Poor Vanguard Portfolio Analysis Tools

Jaggudada · Post by **Jaggudada** » Thu Jan 17, 2008 2:46 am

I find Vanguard's portfolio analysis/performance tools to be of a very poor quality. It doesn't provide much information. For e.g. if you have retirement accounts, it doesn't show cost basis, average price etc so you can time even DCAing, portfolio balancing etc. Say you have been DCAing and over a period of time the per unit share prices fluctuates. If you want to what is your average price with respect to the current prices and make some decisions based on that, It is impossible to do so. % gain/loss that they show is not current, it shows only up till end of last year.

Company like Vanguard should at least provide better tools and let investor make decisions accordingly within the balancing criterion that they have established.

Anyone has noticed the same issue as I have outlined above? If yes, are there other fund houses which offers wide range of products to choose and their tools and service is world class?

Can you export the data from Vanguard site to Excel and develop your own tools to see what you want to see?

NoChaos · Post by **NoChaos** » Thu Jan 17, 2008 3:41 am

IMO It depends what kind of account (i.e. how much you invested) you have with them. Their financial engine tool is quite decent.

Jaggudada · Post by **Jaggudada** » Thu Jan 17, 2008 8:08 pm

NoChaos;72799IMO It depends what kind of account (i.e. how much you invested) you have with them. Their financial engine tool is quite decent.

Do they have different financial tools for different accounts? I don't have brokerage account with them. When I called the rep and asked why I couldn't see the average price per share for a index fund or mutual fund, he said, we don't provide that information because we don't want people to time the market. To which I said, what about balancing portfolio every six months, which Vanguard is fine with. He didn't have a clue.

SubtleFriend · Post by **SubtleFriend** » Tue Feb 19, 2008 9:31 pm

I have accounts with Vanguard but dont have a brokerage account with them. Is there a way to get information on how much your portfolio has fallen from its recent peak? This is to assess one's true risk tolerance. Does the Vamguard brokerage service provide this information? Is there an easy alternative way to compute this. I dont wish to spend the time to note down the value of my investments every day.