Whats the best application for tracking stock portfolio, 401k, and Roth IRA performance in one place?
Here’s what I do: I created an Excel spreadsheet that is broken down by each type of account (IRA, 401k, etc.), and each of those is further broken down to the individual stock or mutual fund, showing the units, current price, and total. I have a portfolio saved on Yahoo! Finance with each of these individual stocks and mutual funds. At any point during the day, I can click on this portfolio’s name, choose “Download Spreadsheet”, and that will list the current prices in Excel format. I copy the prices to the spreadsheet that has all my accounts. The numbers are linked automatically to update all my accounts to reflect the new prices (so I don’t have to cut and paste each new price). Further, I’ve set up the spreadsheet to include charts that show what percentage of my money is in each account (IRA, 401k, etc.) and also how my money breaks down by type (large cap, small cap, international, bonds, etc.). As long as you have Excel on both your PC and your Mac, this should work for you. Fu
