Recommend a free stock portfolio manager

[JEDI]

For decades, i've been using MorningStar (https://www.morningstar.com/portfolio-manager) to keep track of my stocks and retirement funds from various brokerages.

Now they are charging for it.
'While you still have access to Portfolio Manager today, it will be retired for Basic users in the coming months.
To continue tracking your investments and to keep your portfolio data, you'll need a subscription to Morningstar Investor. '

Recommendations for a free stock portfolio manager?

 

[Exterous]

For decades, i've been using MorningStar (https://www.morningstar.com/portfolio-manager) to keep track of my stocks and retirement funds from various brokerages.

Now they are charging for it.
'While you still have access to Portfolio Manager today, it will be retired for Basic users in the coming months.
To continue tracking your investments and to keep your portfolio data, you'll need a subscription to Morningstar Investor. '

Recommendations for a free stock portfolio manager?

What are you looking for it to do? I have a Google sheet that pulls in prices and does all the calculations I want. Took some time but it does % international vs domestic, percent portfolio the major assets make up, asset allocation, error bands, and weighted ER average. Once evert month or two I go in and update share #s and it recalculates everything. Granted I don't do much in stock trading so ~80% of my $ is in index funds meaning I don't have a lot of items to enter. At the end of the year I have a column that I will enter the 1 year returns so it calculates my weighted ROI for the year

I like this option because I can add in other information like estimated SS at different years, track historical contributions, valuations of all my assets (including house), graph it over time, include notes on pension rules, income expenditures per year and early retirement health care options. There is also zero chance I'm giving login information to a program to aggregate it all for me so manual configuration and manual entry of new share values is the price I pay

 

[JEDI]

What are you looking for it to do? I have a Google sheet that pulls in prices and does all the calculations I want. Took some time but it does % international vs domestic, percent portfolio the major assets make up, asset allocation, error bands, and weighted ER average. Once evert month or two I go in and update share #s and it recalculates everything. Granted I don't do much in stock trading so ~80% of my $ is in index funds meaning I don't have a lot of items to enter. At the end of the year I have a column that I will enter the 1 year returns so it calculates my weighted ROI for the year

I like this option because I can add in other information like estimated SS at different years, track historical contributions, valuations of all my assets (including house), graph it over time, include notes on pension rules, income expenditures per year and early retirement health care options. There is also zero chance I'm giving login information to a program to aggregate it all for me so manual configuration and manual entry of new share values is the price I pay

is it similar to this Excel sheet?

Investment Tracking Spreadsheet

docs.google.com

 

[Exterous]

is it similar to this Excel sheet?

Investment Tracking Spreadsheet

docs.google.com

Mine has a somewhat different layout with more information but essentially yes. TBH it's slowly gotten more information and formulas added to it over the years. Every once and a while I get the urge to track something else, add a graph etc. and sheets or excel gives the flexibility for that