hr: Money

Those of you who have been following this column know that I recommend the use of Yodlee to track your finances. And they’re improving all the time. As you explore around, you come to see more and more of this software, and how it keeps track of your finances….for free!

This post shows you how to check your portfolio’s performance with Yodlee, and you can gave great fun customizing it. The first step is to add your account, provide them with your username and password (Don’t worry, your info is safe. Yodlee is the most secure thing you can find. Read their Data Security Guidelines).

Once you do this, Yodlee populates with the transactions, and keeps adding to it.

When you log in, go to ‘Portfolio Manager’. Immediately you can see the net change on the left as shown in the picture

This shows you (Surprise!) how much you have gained or lost in the near past. Yodlee is constantly improving their features, and are very helpful.

I have logged a request to customize the date range, and I’m sure they will come out with that soon.

When you go to ‘View Portfolio Chart’, you can see a comparison of your investment’s performance upto a year. Here too, they will probably be allowing us to track over several years, and this feature will be likely to be out in the next version.

You can also configure alerts to warn you or appraise you when and if your portfolio changes by whatever percentage that you specify. This is great for control freaks who like to have all their finances under their thumb. No surprises here. Yodlee updates it’s accounts once every few hours, so you’re not likely to miss anything. Enjoy!