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Rais M

Accountant at SME

26 Feb 2020

βˆ™

General Investing

What are some tools to track investments purchased over the last 10 years?

I currently track my investments via excel. I still have my buy and sell prices, all the stocks I own, including each and every buying price for the POSB Invest Saver ETF.

Is there a tool that I can use to track all my investments (USA & SG stocks) since Day 1? I would like to see how is my returns over the last 10 years.

Discussion (3)

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Andy Sim

26 Feb 2020

HR Professional at a Financial Institution

Bloomberg or Investing Note are the more reputable ones

Stocks Cafe is a good platform for tracking your performance (Time weighted, Money weighted, etc.) and the interface is quite intuitive. The only downside is that that they have a fee if you want to unlock the full features. If you're interested you can check out their site here: https://stocks.cafe/v3/index

Frankie Aufhauser also shared his method of tracking his investment performance by using Word and Bigchart which i thought it was brillant. You might want to have a read about his method: https://seedly.sg/questions/how-do-you-track-yo... ​​​

U can try "My Stocks Portfolio & Widget" from Android playstore. Best apps I see so far.

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