Have a question about your personal investments? No matter how simple or complex, you can ask it here.
5 posts • Page 1 of 1
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.