3 ms·
> Just how much functionality are you getting out of that? It's hard for me to imagine that people want that much out of such a program. I just keep a spreadshe
by eru 2mo ago
> Just how much functionality are you getting out of that? It's hard for me to imagine that people want that much out of such a program. I just keep a spreadsheet. (Yes, LibreOffice is also very bloated.)
I suspect it depends a lot on which jurisdiction you live under.
My investment portfolio and its management are so trivial, I don't even use a spreadsheet. It's literally just two items: a global index fund and a margin loan. I don't even keep a cash cushion: I use the margin loan or just sell stock, when I need cash.
I can get away with this, partially because we pay no capital gains tax where I live, and there's no capital controls either.
If I had to work around all these tax complications that I read about, like determining which tax lot you should sell or whatever, I would probably appreciate a comprehensive personal financial management application.