ii (interactive investor) users
Discussion
Has anyone got a hack to track your Portfolio performance?
E.g., If you have a Portfolio comprised of Trading, ISA, and SIPP accounts, the Portfolio home page gives you the total current value but no performance info., and no ability to rewind to a historical date.
If you drill down into any of the accounts, you can see a simple gain/loss (as measured against the Book Cost, which you can adjust if you need to) but no ability to look at returns over a particular time period, let alone chart your progress.
It’s all a bit underwhelming..
E.g., If you have a Portfolio comprised of Trading, ISA, and SIPP accounts, the Portfolio home page gives you the total current value but no performance info., and no ability to rewind to a historical date.
If you drill down into any of the accounts, you can see a simple gain/loss (as measured against the Book Cost, which you can adjust if you need to) but no ability to look at returns over a particular time period, let alone chart your progress.
It’s all a bit underwhelming..
Portfolio X-Ray gives trailing returns; 3mon, 6mon, 1yr, 3yr, 5yr, YTD
Closest I’ve found on it. Their app is papp, main website isn’t much better.
I find it particularly annoying they frequently change the format of CSV dumps, so even when you’ve created an excel sheet to make up for the deficiencies, it’s only a matter of time before they balls it up again.
Closest I’ve found on it. Their app is papp, main website isn’t much better.
I find it particularly annoying they frequently change the format of CSV dumps, so even when you’ve created an excel sheet to make up for the deficiencies, it’s only a matter of time before they balls it up again.
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