Portfolio Tracking, Analytics & Guides

[Admin/YBB]

Portfolio Tracking & Analytics
www.mutualfundobserver.com/discuss/discussion/comment/174250/#Comment_174250

1. Old M* Portfolio is still around on year-to-year basis (2024), but may go away eventually. It had a limited free version and also subscription Premium version.
www.morningstar.com/portfolio-manager

2. New M* Investor allows brokerage link(s).
investor.morningstar.com/

3. Stock Rover (SR) allows brokerage links(s).
www.stockrover.com/

4. You can also maintain an Excel spreadsheet with portfolio holding % and run MFO Premium for analytics; these portfolios can be saved.
Format: TICKER1 [?] TICKER2 [?] ..... TICKERn [?]
www.member.mfopremium.com/

5. You can maintain Excel spreadsheets with portfolios in the following format to upload and run 3 portfolios at a time with Portfolio Visualizer (PV):
   TICKER1 xxx
   TICKER2 yyy
   TICKER3 zzz
   .
   .
   TICKERn zzz
www.portfoliovisualizer.com/backtest-portfolio

So, #1, #4, #5 require some manual work for inputs.
#2, #3, #4 require subscriptions; #5 has free and subscription versions.


Web Tools for M*, PV, SR, MFO
big-bang-investors.proboards.com/thread/2932/web-tools-pv-sr-mfo

If you use any of the tools below, you may find these links (guides/primers) helpful. Basic familiarity is assumed and the info may benefit intermediate/advanced users.

M* (various) ybbpersonalfinance.proboards.com/board/18/morningstar

PV (free) ybbpersonalfinance.proboards.com/thread/311/portfolio-visualizer-pv

SR Premium ybbpersonalfinance.proboards.com/post/808/thread

MFO Premium ybbpersonalfinance.proboards.com/thread/539/mfo-premium