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 dividends etc very well over time. I want a simple tool that I can enter my positions, when I purchased them and for how much and it tracks dividends(which I reinvest) and any additional purchases I make an is able to give me complete reports on how well they are doing overall etc.
closed as off-topic by Nosrac, NL - Apologize to Monica, JTP - Apologise to Monica♦ Apr 18 '17 at 18:19
This question appears to be off-topic. The users who voted to close gave this specific reason:
- "Questions seeking product or service recommendations are off-topic because they tend to become obsolete quickly. Instead, describe your situation and the specific problem you're trying to solve." – Nosrac, NL - Apologize to Monica, JTP - Apologise to Monica
You can use a tool like WikiInvest the advantage being it can pull data from most brokerages and you don't have to enter them manually.
I do not know how well it handles dividends though.
Mint.com does this quite well.
The graph views of your budgets, investments, debts, and other aspects of your financial life can be shown in gestalt, or on a per-account basis (at least, it does for me).
See the investment "how it works" page for more information.
"Find out whether you're beating the market–or it's beating you. Compare your portfolio to market benchmarks, and instantly see your asset allocation across all your investment accounts: 401k, mutual funds, brokerage accounts, even IRAs."
Google Portfolio does the job:
You can add transaction data, view fundamentals and much more.