facebookWhat systems do you recommend to keep track of your portfolio? - Seedly

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Anonymous

14 Feb 2021

SeedlyAMA

What systems do you recommend to keep track of your portfolio?

Big fan of your site. Do you have any system you recommend using to keep track of your portfolio?

AMA The InvestQuest

Discussion (11)

What are your thoughts?

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It really depends what does ur portfolio consist of and to what level of detail of tracking you would like to do.

For example if you have investments in robo-advisors, stocks in cdp, dca with some institution, us holdings in other brokerage, btc, or even cash in saving accounts, all of which forms ur total portfolio. It would be difficult to find a platform that can track ur total portfolio

Hence the best would be making ur own excel/google doc and updating it timely. This also allows u to know and keep track your total portfolio as u update it. Maybe u can draw out some insights and make suitable adjustments if u have a clearer overall picture of your portfolio.

Opinions expressed are my own personal thoughts and are not financial advices. It is important for you to do your own due diligence

I’m using yahoo finance for stocks too.. excel to track overall asset portfolio

Fransiska Darjanto

13 Feb 2021

Senior Manager at Deloitte Consulting

I use Simply Wall St for stocks, and excel for everything else

I use Google Sheet to track my portfolios which include properties, endowment plans, robo advisor and stocks. So far I can't find a platform can have all these together.

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In my personal opinion, it depends on a few considerations.

1) What asset classes and investment pr...

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