Keeping track of investments

shoonya · Post by **shoonya** » Mon Feb 26, 2007 10:40 am

I am starting this thread to share information on how members keep account of their investments to tracks profits, understand big picture of investment allocation - AAP, easier tax filing.

Also, for active investments like stocks - please share the good websites, TV shows, newsletters that help individuals keep up to date on news and updates around their portfolio holdings.

shoonya · Post by **shoonya** » Mon Feb 26, 2007 11:14 am

I have used Bank of America's My Portfolio service and have liked it. it allows you to put in non-BoA a/c information and then you can look at asset allocation, and track profits/losses.

Most of my non-BoA a/c are supported - however the cons are that you have to provide your a/c information to BoA for them to fetch your information from other a/c. I believe Wachovia also provides a similar service to their banking customers.

I have thought of moving away from BoA to Excel spreadsheets - while thats a downgrade in terms of features, the security factor weighs in. Does anyone have good templates for this?

banastr · Post by **banastr** » Tue Feb 27, 2007 3:27 am

I believe Vanguard also has this option of Portfolio consolidation.
I think MS Money has this too but not sure if it can do automatic updates from all sites or not.

Currently I am using an Excel spread sheet which I update manually to track my plan.

- banastr

SubtleFriend · Post by **SubtleFriend** » Tue Feb 27, 2007 4:15 am

I have started using Vanguard for keeping track of portfolio. But they dont ask for account number information outside of Vanguard, only the financial details. If your other accounts have stock or MF, then those are tracked automatically once you provide the number of shares. Other accounts like CDs are entered manually and its up to you to modify them from time to time.

skepticmystic · Post by **skepticmystic** » Tue Feb 27, 2007 9:58 am

Yodlee

I beleive this is what many banks use as well. But you can open an account with them for free and add all yr accounts with them for a consolidated view/reports.

dink · Post by **dink** » Wed Feb 28, 2007 5:03 am

I use Yodlee directly, it even tracks my SBI NRO account balances .. amazing!!

dink

shoonya · Post by **shoonya** » Wed Feb 28, 2007 5:58 am

For folks using Vanguard and Yodlee - how do these keep track of investments once you sell them off?

Will they be useful to calculate total gains/losses at the end of the year?

Old-Spice2 · Post by **Old-Spice2** » Thu Mar 01, 2007 1:18 am

_shoonya;9551For folks using Vanguard and Yodlee - how do these keep track of investments once you sell them off?

Will they be useful to calculate total gains/losses at the end of the year?

Use Money or Quicken. It will track all Buy/Sell information as well as year end or month end returns.

shoonya · Post by **shoonya** » Thu Mar 01, 2007 6:29 am

Yeah I had Quicken 2004 for Mac and used that for some time. Recently they disabled the feature to fetch account activity from financial institution on my Quicken 2004 and I get a message to upgrade to Quicken 2007 :emangry:

Ofcourse, I can still continue to manually enter all activity and keep track that way.

tejasvee · Post by **tejasvee** » Sat Mar 03, 2007 10:46 pm

I am planning to buy Microsoft money shortly.

Is anyone using MS Money to track their investments? I want to know if this software automatically pulls investment information from other banks directly.

If yes, is this a security risk?