How do I export or sync data from TD Ameritrade into Google Finance or another online Finance site?
"Mint is one alternative. If you want the raw data in CSV format, you can use ""Export"" feature under"
I work in finance and I think the biggest mistake you are making at 15 years old is saying that you specifically want to be a financial advisor.  I'm not trying to say the job is awful...but most people who are interested in finance would not at all want this job. You will spend 90% of your time trying to find clients. Most of the time it will be through cold-calling people on the phone through some leads you either get through your agency or you paid for online. Or, you have to start annoying friends and family (never do this). For most people, the job is not about finance and it sucks. Once you finally get a client, now you have a conflict of interest in that you want to sell them the high-commission products so that you get paid, but its often not the best product for them. Its actually very easy to become a financial planner, extremely hard to become a successful one.   Instead, what I would do, is consider the wider field of finance. There is so much more to finance than being a financial planner. Do you want to become an expert on stocks? Consider equity research. Do you want to help companies fix strategic problems and make a ton of money? Consider consulting. Do you want to help companies raise money by going public? Consider investment banking. You can google the different types of careers online. "add the interest for the next 5 payments and divide that by how much you paid on the principal during that time Let's see - on a $200K 6% loan, the first 5 months is $4869. Principal reduction is $1127. I get 4.32 or 432%. But this is nonsense, you divide the interest over the mortgage balance, and get 6%. You only get those crazy numbers by dividing meaningless ratios.  The fact that early on in a mortgage most of the payment goes to interest is a simple fact of the the 30 year nature of amortizing. You are in control, just add extra principal to the payment, if you wish.  This idea sounds like the Money Merge Account peddled by UFirst. It's a scam if ever there was one. I wrote about it extensively on my site and have links to others as well. Once you get to this page, the first link is for a free spreadsheet to download, it beats MMA every time and shows how prepaying works, no smoke, no mirrors. The second link is a 65 page PDF that compiles nearly all my writing on this topic as I was one of the finance bloggers doing what I could to expose this scam. I admit it became a crusade, I went as far as buying key word ads on google to attract the search for ""money merge account"" only to help those looking to buy it find the truth. In the end, I spent a few hundred dollars but saved every visitor the $3500 loss of this program.  No agent who dialoged with me in public could answer my questions in full, as they fell back on ""you need to believe in it."" I have no issue with faith-based religion, it actually stands to reason, but mortgages are numbers and there's order to them. If you want my $3500, you should know how your system works. Not one does, or they would know it was a scam.  Nassim Taleb, author of ""The Black Swan"" offered up a wonderful quote, ""if you see fraud, and do not say 'fraud,' you are a fraud.""  The site you link to isn't selling a product, but a fraudulent idea. What's most disturbing to me is that the math to disprove his assertion is not complex, not beyond grade school arithmetic.  Update 2015 - The linked ""rule of thumb"" is still there. Still wrong of course. Another scam selling software to do this is now promoted by a spin off of UFirst, called Worth Unlimited. Same scam, new name." At this time, Google Finance doesn't support historical return or dividend data, only share prices.  The attributes for mutual funds such as return52 are only available as real-time data, not historical.   Yahoo also does not appear to offer market return data including dividends. For example, the S&P 500 index does not account for dividends--the S&P ^SPXTR index does, but is unavailable through Yahoo Finance. This is not me but something that I follow quite closely.  From a finance/business perspective it will be very interesting to see how online video games will continue to develop into a spectator sport with leagues, sponsors, advertisers, and agents.  The prize pool for the [2014 International] (http://www.dota2.com/international/overview/) was over $10M raised by fans of the video game, greater than golf's [2014 Masters] (http://en.wikipedia.org/wiki/Masters_Tournament#cite_note-immelman-47) which paid out $9M.   The video game streaming service [Twitch was bought out by Amazon] (http://venturebeat.com/2014/08/26/amazons-twitch-acquisition-is-about-beating-google-and-apple/) just a few days ago for around $1B.  We're definitely in the wild west when it comes to video games. I use Yahoo Finance to plot my portfolio value over time. Yahoo Finance uses SigFig to link accounts (I've linked to Fidelity), which then allows you to see you exact portfolio and see a plot of its historical value. I'm not sure what other websites SigFig will allow you to sync with, but it is worth a try. Here is what the plot I have looks like, although this is slightly out of date, but still gives you an idea of what to expect. Current Money users may want to take a look at this: http://sites.google.com/site/pocketsense/home/msmoneyfixp1 Pretty easy (and secure) way to continue getting online data into Money. You bought 1 share of Google at $67.05 while it has a current trading price of $1204.11. Now, if you bought a widget for under $70 and it currently sells for over $1200 that is quite the increase, no? Be careful of what prices you enter into a portfolio tool as some people may be able to use options to have a strike price different than the current trading price by a sizable difference. Take the gain of $1122.06 on an initial cost of $82.05 for seeing where the 1367% is coming. User error on the portfolio will lead to misleading statistics I think as you meant to put in something else, right? There isn't one. I haven't been very happy with anything I've tried, commercial or open source. I've used Quicken for a while and been fairly happy with the user experience, but I hate the idea of their sunset policy (forced upgrades) and using proprietary format for the data files. Note that I wouldn't mind using proprietary and/or commercial software if it used a format that allowed me to easily migrate to another application. And no, QIF/OFX/CSV doesn't count. What I've found works well for me is to use Mint.com for pulling transactions from my accounts and categorizing them. I then export the transaction history as a CSV file and convert it to QIF/OFX using csv2ofx, and then import the resulting file into GNUCash. The hardest part is using categories (Mint.com) and accounts (GnuCash) properly. Not perfect by any means, but certainly better than manually exporting transactions from each account.