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Speaking practically, I don't see a need or reason for this. I can just login to my bank and brokerage accounts and check live data on the spot. Speaking as a
by Dalewyn 2y ago
Speaking practically, I don't see a need or reason for this. I can just login to my bank and brokerage accounts and check live data on the spot.
Speaking as a Boglehead, checking on your investments frequently is usually a bad thing.
- diggan 2y ago> Speaking practically, I don't see a need or reason for this. I can just login to my bank and brokerage accounts and check live data on the spot. First mentioned and most prominent feature is "Accounts Aggregation" on the landing page. If you don't have multiple accounts, it makes sense you don't see any need for this. But you should also realize that it's fairly common to have multiple accounts, for various of reasons.
- Dalewyn 2y agoI haven't used it myself (yet?), but both my bank and my brokerage purport to let me link external accounts for easier aggregated viewing.
- downut 2y agoI have multiple accounts and I use the friction of logging in manually to each as an incentive not to check them. About every 6 months or more I get a beer, login to each, and check for surprises. Ever since decades ago I gave up my personal autonomy (I will not pick stocks, GE, really?) and channeled my inner boglehead there has not been any surprises.
- mNovak 2y agoMy main brokerage (Schwab, and I assume most others) have account aggregation built in, so that's become my de facto 'wealth manager' dashboard. Now, those external accounts are second-class citizens and don't get portfolio analysis and stuff like that, so there is room for improvement, but the ease of use and cost (free) is hard to beat.