01-03-2014, 04:32 PM
I'm starting to reach my limits using OpenOffice to track our investments and am curious what/how everyone else tracks theirs.
Started out using Google Spreadsheets as that imported lots of data...alas they have a limit on the number of "ImportData" entries.
So I then moved on to try the on-line finance trackers (PageOnce, Mint, and Wikinvest). None of these really had what I was looking for.
I have a membership with Morningstar and like their portfolio tool but find it awkward updating dividends.
Several times I have asked Vanguard to incorporate the web accessed features of Mint to track funds/stocks outside of Vanguard..."they are looking into it..."
And Quicken is very un-mac friendly.
So back to OpenOffice. Very slow, lot of crashes and no where as financially friendly as Excel.
"So Rob, just get Excel...."
Well, I'm driving a Mac. This means buying Bootcamp, Windows AND Office. There is an emulator out there but it doesn't really allow web queries like a native PC and Excel.
So what are you using to track or manage your portfolios?
Happy New Year!
Rob
Started out using Google Spreadsheets as that imported lots of data...alas they have a limit on the number of "ImportData" entries.
So I then moved on to try the on-line finance trackers (PageOnce, Mint, and Wikinvest). None of these really had what I was looking for.
I have a membership with Morningstar and like their portfolio tool but find it awkward updating dividends.
Several times I have asked Vanguard to incorporate the web accessed features of Mint to track funds/stocks outside of Vanguard..."they are looking into it..."
And Quicken is very un-mac friendly.
So back to OpenOffice. Very slow, lot of crashes and no where as financially friendly as Excel.
"So Rob, just get Excel...."
Well, I'm driving a Mac. This means buying Bootcamp, Windows AND Office. There is an emulator out there but it doesn't really allow web queries like a native PC and Excel.
So what are you using to track or manage your portfolios?
Happy New Year!
Rob
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