Online portfolio tool
Online portfolio tool
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Discussion

thekingisdead

Original Poster:

317 posts

162 months

Thursday 30th January 2020
quotequote all
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