Ask HN: What would you like to see from portfolio aggregator?

4 points·apurvak··5 comments

What do you like or dislike about your current solution to manage your overall investment portfolio and what would you like to see?

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I have been working on a setup with ledger (https://www.ledger-cli.org/ - https://plaintextaccounting.org/).

It takes some work and experimenting to set up scripts / feeds from all my various brokers & pricing sources into the ledger format, I'm happy with the approach overall.

Alternatively, I'd suggest using Quicken or Moneydance.

Once you get to a certain level of complexity with lots, fees, commissions, currencies, etc, any simple tools / spreadsheet approach will break down and you need a fully-fledged accounting system.

Things I'd like to see are just some more utilities / data feeds for the ledger ecosystem.

From an asset allocation perspective, rebalancing triggers/alerts would be very useful. There are mainly two types: 1) Time based (monthly, quarterly or annually), 2) based on rebalancing bands such as 5/25 (i.e. 5% absolute deviation or 25% relative deviation).

Thank you.

Honestly, something that stops me from making a knee jerk reaction, emotion based trade...

Everything else has been done

Thank you! Do you find you get clear view of your performance and your gains? I personally haven't found any way to get clear picture of how much money I'd really make given some hidden costs like fees (for funds) and IRS (capital gains etc).

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