Tracking Your Portfolio while Ensuring Yields Across Your Assets
Portfolio tracking is key for many investors looking to understand their returns. Not only does this concern the price changes of stock, but it also takes into account the dividend pay-outs and compounding (e.g., in the case of total return indices). Preferably, you would like to keep these in a single location to monitor your portfolio.Traditional portfolio trackingTraditionally, people leveraged Excel to create spreadsheets with their holdings, combining them from brokers and other sources. There were limitations to this. For example, it is not possible to retrieve the stock prices in real-time. This meant you needed to update these values yourself over some time.With technology emerging, you can now automatically track your holdings across brokers. This has become possible t...