Not the OP, in my case the account I am tracking are for my parents. They are all index fund, but are more complicated than a 3 fund portfolio. I do assume that there is a degree of error in tracking.If your investments are done the Boglehead way - i.e., if all you have are some index funds, some cash, and maybe some individual bonds - then you don't need an aggregator to tell you what your allocation is. It's easy to calculate from the balance in each fund you own, and because you own only a few, you can easily enter those balances into a spreadsheet whenever you like and have it spit out the allocation percents.
Statistics: Posted by gavinsiu — Mon Jul 15, 2024 10:42 am — Replies 17 — Views 3175