Vanguard Portfolio analysis screen

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PinotGris
Posts: 1110
Joined: Tue Feb 14, 2012 8:38 pm

Vanguard Portfolio analysis screen

Post by PinotGris »

I have been using this tool, Portfolio Watch, to get my balances for my spreadsheet. Basically I want my total of Vanguard Equity funds and Bond funds. I want the balance in our 3 IRA accounts. I want the total of investments held outside of Vanguard but which I have input into my account and are all visible.
The current portfolio watch screen after switching to brokerage account is getting more and more complex. I remember reading somewhere that you can switch to older Pre-transfer to Brokerage account but don;t know how.
If you use this tool in the new version can you share how you use it for your own purposes. Some may like it that it slices and dices in a lot of ways. I like some of it as well but I want the basic version.
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