>Mint, Personal Capital, etc. >put all your account and

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Microsoft Excel

>>1922874
I can make whatever in excel, but I would need a resource on what metrics are valuable that I should include

like for example:
if I have a 401k with biweekly contributions, how do I determine performance when those contributions constantly come in? do I have to track the performance of every single purchase lot?

>>1922655
If you use turbo tax, they already have your info....

>>1923067
Wow good thing I fill out my own 1040's and mail them into the IRS huh?

>>1923163
You don't need to file a 1040 if your income was under $10,350, anon

>>1923237
is this how tools cope with spending $100 on software that aggregates all your financial information and couples it with your personal information?

>>1923060
You have to enter every purchase lot and price paid, calculate the performance of each lot separately, adjust for each purchase lots' %size relative to the total account value, then add it all up.

Hard to explain, but in short:
>Sum((%gainz of individual purchase lot)*((size of purchase lot)/(size of account)))

Understand?

>>1922655
Personal Capital is awesome for investors whose portfolio doesn't consist of a bunch of various internet funny money pump and dump schemes.

Mint is great for tracking your spending.

Gnucash

Is this the tax evasion thread? I your fellow citizen are interested in learning about your problems Original Poster, please put your name and Email address in the personal Name and Options tab.

>>1924148
now that's what I'm talking about

thank you, /g/entoolman

>>1922655

Is there an equivalent piece of software that is like Mint but isn't ~~in the cloud~~