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.

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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.



@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.

I’m interested in this feature as well.
I currently use personal capital but I just got married. So I’d like to consolidate all finance details on a single google sheet.

But without specific templates available for investments, by asset type (eg. real estate, equities, debt, etc) Tiller may not show the complete picture I’m looking for. Is there an update on the timeline? Or potentially a Tiller Labs template that I missed?