No. of Recommendations: 1
My portfolio has about 14 stocks and 12 mutual funds/etf's spread over four accounts (two Fidelity brokerage accounts, an IRA at Fidelity, and a 401k). I'm trying to follow a basic 60% stocks (spread over 35% large, 10% midcap, 5% small,and 10% emerging market), 35% bonds, 5% Reit allocation model. To do a serious review of the current allocations takes about a half-hour of arithmetic.

I'm looking for a simple database--either downloadable or up in the clouds--in which I can set up my portofolio and it will (1) automatically update prices, and (2) re-calculate percentages according to the model I set up. Something like Fidelity's Portfolio Review but where I set the criteria (Fidelity's portfolio review misinterprets a lot of things).

Any suggestions? (n.b., I've always sucked at Excel, so I'm looking for some sort of off the shelf product).


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