As individual stock investors, we could not find the tools we needed to systematically or consistently make buying and selling decisions regarding our personal stock portfolios. So we began subscribing to raw data api feeds, banking feeds, cleaning and organizing the data, and finally providing that info to ourselves, and now you, in what we hope is a meaningful way.

There are three primary ways that can help you manage your personal portfolio:

1.  Account Aggregation

MSD allows you to link to all your investment and depository accounts, aggregate it into one source, organize it into various categories, and then view it in meaningful ways. 

“You can’t improve what you don’t measure.” – Peter Drucker

This is really the bread and butter for managing your portfolio.  Yes, Yahoo and a few other sites will allow you to link your investment accounts, but that is where they stop.  You are left with the same overwhelming, non-actionable amount of data that you started with.  MyStockData uses the exact same technology to link your investment accounts, but then actually shows it to your in meaningful, action-able ways.  For a simple example, say right now your family has:

2 different 401k accounts with 5 investments in each one. 

2 brokerage accounts, one for personal and one for business, with a number of investments that you buy and sell in each one.

2 separate ROTH accounts that you set up many years ago with various investments.

2 traditional IRA accounts that you and your spouse have rolled 401k accounts from previous employers into.

How much does all that equate to right now?
How much was it last month? 
Is it doing what you intended? 
How much in dividend income are you making across all those accounts and all those assets each month? Is it increasing the way you want?
What percentage of your portfolio is in dividend producing assets, hence providing that passive income? 
How much cash do I have right now should an opportunity arise?
Which positions across all accounts are doing well?
How can I attach notes to my positions to refer to down the road?
How am I balanced across all 10 accounts and 100 holdings?  
How am I balanced using my own criteria?
How can I easily show my spouse a comprehensive look at our finances?
For estate planning purposes, how can I point someone where to go that has a list of all assets they need to be aware of?
And on and on…

2. Simplified stock selection tools

In a nutshell, the goal here is to be a scaled down Bloomberg terminal for the average Joe.

There are two main search pages, the first of which is a Stock Search page that will let you query all NASDAQ and NYSE stocks by just about any metric you can think of, including discounted cash flow. The second is a subset of the first and includes only those stocks paying a dividend, along with dividend  specific metrics.

Both search pages provide custom search functionality, giving you the power to search your way versus how the author might have felt on that particular day or what SEOs the best. With that being said, you will also find posts describing standard ways to search common data with the goal of “teaching you to fish” vs “catching the fish for you”.

3.  Automated Alerts

When is a good time to buy?  When is a good time to sell?  If we could bottle and sell that knowledge we would all be billionaires, but unfortunately it’s not that simple.  But, since we are not day traders and don’t necessarily “manage our portfolio” daily, nor would you probably want to, it would be useful to know things like when:

The market takes a turn for whatever reason
One of my holdings suddenly increases or decreases
One of my income producing assets misses or adds a dividend payment
One of the stocks that I’ve been watching suddenly makes a move. 

These are examples of key moments in time where you might want to analyze your portfolio, re-balance it, buy, sell, etc.

To get started, click the link below, watch the registration video at the bottom of the page, then register for a FREE / no ads / no spam account.