How often do you mark-to-market?

[WM]

Yearly in January for the official record (to compare to our FIRE goals) and once or twice per year other than that for a quick look.

 

[bbbamI]

I check the balances once a day since I'm on the computer each day...just to make sure there are no shenanigans going on.

I update my spreadsheet once per month.

 

[walkinwood]

Quicken updates it for me daily, but I look at it maybe once a week.
I like the idea of open office and am downloading it now. Thanks for mentioning it.

 

[Maurice]

Here's a cool download addin for excel, it gets prices from MSN Money Central. It does FX as well (using /USDEUR or /EURUSD as the symbol).


http://www.microsoft.com/downloads/...D8-9305-4535-B939-3BF0A740A9B1&displaylang=en

 

[kcowan]

I do an update once a month into Excel. I do an investment rebalance twice a year in April and October. I make tax loss decisions in November.

I also have my stocks (plus prefs and convertibles) set up in Yahoo Finance so I can see them daily if I am feeling anal. The funds are in GlobeInvestorGold.

If you like playing with numbers in Excel, try these.
gummy stuff ... about Investing (mostly)