Cake Financial is a site I stumbled upon recently. It loads the transaction history from various online brokerages (you give them your brokerage login/password) and plots your aggregate performance. I'm not entirely sure whether it keeps track of your sold position performance -- I hope it does.
You can also follow other people on the site, and compare performance with one another. You can get notifications when people you're following make trades -- which stock they traded. Actual stock prices aren't listed in the notifications nor do you see actual dollar amounts within other people's portfolios. If you look at my Cake banner on the right, you'll just see my allocation percentages.
I've used Microsoft Money and Yahoo Finance to keep track of my investments, but was never satisfied. Cake Financial doesn't leave me satisfied either -- there are still a lot of bugs they need to fix. Like my Zecco trades always seem to be listed from the future settlement date, and each time Cake refreshes account data, it thinks I've gone ahead and traded the stock repeatedly.
Cake doesn't know how to handle short positions, nor options at this time. Perhaps at a later date...
What software or websites do you use to track your portfolio?
Friday, March 21, 2008
Portfolio tracking
Labels:
investments,
portfolio,
stocks
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