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Re:Ask HN: How do you track your wealth/stocks? by cl42 on Friday January 05, 2024 @11:51AM (#38881229)
Excel on a 'regular' basis -- weekly when I feel volatility is high, monthly otherwise.
Re:Ask HN: How do you track your wealth/stocks? by firedexplorer on Friday January 05, 2024 @11:58AM (#38881348)
Thank you. Does it cover all your needs?
Re:Ask HN: How do you track your wealth/stocks? by cl42 on Friday January 05, 2024 @12:16PM (#38881619)
Are you asking as someone who would be building a product in this space?

If so, then my #1 concern is that I don't want anyone to know about my financial situation or have access to my transaction log. I've spent a lot of time in martech and distrust anyone here.

Unless you will give me some value (e.g. a fee-only no-commission advisory relationship), then I will not share my data with you.

From that perspective, the one thing that I regularly do look for is new types of investment products I might not be aware of. I'd rather fill out a rough survey than share my data though, to the point above.

Re:Ask HN: How do you track your wealth/stocks? by firedexplorer on Friday January 05, 2024 @12:30PM (#38881821)
I got it. Yes, I have a tool for this for my own purpose and considering making it public.
Re:Ask HN: How do you track your wealth/stocks? by icedchai on Friday January 05, 2024 @11:40AM (#38881062)
I update a gsheet once a month with all totals.
Re:Ask HN: How do you track your wealth/stocks? by firedexplorer on Friday January 05, 2024 @11:58AM (#38881346)
Thank you. Does it cover all your needs?
Re:Ask HN: How do you track your wealth/stocks? by icedchai on Friday January 05, 2024 @02:58PM (#38883991)
Yes. My needs are fairly basic, however!
Re:Ask HN: How do you track your wealth/stocks? by hrbacik on Friday January 05, 2024 @11:39AM (#38881033)
Gsheet + IBKR