Free Portfolio Tracker Like M*

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BetaTracker
Posts: 196
Joined: Fri Sep 21, 2012 7:57 am

Free Portfolio Tracker Like M*

Post by BetaTracker » Sat Jul 12, 2014 3:29 pm

Does anyone know of a free portfolio tracker like the one Morningstar offers (for a fee)? I like how M* lets me enter shares for each fund, then see the weight it has at any given time in the overall portfolio. It's also nice to get regular and automatic updates of each fund's market value (as well as that of the whole portfolio). It also lets me see how each fund and the total portfolio is performing over various periods, like 1-,3-,5-10 years ... anything else like it out there? I'm not reading much of M* content, so I'd like to cut out membership and the annual fee just to track our portfolio. (I don't find Vanguard's portfolio review tool as helpful). Any suggestions would be appreciated!
I'd rather be content than happy -- Lao Tzu.

livesoft
Posts: 68580
Joined: Thu Mar 01, 2007 8:00 pm

Re: Free Portfolio Tracker Like M*

Post by livesoft » Sat Jul 12, 2014 4:12 pm

How about using the M* Portfolio Tracker for FREE via the TRowePrice web site? FREE registration. FREE. FREE-EE-EE-E! Free.
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livesoft
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Re: Free Portfolio Tracker Like M*

Post by livesoft » Sat Jul 12, 2014 4:12 pm

Oh, I think I forgot to mention that it was free.
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pjstack
Posts: 1308
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Re: Free Portfolio Tracker Like M*

Post by pjstack » Sat Jul 12, 2014 4:40 pm

Yahoo! Finance has a free portfolio tracker.

I've used Morning Star's tracker for years for free.
pjstack

Topic Author
BetaTracker
Posts: 196
Joined: Fri Sep 21, 2012 7:57 am

Re: Free Portfolio Tracker Like M*

Post by BetaTracker » Sat Jul 12, 2014 5:16 pm

I just signed up for M* for free, and this gives me all I need! Thanks :happy
I'd rather be content than happy -- Lao Tzu.

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