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Re: net worth spreadsheet
Old 04-03-2005, 01:53 PM   #21
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Re: net worth spreadsheet

Schwab has a portfolio tracker feature which allows entry of all assets and updates the values daily, as well as providing an asset allocation evalutaion.
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Re: net worth spreadsheet
Old 07-29-2005, 08:12 AM   #22
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Re: net worth spreadsheet

www.Yodlee.com is the source service for many financial websites for account aggregation. They also allow users to use their service directly. It gives a good one page networth summary and has bill reminders.
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Re: net worth spreadsheet
Old 07-29-2005, 09:00 AM   #23
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Re: net worth spreadsheet

MS Money 2005 (Portfolio Manager). Use .Net Passport feature to update prices.
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Re: net worth spreadsheet
Old 07-29-2005, 12:16 PM   #24
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Re: net worth spreadsheet

Quote:
Originally Posted by John Galt
I posted this before. *It happens to be true *

Take a used envelope out of the trash (any size, but
one side should be blank). *Shake off the coffee grounds
and cigarette ashes. *List assets and liabilities.
Subtract. *This is your net worth. *It should be a plus. *If not, go back to work at once. *Discard envelope
and repeat process as desired.

JG
What I like best about John's method is that there is no updating/refreshing of asset values.* Simply SWAG with your best recollection of the value of equities, real estate, etc., and add it up.* If your best recollection/knowledge of the value of your home is what you paid for it ten years ago, so be it!* Just write it down and add 'em up!* Keeps it simple.
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Re: net worth spreadsheet
Old 07-29-2005, 12:20 PM   #25
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Re: net worth spreadsheet

I am an engineer and I still use JG's method. EZ. Almost all of my equities are with Vanguard for simplicity and I enjoy looking at the graph of asset value from time to time (useless when making new contributions; it should be able to do a DCF, but it doesn't). I will look at that new feature.

Ed
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Re: net worth spreadsheet
Old 07-29-2005, 12:29 PM   #26
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Re: net worth spreadsheet

Quote:
Originally Posted by youbet
What I like best about John's method is that there is no updating/refreshing of asset values.* Simply SWAG with your best recollection of the value of equities, real estate, etc., and add it up.* If your best recollection/knowledge of the value of your home is what you paid for it ten years ago, so be it!* Just write it down and add 'em up!* Keeps it simple.
Simplicity is good. Rough estimates are good enough for much of what we need to do. But sometimes it helps to know things more accurately. Using a program like Microsoft Money or Quicken is even simpler than the back of the envelope method after you've entered the information one time. You don't have to find an old envelope in the trash, brave the bacteria, remember all of your investments, remember what they are worth, or even remember to carry the 1 to the next column. Results are updated and computed automatically and you can even look at them graphically.
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Re: net worth spreadsheet
Old 07-31-2005, 10:09 PM   #27
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Re: net worth spreadsheet

I downloaded the MSN Money Stock Quotes tool that Richard listed and used it to import my portfolio values and I agree with SG. It's a one time process that keeps on giving. I installed the executable and then you pull down the Tools menu, select Import Data, select Get Stock Quotes in the Macro list and it asks for stock symbols. 10 minutes total and never needs redoing. Instant portfolio recalculation, real-time.

Put it on sheet 2 of your spread sheet and import it on sheet 1 where you do asset or portfolio calculations. One click and your portfolio net worth is updated automatically.
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