Questions tagged [online-tools]

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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30
votes
9answers
9k views

How can a resident of the European Union (not from UK) practically buy stocks? [closed]

I'd like to buy a little amount (say, 5000 €) of stocks. I know it's risky, especially for an absolute beginner like me. Maybe you would like to persuade me to start with stuff such as such as mutual ...
17
votes
2answers
550 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 ...
16
votes
2answers
2k views

What is the best cross-platform GPL personal finance tool available?

If I want desktop, web and mobile (preferably Android) access to all my accounts and assets, in a personal finance tool, what would you recommend I look at? Until Wesabe cancelled their web dashboard ...
12
votes
7answers
21k views

Is there any online personal finance software without online banking? [closed]

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 ...
10
votes
2answers
526 views

What is Alternative Minimum Tax (AMT) and how does AMT get calculated? [U.S.]

What is Alternative Minimum Tax (AMT) in the U.S.? How does Alternative Minimum Tax get calculated? What conditions are likely to trigger an AMT assessment versus a regular tax assessment? Are ...
9
votes
6answers
2k views

Emptying Low Balance Gift Cards

I often get gift cards (sort of like a debit card) and I usually end up using them to make online purchases. However, I often end up with a couple dollars change. Is there a way to deposit the ...
8
votes
1answer
643 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 ...
8
votes
2answers
1k 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", "two-...
6
votes
2answers
2k 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?
6
votes
5answers
664 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 ...
6
votes
3answers
1k views

Online tutorials for calculating DCF (Discounted Cash Flow)?

What is the best online tutorial to learn calculating DCF (Discounted Cash Flow) for a stock?
6
votes
2answers
434 views

How can we get a hold of our finances again, with much less time to spend on accounting and budgeting, due to the arrival of our child?

When my wife and I got married, we joined our finances and started tracking expenses and budgeting with a tool called Mvelopes.com. This is a personal finance web app that puts the emphasis on ...
6
votes
3answers
258 views

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

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 ...
5
votes
2answers
1k views

Where can I get a list of ticker symbols that have stock options?

I would like to examine the option chains of almost every stock that has options. Is there some sort of stock screener or application that can give me a list of the ticker symbols that have options?
5
votes
1answer
170 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 ...
5
votes
3answers
1k 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 ...
5
votes
2answers
14k 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: /efile:Return[1]/efile:ReturnData[1]/efile:WagesNotShownSchedule[1]/...
5
votes
3answers
693 views

Asset Allocation Tools that understand Mutual Funds [closed]

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 ...
5
votes
6answers
750 views

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

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
3answers
196 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
1answer
2k 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 ...
4
votes
2answers
2k 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
6answers
4k 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?
3
votes
2answers
264 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 ...
3
votes
1answer
8k 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 ...
3
votes
4answers
1k 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 ...
3
votes
2answers
281 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 ...
3
votes
1answer
75 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 ...
3
votes
1answer
431 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
3k 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
1answer
1k 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 ...
3
votes
1answer
511 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
1answer
339 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 ...
3
votes
1answer
724 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 ...
2
votes
2answers
1k 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 ...
2
votes
3answers
1k 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 ...
2
votes
3answers
693 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
2answers
135 views

How can I practically buy bonds?

A moderately low risk of investment is a government bond. If I understand correctly, I spend €1000 on a 5-year bond at a yield of 1%, then in 5 years I get back 1000*(1.01)**5=€1051.01, unless the ...
2
votes
1answer
319 views

(UK) Using 'Money Dashboard' is in breach of TSB's T&Cs

I have been researching personal finance tools, and while I was disappointed that many US apps do not support UK users/banks, the best I have found has been Money Dashboard, and I would like to try ...
2
votes
1answer
995 views

Why aren't there solutions for electronic itemized receipt for retail in-store purchases? [closed]

This is a personal finance question related to retail shopping. I am wondering why, with the evolution of the Web and relatively well-established credit card payment system, there is still no widely ...
2
votes
1answer
6k 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 ...
2
votes
4answers
7k views

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

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 ...
2
votes
1answer
146 views

Is there a service in US that allows to make payment on my behalf

I got parking ticket in Washington and having hard time paying it, I have left the States since. Is there a online service in US that allows to make payment on my behalf, that I could use to pay this ...
2
votes
1answer
78 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 http:...
2
votes
1answer
185 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 ...
2
votes
1answer
245 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 ...
2
votes
0answers
69 views

Correct way to track paycheck deductions when using personal finance sites?

I have been using mint.com and personalcapital.com for a while now and was wondering how do you track things like health insurance, 401k deductions, and your real income (before deductions). Mint....
1
vote
3answers
235 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 ...
1
vote
1answer
143 views

Is there a White-list of Trusted Online Vendors? [closed]

There are many online vendors selling all sorts of things that allow you to pay using your credit card. I want to know if there could realistically be some white-list (or even a blacklist) of such ...
1
vote
1answer
191 views

Tools to evaluate REITs

Can a REIT be evaluated using the same metrics as regular stocks? Perhaps no and if so are there any REIT specific tools? E.g. These symbols "O", "DLR" are considered overvalued by regular metrics.