Wondering if there is an app that does this. I currently hold a lot of different ETFs and I’m wanting a quick an easy way to see my portfolio breakdown by sector. I could do this manually with excel but I’m hoping there is an app that would make this quicker. An example would be that I enter the amount of shares I have in SPY and SCHD and it tells me my breakdown in sectors.
I’m trying to shift my portfolio to not be so tech-heavy so this would be very helpful. Thank you!
Leave a Reply