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Investment Tracker That Doesn't Record Your Secure Account Info?
Posted by: SteveO
Date: March 26, 2020 03:27PM
Is there an app or site that you like that lets you aggregate investments (stocks, bonds, mutual funds, etc by symbol and shares owned) from various sources so you can see your portfolio, allocations, etc....without entering all your private, secure info? I see that Mint can track everything but they want all your login info which to me seems like an extremely risky proposition. I don't need the account "connected" -- I just need to see what's up/down without going to each site to figure that out. Thanks.
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Re: Investment Tracker That Doesn't Record Your Secure Account Info?
Posted by: mikebw
Date: March 26, 2020 03:56PM
yeah, I was THIS close to doing that but has the same concerns as you
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Re: Investment Tracker That Doesn't Record Your Secure Account Info?
Posted by: hal
Date: March 26, 2020 04:04PM
All the freebies should work for you - yahoo, google... they don't have to know your actual holdings.
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Re: Investment Tracker That Doesn't Record Your Secure Account Info?
Posted by: Buck
Date: March 26, 2020 04:11PM
yahoo and google know everything else about you.
Why should your financial info be any different?
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Re: Investment Tracker That Doesn't Record Your Secure Account Info?
Posted by: Ken Sp.
Date: March 26, 2020 04:27PM
Numbers will get the lat stock quote for you--you could build your own spreadsheet--Not sure if it is stocks only.
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Re: Investment Tracker That Doesn't Record Your Secure Account Info?
Posted by: Fritz
Date: March 26, 2020 04:45PM
I also use goog or hoo for this porpoise. Both work well. I think yahoo is used on my Android as well.



!#$@@$#!

If there are spelling issues, please pardon, Owen the cat is sitting on my keyboard.
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Re: Investment Tracker That Doesn't Record Your Secure Account Info?
Posted by: DeusxMac
Date: March 26, 2020 04:55PM
iFinance
Just enter the number of shares held and the ticker symbol; nothing more needed for it but to fetch the current share price and do the math.

There’s no need to enter ANY personally identifying info.

I should add that iFinance fetches the current share price itself, you don’t need to.
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Re: Investment Tracker That Doesn't Record Your Secure Account Info?
Posted by: Michael
Date: March 27, 2020 05:43AM
Yahoo Finance does it, as well. I don't know about iFinance, but the benefit of Yahoo Finance, for me, is that I can copy/paste the total information into a spreadsheet. From there I copy/paste the Last Price information into the tracking part of my spreadsheet. That allows me to see how everything has done that day, even from different sources of investments, all at once, as well as see it track over time. I "save as" a new spreadsheet each month to easily see a monthly summary of everything.

[finance.yahoo.com]

Start at My Portfolio.
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Re: Investment Tracker That Doesn't Record Your Secure Account Info?
Posted by: SteveO
Date: March 27, 2020 02:34PM
Thanks peeps. I may be the only person in America who doesn't know or care how to use spreadsheets. Ha. But I will check out all these goodly suggestions. Thanks again.
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