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Month: January 2023

Portfolio tracking with Google Sheets

Posted on January 8, 2023 by invspot

With various accounts being used to invest from Brokerage, Roth and HSA’s I find it convenient to have all that data in one location. This is especially true if your accounts are spread across multiple custodians. Google has a vast array of tools at your disposal and most are free to use and just as…

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December 2022 Portfolio Update

Posted on January 1, 2023 by invspot

December and 2022 are in the rearview mirror. It was a heck of a rollercoaster year for investments, the year started off with steep sell off and quick market decline that didn’t seem to slow down. Then came the summer and things seemed to stabilize for some weeks before volatility returned and it was a…

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