Portfolio Tracker Recommendation

AdHustler

AdHustler

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Aug 24, 2007
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I am looking for a Portfolio Tracker Recommendation.

I can't seem to find one that handles dividend reinvestment well. I'm basically looking for a stock portfolio tracker that can

1) Track performance based on a time period.
2) Knows how to handle dividends and dividend reinvestment and can factor that into the performance.
3) Shows you your dividend income.

I don't understand why it's hard to find but i've found nothing that really accomplishes these tasks.
 


I'm making one for myself because i absolutely hate the options out there.
I used morningstar for a while, to complicated and bloaty for what I need though (I dont actively trade)
 
mattfca said:
I'm making one for myself because i absolutely hate the options out there.
I used morningstar for a while, to complicated and bloaty for what I need though (I dont actively trade)
Click to expand...

Same, they are all garbage and they don't ever seem to show roi over a period or how dividends effect the returns
 
Try linking your brokerage account with Wikinvest. Their portfolio tracker has a really nice UI. Their valuation of returns includes dividend payments and DRIP as far as I am aware. Their apps are very nice as well. I use it as much as some of my paid services and it's free. Can't beat free!
 
I work at an RIA here in NY. We use Orion Advisor - which can give you just about any data report that you could want. Just not sure if they have an option for individuals. We switched over from Axys about 4 years ago and haven't looked back.

https://www.orionadvisor.com/
 
even the simplest options aren't out there. would be nice if G finance had this. they already track dividends -- would be a nice feature add to show dollars invested and current $$$ amts (with div reinvestments factored in)
 
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