Advertisement
Anonymous
I have a neat excel sheet tracking my stock portfolio. How would you recommend factoring in robo advisor investments since the format of stock price, shares, cost doesn’t apply exactly.
3
Discussion (3)
Learn how to style your text
Reply
Save
Kenneth Lou
18 Oct 2021
Co-founder at Seedly
Total portfolio value for me, is it up or down. I guess that's just the beauty and simplicity of it!
Another way is to track nett deposits vs current value.
Reply
Save
Tan Choong Hwee
18 Oct 2021
Solutions Specialist at Providend
In stock, you track number of shares and unit share price, which gives you the shareholding value. F...
Read 1 other comments with a Seedly account
You will also enjoy exclusive benefits and get access to members only features.
Sign up or login with an email here
Write your thoughts
Related Articles
Related Posts
Related Products
4.7
1293 Reviews
StashAway Simple Guaranteed 3.55% p.a. (Guaranteed rate)
Cash Management
INSTRUMENTS
None
ANNUAL MANAGEMENT FEE
None
MINIMUM INVESTMENT
3.5%
EXPECTED ANNUAL RETURN
Mobile App
PLATFORMS
4.7
658 Reviews
4.6
933 Reviews
Related Posts
Advertisement
Like tracking your savings account balance. Track the total value of the roboadvisor investment.