Hi,
I'm really interested in the public markets and have been investing for a while in a Roth IRA and personal account with Fidelity, but am interested in seeing a more detailed view of my performance (adjusted for deposits/withdrawals, personal rate of return, comparison to indices, risk metrics, factors, etc.).
Fidelity has features like this, but they are only for those with $250K+ in assets with them and I couldn't convince customer service to enable it for my small accounts.
Does anyone have perspective on other brokers and these kinds of "performance breakdowns" that they offer? I know Vanguard has one but its not very advanced. Schwab? A different broker? I would move my assets over since I am extremely interested in as in-depth of analysis as possible on my returns and performance.
Thank you!
tradervue or collective2 has what you want.
Also interested
also...interactive brokers has decent portfolio performance stats tools
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