Ask HN: What would you like to see from portfolio aggregator? What do you like or dislike about your current solution to manage your overall investment portfolio and what would you like to see? |
Ask HN: What would you like to see from portfolio aggregator? What do you like or dislike about your current solution to manage your overall investment portfolio and what would you like to see? |
It takes some work and experimenting to set up scripts / feeds from all my various brokers & pricing sources into the ledger format, I'm happy with the approach overall.
Alternatively, I'd suggest using Quicken or Moneydance.
Once you get to a certain level of complexity with lots, fees, commissions, currencies, etc, any simple tools / spreadsheet approach will break down and you need a fully-fledged accounting system.
Things I'd like to see are just some more utilities / data feeds for the ledger ecosystem.
Everything else has been done