My family's portfolios are divided between 3 Schwab accounts and 2 Thrift Savings Plan accounts.  I'd like to be able to track the overall performance of the portfolios vs a comparator (S&amp;P or something) as well as the performance of each component by itself. 

Any suggestions?  I could just go with monthly account balances and share prices, I guess.  Would love a way to automate it but the TSP makes this hard.  I'd be fine with a spreadsheet even.
You're right, tracking investment performance across multiple accounts can be a challenge, especially when you add in factors like contributions and withdrawals. Here are a few options you might consider:

1. **Spreadsheets:** You can create a custom spreadsheet using Excel or Google Sheets. You'd need to manually enter the value of each account at the end of each month or quarter, then calculate the percentage change over time. To compare to the S&P 500 or another benchmark, you could use a service like Yahoo Finance to find historical prices and calculate returns over the same periods. This approach is manual but highly customizable.

2. **Aggregation Tools:** Services like Personal Capital, Mint, or Yodlee can automatically pull in data from your accounts and track performance over time. However, I'm not sure if they support Thrift Savings Plan accounts. You could reach out to their customer service to confirm.

3. **Portfolio Analysis Tools:** Services like Morningstar's Portfolio Manager or SigFig offer more advanced analysis, including comparison to benchmarks. Again, you'd need to check if they support TSP accounts.

4. **Hire a Financial Advisor:** If you're managing substantial wealth across these accounts, it might be worth hiring a financial advisor who can provide a comprehensive view of your investments and compare your performance to appropriate benchmarks.

5. **Custom Software:** If you're tech-savvy, you could use a programming language like Python along with financial data APIs to pull in your account data and perform custom analyses. This approach requires a significant upfront investment of time but offers the most flexibility.

Remember, when comparing to a benchmark like the S&P 500, make sure to take into account the risk level of your investments. It's not a fair comparison to compare the returns of a conservative portfolio to a high-risk benchmark, or vice versa.
### Human
My family's portfolios are divided between 3 Schwab accounts and 2 Thrift Savings Plan accounts.  I'd like to be able to track the overall performance of the portfolios vs a comparator (S&amp;P or something) as well as the performance of each component by itself. 

Any suggestions?  I could just go with monthly account balances and share prices, I guess.  Would love a way to automate it but the TSP makes this hard.  I'd be fine with a spreadsheet even.

### Assistant
You're right, tracking investment performance across multiple accounts can be a challenge, especially when you add in factors like contributions and withdrawals. Here are a few options you might consider:

1. **Spreadsheets:** You can create a custom spreadsheet using Excel or Google Sheets. You'd need to manually enter the value of each account at the end of each month or quarter, then calculate the percentage change over time. To compare to the S&P 500 or another benchmark, you could use a service like Yahoo Finance to find historical prices and calculate returns over the same periods. This approach is manual but highly customizable.

2. **Aggregation Tools:** Services like Personal Capital, Mint, or Yodlee can automatically pull in data from your accounts and track performance over time. However, I'm not sure if they support Thrift Savings Plan accounts. You could reach out to their customer service to confirm.

3. **Portfolio Analysis Tools:** Services like Morningstar's Portfolio Manager or SigFig offer more advanced analysis, including comparison to benchmarks. Again, you'd need to check if they support TSP accounts.

4. **Hire a Financial Advisor:** If you're managing substantial wealth across these accounts, it might be worth hiring a financial advisor who can provide a comprehensive view of your investments and compare your performance to appropriate benchmarks.

5. **Custom Software:** If you're tech-savvy, you could use a programming language like Python along with financial data APIs to pull in your account data and perform custom analyses. This approach requires a significant upfront investment of time but offers the most flexibility.

Remember, when comparing to a benchmark like the S&P 500, make sure to take into account the risk level of your investments. It's not a fair comparison to compare the returns of a conservative portfolio to a high-risk benchmark, or vice versa.<eos_token>