ducky911
Recycles dryer sheets
- Joined
- May 18, 2010
- Messages
- 497
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
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