Ask Terry Questions PERSONAL FINANCE PORTFOLIO Tracking

PERSONAL FINANCE PORTFOLIO Tracking

By Terry Savage on February 13, 2019 | Investments

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.

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