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

firedexplorer wrote: post #6

cl42 wrote: post #4

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.

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

#8

Post by firedexplorer » Fri, Jan 05, 2024, 5:30 PM UTC

cl42 wrote: post #7

firedexplorer wrote: post #6

Earlier quoted context omitted.

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…

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

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

#9

Post by icedchai » Fri, Jan 05, 2024, 7:58 PM UTC

firedexplorer wrote: post #5

icedchai wrote: post #3

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!