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Old 12-02-2007, 08:05 AM   #21
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I use auto-download from msn to OpenOffice spreadsheet, so it is effortless. Check-in frequency depends on how interesting the market is being. Lately that has meant daily.
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Old 12-02-2007, 08:12 AM   #22
Recycles dryer sheets
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I do the one button Quicken update once a week. I like the net worth look as the real estate and cash accounts help to buffer the stock market noise. I don't look at the stock individual values unless there is a What?! moment.
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Old 12-02-2007, 09:00 AM   #23
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I found a simple macro for downloading an array of prices to an Open Office calc spreadsheet. It worked well with a few random ticker symbols. Using Open Office makes more sense to me since I will dump MS Office and only use OO with my next PC. Here is a link for anyone who is interested in using this macro:
OpenOffice.org Forum :: Get Stock Prices in a Spreadsheet
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Old 12-02-2007, 09:02 AM   #24
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Since our money is spread out in a couple of 401ks, PST, and our Personally held accounts at our Mutual Fund company... only about once a year.

However, I check our Mutual Fund account regularly. Since the asset classes are similar... I can get a reasonably accurate estimate by looking at it... +/- 1%

Now if one of the 401k assets dumped or jumped... I would know it because I frequently check to see how they are doing... but I do not calculate an accurate value.
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Old 12-02-2007, 09:08 AM   #25
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I check weekly, but update my spredsheets monthly.
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Old 12-02-2007, 10:13 AM   #26
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Yearly in January for the official record (to compare to our FIRE goals) and once or twice per year other than that for a quick look.
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Old 12-02-2007, 05:30 PM   #27
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I check the balances once a day since I'm on the computer each day...just to make sure there are no shenanigans going on.

I update my spreadsheet once per month.
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Old 12-02-2007, 05:48 PM   #28
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Quicken updates it for me daily, but I look at it maybe once a week.
I like the idea of open office and am downloading it now. Thanks for mentioning it.
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Old 12-03-2007, 01:50 AM   #29
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Here's a cool download addin for excel, it gets prices from MSN Money Central. It does FX as well (using /USDEUR or /EURUSD as the symbol).


http://www.microsoft.com/downloads/d...displaylang=en
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Old 12-03-2007, 07:08 AM   #30
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I do an update once a month into Excel. I do an investment rebalance twice a year in April and October. I make tax loss decisions in November.

I also have my stocks (plus prefs and convertibles) set up in Yahoo Finance so I can see them daily if I am feeling anal. The funds are in GlobeInvestorGold.

If you like playing with numbers in Excel, try these.
gummy stuff ... about Investing (mostly)
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