I was chatting with a friend and found out be has multiple investments in US and another country. Brokerage, 401k, CDs, HSA, some gold etc.. problem is, the amounts are not very significant, say <$10k per “account”
He looked like he gave up on tracking and probably loosing potential gains, rebalancing etc..
Anyway, I only have a 401k and a little brokerage, so never had that problem myself.
Do you have any recommendation to track such a portfolio, other than a good old excel sheet?
I think on minimum a “trade” log and a way to track prices automatically would be needed. Thanks!