 |
|
07-07-2008, 07:12 AM
|
#41
|
|
Recycles dryer sheets
Join Date: Aug 2007
Location: Mt. Pleasant
Posts: 141
|
I use Yahoo to keep my portfolio w/o any dollar or share amounts. I have all of that in Quicken. Every weekend I update quicken with the NAV's from the Yahoo portfolio and I get my balance. When times are good doing it every week is a pleasure. These, it just gets me upset.
Larry
__________________
Retired early and loving it.
|
|
|
 |
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!
|
|
07-07-2008, 07:42 AM
|
#42
|
|
Full time employment: Posting here.
Join Date: May 2008
Posts: 546
|
 Quote:
Originally Posted by copyright1997reloaded
Interesting that you say that. I have a spreadsheet (excel) where I automatically update the quotes at end of day. (I used to have it set up to do realtime updates using dde but found that to be a bit of a hassle.) In any case, I have quite a few holdings, and one of the things I miss about the old days of updating manually is that I now feel less "connected" to how a security is acting.
|
Being connected to how your net worth isn't always a bad thing (or something you should miss). It is always fun during a bull market, but dreadful during a bear...
|
|
|
|
|
07-07-2008, 08:42 AM
|
#43
|
|
Dryer sheet aficionado
Join Date: Mar 2008
Posts: 26
|
I've been using Quicken since it first came out in the 1990's. For the past three or four years, I have been downloading nearly all of my transactions. I currently have about 30 different accounts (most are laddered CD's) and will probably have more in retirement. I track everything, so I always know my net worth.
Quicken has an excellent retirement planner built into it, and if you constantly update your accounts' information, that info is transferred automatically into your Retirement Planner. Both Quicken and their Retirement Planner require a bit of time to initially set up, but then updates are easy. They have a reminders feature that you can set up to monitor your accounts and alert you when CD's are about to mature, or when a bill is due.
I only buy an updated version about every 3 years -- I'm currently using Quicken Deluxe 2006, but plan to upgrade to Quicken Premier 2009 when it is released this fall. By the way, when a new verison is released, there are usually a few bugs still in the program and everyone complains about it. Then Quicken gets everything fixed over the following few weeks and it runs smoothly. Always keep checking for updates to ensure the software runs properly.
|
|
|
|
|
07-07-2008, 08:46 AM
|
#44
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Oct 2005
Location: North Oregon Coast
Posts: 16,483
|
Quote:
Originally Posted by Gotadimple
Happy days are here again
The skies above are clear again
Let us sing a song of cheer again
Happy days are here again
copyright 1929 Ager & Yellen
|
Uh-oh. 
__________________
"Hey, for every ten dollars, that's another hour that I have to be in the work place. That's an hour of my life. And my life is a very finite thing. I have only 'x' number of hours left before I'm dead. So how do I want to use these hours of my life? Do I want to use them just spending it on more crap and more stuff, or do I want to start getting a handle on it and using my life more intelligently?" -- Joe Dominguez (1938 - 1997)
|
|
|
|
|
07-07-2008, 08:56 AM
|
#45
|
|
Recycles dryer sheets
Join Date: Mar 2008
Posts: 75
|
I user Excel spreadsheet to automatically retrieve price data for all stocks and funds I hold, from various websites that supply free data. The facilities in Excel 2007 for pulling in a table of data off a web page you browse to are very easy to use. I've also (re)created a copy of my spreadsheet in Google docs so I can access my data from everywhere.
I also automatically pull in things like interest rates and benchmark bond fund yields so I can calculated real benchmark yields for cash and bond asset classes.
By using Excel I can calculate things that Quicken doesn't show me, e.g. the predicted future return on different asset classes (according to my methodology) and hence the income my assets should support.
|
|
|
|
|
07-07-2008, 09:20 AM
|
#46
|
|
Dryer sheet aficionado
Join Date: Mar 2008
Posts: 26
|
Very interesting information about Excel, cjking. I'm still using Excel 2003 so I didn't know that Excel could do all of the things you mention. I did just get a laptop that has a trial version of Excel 2007 on it, but I haven't opened it yet. Can't wait to try it now!
|
|
|
|
|
07-07-2008, 09:26 AM
|
#47
|
|
Recycles dryer sheets
Join Date: Mar 2008
Posts: 75
|
I think Excel 2003 can extract data from the web as well, maybe not quite as user friendly. Look up "web query" in the online help. (I haven't actually used it - I went from 2000 to 2007 last year when I decided I need this facility.)
|
|
|
|
|
07-07-2008, 09:36 AM
|
#48
|
|
Dryer sheet aficionado
Join Date: Mar 2008
Posts: 26
|
Quote:
Originally Posted by cjking
I think Excel 2003 can extract data from the web as well, maybe not quite as user friendly. Look up "web query" in the online help. (I haven't actually used it - I went from 2000 to 2007 last year when I decided I need this facility.)
|
Thanks, cjking -- I'll look into this. I have just recently started studying the Excel tutorials. I was planning to more fully learn the program after retirement, but I see that I should spend some time learning it now because it might help with retirement planning. Thanks again.
|
|
|
|
|
07-07-2008, 09:50 AM
|
#49
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 14,183
|
__________________
Have Funds, Will Retire
...not doing anything of true substance...
|
|
|
|
|
07-13-2008, 08:45 AM
|
#50
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Dec 2007
Location: Denver, Colorado
Posts: 6,258
|
I manually enter the numbers into Microsoft Money and check Money with Online Investing: Stocks, Personal Finance & Mutual Funds at SmartMoney.com (Select -- Subscription) and that with www.cakefinancial.com.
I am like W2R as I, too, enjoy the gut-wrenching experience of peeking daily -- I do it at night, however. (Don't want to ruin my day.)
In any event, I find Cake Financial to have the most accurate (eh, realistic) calculations. YMMV
|
|
|
|
|
07-13-2008, 09:01 AM
|
#51
|
|
Thinks s/he gets paid by the post
Join Date: May 2008
Location: Cooksburg,PA
Posts: 1,874
|
Thanks HFWR for the link!
|
|
|
|
|
|
Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
|
|
|
Posting Rules
|
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts
HTML code is Off
|
|
|
|
» Recent Threads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
» Quick Links
|
|
|
Linear Mode
