re; Where do you go to see all your investments in one spot?

[HappilyRetired]

Hi Everyone,

For no reason given other than it looks like Yahoo portfolios are now charging a fee (?) , I have lost a one stop shop to see all my investments on one page.
I have investments in Fidelity, Vanguard, Schwab, etc, and I manually put in all my accounts and investments into a Yahoo Portfolio I created (for past 10 years). At the end of every day I could see the profit or gain of each account, etc.

Can anyone recommend a free website, where you can list all your investments, and the equities bought in each of those accounts, that can be added/deleted as investments are sold and bought?

I'd so appreciate it...

Warmly,
Happily Retired

 

[Aerides]

I use fidelity fullview. it doesn't show great details on each, but a snapshot and totals.

 

[sengsational]

"Where I go" is to a spreadsheet I made.

It's populated by the"positions" pages on each of my institutions' web sites.

I have a script that logs on and saves each positions page. Then I run a job that scrapes each position. For each position, I have defined an asset allocation split...I think it's 8 buckets. That allows me to see the AA summation across all positions.

I realize this isn't the solution most of us here will end up with, but it's the only way I could get the fine grained asset allocation split calculated.

 

[aja8888]

"Where I go" is to a spreadsheet I made.

It's populated by the"positions" pages on each of my institutions' web sites.

I have a script that logs on and saves each positions page. Then I run a job that scrapes each position. For each position, I have defined an asset allocation split...I think it's 8 buckets. That allows me to see the AA summation across all positions.

I realize this isn't the solution most of us here will end up with, but it's the only way I could get the fine grained asset allocation split calculated.

I couldn't even start to make anything like that (sounds great, though)! I just use my Schwab account pages.

 

[sengsational]

An easier way to do it would be to add external investments to one of your accounts. I did that at Vanguard, where I added my Fidelity positions as external investments. That way, everything was in one place. I had to add positions that were only similar when it came to adding 401k investments, though. If the site allows you to download, and the download includes the external investments, then that could go into a spreadsheet and your AA split could be applied. That solution would not require any programming.

 

[COcheesehead]

I used to use Fidelity Fullview until it became filled with errors. I eventually developed my own spreadsheet which captures everything daily with minimal input. It has proven to be the most reliable.
I see portfolio value, allocation, monthly/yearly income, stress tests, networth, historical portfolio and net worth info, annual returns, all kinds of fun stuff.

 

[Montecfo]

Hi Everyone,

For no reason given other than it looks like Yahoo portfolios are now charging a fee (?) , I have lost a one stop shop to see all my investments on one page.
I have investments in Fidelity, Vanguard, Schwab, etc, and I manually put in all my accounts and investments into a Yahoo Portfolio I created (for past 10 years). At the end of every day I could see the profit or gain of each account, etc.

Can anyone recommend a free website, where you can list all your investments, and the equities bought in each of those accounts, that can be added/deleted as investments are sold and bought?

I'd so appreciate it...

Warmly,
Happily Retired

Move everything to Schwab. Consolidate, simplify.

 

[aja8888]

An easier way to do it would be to add external investments to one of your accounts. I did that at Vanguard, where I added my Fidelity positions as external investments. That way, everything was in one place. I had to add positions that were only similar when it came to adding 401k investments, though. If the site allows you to download, and the download includes the external investments, then that could go into a spreadsheet and your AA split could be applied. That solution would not require any programming.

I did that with my Schwab account when I consolidated financial accounts to Schwab. I have an Ally account and my credit union account added as external.

 

[Dtail]

Only place is my spreadsheet, but all equities are at Fidelity.

 

[Texas Proud]

I have mine in Schwab... it pulls the info from Vanguard... sometime not that often but I can force it...

The one problem is that I have some of the same preferred at both brokerage and the import does not marry them up as they have different tickers at each... kinda frustrating...

 

[pb4uski]

Move everything to Schwab. Consolidate, simplify.

If Schwab could handle HSA accounts then I would.

Fidelity could handle everything that I have, but I'm too lazy to switch.

 

[jazz4cash]

I use Fidelity GPS but without the Fullview feature. I manually input non Fidelity holdings but anything with a symbol updates with one click. It’s a portfolio/asset allocation analysis tool. It’s not ideal for tracking daily price movements.

 

[Koolau]

I just make my own spread sheet at least once a year. If I have a question in my mind, then I update it at that time. Most times, once a year is plenty. YMMV

 

[Montecfo]

If Schwab could handle HSA accounts then I would.

Fidelity could handle everything that I have, but I'm too lazy to switch.

My HSA is with Schwab and HSA Bank.

 

[CalBird]

Empower.

 

[fosterscik]

I use a google sheet and pull daily prices using google's =GOOGLEFINANCE(A1,"price") where a1 for example is VTI, other cells are my other holdings. I do have to manually adjust my numbers of shares as dividends are declared.

 

[pjigar]

Yodlee used to have a page for investments as I recall. I don't know now. I stopped using Yodlee a while back.

 

[Exchme]

I have e-Money leftover from a misadventure with an advisor a few years ago. It used to be a perfect way of showing asset allocation but now the 401k and the HSA institutions won't allow anything but the overall balance and the HSA (Optum) requires two factor just to get that. Those are fairly small accounts, so I occasionally go to their sites to get their allocations and correct the overall.

 

[Flieger]

Have everything in Fidelity. I use Snowball analytics where I update and follow Dividend's (and it updates pricing), and then I have a spreadsheet where I have all listed and it (automatically) updates pricing every 15 minutes (or on request).

Maybe a little overkill...

Flieger

 

[Gumby]

My own spreadsheet, manually updated as needed.

 

[Closet_Gamer]

I have a spreadsheet I’ve developed over the years. I key in the values of each position. The sheet keeps them sorted by asset class and the does the AA math to show me what needs topping up.

Also does the splits to help with DCA when I have a large cash I’m putting in over several months.

I update it monthly and put new money to work. All in, probably takes me an hour each month. (Every 6 months I update the whole balance sheet, net worth, etc)

I don’t always update fixed income positions. Knowing that the value of a Muni Bond went ten $11008 to $11015 really isn’t that important.

 

[Ronstar]

My own spreadsheet, manually updated once a month. Data from about 5 different sources. Probably takes me 20 minutes.

I'd like to automate it, even though manual doesn't take much time.

Back in my Excel days at work, I probably could have created a macro to pull this off. But I'm now on a Mac and I don't think that Apple Numbers has the macro capabilities of Excel.

 

[Niuatoputapu]

My own spreadsheet that I manually update once a month, PLUS my wife's IRA at T Rowe Price qualifies her for a free Morningstar subscription. M* updates every day. I do need to manually update M* for any investment changes, which for us is mainly dividend reinvestments.

 

[Flieger]

My own spreadsheet, manually updated once a month. Data from about 5 different sources. Probably takes me 20 minutes.

I'd like to automate it, even though manual doesn't take much time.

Back in my Excel days at work, I probably could have created a macro to pull this off. But I'm now on a Mac and I don't think that Apple Numbers has the macro capabilities of Excel.

Just fyi, I am on a MacBook Air. I use this version (which you have to pay for)

and it has Stock feature under the Data menu

You can set it to Auto-refresh prices or manually refresh whenever you want.

With that, I have set it up tabs and to filter.

Flieger

 

[HappilyRetired]

Thank you everyone for your suggestions! The great thing about being retired is that we now live on our dividends, so I don't have to update share amounts....BUT, what I lprefer is not having my accounts integrated from their websites, I liked the fact that Yahoo, or any other financial sheet, doesn't have access to my actual accounts, for security reasons.

I also have accounts which are asset classes not in the Brokerage houses, so inputting them initially manually, it was easy to edit or add as time went on. But Yahoo of course updated the stocks in real time, which was very helpful.

You guys are the Best! Thank you!