No. of Recommendations: 0
Hi AligG, Alacartespirit, al,

MyFavorite Stocks gives you two things… a newsfeed for the companies you include, and a way to see the daily stock price change.

If you want to track how your companies are doing long term, look at them split out via “portfolio”, and aggregated across multiple brokerage/401k/IRA accounts it isn’t going to provide that capability. There are a number of free and fee based tools that do some or all of these things. You might take a look at Brian’s google sheets as at least a first step.

It provides instructions on how to copy/save your data from the MyScorecard transaction page here --

The example is setup with 4 portfolios/accounts. It will aggregate holdings in individual companies that cross accounts. It has a sheet that will show you your holdings from largest to smallest by percent, and show you how they have performed in aggregate, versus S&P, annually (for companies held more than a year)…

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