SSY
SunLink Health Systems, Inc
stock NYSEAMERICAN

I just maintain a google sheet, one row per holding, columns for asset class, platform, current value, and date last updated. Tried Kuvera, INDmoney, and Jama but each one either missed something (PPF balances never sync cleanly, physical gold, EPF), nagged me to buy MFs through them, or quietly changed what they showed for XIRR. Updating the sheet on the first Saturday of every month takes maybe 20 minutes and forces me to actually look at the numbers instead of glancing at a dashboard. The aggregators are fine if you only hold MFs and stocks on one broker, but the moment you have FDs across two banks plus SSY plus a bond, you are reconciling by hand anyway.

I just maintain a google sheet, one row per holding, columns for asset class, platform, current value, and date last updated. Tried Kuvera, INDmoney, and Jama but each one either missed something (PPF balances never sync cleanly, physical gold, EPF), nagged me to buy MFs through them, or quietly changed what they showed for XIRR. Updating the sheet on the first Saturday of every month takes maybe 20 minutes and forces me to actually look at the numbers instead of glancing at a dashboard. The aggregators are fine if you only hold MFs and stocks on one broker, but the moment you have FDs across two banks plus SSY plus a bond, you are reconciling by hand anyway.