Investing

Unified view of my investment - now scattered across

  • Last Updated:
  • Jun 16th, 2022 11:29 am
Deal Addict
Jul 7, 2020
1321 posts
854 upvotes

Unified view of my investment - now scattered across

Experts,
Need some recommendations from you.
Say, currently i have my investments scattered across wealthsimple, Questrade & TD easy trade.
Is there any portal or application that I can just connect all these & get a consolidated view of my holding, etc.?

thanks in advance
14 replies
Member
May 10, 2010
226 posts
237 upvotes
I just use a spreadsheet.
Excel (version Office 365, not all versions of Excel) or Google Sheets can automatically provide current stock prices and most ETF or mutual funds unit values.

I do not like to provide personal details (including #units) to a portal and try to minimize those.

Of course, I am aware that Microsoft or Google do know some of those, by the queries gererated by my spreadsheet...
Deal Guru
Dec 11, 2008
13064 posts
3754 upvotes
rudyrednose wrote: I just use a spreadsheet.
Excel (version Office 365, not all versions of Excel) or Google Sheets can automatically provide current stock prices and most ETF or mutual funds unit values.

I do not like to provide personal details (including #units) to a portal and try to minimize those.

Of course, I am aware that Microsoft or Google do know some of those, by the queries gererated by my spreadsheet...
Google Sheets can do this? Im actually intrigued.
Jr. Member
Mar 29, 2020
108 posts
117 upvotes
speedyforme wrote: Google Sheets can do this? Im actually intrigued.

Column B (Stock ticker)
TSE:BNS

Column C (Price of stock)
=GoogleFinance(B2,"price")


Column D (Today's change and percent)
=GoogleFinance(B2,"change") & " (" & GoogleFinance(B2,"changepct") & "%)"


You can modify the Google Sheet as you see fit

Other formulas :

=GoogleFinance(B2,"volume")
=GoogleFinance(B2,"marketcap")/1000000
=GoogleFinance(B2,"eps")
=GoogleFinance(B2,"high52")
=GoogleFinance(B2,"low52")
Deal Guru
Dec 11, 2008
13064 posts
3754 upvotes
AppleDogwood wrote: Column B (Stock ticker)
TSE:BNS

Column C (Price of stock)
=GoogleFinance(B2,"price")


Column D (Today's change and percent)
=GoogleFinance(B2,"change") & " (" & GoogleFinance(B2,"changepct") & "%)"


You can modify the Google Sheet as you see fit

Other formulas :

=GoogleFinance(B2,"volume")
=GoogleFinance(B2,"marketcap")/1000000
=GoogleFinance(B2,"eps")
=GoogleFinance(B2,"high52")
=GoogleFinance(B2,"low52")
Thank you!

Can I ask how does it refresh?
Deal Addict
May 17, 2012
3199 posts
2222 upvotes
ontario
i use quicken

i may get downvotes due to the subscription model but it has worked well for me to track investments as well as all the other stuff quicken does
Deal Addict
Feb 26, 2012
2319 posts
620 upvotes
MISSISSAUGA
https://wealthica.com

Free and very nicely done. Unfortunately Questrade is the only company that supports a read only API so you have to give it your username and password to work with TD.
But the ease of use and no manual management has been so nice.
Deal Addict
Jul 7, 2020
1321 posts
854 upvotes
Mr_Dogg wrote: https://wealthica.com

Free and very nicely done. Unfortunately Questrade is the only company that supports a read only API so you have to give it your username and password to work with TD.
But the ease of use and no manual management has been so nice.
Thanks for the inputs.
Does it work by taking username/passwords & then consolidating a view? I mean hope it is safe sharing them?
Deal Addict
Feb 26, 2012
2319 posts
620 upvotes
MISSISSAUGA
nowhere2010 wrote: Thanks for the inputs.
Does it work by taking username/passwords & then consolidating a view? I mean hope it is safe sharing them?
Yes, it grabs data from all sources and put's it all in one place with summaries of performance, individual ticker info etc.

You can give it a try with Questrade first since they use the Questrade API it is the safest. I trust them but everyone has their own rick tolerance. You can message them to ask them about their policies regarding pw etc.
Member
Mar 18, 2006
276 posts
261 upvotes
AppleDogwood wrote:
Column C (Price of stock)
=GoogleFinance(B2)
FYI..."price" is the default, if nothing else is defined for ticker
Deal Fanatic
User avatar
Dec 16, 2015
5405 posts
5751 upvotes
Distance: 50 Metres
nowhere2010 wrote: Experts,
Need some recommendations from you.
Say, currently i have my investments scattered across wealthsimple, Questrade & TD easy trade.
Is there any portal or application that I can just connect all these & get a consolidated view of my holding, etc.?

thanks in advance
i know how u feel...i gain big on amd on my td and loss big on the same stock on my ibkr...

:facepalm:
To the moon
Deal Guru
Feb 4, 2015
10329 posts
6693 upvotes
Canada, Eh!!
There is also a template for stocks under personal in google docs.
2022/3: BOC raised 10 times and MCAP raised its prime next day.
2017,2018: BOC raised rates 5 times and MCAP raised its prime next day each time.
2020: BOC dropped rates 3 times and MCAP waited to drop its prime to include all 3 drops.
Deal Addict
Jul 7, 2020
1321 posts
854 upvotes
Mr_Dogg wrote: https://wealthica.com

Free and very nicely done. Unfortunately Questrade is the only company that supports a read only API so you have to give it your username and password to work with TD.
But the ease of use and no manual management has been so nice.
It does not seem to recognize 'TD Easy Trade'. Did you manage to connect?
Deal Addict
Feb 26, 2012
2319 posts
620 upvotes
MISSISSAUGA
nowhere2010 wrote: It does not seem to recognize 'TD Easy Trade'. Did you manage to connect?
It might just fall under Easy Web?

I don't use TD unfortunately so do not know. They have pretty good support, if your stuck I'd send them an e-mail or post on reddit.

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