I have been using the Portfolio sheet in Tiller for about 8 weeks now. I have a company-sponsored 401K with mutual funds primarily in Fidelity. After digging through Fidelity’s web site and Google searches, I have come up with ticker symbols. However, the ticker symbol and my # of shares does not seem to come close to the total value of each fund that I own. Anyone have a similar issue? Also, how do you dynamically track the # of shares that are being bought of each fund in the 401K through Tiller? Is there a sheet that I have missed somewhere? I am not looking for something that I have to manually update with the # of shares that I own from time to time, but something that will dynamically update those shares as they are purchased through my payroll deduction.
Sorry for the delay here. We have Holdings History (which I think is what you’re asking for) in a private beta.
However, the ticker symbol and my # of shares does not seem to come close to the total value of each fund that I own. Anyone have a similar issue?
You may want to confirm if your 401k administrator is using proprietary funds. I can’t effectively track my wife’s 401k via ticker symbol because they don’t’ exist since most of their funds are “in-house” and not available to the general public.
@heather It’s been almost a year. And atleast 2 years since the beta was announced. Is anyone being let into the beta? And will it ever launch? Or is this dead.
I would suggest not using Tiller for this type of activity.
I am a huge Tiller fan when it comes to expense tracking and budgeting but for investment tracking, too see investment allocations, net worth etc I use Empower. It’s free and probably the best tool out there for such activity