Ask HN: How do you track your wealth/stocks?
Do you use any tool for that? Spreadsheet? Broker app?
Thinking about building a wealth/stock portfolio tracking tool but not sure if there is a demand for such a thing. Excel on a 'regular' basis -- weekly when I feel volatility is high, monthly otherwise. Thank you. Does it cover all your needs? Are you asking as someone who would be building a product in this space? If so, then my #1 concern is that I don't want anyone to know about my financial situation or have access to my transaction log. I've spent a lot of time in martech and distrust anyone here. Unless you will give me some value (e.g. a fee-only no-commission advisory relationship), then I will not share my data with you. From that perspective, the one thing that I regularly do look for is new types of investment products I might not be aware of. I'd rather fill out a rough survey than share my data though, to the point above. I got it. Yes, I have a tool for this for my own purpose and considering making it public. I update a gsheet once a month with all totals. Thank you. Does it cover all your needs? Yes. My needs are fairly basic, however! Gsheet + IBKR