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16 views

PersonalCapital.com with history [migrated]

I am looking for a portfolio tracker which can link to my brokerage account and download transactions including all available historical transactions. I looked at MorningStar, unfortunately, I could ...
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2answers
107 views

How can I compare my portfolio to others' portfolios?

There are a number of free online portfolio trackers that offer various features such as analyzing one's portfolio in terms of risk, making suggestions for individual assets, and so forth. It is ...
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2answers
40 views

viewing stock market transactions

What I would like to know how to keep on eye on things like sale of a certain stock?, who is buying what stock?, what stocks are certain people buying? Is it legal to have access to these sorts of ...
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1answer
47 views

Why an ETF mirrors the underlying index on a day to day basis but not on a long term basis

Some ETFS like NUGT,DUST say that they replicate the performance of the underlying index on a daily basis. My first question is, do all ETFS do this, or only some? Also, why does it say that "not ...
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1answer
89 views

Total gain of portfolio including sold stocks?

I have a self-managed portfolio with a few stocks in it, which I keep at Scottrade and track with a program called StockMarketEye. I've used a few other portfolio trackers as well, and they all seem ...
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1answer
86 views

How should I keep track of my financial assets across borders and currencies?

I'm an expat and am curious: Is there any better way out there to manage my various assets in differing currencies across borders and markets? Currently, I just use a spreadsheet, but it is becoming ...
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1answer
682 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 ...
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2answers
360 views

What are these fees attached to mutual fund FSEMX?

Could somebody please explain these fees attached to FSEMX? Annual Report Expense Ratio (net) Prospectus Net Expense Ratio Prospectus Gross Expense Ratio Finance.yahoo.com indicates that they are ...
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2answers
117 views

Free, web-based finance tracking with tag/label support?

My current solution for tracking finances is a google docs spreadsheet, with a new sheet every month. Overall, I'm quite happy with it. I keep track of where money was spent, on what, and I try to tag ...
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2answers
7k views

Does the IRS track every check deposited by me?

Is there a maximum amount limit on exceeding which the tracking starts? Or does each and every check deposited by me gets tracked by IRS for reconciliatory purposes?
2
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1answer
222 views

How to properly use a personal income/expense sheet for budgeting (or more)?

I am just beginning to set up a personal income/expense sheet on a daily basis. After a month, I have a bunch of raw data in it. Due to lack of experience, I am not sure how to use this record. Do ...
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1answer
617 views

Understanding differences between S&P500 index-tracking ETFs

I'm trying to understand the difference between S&P 500 trackers. Example: SPY IVV VOO They all have different prices (IVV being $1 more, on average than SPY, and VOO being about 50% ...
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2answers
950 views

Tracking my spending, and incoming and outgoing (i.e cashflow)

I currently use AceMoney to track my spending, but, it gets a bit tedious. I like to track everything coming in, and going out. I'm self-employed, I have an "account" for every client, and another ...
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4answers
2k views

Possible replacement for Quicken

I have been using quicken to track my financial life for about 10 years now and am generally happy with it. A couple of years back Intuit changed the ability to download stock quotes for 2 years ...
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2answers
6k views

Can you recommend good Excel spreadsheet templates for tracking spending?

I did use Microsoft Money to track my spending couple of years ago, then I switched to paper and pen and then switch to online money sites such as Wesabe, but none of them really worked out. The ...