Keeping track of investments?

Keeping track of investments?

am 20.10.2005 00:58:38 von j.lef

A year or two ago, I started with just a mutual fund or two. I
know have quite a few things to keep track of(iras, 401ks, 457s, stocks,
bonds, cds, money markets, mutual funds, and a few more, , and dont feel
comfortable, with yahoo or some other web site, knowing my business, and
dont want to have to go investment to investment every day or two.
Do any of you, use any type of software, that will keep track of
your portfolio, without sharing it with the world?
I dont need a money manager or bill payer or anything. Just
something I can hit a button, and see what my investments did for the day,
and the accumulated value, and if its possible, keep track of performance
history. Is there any such animal?
One more thing also, if it would keep track of savings bonds also,
it would be appreciated. While I dont currently invest in them, they have
been invested for me, by family my whole life, and some are probably coming
into maturity. I currently use the free government tracker, but would like
if possible keep track on the same thing with my investments.

Thanks for any info.

Re: Keeping track of investments?

am 20.10.2005 01:12:02 von unknown

Post removed (X-No-Archive: yes)

Re: Keeping track of investments?

am 20.10.2005 08:16:51 von Bucky

PeterL wrote:
> Quicken. But if you want to get quotes you'd have to "share it with
> the world" so to speak.

Which version of Quicken do you need to calculate personal rate of
return?

Re: Keeping track of investments?

am 20.10.2005 16:16:38 von Flasherly

J.Lef wrote:
> A year or two ago, I started with just a mutual fund or two.

Who cares about a portfolio on Yahoo, SmartMoney, whatever. . . Those
sites offer 10 models to entice you to build from, which I randomly
fill with all kinds of whimsical crap. Who's going to say will the
real Flasherly stand up in front of XYX portfolio. . . Ocram's Razor
says it's either all an elaborately perpetuated ruse or plain and
simple paranoia. All aside from the basic conviction: I wouldn't be
caught without comma-delimited Excel imports in today's
number-crunching means. Keeping track is basically two phase, (1)
what's it doing today on My Yahoo, and (2) Excel for exact dates,
figures, few notes, and whatever formulae applies. Performance history
is pushing your luck - especially if your a timer or chartist, and care
to elaborate. Plain and simple PH - Yahoo's 3mnth, 1yr profiles. The
rest is research and ability. A supermarket fund center is a step
above where I was two years ago, beyond which, I'd have to stop
procrastinating about challanging the local day-trader centre, get a
real job, and change my nick to Daddy BigBucks.