Here is what I used to do before I stumbled on Perfios: Add all my financial transactions manually into Quicken; Log into each bank and brokerage website and reconcile the respective account; Update my excel sheets manually. Still the numbers weren’t accurately reflected. Needless to say, the process was quite painful.
Not anymore!
I signed up with Perfios about 10 days ago and setup my accounts(took about 15 min) with passwords. Now, with just a few clicks, my entire portfolio gets updated. This includes HDFC Bank, ICICI Bank, SBI, ICICI Direct, credit cards and ShareKhan accounts. I love the fact that all the transactions are categorised and reflected neatly. Balancing the portfolio between various asset classes is also simplified because you get a’pie-chart’ view of your entire portfolio.
Perfios’s customer service is also very quick to respond. When I pointed out a bug in their data retrieval function, they came back with a solution within about 3-days.
I only wish I found them sooner.
Highly recommended!