memphis75
07-14-2009, 05:51 AM
Mint.com -
I've been a user for over a year, and really enjoy the site. Once small feature that would be very helpful would be a consolidated view (per investment) while viewing my portfolio. For example, I hold the Vanguard 500 Index Fund (VFINX) in several different accounts (e.g. Roth IRA, Brokerage), and it would be great if I could see my total shares combined in a single view. E.g.
Today
VFINX (in Roth) $15.00 100 shares - Value is $1,500
GE (in Roth) $10.00 75 shares - Value is $750
More funds in Roth...
VFINX (in Brokerage) $15.00 200 shares - Value is $3,000
GE (in Brokerage) $10.00 200 shares - Value is $2,000
More funds in Brokerage...
Would Be Great (Combined View)
VFINX $15.00 300 shares - Value is $4,500
GE $10.00 275 shares - Value is $2,750
Other grouped investments.
These could simply be grouped by symbol, and would give me a good way to see my portfolio mix without exporting to Excel and combining them. Just a thought :)
I've been a user for over a year, and really enjoy the site. Once small feature that would be very helpful would be a consolidated view (per investment) while viewing my portfolio. For example, I hold the Vanguard 500 Index Fund (VFINX) in several different accounts (e.g. Roth IRA, Brokerage), and it would be great if I could see my total shares combined in a single view. E.g.
Today
VFINX (in Roth) $15.00 100 shares - Value is $1,500
GE (in Roth) $10.00 75 shares - Value is $750
More funds in Roth...
VFINX (in Brokerage) $15.00 200 shares - Value is $3,000
GE (in Brokerage) $10.00 200 shares - Value is $2,000
More funds in Brokerage...
Would Be Great (Combined View)
VFINX $15.00 300 shares - Value is $4,500
GE $10.00 275 shares - Value is $2,750
Other grouped investments.
These could simply be grouped by symbol, and would give me a good way to see my portfolio mix without exporting to Excel and combining them. Just a thought :)