Looking for a (preferably free) portfolio analysis site that doesn’t require that I link my accounts.
Looking for a (preferably free) portfolio analysis site that doesn't require that I link my accounts. There are a lot of sites that will help you analyze your portfolio, identifying where you're overweighted or where you're light, etc. Because my assets are spread out across a few different firms, I need to use a 3rd party service for this, as opposed to what's provided by Vanguard or whoever. But all of the sites that I have found require that ...