a simple fund tracking website

a simple fund tracking website

Author
Discussion

familyguy1

Original Poster:

778 posts

132 months

Monday 16th January 2017
quotequote all
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

Ginge R

4,761 posts

219 months

Monday 16th January 2017
quotequote all
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

familyguy1

Original Poster:

778 posts

132 months

Monday 16th January 2017
quotequote all
giving that site a go, thanks.

Zingari

904 posts

173 months

Monday 16th January 2017
quotequote all
London Stock Exchange is another that allows you to list your portfolio and monitor prices. Free to join.