In article <d2job7$39$1[at]murdoch.acc.Virginia.EDU> ,
SD <siddharthgdalal[at]COLDmail.com> wrote:

I use Yahoo finance quite a bit. They allow you to set up a list of
stocks or funds and view selected parameters each day. Unfortunately
they do not provide the flexibility to construct a week by week summary
of your holdings. This can be accomplished in a two step process. Copy
the table from Yahoo and paste it into an Excel workbook. Then copy the
column you want and past it into an ongoing Excel financial file. After
the initial setup, the data collection process is very quick.

Dick
- quote -

Mark Freeland wrote:

- quote -

is not for everyone.


======================================= MODERATOR'S COMMENT:
Please trim the post to which you are responding. "Trim" means that except for a few lines to add context, the previous post is deleted.

SD wrote:
- quote -

Maybe it is provided only for some customers, e.g. Portfolio Watch is
provided for Voyager customers, according to the Voyager page; but that
page doesn't say anything about Consolidated View.
http://flagship5.vanguard.com/VGApp/...sOVContent.jsp

Try looking at your "My Portfolios" tab, "Overview" page.

Under "accounts and activity" (first group on the left),
under "Total Vanguard Assets"
should be a link labeled "Add Outside Investments."

This link should take you to a page that gives two choices:
Line Online Accounts (automatic aggregation)
Direct Entry (manual entry)

--
Mark Freeland
nBeOwXs[at]pacbell.net

- quote -

This seems to exist only in the FAQ. I can't find it in my account views
at all.

SD wrote:
- quote -

Vanguard's Consolidated View(R) allows you to enter data manually, as
you described, or aggregate it automatically, as the former poster
described.
http://flagship3.vanguard.com/VGApp/...eContent.jsp#i

Vanguard uses CashEdge technology
http://www.cashedge.com/aboutUs/index.html, while Citibank, Wachovia,
and Chase (as well as most of the financial world, it seems) use Yodlee:
http://corporate.yodlee.com/clients_partners/index.html.

--
Mark Freeland
nBeOwXs[at]pacbell.net

sligorm[at]yahoo.com wrote:

- quote -

make a transaction or get paid divdends or anything happens. I'd check
with your banks online banking section and see if they have something
like that. For e.g. Citibank has Myaccounts Aggregation, Wachovia has
One Stop, Chase has Chase Online Plus (I think thats the name). Those
automatically go fetch your information from your accounts so you don't
have to do it manually.

SD

I'm pretty sure its operator error and not the online service per se

will try it, thanks

gcm2001[at]gmail.com wrote:
- quote -

You can input all your outside investments in Vanguard. I have
investments in Fidelity; T Rowe Price;Scottrade and individual stocks
that I track in my Vanguard account. It is very convenient and free!!!!

I use Money for mutuals and stocks (I don't own any bonds, so I can't
comment on how it handles them) and I'm very happy with the program.
What limitations did you find with the online services that you're
trying to avoid?

-Will

gcm2001[at]gmail.com wrote:
- quote -

Newbie question here. My wife and I have small scattered investments in
various mutuals, stocks, bonds. Some are direct with firms (ie,
Vanguard) and some through brokerages (ie, Schwab, Etrade). I thought
that I could use an online site (Yahoo, Motley) to input data and have
it track so I wouldn't have to keep inputting into excel. That didn't
work so well and I'm willing to buy Money or Quicken but are they the
right tool. I appreciate your response, I think . . .

gcm