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Portfolio Help for Mac Addicts - Printable Version

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Portfolio Help for Mac Addicts - Robandcindy2 - 04-20-2016

So in addition to the build your own spread sheet at Google Sheets which has a lot of import functions, Mac Folks can also enjoy these two sites that I also use for back up and research :

1)  If you are a Fidelity customer, they now have "Full View" which is an aggregator similar to Personal Capital and Mint.  Not as powerful but user friendly.  Combines all of our bank accounts, credit union, credit cards, mortgage, Fidelity and Vanguard accounts into a nice summary.

2) Stock Rover.  Also now an aggregator.  Plus they have excellent research and customizable spreadsheet like displays.  Even track the infamous "Chowder number". You can sort, graph, etc.

Hope this helps!

Happy Dividending.

Cheers,

Rob


RE: Portfolio Help for Mac Addicts - DividendGarden - 04-20-2016

(04-20-2016, 10:52 AM)Robandcindy2 Wrote: 2) Stock Rover.  Also now an aggregator.  Plus they have excellent research and customizable spreadsheet like displays.  Even track the infamous "Chowder number".  You can sort, graph, etc.

I've been using Stock Rover for a long time and have been very happy with it.


RE: Portfolio Help for Mac Addicts - Jason - 04-21-2016

I find myself using the usa today portfolio tracker which uses sigfig. I also use fullview, stock rover, and google sheets but I would say sigfig is my go to sight for viewing my portfolio.