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Updated almost 7 years ago on . Most recent reply

User Stats

16
Posts
3
Votes
Ty Gordon
  • Jacksonville Beach, FL
3
Votes |
16
Posts

Keeping track of all your dealings

Ty Gordon
  • Jacksonville Beach, FL
Posted
What software or app or platform does everyone use to keep track of all their personal investments? I have multiple mortgages, banking accounts, credit cards, brokerage accounts, crypto currency accounts, crowd funding accounts, employee 401k, self directed ira, employee stock plan administrator, shares in a small-town bank, I feel like I could go forever. A huge portion of my anxiety about investing in real estate is just adding to the list of **** to keep up with. A big worry is if anything happens to me how does my family know where all my assets are?

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