Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
portfolio spreadsheet site
Old 11-19-2012, 10:19 AM   #1
Recycles dryer sheets
ducky911's Avatar
 
Join Date: May 2010
Posts: 397
portfolio spreadsheet site

Hi,

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
us smallcap
reit
foreign
emerging markets
bonds
treasuries
cash

thanks

bob
__________________

__________________
You've got to ask yourself one question: Do I feel lucky? Well, do ya, punk?
I hate (despise) loads and fees
Retired July '11 investments 55/45 in very low cost index and mutual funds, balance once a year at best.
ducky911 is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 11-19-2012, 10:34 AM   #2
Thinks s/he gets paid by the post
Gotadimple's Avatar
 
Join Date: Feb 2007
Posts: 1,761
Morningstar! Morningstar has a Portfolio Manager where you can set up your portfolio and track it. This is a free tool, and you will need to register. Got to Morningstar.com and click on Portfolio.

They also have a tool called Portfolio Monitor which requires an annual fee. It analyzes your portfolio holdings and tells your asset allocation in minutia. Go to Tools.

-- Rita
__________________

__________________
Only got A dimple, would have preferred 2!
Gotadimple is offline   Reply With Quote
Old 11-19-2012, 11:28 AM   #3
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Midpack's Avatar
 
Join Date: Jan 2008
Location: Chicagoland
Posts: 11,977
Quote:
Originally Posted by ducky911 View Post
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.
That surprises me. I take it this isn't enough detail
Portfolio Analysis: Web Trading: Schwab Active Trader, and I don't have any holdings with Schwab so I don't know what tools they provide. Have you "chatted" with them to see if it's there somewhere? FWIW
__________________
No one agrees with other people's opinions; they merely agree with their own opinions -- expressed by somebody else. Sydney Tremayne
Retired Jun 2011 at age 57

Target AA: 60% equity funds / 35% bond funds / 5% cash
Target WR: Approx 2.5% Approx 20% SI (secure income, SS only)
Midpack is offline   Reply With Quote
Old 11-19-2012, 01:38 PM   #4
Moderator Emeritus
 
Join Date: May 2007
Posts: 11,044
+1 on Morningstar portfolio manager. You can run an X-ray on your portfolio (if you are a premium member) to break it down into asset classes.

Portfolio manager and X-ray are available for free from T. Rowe Price here:
Financial Tools and Investment Calculators - T. Rowe Price
__________________
FIREd is offline   Reply With Quote
Old 11-20-2012, 10:53 AM   #5
Thinks s/he gets paid by the post
Gotadimple's Avatar
 
Join Date: Feb 2007
Posts: 1,761
Quote:
Originally Posted by Midpack View Post
That surprises me. I take it this isn't enough detail
Portfolio Analysis: Web Trading: Schwab Active Trader, and I don't have any holdings with Schwab so I don't know what tools they provide. Have you "chatted" with them to see if it's there somewhere? FWIW
Schwab's tool does asset allocation, however, you must select a 'type' which is then canned allocation. So your assets are always compared to a canned allocation.

The Morningstar X-Ray tool (even the freebie) is far superior.

-- Rita
__________________
Only got A dimple, would have preferred 2!
Gotadimple is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


 

 
All times are GMT -6. The time now is 05:30 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.