Investment tracking / management software
Investment tracking / management software
Author
Discussion

williaa68

Original Poster:

1,540 posts

196 months

Saturday 7th November 2015
quotequote all
Hello

Anyone any suggestions, please, for a good investment management / portfolio tracking software package that will allow me to track and report on a variety of investments - shares - mainy UK and Australian, bonds, cash, offshore funds etc held both direct with some fund companies and through a variety of different brokers? I dont want to consolidate my holdings with one broker (indeed I dont think i could) and although at the moment I use the portfolio tool on ft.com which is pretty good for a free tool tracking performance etc isnt great. All suggestions appreciated. Thanks in advance.

nyt

1,939 posts

180 months

Saturday 7th November 2015
quotequote all
I use google portfolio to get an overview of my holdings.

It's basic but it gives you up to date prices and you can drill down for instrument histories.

williaa68

Original Poster:

1,540 posts

196 months

Saturday 7th November 2015
quotequote all
i will have a look at that, thank you. Any other suggestions welcome

GT03ROB

14,029 posts

251 months

Sunday 8th November 2015
quotequote all
Try morningstar.co.uk

Mattt

16,664 posts

248 months

Sunday 8th November 2015
quotequote all
I use Trustnet for my various investments/pensions.