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.