Alternative to Google Finance portfolio?

[fat80b]

Annoyingly Google are removing the Google finance portfolio feature at the end of the month.

I have all my positions stored in here to provide a nice portfolio view of everything I hold in a single place. I like the fact that you can track all your buys and sells and see the overall position in a single line for each stock and a graph of the overall.

Does anyone know of an alternative to this. I used to use iii in a similar way but it was rubbish in comparison.

Bob

[83HP]

Yahoo finance

[NickCQ]

Trustnet's pretty good.

[essayer]

Morningstar

[heart101]

Wallmine portfolios - it has the simple and clear view of both individual transactions and portfolios I liked Google Finance for. And the switch from Google Finance was almost effortless.

[KTF]

You can use google sheets to pull in stock quotes so its very easy to setup a spreadsheet of your portfolio that way.

Example: https://www.reinisfischer.com/simple-google-spread...

[keith333]

Another vote for Google sheets. Enter =googlefinance("LON:AA","price") in a cell and the price will appear. Works for other attributes such as today's change, %age change. You can enter your holdings and calculate total values, changes, etc.

[Beanbob]

keith333 said:

Another vote for Google sheets. Enter =googlefinance("LON:AA","price") in a cell and the price will appear. Works for other attributes such as today's change, %age change. You can enter your holdings and calculate total values, changes, etc.

I can't seem to get it to work for funds, though. A quick check of Google seems to suggest it's not just me.

[keith333]

If the fund is listed I'd have thought you would be able to find its ticker symbol e.g. Trojan income fund =googlefinance("MUTF_GB:TROY_TROJ_INCO_L2BN53","price")

[bmwmike]

Very cool.. going to play with this later. I too was wondering what to do when Google portfolio disappears. Thanks!

[fat80b]

heart101 said:

Wallmine portfolios - it has the simple and clear view of both individual transactions and portfolios I liked Google Finance for. And the switch from Google Finance was almost effortless.

Just had a look at this - looks good but $30 per month....

[swatches]

Beanbob said:

I can't seem to get it to work for funds, though. A quick check of Google seems to suggest it's not just me.

Is it specific funds, or all funds?

These funds work for me...

Vanguard LifeStyle 80%
=GOOGLEFINANCE("VANG_LIFE_80_1MOSZN3", "price")

Fundsmith Equity T Acc
=GOOGLEFINANCE("MUTF_GB:FUND_EQUI_T_1UJO18H", "price")

[Beanbob]

swatches said:

Is it specific funds, or all funds?

These funds work for me...

Vanguard LifeStyle 80%
=GOOGLEFINANCE("VANG_LIFE_80_1MOSZN3", "price")

Fundsmith Equity T Acc
=GOOGLEFINANCE("MUTF_GB:FUND_EQUI_T_1UJO18H", "price")

Thank you, these work - but where do you get these links from? I.e. what does "1UJO18H" refer to in this context?

[KTF]

It’s what google calls the fund. See in the search box at the top here for an example: https://finance.google.co.uk/finance?q=MUTF_GB%3AA...

[peter tdci]

Beanbob said:

swatches said:

Is it specific funds, or all funds?

These funds work for me...

Vanguard LifeStyle 80%
=GOOGLEFINANCE("VANG_LIFE_80_1MOSZN3", "price")

Fundsmith Equity T Acc
=GOOGLEFINANCE("MUTF_GB:FUND_EQUI_T_1UJO18H", "price")

Thank you, these work - but where do you get these links from? I.e. what does "1UJO18H" refer to in this context?

From Google?
https://finance.google.com/finance?q=fundsmith&amp...
https://finance.google.com/finance?q=vanguard+life...

[Beanbob]

KTF said:

It’s what google calls the fund. See in the search box at the top here for an example: https://finance.google.co.uk/finance?q=MUTF_GB%3AA...

Thanks, that's very helpful. I've not used Google Finance before so was thinking it was some marker I'd not heard of!

[heart101]

fat80b said:

Just had a look at this - looks good but $30 per month....

thanks for pointing that out. I've been using wallmine for quite some time and haven't heard about a paid subscription.

[mcker3]

Google finance portfolios are still available, but use this address for UK - https://finance.google.co.uk/finance. For US https://finance.google.com