u/Double_Reveal427

Been at this for a while now and my requirements haven't changed much - I just want to know what my allocation actually is, whether it's drifted, and where to put new cash. That's it.

Here's where I've landed on the options:

Passiv - still like the concept but the brokerage connection requirement is a dealbreaker for me. I don't love giving read access to my accounts.

Sharesight - great if you care about performance reporting and tax. I don't really need that. Feels like paying for a car when I need a bicycle.

Wealthica - solid net worth dashboard but allocation and drift isn't really its focus. Different tool for a different job.

Spreadsheets - still use one as a backup but maintaining it is its own part time job.

Alignfolio - came back to this one after not looking at it for a while. It's changed a lot. Does allocation, drift tracking, and tells you where new contributions should go to close the gap fastest. CSV upload (love it!) so no brokerage connection needed. Prices update automatically after initial set up so it's not a maintenance burden either.

The one thing I'm still missing is a proper household view - seeing each account individually but also rolled up into one combined allocation. I have a few accounts and the overall picture is what actually matters when making rebalancing decisions.

Anyone solved this without going full portfolio management software?

Has anyone here had real success advertising a B2B product on LinkedIn?

I’m curious about actual experiences.

Things I’d love to hear:

What kind of budget did you spend monthly?

What were your CPC / lead costs like?

Did the leads actually convert into paying customers?

Was the ROI worth it compared to Google Ads, Reddit, Facebook, etc.?

I keep hearing LinkedIn ads are extremely expensive, but maybe they work well for certain niches or high-ticket products.

Would appreciate any honest numbers or experiences good or bad.

Not sure if this is obvious to everyone but it wasn't to me so here it goes.

I have 4 accounts and I used to stress every time I had cash to invest. Should I buy more of what I have, is now a bad time, what if I pick wrong. Every contribution became this whole thing and lots of anxiety.

Then I realized I should have some kind of a plan and I just set target allocations for everything and decided that's the plan. I also carved out a small slice like 10% for random stuff I want to try, my sandbox. Keeps me from convincing myself some new position is actually a core holding when it's really just me being impulsive.

Now when money comes in (accumulated from dividents for example) I just check what's drifted below target and buy that. Don't care where the market is. Simple.

The other thing was ditching the elaborate tracking system. There are tools for this and I personaly like Alignfolio but anything that just shows you drift hystory and where to add cash is enough. It must be something simple.

Investing feels way calmer now. Posting in case it's useful to someone.

Curious how many people here still track their ETF allocation in spreadsheets?

At first mine worked fine… but eventually it became:

• multiple accounts
• overlapping ETFs
• contribution tracking
• rebalancing math
• allocation drift

I realized I understood my holdings, but not my actual allocation anymore.

I’ve been building a simple privacy-first portfolio tracker around this idea (no broker syncing, no trading).

I’m looking for a small group of DIY ETF investors especially spreadsheet users to test the Pro version free for a few months and help shape the platform.

If anyone’s interested, feel free to DM me

Curious how many people here still track their ETF allocation in spreadsheets?

At first mine worked fine… but eventually it became:

• multiple accounts
• overlapping ETFs
• contribution tracking
• rebalancing math
• allocation drift

I realized I understood my holdings, but not my actual allocation anymore.

I’ve been building a simple privacy-first portfolio tracker around this idea (no broker syncing, no trading).

I’m looking for a small group of DIY ETF investors - especially spreadsheet users - to test the Pro version free for a few months and help shape the platform.

If anyone’s interested, feel free to DM me

Been trying to find a simple way to track my portfolio + rebalance without turning it into a whole project. So far I’ve tried a few things:

Passiv - cool idea with the one-click rebalance. But I don’t love connecting accounts and honestly feels like more than I need.

Sharesight - super detailed but for me it’s way overkill since I don’t check performance that often.

Wealthica - nice seeing everything in one place but it feels more like a full financial dashboard than something focused on allocation.

Alignfolio - probably the closest to what I want. Very simple, just shows allocation + drift but also feels kinda too basic.

Spreadsheets - they work until they dont, hate those.

I feel like everything falls into one of these:
too automated
too complex
or too manual

I just want something that shows what’s off in my portfolio
without me having to constantly update it myself without paying too much.

Anyone using something that actually keeps it simple?

Quick question - curious how people actually do this.

Most advice says to keep a target allocation and rebalance when things drift. Easy enough.

But if your portfolio is spread across multiple accounts, it’s not just “sell X, buy Y”… it’s also where you do it.

Do you just rebalance wherever it’s easiest

try to be intentional about which account you use

or not really worry about it at all

I feel like this part gets ignored. How are you actually handling it?