10-10-2016, 06:58 PM
Just an update on portfolio tracking....
Going to say goodbye to Stock Rover ($249.99/year)...
Several of my Vanguard ETF's will not show up despite repeated emails to tech support. They are an incredible research site but there are others....
We also moved everything from Vanguard to Fidelity. Despite having substantial dollars at Vanguard they will not allow you access to their "aggregator" without signing up for their advisor services. They also could not/would not fix my rollover IRA and it synching with Stock Rover despite SR and Vanguard both being Yodlee clients. I was pretty surprised at their attitude-business must be good.....
Fidelity offers "Full View" which is an aggregator (without the bells and whistles of Stock Rover). It is also a big help to see all of our finances (both of our IRA's, taxable brokerages as well as my 401K) in one spot.
Full View also copies and pastes into Google Sheets for the Big Picture.
Your mileage may vary....
Going to say goodbye to Stock Rover ($249.99/year)...
Several of my Vanguard ETF's will not show up despite repeated emails to tech support. They are an incredible research site but there are others....
We also moved everything from Vanguard to Fidelity. Despite having substantial dollars at Vanguard they will not allow you access to their "aggregator" without signing up for their advisor services. They also could not/would not fix my rollover IRA and it synching with Stock Rover despite SR and Vanguard both being Yodlee clients. I was pretty surprised at their attitude-business must be good.....
Fidelity offers "Full View" which is an aggregator (without the bells and whistles of Stock Rover). It is also a big help to see all of our finances (both of our IRA's, taxable brokerages as well as my 401K) in one spot.
Full View also copies and pastes into Google Sheets for the Big Picture.
Your mileage may vary....
There are people who use up their entire lives making money so they can enjoy the lives they have entirely used up
Frederick Buechner
Frederick Buechner