Virtual Portfolio with ability to backdate when you invested
Discussion
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?
Historically this would have been a big ask but surely this must now be possible, does one exist?
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
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
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.Historically this would have been a big ask but surely this must now be possible, does one exist?
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.
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