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Portfolio Tracking - Google Finance

1,538 Views | 9 Replies | Last: 6 yr ago by BombayAg
Kurt Gowdy
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AG
I've tracked my portfolio through Google Finance for years. They're doing away with their portfolio function in about a month.

My money is with Raymond James, and while their site is fine, it's not as convenient as GF is.

Does anyone use something that is easy to monitor, log trades, etc.? Any suggestions on a replacement?
giddings_ag_06
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AG
I use Scottrade and their App is super easy to use and very nice. Has quite a bit of information.
SlackerAg
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AG
I haven't tried it, but Yahoo Finance recently added a feature where its portfolio can be linked to brokers & perform actual trades thru it. I suppose it would log trades if it's integrated.
Kurt Gowdy
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AG
I currently have to manually input my monthly DRIP purchases and any trades my FA does, so I'm not opposed to that though syncing with RJ would be nice. I've read on some other forums that Yahoo has been ok. Maybe someone has firsthand experience with it.
Ragoo
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AG
mint.com?
TwoMarksHand
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AG
I use mint for tracking purchases and net worth.

I use Personal Capital for tracking investments, asset allocation, and net worth.
The Pilot
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AG
I use morningstar.
AG_2006
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AG
Look up "circle black". They have a clean platform and a simple app.
Flaith
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AG
+1 for Morningstar. I just entered in all of my portfolio info from Google finance in to a free Morningstar account.
fourth deck
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AG
+2 for Morningstar even though I have to manually update it twice a month. Tried Personal Capital for a little while but was frustrated by errors and went back to Morningstar.
BombayAg
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I just use Google Docs.
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