How do you keep track of your assets in your portfolio? For example, let say you rebalance your 401k or you put more money into your taxable account (eg. FSKAX) or you invest on a different index fund last year. I am thinking that maybe there is a spreadsheet that already does this which would show the following:
- Current summary of the entire portfolio
- Track changes of the different assets in the portfolio so that I would know when/what did I change for a specific asset
Or do you keep track of the historical changes by having some document where you made the changes?
Submitted May 03, 2019 at 10:43AM by kolinkorr839 http://bit.ly/2H0PoO9
