Stocks & InvestmentsDec 3, 2021
Microsoftthewiseone
Is there a way to get a distribution of investments across several brokerage firms?
It appears that between me and my spouse I've investments across several different brokerage firms (vanguard, fidelity, etrade, schwab, wealthfront, etc). Is it possible to see the cumulative distribution of my investments (stocks, bonds, intl, etc), or do I have to do this manually? tc- profile
You can use an like mint!
If you are comfy giving access to a 3rd party app to your brokerage account, then yea there’s a way. For me, no way. I do it manually. Not giving access to anyone to my financials
I use a googlesheet. It lets me get the current market prices automatically. so all I need to do is update the number of shares when I buy.
New
LeetCdBiat Dec 6, 2021Quicken, Mint, Personal Capital, maybe Tiller and some individual licenses for financial planner software.
Personal Capital can link all your accounts and let you view distributions in one place