Looking for a portfolio solution with certain features.

Skrodk

newbie

Activity: 45

Merit: 0

Quote from: Macadonian on July 20, 2021, 06:53:46 PM

Do you mean recording and monitoring your investment portfolio? Just use Excel or any other spreadsheet program out there. Most people are using them and they have all the features and whistles that you are ever going to need and do not have a big learning curve.

Yes, but I would require some that was a bit easier to use, and imported transactions by themselves etc. Do you use one?

Macadonian

sr. member

Activity: 467

Merit: 578

Do you mean recording and monitoring your investment portfolio? Just use Excel or any other spreadsheet program out there. Most people are using them and they have all the features and whistles that you are ever going to need and do not have a big learning curve.

Skrodk

newbie

Activity: 45

Merit: 0

Bump

Skrodk

newbie

Activity: 45

Merit: 0

So, I actually havent found a good alternative for a portfolio solution yet.

I was hoping maybe you guys could help me out.

What i need is:

-Preferably free, or very low cost (Non of this, after x amount of transactions, you have to pay more)
-Ability to segment your coins into different categories and thus the percentage of your portfolio in each (For instance, small cap, medium cap, or enterprise coins etc)
-It has to be possible to interact with it on the desktop of a computer.
-Ofcourse the usual, such as automatically updating prices and so forth.

If anyone can help, that would be fantastic!

Best regards.

Topic: Looking for a portfolio solution with certain features. (Read 27 times)