How do you keep track of your portfolio?

Interactive Brokers. They have too much information in one place for me in their reports.

I actually find Interactive Brokers have not enough information in their reports (and the customisation options are insufficient) ! :cool:

But the answer to your question is, as most things, "It depends...."

It depends.... how big your portfolio is....
It depends.... what your portfolio turnover is ....
It depends.... whether you only buy/sell assets in one currency....
It depends.... whether you're only dealing in equities, or derivatives too...
It depends.... how "live" your report needs to be....
If depends.... if you just want to track P&L or if you want risk stats etc. too
It depends....

:cool:
 
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