What would you like to see from portfolio aggregator?

Question

What do you like or dislike about your current solution to manage your overall investment portfolio and what would you like to see?

tacostakohashi · Accepted Answer

I have been working on a setup with ledger (https://www.ledger-cli.org/ - https://plaintextaccounting.org/).
It takes some work and experimenting to set up scripts / feeds from all my various brokers & pricing sources into the ledger format, I'm happy with the approach overall.
Alternatively, I'd suggest using Quicken or Moneydance.
Once you get to a certain level of complexity with lots, fees, commissions, currencies, etc, any simple tools / spreadsheet approach will break down and you need a fully-fledged accounting system.
Things I'd like to see are just some more utilities / data feeds for the ledger ecosystem.

imakwana · Answer

From an asset allocation perspective, rebalancing triggers/alerts would be very useful. There are mainly two types: 1) Time based (monthly, quarterly or annually), 2) based on rebalancing bands such as 5/25 (i.e. 5% absolute deviation or 25% relative deviation).

logicslave · Answer

Honestly, something that stops me from making a knee jerk reaction, emotion based trade...Everything else has been done