Flexible portfolio tracking: You can track your portfolios for current holdings in summarized view or in detailed view. (day-trading-software.com)
However, the portfolio should be fairly tax efficient (except for the bond portion) as rebalancing is done by adding new money and not selling current holdings. (canadiancapitalist.com)
Again, I will look most closely at current holdings and additions as a proportion of market capitalization. (alephblog.com)