holistic financial portfolio. Find out how to invest in bonds here.

As a fresh grad with little cashflow, and only able to invest ~$1k/mth, would you advise putting them in a diversified stock portfolio, or in a REIT portfolio?