[Jasmine]

Empower (previously called Personal Capital).

[Kristen]

I love The Money Guy content, and was recently looking at their net worth tool. Not sure if it meets your particular needs but might be worth looking into. They have some of their shows dedicated to it as well.

[Barry]

Since you don’t want to give up login information, it seems like your plan is to enter all of the data manually. That being the case, you could use Excel or any spreadsheet.

If you’re okay with entering the number of shares and having it calculate from current market prices, you could use Yahoo finance.

[Kris]

I like personal finance but you do need an account and set up log ins, which I know you don’t want. I liked that it pulled all my info from all sources instead of spending the time logging into each account and noting the balances and then entering into (excel? Another financial calculator?)

[Channing]

When I used Personal Capital you could input your information manually. But if you’re worried about safety these sites use read only access so they’re not actually in your account and I know my brokerage at least uses an individual pass key that isn’t my log in info to connect and can only be used on that specific site.

[Kris]

I think the only way any app can automatically calculate/update things for you is if they have some kind of info from you (login/personal info/etc) otherwise, your other option is manually inputting the data for each.

[Author]

Posts