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Originally Posted by zetta
1. Can you connect to your brokerage and download all your info quickly (ie if you have taxable, ROTH, and IRA, do you have to get each individually, or is it a one-click operation)?
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One Click operation - provided your brokerage offers the ability
Quote:
Originally Posted by zetta
2. Can you look at the asset allocation of your entire portfolio? Does it break stocks down into small, medium, and large cap? Do you see a large amount being classified as "other"?
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Depends - my 401k is not made up of Mutual Funds available for puchase anywhere else so there is no ticker symbol and I needed to set asset allocation of each to begin with
Quote:
Originally Posted by zetta
3. Do you think its getting the asset mix directly from your brokerage, or looking it up from someplace like Morningstar?
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No clue, but every time I have checked a specific fund I own its pret4ty dang close
Quote:
Originally Posted by zetta
4. Can it look up the 3, 5, 10 year performance of funds, or is it mainly showing returns for the previous 12 months?
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12 months if I remember right.