I’m looking for a website or software that allows you to view your portfolio in one centralized dashboard, along with analytics.
I signed up for a free trial with MorningStar X-Ray and it’s OK, but I noticed some issues (i.e., linking accounts doesn’t automatically import transaction data, so you can’t see historical performance; and, I can’t connect two different Fidelity NetBenefits accounts [mine and my spouse’s] without needing to reset my authentication), among others. However, I like the ability to see how my portfolio breaks down into the MorningStar portfolio analysis, etc.
I’m willing to pay a few hundred dollars per year for something, depending on the product.
Any recommendations?
Submitted May 10, 2023 at 12:06AM by coffeesour https://ift.tt/zk9voZT
