Online portfolio tool
Discussion
Can anyone recommend an online portfolio tracker? Specifically with the option of importing historical transaction via a CSV file.
I registered with Morningstar and want to add all my past transactions via an import tool, but cant find a way of doing this easily.
I want the transaction data to fully understand my performance (unit average etc).
My investment account is "dumb" and only tracks Total purchase price and current value, so doesn't accurately give me an indication of performance.
(unit average)
Thanks
I registered with Morningstar and want to add all my past transactions via an import tool, but cant find a way of doing this easily.
I want the transaction data to fully understand my performance (unit average etc).
My investment account is "dumb" and only tracks Total purchase price and current value, so doesn't accurately give me an indication of performance.
(unit average)
Thanks
Gassing Station | Finance | Top of Page | What's New | My Stuff


