Virtual Portfolio with ability to backdate when you invested
Virtual Portfolio with ability to backdate when you invested
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Mazinbrum

Original Poster:

1,368 posts

207 months

Tuesday 3rd November 2020
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I use the ii virtual portfolio which is pretty good but what would be great is the ability to backdate when you invested giving you the ability to see your fund choices ability to weather a financial storm such as a global pandemic.
Historically this would have been a big ask but surely this must now be possible, does one exist?

CzechItOut

2,156 posts

220 months

Tuesday 3rd November 2020
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I use an app called WeBull. It allows you to create simulated holdings where you can specify the buy price and date and then it uses current data to calculate profit and loss.

twokcc

1,031 posts

206 months

Tuesday 3rd November 2020
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If your with Hargreaves Lansdowne they do a watchlist which you can set up individual portfolios
Add/remove shares as you wish, when adding can put price that you bought at so gives daily updates on shares in each portfolio. Can watch without logging in -doesn't always work.
Not a recommendation for HL just happen to use it as have some legacy shares with them.
Portfolio can be any shares/ stocks completely unrelated to any actual investment you have with HL

xeny

5,470 posts

107 months

Tuesday 3rd November 2020
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Mazinbrum said:
I use the ii virtual portfolio which is pretty good but what would be great is the ability to backdate when you invested giving you the ability to see your fund choices ability to weather a financial storm such as a global pandemic.
Historically this would have been a big ask but surely this must now be possible, does one exist?
It's certainly possible, but don't rely on the idea too much. Financial storms vary in their cause, so a portfolio that weathers this storm well may cope rather less well with one caused by something else.

For example I happen to have some legacy healthcare investments I'd failed to get round to selling (they're certificated and hence not saleable at a click) so my portfolio value did rather nicely.

It probably wouldn't have coped as well with a financial storm not caused by a healthcare related crisis.