Friday, August 22, 2014

Best Investing Portfolio Metrics [X-Post /r/investing]


Hey all,


I'm looking for any websites you all use to track your portfolio performance, metrics (both in terms of turnover and portfolio company metrics like net margin, etc.), and other related facts.


I found the old SigFig to be very helpful as they had a great metrics system featured here. But since they have made the push to monetize via managed portfolios they have actively degraded their site and tools as a way to obfuscate your portfolio and drive people to an "Expert", it's a practice I really admonished them for via email but nonetheless it looks like I need to look somewhere else.


I think it's time I branch out and look for other tools for analyzing performance and portfolio metrics. As a side note I have TD Ameritrade and have messaged them, they are unable to provide an annualized return or other metrics and you must create/produce them yourselves.


What sites do you use to analyze your portfolio companies and your investing success (or failure?).


Thanks everyone.







Submitted August 23, 2014 at 02:01AM by zawmbie5 http://ift.tt/1zgvP6v

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