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Portfolio Management Website
Old 11-04-2008, 09:40 PM   #1
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Portfolio Management Website

This has to have been asked before, but I could not find it in searching the past threads:

Anyway, I have been using Google Finance for a portfolio management tool. it is pretty weak. Who has the best FREE website for managing a portfolio? I just want something where I can rapidly review performance, expenses, etc. I know FREE is a serious limitation, but then I am cheap. I am not looking for something for day trading, just something so can can keep track of the trends. Thanks for you suggestions.
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Old 11-04-2008, 09:46 PM   #2
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Quote:
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Who has the best FREE website for managing a portfolio? I just want something where I can rapidly review performance, expenses, etc. I know FREE is a serious limitation, but then I am cheap.
Define best.
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Old 11-04-2008, 09:49 PM   #3
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Originally Posted by kumquat View Post
Define best.
Obviously in the eye of the beholder, so I will say the one that you think is "best."
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Old 11-04-2008, 11:18 PM   #4
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There is only one free place to get decent asset allocation breakdown within a portfolio management tool and that is to use the Morningstar portfolio manager and portfolio X-ray analysis tool available FREE at the TRowePrice web site. Or you can pay for it at the Morningstar web site.

Here's how to get it free: Asset allocation tutorial?

Otherwise, use MSMoney or Quicken. Or use them as well.
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Old 11-05-2008, 08:22 AM   #5
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If you are going to manage your own portfolio, and handle the taxes, you need something like Quicken/MSMoney. Yes it costs $40 every years, but it downloads the prices of your assets anytime you want, downloads all the transactions from your broker, and can transfer the year end data to turbotax.
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Old 11-08-2008, 10:02 PM   #6
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Does anyone know of a free online tool which will let me figure out projected return and standard deviation for various blends of assets? The portfolio Xray tells me what asset blend I have now and the other portfolio tools tell me how a given fund or fund actually has performed, but where/how can I find out for planning purposes what return and standard deviation I should expect (based on historical data) with such & such an asset allocation?
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