UnThreaded | Threaded | Whole Thread (3) | Ignore Thread Prev Thread | Next Thread
Author: csufstudent One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75880  
Subject: tracking portfolio returns Date: 1/18/2001 9:55 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 1
This may be a primitive question, but here goes...where can I find a place to enter all of my portfolio information in to see see what my total total YTD return is. Many places don't allow you to enter SELL info in, or it doesn't calculate in the return on your sold securities into the YTD %. I know that fool.com has one, but it seems that it doesn't exactly view the information that I want it to.

Is anyone able to steer to toward a means of storing my investment transaction history to tract return....total, YTD, Daily, etc.

(I realize that I could always resort to MS Excel!)

THANKS!!!
Print the post Back To Top
Author: Ringfinger Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 27330 of 75880
Subject: Re: tracking portfolio returns Date: 1/19/2001 11:19 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 1
Well, try Quicken. I think you will find it useful.

Print the post Back To Top
Author: dweiss3 One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 27384 of 75880
Subject: Re: tracking portfolio returns Date: 1/22/2001 12:02 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
csufstudent:

Try http://moneycentral.msn.com/investor
I have used this portfolio tracker for two years. It is the best I have found. It will display YTD return and Average Annual Return. You can also toggle between "show sold securities" and "don't show". Good luck.

dave

Print the post Back To Top
UnThreaded | Threaded | Whole Thread (3) | Ignore Thread Prev Thread | Next Thread
Advertisement