HN Explorer

Ask HN: How do you track your wealth/stocks?

4 points by firedexplorer ↗ HN
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.

8 comments

[ 329 ms ] story [ 1341 ms ] thread
icedchai
I update a gsheet once a month with all totals.
firedexplorer
Thank you. Does it cover all your needs?
icedchai
Yes. My needs are fairly basic, however!
cl42
Excel on a 'regular' basis -- weekly when I feel volatility is high, monthly otherwise.
firedexplorer
Thank you. Does it cover all your needs?
cl42
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.

firedexplorer
I got it. Yes, I have a tool for this for my own purpose and considering making it public.