Any questions related to use of Online resources should use this tag. Ideally this tag should accompany the appropriate subject tag.

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1
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0answers
34 views

can I upload an OFX file to my mint account [closed]

can I manually upload an OFX file to one of my accounts on Mint ? [and not rely on them to connect to my bank and retrieve my data]
8
votes
1answer
323 views

Capital One Free Credit Report - Effect on Credit Score

I have a Capital One credit card. As part of their online services, they offer free credit score requests. I recently began using that service, up to twice or thrice per month. Capital One ...
2
votes
1answer
602 views

Online stock screener to find stocks that are negatively correlated to another stock/index?

Is there a free online resource that I can use to find pairs of stocks that are always negatively correlated? For example, I want to find stocks that are negatively correlated w.r.t SPY. On Google ...
3
votes
1answer
53 views

How to automate the tracking of ratios and other values for a set of stocks or ETFs?

I'm interested in monitoring a set of financial products (say ETFs WLOG) continually (but not continuously). My current plan is the following. Say I want to survey the top ten Large Cap Growth ...
2
votes
1answer
55 views

Is there a more flexible stock chart service, e.g. permitting choice of colours when comparing multiple stocks?

I'm regardful that these websites can concurrently exhibit the price history/graph/chart for several stocks: http://www.marketwatch.com/investing/fund/qqq http://biz.yahoo.com/charts/guide8.html ...
4
votes
1answer
88 views

Where can I buy bonds and other securities other than stocks?

I keep hearing that I can only buy bonds and other securities such as Treasury Bills from a broker...the thing is, I don't want to pay a broker (yet). I know I can buy stocks online through a trader ...
0
votes
1answer
167 views

What does “Company Distribution” mean on Google Finance's stock screener?

On the Google Finance stock screener, what is meant by the term "Company Distribution", and what are the default values referring to? I googled "Company Distributions" but could not figure out how ...
3
votes
2answers
258 views

Is backtesting a reliable concept?

I've been using technical analysis approach for several years right now and currently explore the algorithmic/automated trading techniques. It seems that one of the most important aspects of creating ...
3
votes
2answers
109 views

H&R Block tax preparation software made arithmetic mistakes. How should I proceed?

I used the free e-file software at hrblock.com for my federal return and paid for my state return. After paying but before finalizing and filing I checked the PDF version of my return and immediately ...
1
vote
2answers
3k views

How can I correct a Free Fillable Forms reported error?

I attempted to file my U.S. Federal taxes via Free Fillable Forms, and got a rejection for the following reasons: Field/Xpath: ...
1
vote
3answers
248 views

Online directory for investment advisors/financial planners in Canada?

Where can one find a good directory of investment advisors/financial planners in Canada? We have Auto Trader, and Renter's News publications, yet I've never seen anything related to money. Are ...
2
votes
1answer
599 views

How to use Mint.com outside US/Canada?

Is it possible to use the mint.com service outside US/Canada? If not (most probably), which similar services also work outside US/Canada? I'm currently using TheBirdy, but it doesn't directly data ...
3
votes
2answers
127 views

Execute or trade an options contract?

Take this call for example: FIO Jan13 22 Call Let's say this Thursday the stock goes to $23. Here is my math: Cost of option: $35 Cost of stock bought at $22: 100x$22 = $2,200 Thursday price of ...
5
votes
2answers
471 views

Asset Allocation Tools that understand Mutual Funds

I am looking for a tool that will help me understand my current asset allocation given that I invest only in mutual funds. What I want is something where I can enter my current fund share balances ...
-1
votes
1answer
166 views

How to find stocks where MACD converged yesterday?

I've been learning about MACD I was wondering if there a way to find all stocks that either converged or diverged yesterday? Is there a tool available or would I have to model that myself?
2
votes
1answer
497 views

Online Trading Software: What does blue vrs red highlights mean?

I'm trying to understand the following table in terms of colouring. I realise this is specific to a particular product but a lot of other products seem to use red, blue, black as a color code scheme ...
4
votes
6answers
568 views

Website for managing personal cash inflow and outflow, applicable to India?

Is there any website that helps me to manage my Daily Cash Inflow and Cash Outflow. I would like to have the following feature. Periodically I should be able to enter my Cash Inflow (salary, gift, ...
4
votes
1answer
413 views

best free web app or tools to track one's cash flow

I am wondering where can I get the free web app or tools to track my monthly or overall cash flow. As for now, I do use google documents (spreadsheet for budgeting) that I can use for free to track my ...
0
votes
1answer
1k views

Is it possible to manage my multiple accounts and my wife's multiple accounts as a single portfolio with TD Ameritrade?

Is it possible to manage my multiple accounts and my wife's multiple accounts as a single portfolio with TD Ameritrade's online tools? I would like to do easy asset allocation across all those ...
1
vote
1answer
331 views

What is the average cost of a portfolio on a trading site?

I will like to know the average cost of trading services for a portfolio of my size. Currently I am using Folio Financial and they have provided great service. However every year I end up paying ...
2
votes
1answer
600 views

Are there any online tools to examine asset allocation and portfolio diversification?

Are there any good online tools to examine asset allocation, portfolio diversification? I would be interested in being able to plug in numbers, run scenarios etc. I could build a worksheet in Excel ...
2
votes
3answers
487 views

Recommendation on Options Back Testing tool please

Can you recommend a brokerage or stand-alone (paid or free) options back testing tool. I want to be able to easily test a strategy against historical option prices. Probably for most strategies I ...
1
vote
2answers
778 views

Are there any online stock portfolio sharing tools?

Are there any online stock portfolio sharing sites that one can use to share access to a portfolio among-st multiple people?
0
votes
1answer
216 views

Web site for overlaying graph of exchange rate (e.g. USD/EUR) on S&P 500 index chart?

I would like to overlay the US Dollar exchange-rate vs the Euro with the S&P 500. What is the simplest way to do that? Is there a website that does that type of thing?
2
votes
2answers
582 views

Is H&R Block's calculator estimating the tax incorrectly (too high)?

I used H&R Block's tax calculator just to guesstimate (play around) with taxes and such. I put $25000 in self-employed income, $7200 in expenses, $11000 in student-loan interest. I came up with ...
3
votes
1answer
267 views

How to handle Client Deposits in Xero (or any finance software, really)

This is likely a novice question and (hopefully) easy to answer. I'm a web & software designer/developer and using Xero to manage finances. With new contracts I require a deposit of 30% of the ...
3
votes
2answers
720 views

online personal finance software that I can host myself

I am currently using MS Money for tracking my finances, and would like to switch to an online solution that I can access from anywhere. The problem is, I don't really trust some website to have ...
3
votes
4answers
831 views

Online tools for monitoring my portfolio gains/losses in real time?

My request is a simple one... I have about 5 stocks that I own currently and have owned for years now. I want to start trading more actively now but want to make informed decisions on how my stocks ...
1
vote
1answer
257 views

Where to find free Thailand stock recommendations and research?

I have a portfolio which consists of Thai stocks and I need inputs on how to re-balance them. Where could I get free recommendation/research about Thai stocks? Thank you very much!
1
vote
2answers
560 views

What's the best online tool that can track my entire portfolio including gains/losses?

My broker does a great job of keeping my positions current but has really bad views/reports while other sites do a great job of tracking gains/loss and other reports but they don't keep track of ...
1
vote
3answers
138 views

Restricting a check from being deposited via cell phone

Call me paranoid but I really don't like the idea of someone depositing a check I gave them via a snapshot on their cell phone. I would prefer the check to go to a bank and not be stuffed in some ...
3
votes
1answer
213 views

How will Hello Wallet benefit me? Is it worth the cost?

I am considering using Hello Wallet as a 9.95/month online personal finance and financial guidance tool. I like the concept and the Board of Directors and the fact that it does NOT push financial ...
4
votes
5answers
265 views

How would I use Google Finance to find financial data about LinkedIn & its stock?

According to Google Finance here (at time of writing): LinkedIn has a price earning ratio of 2104.71 : 1. It also says it has a market capitalisation of 7.22 billion dollars. Using this question's ...
2
votes
1answer
194 views

Which online services offer logarithmic charts for equities such as index funds and ETFs?

The way Google Finance does the logarithmic representation is more a cry to absurdism, rather than logarithmic. So which services offer the logarithmic valuations, not just a bit axis moving? And it ...
3
votes
1answer
121 views

List of web sites or online forums for stock picking and security analysis

What are some quality web sites or online forums exclusively devoted to stock picking and security analysis? Paid sites are OK, too. I am looking for a forum, rather than just a web site with analyst ...
3
votes
1answer
502 views

Return vs. Risk Graphing web site alternatives to RiskGrades, which is closing?

Risk Grades' free website (riskgrades.com) is closing 6-30-11. Do you know of a similar site that allows the user to enter several ticker symbols (funds or stocks) and obtain a graph showing relative ...
0
votes
3answers
946 views

Where do I find free personal budget forecast tools?

This is not the same as Personal budget forecast/tracking solution. I want FREE tools. Ideally, I would like to send a CSV file and have it analyze and forecast the data for me, with options for ...
9
votes
7answers
3k views

Is there any online personal finance software without online banking?

I realize that similar questions have been raised, especially regarding Mint and Quicken Online, but my question is this: Is there web-based personal finance software that does not require you to ...
12
votes
2answers
238 views

Making a basic will without an attorney

I've been reading that wills for the "basic" scenario is pretty much a cut-and-paste at the attorney's office. Rather than spend the money with a lawyer (300-600USD) I thought I'd look into a DIY ...
2
votes
1answer
132 views

U.S. banks with their own financial aggregator online tool?

What banks in the U.S. have their own financial aggregator? I know two banks in Canada have them: RBC’s myFinanceTracker and BMO’s MoneyLogic. I don't expect a better product than Mint.com, but at ...
4
votes
3answers
119 views

Which bank(s) allow you to open AND close CDs online?

Most banks allow you to transfer money into a Certificate of Deposit (CD) using their website. However, once you open a CD you usually have to call to close or otherwise modify the CD account when it ...
4
votes
3answers
9k views

Is there an online cost-basis calculator that automatically accounts for dividend re-investments and splits?

I recently sold stocks which I have been holding a long time. I don't have complete records. I do know that on a certain date, I had so many shares in an automatic re-investment program. Is there ...
6
votes
1answer
5k views

Is there an Online System like mint.com available for Germany?

At the moment, this service isn't available for Germany. Are there any similar Online Solutions in Germany?
11
votes
5answers
2k views

Which investment companies offer great online service and low cost index funds? I want to do everything online

I currently use Vanguard. I tried to move my wife's Roth to Vanguard but the process is absolutely terrible. The PDF form they generate for the rollover could not be printed (tried multiple browsers ...
3
votes
1answer
2k views

What is a Canadian equivalent to Sharebuilder.com?

Is there a canadian equivalent to Sharebuilder? A site which contains the same functionality, and provides the same services at roughly the same price point?
3
votes
6answers
784 views

Any pitfalls to filing taxes online, vs. downloading & installing a program on my computer?

Are there any pitfalls to filing my taxes online rather than downloading and installing a program on my computer?
8
votes
2answers
881 views

Credit card interest calculator with grace period & different interest rate calculation methods?

Is there an (ideally online) credit card interest calculator that includes grace periods and lets you choose the interest calculation method (eg, "adjusted balance", "average daily balance", ...
6
votes
4answers
5k views

Is there a UK equivalent of mint.com?

I am looking for a quick online money management tool and I've read great things about Mint.com in the US. Just wondering if anybody knows of an equivalent tool in the UK? Or if mint.com will be ...
5
votes
1answer
1k views

Where can I find a breakdown of Google stock ownership?

I'm looking for a not too out of date source of information that lists who owns Google stock and how much they own. Is this available online somewhere?
2
votes
1answer
181 views

Correct Ways of Importing Personal Finance Transaction Data

I want to transfer my financial data ( years of it!!) from Buxfer to yet-to-be-known online personal finance web app. I tried to download my data in both .qif and ofx format. I tried to import the ...