Poll

What tool do you use to track returns?

Lending Club / Prosper Dashboards
1 (25%)
Excel / Google Sheets / Spreadsheets
2 (50%)
Personal Capital
1 (25%)
Mint
0 (0%)
Other (please specify in a post)
0 (0%)

Total Members Voted: 4

Author Topic: What tool do you use to track returns?  (Read 612 times)

titlewealth

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What tool do you use to track returns?
« on: January 15, 2020, 09:52:01 AM »
I am currently using a combination of Excel and Personal Capital to track my investment portfolio returns but am looking for something that can maybe combine the two. Any suggestions?
I am working on a net worth and investment tracking tool:
www.moneyminx.com

Fred93

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Re: What tool do you use to track returns?
« Reply #1 on: January 15, 2020, 03:22:18 PM »
Suggestion: Don't try to track loan by loan.  Just track your account balance.  Of course you'll have to track when you make deposits.