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I don’t use ”legacy portfolio”, whatever it is. I assume it’s a free portfolio tracker? To each his / her own. I much prefer a couple of different (Ad free) tracker apps from Apple at a nominal monthly cost. Albeit, they are a hassle to understand at first. I remember M* X-Ray. Was good at one time. Wouldn’t work for me even with a paid subscription. I subscribe to M* primarily for the added availability of their fund analyses which are sometimes useful and may at least point me in the direction of further inquiry.
MarketWatch carries Lipper data and some analysis. Used to be my “go to” research site. But I now have trouble using it regularly for some reason. MW seems to figure out if it becomes repeated use and blocks queries in an effort to get me to pay. If the garbage presented under MW’s banner wasn’t so terrible I might subscribe,
Fidelity provides lots of data, but for much of it you need to be logged in. One exception is the comparison tool which anyone can access. I’ve been running a lot of comparisons on that lately. Just be sure the first fund you look up is OEF (traditional mutual fund). After that it allows you to add etfs if you want. Set it for 1, 3, 5, 10 years. If there’s a way to set it to 9 years (to match the inception date of one of my funds) I haven’t figured it out.
Comments
MarketWatch carries Lipper data and some analysis. Used to be my “go to” research site. But I now have trouble using it regularly for some reason. MW seems to figure out if it becomes repeated use and blocks queries in an effort to get me to pay. If the garbage presented under MW’s banner wasn’t so terrible I might subscribe,
Fidelity provides lots of data, but for much of it you need to be logged in. One exception is the comparison tool which anyone can access. I’ve been running a lot of comparisons on that lately. Just be sure the first fund you look up is OEF (traditional mutual fund). After that it allows you to add etfs if you want. Set it for 1, 3, 5, 10 years. If there’s a way to set it to 9 years (to match the inception date of one of my funds) I haven’t figured it out.
Please continue the commentary there.