Portfolio Tracker

Hi all,

Looks like Morningstar will retire their Portfolio Manager from basic users (it wasn’t that great anyway)

Any recommendations for another on-line portfolio tracker? It doesn’t necessarily have to be free, but I would appreciate some nice features like comparison with an index, unrealized vs realized gains etc.

Thanks for any ideas,
Christos

I built my own spreadsheet to my own requirements using Google Docs. It accesses current ticker prices live, but I have to update any stock option prices manually.

Why? I get exactly what I want (with the exception of stock option value updates) in the format I want and I don’t have to be concerned about Morningstar (or others) dropping the service. Very simple to use and Google updates the software on occasion making it more versatile.

Rob
Former RB and BL Home Fool, Supernova Portfolio Contributor & Maintenance Fool
He is no fool who gives what he cannot keep to gain what he cannot lose.

“The whole secret of investment is to find places where it’s safe and wise to non-diversify. It’s just that simple. Diversification is for the know-nothing investor; it’s not for the professional.” Charlie Munger

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+1 on Google Docs (Sheets)

You want to use the =GoogleFinance() functions.

Example
=GoogleFinance(MSFT)
=GoogleFinance(MSFT, “name”)
etc….

You can, of course, use cell reference:
A1 = MSFT
=GoogleFinance(A1)
=GoogleFinance(A1, “name”)

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