I have multiple accounts- one at Vanguard that I manage, one at Schwab that an independent advisor is managing. I also have a (fairly conservative) dummy portfolio I am checking the performance of the advisor with. After 2.5 years, I'm consistently beating them even after ignoring their 1% fee. After about 18 months of beating them, I figured it must be a fluke, so I set up ANOTHER dummy portfolio with the asset values on that day and completely different picks by me and I'm beating them with that one too.
So, I think I'm gonna can the advisor. However, I would love to be able to EASILY chart these real and dummy portfolios against one another. I understand there would be lots of data entry at set-up.
Is there an easy program or app for this? I don't care about technical analysis or “advanced charting features” or “alerts” I just want to be able to chart multiple groupings and maybe a benchmark or single stock on one chart.
I don't have time or the desire to build this myself.
If it does what I want it to, works well and is easy to use I don't mind paying a fee, as long as it isn't outrageous, like $1000+ per year.
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