portfolio spreadsheet site
I am looking for a site or program that I can plug in my holdings and track my portfolio by asset classes.
I am with Schwab and they have this on the site but not to a slice and dice type detail.
I have made my own excel spreadsheet but I have to get into some holdings that are split them among asset classes.
here are the classes I would ideally like to track
us large cap
You've got to ask yourself one question: Do I feel lucky? Well, do ya, punk?
Retired July '11 investments 60/40 in very low cost index and mutual funds, balance once a year at best.