How do you keep track of your investments?
I'm guessing a lot of people here hold investments across asset classes, e.g. crypto and equities. And it can be a pain to check how they are all doing at any one time - should you buy Bitcoin or Tesla, which has done better the last 6 months?
I'm looking into building a tool that would track all your investments in one place, but conscious that its more of a nice to have than a true necessity.
I have quite exactly this problem, I have a few stocks which are on different brokers and multiple cryptos but checking on all of them would require at least three apps in my case
Well do I have the MVP for you! Still a work in progress but please check out www.holfolio.com and any feedback would be highly appreciated
I keep track of my financials in a google sheet since it has functions to handle stock prices and currency conversions. Any tool I've tried to use in the past has generally felt too tedious for my use case. I just want an overview of what I currently have. So far I haven't really been interested in comparing how well different assets have been doing over time. Or at least, not interested enough to put time/effort into that
I manually copy data from the 2 brokers I use into a spreadsheet. It's a bit tedious, but I view it as time to think about next steps.
Google Sheets can automatically fill in some basic information, such as last price, currency etc.
I find Google sheets fine to tell you the current value, but not so good to track it over time, e.g. how much were your stocks worth one month ago? (Is there a good way of doing that?)
Well, you can get historic prices for some symbols using the
GOOGLEFINANCE()function, but it would be unwieldy to do it for each stock.This comment was deleted 5 years ago