Ask HN: How do you track your wealth/stocks?
8 comments
Excel on a 'regular' basis -- weekly when I feel volatility is high, monthly otherwise.
Thank you. Does it cover all your needs?
Are you asking as someone who would be building a product in this space?
If so, then my #1 concern is that I don't want anyone to know about my financial situation or have access to my transaction log. I've spent a lot of time in martech and distrust anyone here.
Unless you will give me some value (e.g. a fee-only no-commission advisory relationship), then I will not share my data with you.
From that perspective, the one thing that I regularly do look for is new types of investment products I might not be aware of. I'd rather fill out a rough survey than share my data though, to the point above.
If so, then my #1 concern is that I don't want anyone to know about my financial situation or have access to my transaction log. I've spent a lot of time in martech and distrust anyone here.
Unless you will give me some value (e.g. a fee-only no-commission advisory relationship), then I will not share my data with you.
From that perspective, the one thing that I regularly do look for is new types of investment products I might not be aware of. I'd rather fill out a rough survey than share my data though, to the point above.
I got it. Yes, I have a tool for this for my own purpose and considering making it public.
I update a gsheet once a month with all totals.
Thank you. Does it cover all your needs?
Yes. My needs are fairly basic, however!
Gsheet + IBKR
Thinking about building a wealth/stock portfolio tracking tool but not sure if there is a demand for such a thing.