Hi everyone.
I have ended up with investments at several different financial institutions, most all funds and an etf or 2, plus some bonds and physical metals. So now I'm having a hard time being able to see the big picture. I want to be able to see how many of my funds overlap so I can maybe consolidate ,,, like many of my funds contain the same companies. Really tough to tell when they're all over the place.
I don't find the tools at the investment companies to be worth anything, and they honestly just feel like sales vehicles.
I cant even get an overall picture of if I made or lost money in a day or week and which investments gained or lost that day.
So I'm wondering what people use, how much they pay, if it worth it and people feel like they have a good understanding and view of their portfolios.
Thanks very much.