I have been working on a setup with ledger (<a href="https://www.ledger-cli.org/" rel="nofollow">https://www.ledger-cli.org/</a> - <a href="https://plaintextaccounting.org/" rel="nofollow">https://plaintextaccounting.org/</a>).<p>It takes some work and experimenting to set up scripts / feeds from all my various brokers & pricing sources into the ledger format, I'm happy with the approach overall.<p>Alternatively, I'd suggest using Quicken or Moneydance.<p>Once you get to a certain level of complexity with lots, fees, commissions, currencies, etc, any simple tools / spreadsheet approach will break down and you need a fully-fledged accounting system.<p>Things I'd like to see are just some more utilities / data feeds for the ledger ecosystem.
From an asset allocation perspective, rebalancing triggers/alerts would be very useful. There are mainly two types: 1) Time based (monthly, quarterly or annually), 2) based on rebalancing bands such as 5/25 (i.e. 5% absolute deviation or 25% relative deviation).