PERSONAL FINANCE PORTFOLIO Tracking
I am looking for a new portfolio similar to the closed AOL that I enjoyed for years. I was switched to YAHOO but I cannot edit IRAS with dividend changes or other editing. Any suggesting would be greatly appreciated.
Terry Says
I think you’re looking for a place to “track” your investment performance of a self-managed IRA? Is that correct? Have you tried Quicken? I know it’s basic but it has a great portfolio tracking tool. If you want the same kind of tool but handy on your smartphone, try the Mint app. And one of the best all-around tracking tools is offered by PersonalCapital.com — a robo advisor, but one that allows you to access their portfolio management software.