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What is a good Retirement Planning Tool?
I am trying to find a good way to track my portfolio across stocks, robo-investment, other investment portfolios, along with cash and other assets. I want a tool which is able to help me track annual rate of returns of each portfolio (manual entry is fine) and help me project what my total net worth will be in future.
I'm currently tracking on excel but as my portfolio diversifies, it is getting more complicated to track
Anyone have any tools to recommend?
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Just sharing some of the new stuff I discovered/rediscovered recently.
For retirement planning and projection, you could try upplan. If you have a SC online banking account, you can try upplan as they recently tied up a partnership. They allow you to model the retirement planning for life events and other investments.
Or you have a Stashaway account they have introduced a new planning tool to project for retirement amount.
For investment tracking, you probably have to continue using Excel or another tool for the metrics you require.