Moving from Google Finance to Yahoo Finance
I have used Google Finance for ages and used to like their interface. I also liked that I'd have easy access to their dashboard from my Google Home page.
I put my transactions in there and it seems to offer a relatively accurate reading of how my portfolio is doing overall.
However, recently it's been really flaky and I've always heard that Yahoo Finance is better. Also, most of my transactions are on the TSE and I find Google Finance doesn't work well with C$ funds. I'm hoping for something more robust. ( Perhaps there's a solution that I haven't thought of? )
What are the steps to moving transaction data and whatnot to Yahoo Finance?
Also, is there any way to automate a withdrawal equivalent to 1/12th of 1% of my portfolio monthly to cover fees from my FA?
Most of my portfolio is ETFs, though I have a few stocks in there as well.
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Perhaps you should use your own tracking software, such as GnuCash, Quicken, Mint, or even Excel. The latter would work given you say you're manually putting in your transactions. There's lots of pre-done spreadsheets for tracking investments if you look around.
I'm hoping that a web search gets you help on migrating transaction data, but I've yet to run into any tools to do the export and import beyond a manual effort. Then again, I haven't checked for this lately.
Not sure about your other questions, but I'd recommend you edit the question to only contain what you're asking about in the subject.
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