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May 30, 2023 at 5:57 pm #82592James
Nothing that requires connecting/logging into the accounts. Want something to see the big picture for down the road to see if I need to make adjustments. Everything I’ve found requires me to make an account or give some personal info.
I have a Mint account which is great for showing the current value of my retirement accounts. I’m looking for a calculator to show a projection 20-35 yrs into the futureMay 30, 2023 at 6:02 pm #82593Jasmine
Empower (previously called Personal Capital).May 30, 2023 at 6:03 pm #82594Kristen
I love The Money Guy content, and was recently looking at their net worth tool. Not sure if it meets your particular needs but might be worth looking into. They have some of their shows dedicated to it as well.May 30, 2023 at 6:03 pm #82595Barry
Since you don’t want to give up login information, it seems like your plan is to enter all of the data manually. That being the case, you could use Excel or any spreadsheet.
If you’re okay with entering the number of shares and having it calculate from current market prices, you could use Yahoo finance.May 30, 2023 at 6:03 pm #82596Kris
I like personal finance but you do need an account and set up log ins, which I know you don’t want. I liked that it pulled all my info from all sources instead of spending the time logging into each account and noting the balances and then entering into (excel? Another financial calculator?)May 30, 2023 at 6:04 pm #82597Channing
When I used Personal Capital you could input your information manually. But if you’re worried about safety these sites use read only access so they’re not actually in your account and I know my brokerage at least uses an individual pass key that isn’t my log in info to connect and can only be used on that specific site.May 30, 2023 at 6:05 pm #82600Kris
I think the only way any app can automatically calculate/update things for you is if they have some kind of info from you (login/personal info/etc) otherwise, your other option is manually inputting the data for each.