a simple fund tracking website
Discussion
Hi all,
I have a number of funds I'm invested in but the IFA and company I'm using just gives a daily total in an excel style table, with no daily/weekly tracking, I have access to each fund (read only) and an example fund unique ID is GB99BMMV9G99 ( details changed )
I'm after a website/app where I can enter all of this ID's and then see on a graph what the fund has done and it doing. maybe even a simple app if possible. Something like apple - stocks would be nice, but an easy way to enter these's id would be possible.
There seems to be so many sites offering alot more than I want/need and some look genuine and some probably are !
I have no desire to "trade" or have virtual money etc etc, just interested in where my IFA has put my money and what that looks like.
any suggestions please.
KR
Paul
I have a number of funds I'm invested in but the IFA and company I'm using just gives a daily total in an excel style table, with no daily/weekly tracking, I have access to each fund (read only) and an example fund unique ID is GB99BMMV9G99 ( details changed )
I'm after a website/app where I can enter all of this ID's and then see on a graph what the fund has done and it doing. maybe even a simple app if possible. Something like apple - stocks would be nice, but an easy way to enter these's id would be possible.
There seems to be so many sites offering alot more than I want/need and some look genuine and some probably are !
I have no desire to "trade" or have virtual money etc etc, just interested in where my IFA has put my money and what that looks like.
any suggestions please.
KR
Paul
Try Trustnet. A free account will allow you to reproduce your portfolio, track its progress and give you basic info. Make sure you get the correct fund classes - your IFA will be glad to help confirm the detail, I'm sure.
https://www.trustnet.com
https://www.trustnet.com
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