My mom has decided that she wants me to look at her portfolio and make recommendations.
Does anyone know of an online program where I can simply plugin her holdings, and get an overall allocation of what is current? I know I can look it all up and do a worksheet but I am looking for a time saver.
any ideas??
Does anyone know of an online program where I can simply plugin her holdings, and get an overall allocation of what is current? I know I can look it all up and do a worksheet but I am looking for a time saver.
any ideas??