I’ve been trying to track a few different asset classes, some traditional stuff, some private equity. Honestly, the tools out there are either way too basic or cost like a Bloomberg terminal. I’m spent most of my weekend just trying to build a spreadsheet that doesn't break every time an API updates. It's frustrating because the data is out there, but the bridge to make it useful for an individual investor feels totally missing. I just want a clean way to visualize my risk without having to become a full-time dev myself. Has anyone found a better way to build custom dashboards or a group that helps put these kinds of financial tools together?
Is it just me or is it getting impossible to find decent data tools for personal portfolios?
byu/ExtremeAstronomer933 ininvesting
Posted by ExtremeAstronomer933
4 Comments
Following.
I have a “Google sheet” that uses Google finance function to pull in quotes. I then load that sheet as a tab in an Excel spreadsheet where I have my budget portfolio, etc
It mostly works but every now and then random things break. Latest is that after years of working just fine it refuses to pull quotes for Cameco Corp. Why? No idea.
But it otherwise works for stocks. Mostly
Let me know if you find a better solution
What you can’t change is that data and api’s change. So any strategy you employ needs to accept that. From there you have two options 1) avoid, 2) manage
Avoid is what I do. I have 4 ETFs, a house, a mortgage, and cash. That’s 7 line items in a spreadsheet. I update them periodically and can see things like debt to assets, exposures etc.
Manage would have to accept change at the API layer. One thing I would think about is having AI code me up something that grabs the data from the API and puts it in a csv. Then separately I would build a spreadsheet/dashboard built on the schema of that csv. This separates data ingest from all the ways you want to see the data. The csv becomes a tab in the spreadsheet and can be updated.
I also struggle with this, it feels like all the good tools are for big institutions and cost a fortune.
I use this free (and open source) tool. It’s called Portfolio Performance.
Maybe it’s not sophisticated enough for everything but at least it satisfies most of my portfolio/investment tracking needs.
https://www.portfolio-performance.info/en/