Ask HN: How do you track your wealth/stocks?

https://news.ycombinator.com/item?id=38880932

by firedexplorer • 3 years ago

4 8 3 years ago

news.ycombinator.com

Do you use any tool for that? Spreadsheet? Broker app?

Thinking about building a wealth/stock portfolio tracking tool but not sure if there is a demand for such a thing.

hrbacik• 3 years ago

Gsheet + IBKR

icedchai2• 3 years ago

I update a gsheet once a month with all totals.

firedexplorer3• 3 years ago

Thank you. Does it cover all your needs?

icedchai2• 3 years ago

Yes. My needs are fairly basic, however!

cl422• 3 years ago

Excel on a 'regular' basis -- weekly when I feel volatility is high, monthly otherwise.

firedexplorer3• 3 years ago

Thank you. Does it cover all your needs?

cl422• 3 years ago

Are you asking as someone who would be building a product in this space?

If so, then my #1 concern is that I don't want anyone to know about my financial situation or have access to my transaction log. I've spent a lot of time in martech and distrust anyone here.

Unless you will give me some value (e.g. a fee-only no-commission advisory relationship), then I will not share my data with you.

From that perspective, the one thing that I regularly do look for is new types of investment products I might not be aware of. I'd rather fill out a rough survey than share my data though, to the point above.

Ask HN: How do you track your wealth/stocks?

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