u/Environmental_Ball71

How to track portfolio

Hi everyone,
Right now, I'm tracking my portfolio in an excel file. Every month, I enter the total value for each asset. But I wanted to get a bit more detail, so I tried using Portfolio Performance. When I imported my data from the last three years from IBKR, though, the program just spit out some weird numbers.
So I've lost a bit of trust in it. Do you have any tips on how you track your portfolio?
I wish to have an all-in-one solution (for cash, etf, stocks, 3a, crypto)

reddit.com
u/Environmental_Ball71 — 7 days ago