What portfolio trackers can use a CUSIP?...

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Bill1207
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What portfolio trackers can use a CUSIP?...

Post by Bill1207 »

Hi!
I've been using the M* portfolio tracker for years. Currently, I'd like to add some individual government bonds and find that the M* portfolio tracker is unable to use a CUSIP. Of course, Vanguard's "Portfolio Watch" can track it, but that tool isn't as helpful as the M* one.

Does anyone have a recommendation for a robust portfolio tracker (hopefully free or low cost) that can use a CUSIP?

Many thanks!
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Kenkat
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Re: What portfolio trackers can use a CUSIP?...

Post by Kenkat »

If you have a subscription and using Investor / Premium Legacy Portfolio Tracker, you can enter individual bonds. In Investor, you would go to Accounts, + Add Holdings, Add Bonds.
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LadyGeek
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Re: What portfolio trackers can use a CUSIP?...

Post by LadyGeek »

Bill1207 - You had a duplicate post which I've removed. There were no replies.

(Thanks to the member who reported the post and provided a link to this thread.)
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Bill1207
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Re: What portfolio trackers can use a CUSIP?...

Post by Bill1207 »

@KenKat - Yes, you are correct, I can manually input a specific bond using M*, but the pricing will not automatically adjust day-to-day. My goal is to build a bond ladder and have the pricing adjust automatically in the portfolio. Manually adjusting the pricing for 10+ bonds is tedious. Hence the need for a CUSIP. Thoughts?
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Kenkat
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Re: What portfolio trackers can use a CUSIP?...

Post by Kenkat »

Yes I suspected the manual update could be an issue. There is an option to link portfolios from other sources but I haven’t done that with my own portfolio. I have about 25 total holdings total - funds mostly and a few items I track as Cash. I just update them manually once a month which is good enough for my purposes, especially since some of the fund share balances change less frequently than that.

Perhaps look into the linking option if that is something you would be comfortable with?
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Bill1207
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Re: What portfolio trackers can use a CUSIP?...

Post by Bill1207 »

@KenKat - ah, yes, the portfolio link to update in real time. Thank you! I had forgotten about that!
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