Portfolio Tracking

[1FinickyOne]

What do you use for free portfolio tracking of equities daily?

 

I have a Schwab account which is fine but I also have an investment account with my bank. They send monthly statements but I would like to track those investments daily... 

 

Or does Schwab offer that service too? 

[swissie]

4 hours ago, 1FinickyOne said:

What do you use for free portfolio tracking of equities daily?

 

I have a Schwab account which is fine but I also have an investment account with my bank. They send monthly statements but I would like to track those investments daily... 

 

Or does Schwab offer that service too? 

If your Bank/Broker doesn't offer "online" tracking of your account, I would get a little nervous.

 

[chiang mai]

Morningstar and Trustnet both have free tracking services, as does Yahoo Finance..... but a spread sheet works best.

[swissie]

4 hours ago, chiang mai said:

Morningstar and Trustnet both have free tracking services, as does Yahoo Finance..... but a spread sheet works best.

In the  end it's what the  bank/broker offers within their horrible bid/ask spreads. Future market spreads are around + 7 % for crude oil. On the other hand , natural Gas costs an annual rate of minus 79% per year.  

My interogation, how a "long position" in "natural gas ", at a negative rate of 79% per year could ever turn into a profit has remained unaswered.

[scubascuba3]

I use investing.com app for quick phone use, 50m others use it too

[malathione]

As @scubascuba3 said, investing.com works well enough as does Google Finance. The caveat, though, is that neither will track options if that's what you're trading. 

[chiang mai]

3 hours ago, swissie said:

In the  end it's what the  bank/broker offers within their horrible bid/ask spreads. Future market spreads are around + 7 % for crude oil. On the other hand , natural Gas costs an annual rate of minus 79% per year.  

My interogation, how a "long position" in "natural gas ", at a negative rate of 79% per year could ever turn into a profit has remained unaswered.

Hope for war, that will turn round your position.

[khagai1]

13 hours ago, 1FinickyOne said:

What do you use for free portfolio tracking of equities daily?

 

I have a Schwab account which is fine but I also have an investment account with my bank. They send monthly statements but I would like to track those investments daily... 

 

Or does Schwab offer that service too? 

Have you never logged on to the Schwab website? There are a lot of tracking tools on there, more so on the Windows version. You can go to any date and time. You can project future income, Schwab has a whole area on that. I would call your Schwab agent and tell him what you want, there are probably additional tools to do that.  When you say tracking, what exactly do you want?

[chiang mai]

Go to Trustnet and register, then click on portfolio and begin to build in your holdings,,,,,it's pretty good, I use it for tracking and modelling, to supplement what my platform provider gives me.

[gravity101]

If its just equities, Schwab has ample tools and dashboards. It's when it gets complicated then the only real answer is a spreadsheet to collate everything together. Luckily, xls does have some data feeds to populate a lot of the data. I use investing app a lot too.

 

Don't they say don't look daily at your portfolio anyway?

[Red Phoenix]

When you have a Yahoo e-mail address (it's free), you can on their Finance page create one or more accounts, that will track in real time the status of all the stocks in your portfolio. 

[wwest5829]

21 hours ago, 1FinickyOne said:

What do you use for free portfolio tracking of equities daily?

 

I have a Schwab account which is fine but I also have an investment account with my bank. They send monthly statements but I would like to track those investments daily... 

 

Or does Schwab offer that service too? 

Sorry, I can be no help. My 200K in individual stocks is with Fidelity where I skim off a bit if wanted. The additional 400K is in my managed TIAA-CREF account. I pretty well have my 65K+ baht a month immigration income in balance ($1570 from US Social Security & retirement funds) without further monitoring.

[Satcommlee]

Free Bloomberg Watchlist does a good job, it even tracks Thai RMFs etc..  (just need to find the Bloomberg ticker code in google)

For Thai funds also look at WealthMagik (it has english option)

[Sai Lang Kham]

Financial Times (FT) Portfolio does a comprehensive job and it's free. 

[Thailand J]

Google spreadsheet. There are youtube tutorial videos, for exemple:

 

[oceanbluejewell]

Free investment tracking tools I have and still use:

 

1) Yahoo Finance

Pros:

Will provide price data for most Asian equities.

Earnings announcements.

Price alerts.

Allows for region and currency changes.

Cons:

Poor historical data on asian equities.

No option, no portfolio tracking without email account setup.

2) MS excel

Pros:

Incredable flexibility.

Security of data.

Can pull equity data from various sources. 

Lots of templates/tutorials are available on www.

Portable.

Cons:

Calculation errors can cause grief to users who have low understand of excel.

3) Wealth Connex (Thailand)

Pros:

Research, tracking, news, investor events, public events.

Cons:

Need BLS investment account.

Need be able read Thai language.

(Recent changes give english language support)

 

Fee based investment/portfolio tracking tools I have and still use:

 

1) Fund manager

https://www.fundmanagersoftware.com/

- I've used this program now for  > 14yrs now to track my USD, THB, CAD securities/equities, bonds, GIC, from the various brokerage accounts.

Pros:

Does everything: equity, bonds, options,  cash accounts ... etc.

Active speedy technical support via forum.

Complete video, html tutorials.

Good broker & institution interfaces.

Currency support, custom reports, ROI, TWR, adjusted cost base tracking.

Allows for pulling historic data from many sources around the world.

If your broker is not interface supported, the program allows for importing of transactions via cvs file downloaded from your broker.

Cons:

Requires 1 time fee for license.

The mobile interface is not useful.