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.
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.