Hi guys, Long time lurker, first time poster. Curious to know how everyone tracks their portfolios and what data they look at. I've been using a simple excel sheet which tracks prices, dividends etc and gives me tax-related information but it's been getting clunky, particularly to get free price data more recently. I just finished building a really simple tracker using Python with a web interface. Still need to insert trades manually but it does track everything including prices and dividends. Next I want to build out some graphs to track portfolio value over time and allow for a deep dive into each stock but curious to know what you'd see as valuable. I've written about how to use it here or you can play with the dummy portfolio here Look forward to comments / questions / thoughts on improvements!
