Fellow investors. Surely I am not the only one who has either found different brokers etc to have clunky or useless portfolio tracking tools? Rarely can you track performance, cash, fees, commissions etc on a consistent basis. Nor can you do a nice portfolio attribution analysis or have a good idea of your overall portfolio risk.

Additionally, having accounts in different places, I have always wanted a tool that can bring all of these together in one tool or series of dashboards. A proper portfolio aggregator.

I have built something like this for a series of fixed income portfolios at work, and am embarking on building something similar for my own personal investments.

My goals:
- Aggregate my different investments (equities, ETFs, bonds, wine, cash);
- Track performance and be able to slice and dice by basic fields;
- Basic risk measures;
- Cash management tool;
- Track all fees, commisions.

Any must-haves you would have in such a system? How do your monitor your portfolios?


![Image upload](https://cdn.commonstock.com/024992e89f8e966306207b52cc18af491f4590fc2d0642fd2528c826d53c06a3-480x270.gif)

great idea and project. Must-haves:
1) compare own portfolio or single stocks with S&P500 on a total return basis not just price
2) backtest various portfolios or single stocks versus S&P500 - for example last 10 years or 15 or 20
3) calculate the investment of a fixed sum (10,000) into a certain portfolio for the last 10 years or so ... price return, total return and ideally with the assumption of dividend reinvestment

Maverick Equity Research

Building My Perfect Portfolio Tool

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