GavinK
Crazy Mango
Posts: 101
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Post by GavinK on Nov 6, 2020 8:58:43 GMT 7
Time for me to move from excel...
Looking for something that will show what each fund/IT I have is invested in (sector, country) and then combine to show the overall portfolio make-up.
I've tried sharesight (free version) but that doesn't seem to slice and dice a portfolio.
Any recommendations pls.
Thanks.
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AyG
Crazy Mango Extraordinaire
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Post by AyG on Nov 6, 2020 9:50:56 GMT 7
For tracking P&L for investment trusts I use a Google Docs spreadsheet since that lets me get prices automatically (and historic prices for any given day). For slice & dice, I don't think you're going to find anything for free. My UK broker gives me free access to Morningstar Porfolio X-Ray, but that's only for my unit trusts I hold with them. (I hold all my investment trusts offshore.) The full version of the Morningstar tool probably does what you want, but it costs GBP 159/year. However, you can get a two week free trial to see if it's worth it for you. You do get other additional features with your subscription. www.morningstar.co.uk/uk/premium/overview?referid=U0024 |
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GavinK
Crazy Mango
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Post by GavinK on Nov 6, 2020 10:18:45 GMT 7
For tracking P&L for investment trusts I use a Google Docs spreadsheet since that lets me get prices automatically (and historic prices for any given day). Thanks. Where is the spreadsheet pulling the prices from ? Assume you create links in the sheet, looking up using date value ? Would like to try this. |
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AyG
Crazy Mango Extraordinaire
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Post by AyG on Nov 6, 2020 15:43:19 GMT 7
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GavinK
Crazy Mango
Posts: 101
Likes: 55
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Post by GavinK on Nov 7, 2020 18:53:19 GMT 7
Thanks - that GoogleFinance() function is going to save me a lot of time !
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