Btw. i really appreciate your approach. You do not push your audience/followers to purchase something or give you money for the content. And you still provide videos with very valuable information and details. I guess you know the best things are for free. This video confirmed to me that you understand people try to save money for investments instead of paying for various channels or tools. I can ensure your followers, that your channel is one of the best i´ve seen in YT.
I still rely on my own spreadsheet but I always like to try out new trackers to see what I may like and the mentioned getquin is one that I'm super happy with. I open it often as my portfolio overview, it's great to work with and I like the clean and simple look. They keep adding features fast and the recently added paid features aren't still very limiting.
main issue in your video : no one of your tracker take the "time" in consideration. it's impossible to enter the date of your trasaction, taking the time of each trasaction to get the best chart. In google finance, you can't insert transaction fees.
I still use a custom spreadsheet for this and I think that is how I’ll continue…….i have tested pretty much every one of these trackers and none of them does what I really want well, at least not at a decent price. I needed something that would track all my investments, stocks, crypto, property, pensions, savings accounts etc, give me detailed reports and also most importantly report my overall net worth. Nothing I tested did things the way I wanted…..
How does one add cash balances to the Google Portfolio Tracker? I have tried numerous money market fund symbols and the Google tracker does not recognize the symbols. Does anyone know? Thanks in advance. Cody
Appreciate the detailed breakdown! Just a quick off-topic question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). Could you explain how to move them to Binance?
Yahoo Finance is my fav but I think I will try out the Get Quin tracker. Please do a review on Franco Nevada Corporation if possible. Thanks for these great insight videos.
I’m currently looking for an alternative to Yahoo finance bc it doesn’t recognize my realized gains as part of my whole portfolio (only the non realized gains are showed)
I’m sure you have a long list of video ideas, but could you do a review of DOOO vs PII at some point. They are the leaders in the manufacturing of all terrain vehicles. DOOO is looking like a good buy currently. Would love to hear your thoughts
Hi, I want to make a customise portfolio for my clients. Just managing their portfolios for advisory and reporting services only. Not actively buying or selling but just for reconciliation. I m not a tech guy. Which is the least possible way to do it by myself. Excel is most basic but it doesn't keep record of previous transactions. And it won't help In generating analysis reports?
Thank you for the great review. don’t see how your sharesight referral link gets me to a special offer? The link leads to a sign up page, but nowhere do I see how to get the free 4 months, other than the regular discount.
Hi, I compared the price with and without my link. There is still a price difference, but it is not very big because they currently have a discount of 25%, and with my link, you get 33% (4 months in a year). Not a huge difference, but still something. Thank you for the kind words; I'm glad you liked the video.
Wealth Simple in Canada does not integrate one's account data with any portfolio tracker. Boo hoo. This means manually entering then updating it too. everything
Btw. i really appreciate your approach. You do not push your audience/followers to purchase something or give you money for the content. And you still provide videos with very valuable information and details. I guess you know the best things are for free. This video confirmed to me that you understand people try to save money for investments instead of paying for various channels or tools. I can ensure your followers, that your channel is one of the best i´ve seen in YT.
I appreciate that! Thank you very much 🙏
Amazing info! It's gona be tremendously helpful. Thanks.
Glad it was helpful! Thank you very much.
Very clear and to the point information! Thanks!
Fell in love with Snowball Analytics!
I still rely on my own spreadsheet but I always like to try out new trackers to see what I may like and the mentioned getquin is one that I'm super happy with. I open it often as my portfolio overview, it's great to work with and I like the clean and simple look. They keep adding features fast and the recently added paid features aren't still very limiting.
main issue in your video : no one of your tracker take the "time" in consideration. it's impossible to enter the date of your trasaction, taking the time of each trasaction to get the best chart. In google finance, you can't insert transaction fees.
I still use a custom spreadsheet for this and I think that is how I’ll continue…….i have tested pretty much every one of these trackers and none of them does what I really want well, at least not at a decent price. I needed something that would track all my investments, stocks, crypto, property, pensions, savings accounts etc, give me detailed reports and also most importantly report my overall net worth.
Nothing I tested did things the way I wanted…..
The getquin free version is pretty limited. For divident tracker it doesn't even show the Per share and Payout details.
How does one add cash balances to the Google Portfolio Tracker? I have tried numerous money market fund symbols and the Google tracker does not recognize the symbols. Does anyone know? Thanks in advance. Cody
Ya, that's the problem I found with the available portfolio trackers. How to add cash position.
Delta is really nice to
What do you think about Alpha spread ?
I am use portfolio performance
Appreciate the detailed breakdown! Just a quick off-topic question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). Could you explain how to move them to Binance?
Yahoo Finance is my fav but I think I will try out the Get Quin tracker. Please do a review on Franco Nevada Corporation if possible. Thanks for these great insight videos.
It looks interesting, thanks for the idea. 👍
I’m currently looking for an alternative to Yahoo finance bc it doesn’t recognize my realized gains as part of my whole portfolio (only the non realized gains are showed)
What do you think about simply wall street platform?
I use it for some pieces of information. I talked about it a bit in this video:
th-cam.com/video/n8xoW56Qb_g/w-d-xo.html
I’m sure you have a long list of video ideas, but could you do a review of DOOO vs PII at some point. They are the leaders in the manufacturing of all terrain vehicles. DOOO is looking like a good buy currently. Would love to hear your thoughts
I added them to my list. Thank you very much for the ideas.
Dzieki!
Hi, I want to make a customise portfolio for my clients. Just managing their portfolios for advisory and reporting services only. Not actively buying or selling but just for reconciliation. I m not a tech guy. Which is the least possible way to do it by myself. Excel is most basic but it doesn't keep record of previous transactions. And it won't help
In generating analysis reports?
i prefer my own excel :)
I use/love PARQUET
Divvy Diary is amazing and undervalued
Thank you for the great review. don’t see how your sharesight referral link gets me to a special offer? The link leads to a sign up page, but nowhere do I see how to get the free 4 months, other than the regular discount.
Hi, I compared the price with and without my link. There is still a price difference, but it is not very big because they currently have a discount of 25%, and with my link, you get 33% (4 months in a year). Not a huge difference, but still something. Thank you for the kind words; I'm glad you liked the video.
Your coupon code either expired or invalid
I use pen and paper. ❤
😂👍
Wealth Simple in Canada does not integrate one's account data with any portfolio tracker. Boo hoo. This means manually entering then updating it too. everything
First lol
😆 👍