Tracking investment account holdings

New user here. Can this tool be used for tracking investment account holdings? For example, I was able to connect and pull Vanguard account balances, but am not seeing a way to view the account holdings. I’m interested in doing fairly simple stuff like tracking asset allocation percentages across multiple investment accounts. Many thanks for any pointers.

1 Like

@cjasik

If you want to link your accounts and utilize automation, I would recommend both Personal Capital and Fidelity’s portfolio analysis tools. If interested, I will offer you a personal viewing of each to see if one or both of these might work for you.

Cheers,

B

@cjasik. We don’t support position history/holdings for investments at this time, but it is something we hope to support in the future. Not sure on a timeline on when it might be available.

You can add your support for this by voting for this feature in Feature Request.