I've got 8 accounts to deal with (IRA x2, ROTH x2, SEP-IRA, 401k, taxable x2) and am invested in 15 different mutual funds (with much duplication across accounts). The investments total about $750k, so I don't think the number of fund is necessarily unreasonable.
I'm not really keen on manually doing all the input to an excel spreadsheet. Can anyone recommend good software to help me analyze things? I bought Quicken and so far have been unable to get a decent asset allocation out of it. I just tried exporting everything from Quicken and then importing into Morningstar, which took almost half an hour, then found that I will either have to enter the values of the 15 funds manually each time, or pay $17/month to view the xray from the portfolio manager. Any other good options out there?
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financial checklist:
[x] emergency fund fully funded [x] no cc debt [x] >10% to 401k
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