packrat44
Thinks s/he gets paid by the post
I have been very bad. Retired 4 + years ago and have not been managing my investments. I had created a very crude excel spreadsheet (I had to manually input stock or fund values) to determine updates. More than a year ago my computer crashed and I lost all data. Since then I have been asleep regarding the investments.
It is past time to start tracking and managing properly. Looking for help in acquiring good/decent software programs. Would like to have a program that with stock/fund symbols in place, it would automatically update the latest unit price. It would be a great benefit to have a spreadsheet that required minimal effort to instantly view your financial health. If would also be nice if it could be set up to track asset allocations and to raise a flag when a re-balance should be addressed. Also looking for programs for tracking other (pensions; SS; etc) income and expenditures.
Information on where to purchase/acquire such programs would be greatly appreciated. If there is available free-ware that is safe to use, that would be even nicer.
It is past time to start tracking and managing properly. Looking for help in acquiring good/decent software programs. Would like to have a program that with stock/fund symbols in place, it would automatically update the latest unit price. It would be a great benefit to have a spreadsheet that required minimal effort to instantly view your financial health. If would also be nice if it could be set up to track asset allocations and to raise a flag when a re-balance should be addressed. Also looking for programs for tracking other (pensions; SS; etc) income and expenditures.
Information on where to purchase/acquire such programs would be greatly appreciated. If there is available free-ware that is safe to use, that would be even nicer.