+1 to Rob Berger’s spreadsheet. There’s also a version here: https://github.com/danbuchal/portfolio-trackerI've been happy with the google sheet that Rob Berger put out. I think the person that actually created the sheet posts on here.
https://robberger.com/investment-tracking-spreadsheet/
Alternatively, if you don’t want to use a spreadsheet, Fidelity, Schwab, and Empower all have the ability to track a holistic portfolio including holdings at other brokerages.
Statistics: Posted by techbud — Mon Dec 29, 2025 7:25 am — Replies 11 — Views 321