Happy Thanksgiving Everyone,
I have accounts with two different credit unions and some of the main brokerages. I am looking for suggestions for software where I can track returns, balances and net worth all at once in one place. A budgeting feature is helpful as well. I don't mind paying.
Does anyone have feedback on Kubera, Tillehq, Monarch Money, Boldin, Interactive Brokers Free Portfolio Analyst?
How about the built in software on Schwab, Fidelity, T. Rowe Price?
Thanks
I have accounts with two different credit unions and some of the main brokerages. I am looking for suggestions for software where I can track returns, balances and net worth all at once in one place. A budgeting feature is helpful as well. I don't mind paying.
Does anyone have feedback on Kubera, Tillehq, Monarch Money, Boldin, Interactive Brokers Free Portfolio Analyst?
How about the built in software on Schwab, Fidelity, T. Rowe Price?
Thanks
Statistics: Posted by blugold — Wed Nov 27, 2024 6:44 pm — Replies 4 — Views 325