u/TheVlach

Hi all,

I moved to Switzerland back in 2024 and ive been struggling to find hoe i can track my portfolio to show the final value in chf.

Previously I was with interactive brokers but now im forced to use ubs and the platform is not great for tracking the portfolio.

What platforms do you guys use? Ive tried yahoo finance (which is quite good but doesnt really show realized gains well and in general performance but if you guys have any tips on how to best use it happy to learn). I also tried portfolio performance which is ok but still not so visual for me. I found recently Parqet which seems visually very nice and also has factsheets etc in the app but the prices aren't always updating correctly, sometimes they have delays of an entire day for some stocks.

Any suggestions from you guys?

Is the city blocked today? I heard it is and im moving apartment today to Frauenfeld

Hi all,

I wanted to ask if any of you are open to talk about your custom investment strategy for 3a. Right now im with global 100 VIAC but id like to switch to less Swiss exposure and a more global allocation especially as I want to open a few other 3a accounts.

Any suggestions on what you guys picked? Right now my ETF are already FWCA.SW (FTSE all world) and QQQ both CHF hedged.