What do you use to track your net worth?
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Poast new message in this thread
Date: April 13th, 2025 9:44 AM
Author: .,.,.;;,;.,..,:,,:,...,:::,...,:,.,.;.:...:.,:.::,
i've historically used a spreadsheet but it's really annoying to update especially with a bunch of shitcoins and single stocks
(http://www.autoadmit.com/thread.php?thread_id=5709838&forum_id=2#48842452) |
Date: April 13th, 2025 10:23 AM
Author: .....,,,,,...,,,,,..,.,,,,,.,,.
If you use Fidelity, that have a free product called Full View that is pretty nice.
(http://www.autoadmit.com/thread.php?thread_id=5709838&forum_id=2#48842530) |
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Date: April 13th, 2025 11:19 AM
Author: .,.,.;;,;.,..,:,,:,...,:::,...,:,.,.;.:...:.,:.::,
just set it up. doesn't give a detailed asset breakdown across all accounts which kinda sucks.
(http://www.autoadmit.com/thread.php?thread_id=5709838&forum_id=2#48842613) |
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Date: April 13th, 2025 12:13 PM
Author: .,.,.;;,;.,..,:,,:,...,:::,...,:,.,.;.:...:.,:.::,
looks pretty good. aggregates the same asset across different accounts so i can see my complete exposure to specific assets which is 180.
(http://www.autoadmit.com/thread.php?thread_id=5709838&forum_id=2#48842690) |
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Date: April 13th, 2025 11:27 AM
Author: .,.,.;;,;.,..,:,,:,...,:::,...,:,.,.;.:...:.,:.::,
can it pull your specific holdings from each account and give an asset-by-asset breakdown?
(http://www.autoadmit.com/thread.php?thread_id=5709838&forum_id=2#48842625) |
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Date: April 13th, 2025 12:16 PM
Author: .,.,.;;,;.,..,:,,:,...,:::,...,:,.,.;.:...:.,:.::,
i mean looking into my specific holdings within each account and then ideally aggregating my exposures to the same asset. for example i hold VOO in several accounts, i'd like to see it all tallied in one place.
(http://www.autoadmit.com/thread.php?thread_id=5709838&forum_id=2#48842703) |
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Date: April 13th, 2025 12:27 PM
Author: .,.,.;;,;.,..,:,,:,...,:::,...,:,.,.;.:...:.,:.::,
i'll keep using mine for the flexibility but i really dislike having to update each of my positions after every move i make
(http://www.autoadmit.com/thread.php?thread_id=5709838&forum_id=2#48842724) |
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