How to Track Your Investments | A Demo of the Best Investment Tracking App

How to Track Your Investments⛱ Personal Capital: https://go.robberger.com/empower/yt- Click "Show More" to see Ad Disclosure

Personal Capital: https://go.robberger.com/empower/yt-
Stock Rover: https://robberger.com/go/stock-rover/yt-track
Morningstar Series: https://www.youtube.com/watch?v=qRfRqtCMMOE

Tools & Resources

📚 My Book (of course): https://amzn.to/2MsRJ9B
💰 Personal Capital: https://go.robberger.com/empower/yt-
✅ Free Investment Tracking Spreadsheet: https://docs.google.com/spreadsheets/d/1TgS9I6k495XvBbUmjO7fzC05iAQM815Y7gbk2u2EbE0/edit?usp=sharing

0:00 Introduction
1:40 Stock Rover
2:40 Personal Capital https://robberger.com/go/personal-capital/yt-track
9:40 Tracking Investment Holdings
11:03 Tracking Investment Fees
13:45 Tracking Asset Allocation
17:08 Tool Time

Tracking and monitoring your investments can be a real chore, particularly if you have multiple retirement and taxable accounts. In this video, I'm going to walk through how I use a free tool, Personal Capital, to monitor all of investment holdings, fees and asset allocation.

#investing #personalcapital #trackinvestments

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.