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I've got TD, Fidelity and ETrade accounts. None of them help you clearly see:

  • i bought x stock on 6/1/2015
  • in 2015 my return was x% and y$
  • in 2016 it was ""
  • so far in 2017 its ""

I want this for each trade and each year in total plus an all time total return and an average annual return. Bonus points for seeing realized vs unrealized gains.

I've also tried Mint and Personal Finance. I've resorted to manually tracking in a spreadsheet, seems like a google sheet at least lets you update the current market prices. But historic prices are tricky

Anyone have a free or paid tool that helps with this?



Submitted July 04, 2017 at 11:45AM by JBeazle http://ift.tt/2tN3fCi

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