Is there a software program or website that will easily calculate and track mutual fund and stock investment totals? I don't need the ability to actively trade. I'd appreciate any input
I usually build it in Excel or something so that I can keep track of a lot of accounts without putting my passwords into some site that might get hacked.
So, my brokerage, 401k, roth, savings accounts, etc., are all in a spreadsheet and I just go grab the numbers every week or so. It's not healthy to watch your Roth/IRA/401k on a frequent basis. They're supposed to be there for decades with appropriate rebalancing and such.
On my stock brokerage, I've put limits on highs and lows in case something happens and I can't get to it. I watch the stocks regularly enough to know when I need to adjust those limits.