Author Topic: Hello and portfolio tracking tools  (Read 358 times)

titlewealth

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Hello and portfolio tracking tools
« on: August 13, 2020, 10:06:34 AM »
Hello,

been a lurker for a while but finally decided to start an account. Great insights on the forums.

I am an investor in LendingClub, PeerStreet, Crowdsteert and others. Looking to connect with other investors and share investment tips, strategies and advice.

I am also working on a new tool Money Minx which is a net worth calculator and tracking tool. I've tried so many tools out there that just don't seem to get it right, so I decided to build my own.

Cheers!
www.moneyminx.com
Net Worth and Investments Tracker

lascott

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    • Appreciate my post and want to try LendingRobot? URL below
Re: Hello and portfolio tracking tools
« Reply #1 on: August 25, 2020, 10:03:20 PM »
Hello,

been a lurker for a while but finally decided to start an account. Great insights on the forums.

I am an investor in LendingClub, PeerStreet, Crowdsteert and others. Looking to connect with other investors and share investment tips, strategies and advice.

I am also working on a new tool Money Minx which is a net worth calculator and tracking tool. I've tried so many tools out there that just don't seem to get it right, so I decided to build my own.

Cheers!
Post comparisons to the free PersonalCapital and others.
Tools I use: (main) BlueVestment: https://www.bluevestment.com/app/pricing + https://www.interestradar.com/ , (others) Lending Robot referral link: https://www.lendingrobot.com/ref/scott473/  & Peercube referral code: DFVA9Y

titlewealth

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Re: Hello and portfolio tracking tools
« Reply #2 on: August 25, 2020, 11:37:05 PM »
Post comparisons to the free PersonalCapital and others.

At a very high level, Money Minx will:

  • Not try to sell you financial advice
  • Our tool is not a lead gen for another business
  • No selling of your data to advisors or services that want to sell to you
  • We are going to focus on details and accuracy. This one is going to be key. Personal Capital works great for most standard accounts but as soon as you have something other than a brokerage account, a bank account and a 401k most of their reports and dashboards start losing accuracy. This will be our sweet spot
  • Once we are done with the first set of features we plan on having direct connections with sites Personal Capital does not work with: crypto currencies, foreign accounts, crowd funding sites, etc.
www.moneyminx.com
Net Worth and Investments Tracker