I've got my EF, great mortgage rate, high % going into my 401k, no debt, roth set up,starting a brokerage account and 529 but now it's time to get real about the actual funds my advisor picks. We trust him but I'm looking for a day to day tracker that shows all my investment symbols and how they are doing that day, mtd, ytd, etc. anyone have a favorite app?
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Originally posted by $ hoarder View PostI've got my EF, great mortgage rate, high % going into my 401k, no debt, roth set up,starting a brokerage account and 529 but now it's time to get real about the actual funds my advisor picks. We trust him but I'm looking for a day to day tracker that shows all my investment symbols and how they are doing that day, mtd, ytd, etc. anyone have a favorite app?
BTW - I urge you to handle your investments yourself and ditch the advisor. Fees absolutely kill your returns over time.seek knowledge, not answers
personal finance
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I was thinking of an app but any of those would work. I understand where you are coming from with the advisor but I'm not comfortable enough yet on what to look for, best way to track etc. just yet ( hence I'm just now tracking individual investments).
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Originally posted by $ hoarder View PostI was thinking of an app but any of those would work. I understand where you are coming from with the advisor but I'm not comfortable enough yet on what to look for, best way to track etc. just yet ( hence I'm just now tracking individual investments).- mint.com
- personalcapital.com
- morningstar.com
- marketwatch.com
Some link to your online accounts and pull the portfolio info for you. For others, you have to enter your holdings manually. At least a couple of them also have smartphone apps.
I suggest you educate yourself before doing anything. Here's a good place to start:
Last edited by feh; 09-19-2013, 04:46 AM.seek knowledge, not answers
personal finance
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There are places out there, that if you are interested in finding out the past performance of funds, will provide them to you, all for less than you are getting charged by your advisor. Your advisor should only be getting paid if he or she is doing something beyond what you can do yourself. And you can do this yourself. If an advisor provides value, then pay the advisor. If the advisor does no more than you can do yourself, don't pay for such a service.
(I plan on being an advisor myself in a couple years. However, I actually have the skills to provide extra value to people. If all the guy (or girl) is doing is picking funds for you, the advisor is just doing what you can do yourself and should not get paid for that low a level of service.)
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