Hi all !
We’ve seen a few posts here on the Forum of people looking to track and consolidate their investment portfolio online.
It’s a real pain to keep track of all the fees, expenses and the performance of your account, especially when you have accounts with multiple financial institutions...
For a long time now I've been trying to find a portfolio tracker that works for my situation... I'm sure there are others in the same situation and I'm hoping I can get some suggestions. Need something that fulfills at least these requirements:
automatic importing of my trades from Questrade...
http://portfolioslicer.com
Discovered this workbook today... anyone use it ? It look very nice !
I currently use Quicken but portfolioslicer seem much more complete.
Hi,
Some time ago I posted here that I am working on Excel workbook for Investment tracking in Excel. As I worked on this workbook, I realized that more people might be interested, so I decided to publish everything I did. I have to point out that this type of tracking is more suited for...