I am searching for a personal Ledger for recording & maintaining buy/sell records of our investments at the 3 Brokers I use.
I forgot about a sale of ETF shares at Vanguard I did earlier in the year, & after finding out, I am now doing tax loss harvesting for. Better finding out now rather than after the year's end.
We are almost out of Vanguard now to mostly Fidelity & some IRAs at Schwab. A point in favor of consolidating all accounts with a single Broker
I will appreciate if anyone can recommend a personal ledger they use for recording transactions.
If I have all our Schwab & Vanguard accounts linked to Fidelity, will that become a DIGITAL LEDGER OF SORTS ?
Does anybody use the Full View feature available in Fidelity to have a comprehensive view of all accounts at a single place. ??
Is writing on a piece of paper or a digital record better than the best memory in the world ??
I dread the day when I keep forgetting these investment sales I make
Thankyou for your feedback in advance
I forgot about a sale of ETF shares at Vanguard I did earlier in the year, & after finding out, I am now doing tax loss harvesting for. Better finding out now rather than after the year's end.
We are almost out of Vanguard now to mostly Fidelity & some IRAs at Schwab. A point in favor of consolidating all accounts with a single Broker
I will appreciate if anyone can recommend a personal ledger they use for recording transactions.
If I have all our Schwab & Vanguard accounts linked to Fidelity, will that become a DIGITAL LEDGER OF SORTS ?
Does anybody use the Full View feature available in Fidelity to have a comprehensive view of all accounts at a single place. ??
Is writing on a piece of paper or a digital record better than the best memory in the world ??
I dread the day when I keep forgetting these investment sales I make
Thankyou for your feedback in advance
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