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Is there a program that breaks down total account holdings?
Posted on 2/13/24 at 6:35 am
Posted on 2/13/24 at 6:35 am
My wife and I hold different stuff in our 401k's, investment accounts, etc. Is there a way to put in all the tickers and it spits out what our top 20 or so holdings are in the combined accounts? Example, do we combined have a 5% exposure to AAPL or MSFT or something like that.
4
Posted on 2/13/24 at 7:03 am to JL
Empower is the only thing I know that sort of does that but I don’t believe it gets you down to individual stock held in any fund.
This post was edited on 2/13/24 at 7:03 am
Posted on 2/13/24 at 7:28 am to JL
Morningstar and YCharts do this exceptionally well. However, they are both subscription based.
Posted on 2/26/24 at 8:52 pm to JL
If you have a Vanguard or Fidelity account, they have robust account analysis as well as retirement analysis.
Posted on 2/26/24 at 8:55 pm to Louie11
They aren’t going to do that across all accounts you own across various platforms.
Posted on 2/26/24 at 9:21 pm to JL
Do you use a financial advisor for any of your accounts? They probably have the access you’d need to get a deep dive on your portfolio - I know I do.
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