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/biz/ - Business & Finance

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1922655 No.1922655 [Reply] [Original]

>Mint, Personal Capital, etc.
>put all your account and personal information in one place! there's totally nothing wrong with this!

ridiculous
does anyone know any financial software you can use by manually inputting stuff without linking any other accounts or giving any personal info? I'm mostly trying to find something that will track portfolio performance with regular inflows

>> No.1922874
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1922874

Microsoft Excel

>> No.1923060

>>1922874
I can make whatever in excel, but I would need a resource on what metrics are valuable that I should include

like for example:
if I have a 401k with biweekly contributions, how do I determine performance when those contributions constantly come in? do I have to track the performance of every single purchase lot?

>> No.1923067

>>1922655
If you use turbo tax, they already have your info....

>> No.1923163

>>1923067
Wow good thing I fill out my own 1040's and mail them into the IRS huh?

>> No.1923237

>>1923163
You don't need to file a 1040 if your income was under $10,350, anon

>> No.1923252

>>1923237
is this how tools cope with spending $100 on software that aggregates all your financial information and couples it with your personal information?

>> No.1923958

>>1923060
You have to enter every purchase lot and price paid, calculate the performance of each lot separately, adjust for each purchase lots' %size relative to the total account value, then add it all up.

Hard to explain, but in short:
>Sum((%gainz of individual purchase lot)*((size of purchase lot)/(size of account)))

Understand?

>> No.1923965

>>1922655
Personal Capital is awesome for investors whose portfolio doesn't consist of a bunch of various internet funny money pump and dump schemes.

Mint is great for tracking your spending.

>> No.1924148

Gnucash

>> No.1924175

Is this the tax evasion thread? I your fellow citizen are interested in learning about your problems Original Poster, please put your name and Email address in the personal Name and Options tab.

>> No.1924270

>>1924148
now that's what I'm talking about

thank you, /g/entoolman

>> No.1924289

>>1922655

Is there an equivalent piece of software that is like Mint but isn't ~~in the cloud~~