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Join Date: May 2004
I haven't used SigFig, but it sounds similar to Morningstar's Portfolio X-ray and Portfolio Advisor functions, start here. They work very well in my opinion. Some functions are only available if you buy the Morningstar subscription, but IIRC the basic functions in the "free" category are pretty good. I thought it worth buying the subscription when first setting my allocations, and I pay money for the "fully leaded version" occasionally.
"Freedom begins when you tell Mrs. Grundy to go fly a kite." - R. Heinlein
I've tried a couple of these before with no luck. Seems like there are always one or two websites that can't be accessed due to the way they have their security set up. Anybody else experience this issue?
Wherever you go, there you are.
(In other words, no whining!)
I've had a login problem with an outside account at Vanguard. Has happened three times in a few years. The problem is that the outside account changes their web design, or something in the authentication process must change for some reason. I'm currently going through a process with Vanguard at this time, and it has taken a series of emails to get it right. I had same with my 401k on two occasions.
When it is running smoothly, it saves me quite a bit of time when I capture month-end balances to Excel.
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