Nowadays I am using google spreadsheet to track my portfolio. Is there some better software for this? Another problem is that some parts of my portfolio are highly volatile (but I want to keep those parts as long term investments). How often I should keep records of my volatile parts? Nowadays at end of the year I check my volatile investments and make record into my spreadsheet.

  • For what purposes? Your broker should provide a pretty easy way of keeping track of your holdings, and likely allows you to pull transactions into accounting software already. I wouldn't do it by hand; too much chance of missing things. – ceejayoz Dec 26 '19 at 17:47
  • It's no big deal to keep track of P&L in a spreadsheet. What are you looking to achieve with better software? If you are actively trading, there are accounting programs that tabulate P&L as well as keep track of wash sales. – Bob Baerker Dec 26 '19 at 17:55

If you want to stick to spreadsheets then I recommend Tiller . It connects all of your accounts electronically and injects that data into your own custom spreadsheet. It does cost $ 5 / month. For free alternatives to just track accounts electronically then Personal Capital or Mint are the most popular. I prefer Personal Capital as the connections seem to be more stable and it is more investment and networth focused.

As far as volatile investments go, it depends. If you want to be accurate then include your volatile investment balances as often as you update them (you said annually). If you don't want your income / net worth tracking to be volatile then I suggest tracking the average or expected return of the volatile investments. That will make your charts smoother and may help with future financial planning. Tracking your finances apart from them makes sense too of course.

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