(Again, this is a work in progress... Why do I keep publishing things before they're done????)

I want to get better at tracking wealth. I have a spreadsheet that I update once a quarter that tracks what I own, owe, and (doh! I can't think of a clever o-word to use here.) I would like to build something that monitors those things in almost real time (daily updates at least) and goes a little deeper than cash value. That is, for each asset, I would like to know:

• the resource's allocation
  • stock
    • large cap
    • mid cap
    • small cap
    • foreign
  • bond
  • cash (USD)
  • foreign equity
  • real estate
  • insurance
  • private equity
  • personal asset
  • liability
    • mortgage
    • some other loans?
• where it sits
  • IRA
  • ROTH
  • health spending
  • investment account
  • bank
• when it was purchased and when it will end
  • basis (this gets complicated when you, for example, purchase more shares of the same stock. I guess just treat it like a brand new stock at that point. What about splits?
  • the ending date for things like a CD
• what kind of returns for known accounts
  • bank rates

So, yeah, this gets complicated if you let it. I'm not sure if I should continue down the path of a spreadsheet or throw together a project. Getting daily updates for stocks and funds makes me thing an app is the route I need to take.

Until then!