How can I calculate investment totals

Discussion in 'Community Discussion' started by Andrew07, May 9, 2010.

  1. Andrew07 macrumors 6502

    Joined:
    Apr 25, 2007
    #1
    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
     
  2. Decrepit macrumors 65816

    Decrepit

    Joined:
    Sep 6, 2007
    Location:
    Foothills to the Rocky Mountains
    #2
    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.
     
  3. Andrew07 thread starter macrumors 6502

    Joined:
    Apr 25, 2007
    #3
    Thank you for the reply

    This is actually for my father. He's retired now and looking through his portfolio and the market news each morning gives him something to do :rolleyes:. Right now he's tracking with a good ole notebook and piece of paper. I think what he's looking for is a program or website that will tabulate totals and deliver it with the click of a button each morning. It's the Scrooge McDuck syndrome
     
  4. Decrepit macrumors 65816

    Decrepit

    Joined:
    Sep 6, 2007
    Location:
    Foothills to the Rocky Mountains
    #4
    Cool deal. First thing for you to do then is to identify each of the firms he does business with, and find out if the information is available online. You might go get a great app, but if his data can't be scraped, it's useless.

    While finding out if it's online, find out if they have recommended apps. Does he use a Mac, or Windows? That will also be key info to have.
     
  5. Andrew07 thread starter macrumors 6502

    Joined:
    Apr 25, 2007
    #5
    He is on a Mac and I believe he's just interested in monitoring stocks and mutual funds, all of which can be searched via something like Yahoo Finance.
     
  6. Decrepit macrumors 65816

    Decrepit

    Joined:
    Sep 6, 2007
    Location:
    Foothills to the Rocky Mountains
    #6
    Then you might go cheap, and just build him a portfolio in Yahoo Finance so that he can see the numbers, but doesn't have to worry about somebody gaining access to his accounts.
     
  7. hamlinspahn macrumors regular

    Joined:
    Apr 9, 2010
    Location:
    Oklahoma City
    #7
    Bank Web Site

    My Bank links to my investment accounts and post a running total of their value every time I log in. So his banks web site could be a place to look.
     
  8. callmemike20 macrumors 6502a

    callmemike20

    Joined:
    Aug 21, 2007
    Location:
    USA
    #8
    I agree with this. He can make a portfolio on aol finance (daily finance) or yahoo finance quite easily.
     
  9. JsR macrumors regular

    Joined:
    Feb 28, 2010
    Location:
    Newcastle
    #9
    Try a website called Digital Look (http://www.digitallook.com) and create a profile.

    You will need to enter things such as how many shares you hold in the company, what you purchased at, the price - and it will save it. With a click of a button it will just update it for you and keep track and tell you how much P/L you hold.

    I use it - very reliable and excellent if you just want a quick glance.

    I hope that's the kind of thing your looking for.
     

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