This is because the index doesn't actually exist-you're buying individual stocks through a pooled structure. For example, if you owned $1,000,000 worth of the Vanguard S&P 500 index fund across your 401(k), Roth IRA, SEP-IRA, and brokerage account, it would lay out the amount of each specific stock you own. This X-Ray tool lets you enter your mutual funds, and it then shows you what your actual portfolio holdings are by breaking down the underlying stocks held within each of those funds. It has a special feature that none of the others offer, called X-Ray.
: Another very popular investment tracking website, , allows you to enter your account information from other institutions and have it all aggregated on a single screen. You can then set budgets for yourself, see how much you are spending on specific categories, track the investment fees you are paying, and compare your individual accounts to benchmarks such as the S&P 500 or Dow Jones Industrial Average.It digs into your 401(k) plan to help you understand the mutual fund expense ratio you are paying on your retirement package. It can compare your performance to your preferred stock market index and analyze your assets to give you an idea of your true exposure to certain companies across multiple accounts and institutions. The software-as-a-service creates charts and graphs mapping out income, spending, and portfolio holdings. Personal Capital: For investors not working with a more traditional Registered Investment Advisor, Personal Capital has become one of the most popular ways to track investments. It currently has more than 12 million clients and $800 billion in assets under management.These portals are powerful tools that make life much easier and are often covered by the investment advisory fees you pay your professional. These days, it is common for them to have online portals for clients that allow the client to track his or her entire financial life, including so-called "held away" assets at different firms.
A reader commented on Facebook to say that Mac Numbers does not support.
Client Portals: If you are an affluent or high-net-worth investor, you probably work with either a financial advisor or an asset management group directly. Not long ago, I showed you how I meticulously track dividend income in Excel.
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