For those looking for ways to chart their VP and PP performance kapitall.com is a relatively new website (about a year old). They just released an new iPad app the other day, so I decided to give their portfolio tracking site a try. I've gotta say, it's by far the best free portfolio tracking website I've seen so far. The site is a little confusing at first, but you get the hang of it pretty quickly. If you want to manually create a hypothetical portfolio, just create a "Mirrored Portfolio" and then choose "Other" and you can manually enter your transactions. Kapitall also allows users to share portfolios with each other socially.
Dividends (just deposited to cash) were included in my Portfolio on the fly — it was almost too easy. I was particularly impressed with the ability to track, share and group different stocks and funds for easy comparisons into groups for comparison charting. An ideal site for experimenting with different allocations and strategies. Very impressive.
Last edited by Gumby on Thu Oct 07, 2010 1:15 pm, edited 1 time in total.
Nothing I say should be construed as advice or expertise. I am only sharing opinions which may or may not be applicable in any given case.
Thanks for a tip. I registered out of curiosity and the interface does look nice and sleek. The running ticker lane at the bottom looks annoying though. What I found creepy is getting an invite from a founder almost right after I registered - some retired Morgan Stanley broker if we assume he. Hello, why would I want to connect to you if I don't know you and I've no idea if that picture in your profile is real. I know, for Facebook generation privacy is history and people "friend" complete strangers in a jiff. BTW, the fact that you can log in either with your Kapitall credentials OR using your Facebook also looks creepy to me.
Creating new portfolio: why does it matter at what firm my portfolio is located? How about if it's in different firms as well as under my mattress?
Anyways, first impression aside, I will give it a try. If it works better than M* portfolio tool it might be a good thing.
"Let every man divide his money into three parts, and invest a third in land, a third in business, and a third let him keep in reserve."
- Talmud
I completely agree with you. The invite was creepy, but it was clearly automated. I just ignored it. As for the brokerage question, I simply chose "Other" as my brokerage even though my brokerage was listed. I think it's just an informal survey so they can look for other firms to partner with.
Nothing I say should be construed as advice or expertise. I am only sharing opinions which may or may not be applicable in any given case.
"Well, if you're gonna sin you might as well be original" -- Mike "The Cool-Person"
"Yeah, well, that’s just, like, your opinion, man" -- The Dude
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