Between my old employer 401(k)s, current 401(k), spouse 401(k), HSA, rolled-over IRAs, and brokerage accounts, all of which are with different brokerages, and some of which have been rolled to other brokerages over the years, it's been really difficult trying to keep track of actual returns. Is there a site or app (ideally free or low cost) that can take all that data and consolidate it?
I've tried Mint and Personal Capital and neither are accurate. They have trouble with certain securities/funds. They also can't figure out the purchase price/date for a lot of things, especially when there are multiple purchases over time or when there were account roll-overs. They also have a lot of trouble differentiating contribution vs gains.
Submitted May 09, 2023 at 12:04AM by sojournerveritas https://ift.tt/swdVmKN
