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

Advertisement

Anonymous

18 Oct 2021

Robo-Advisors

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

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.

Discussion (3)

What are your thoughts?

Learn how to style your text

Like tracking your savings account balance. Track the total value of the roboadvisor investment.

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.

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...

Write your thoughts

Advertisement