Share portfolio tracking website / app
Discussion
I'm wondering what sites / apps / tools people are using to track their portfolios?
I've been using a basic Excel spreadsheet which uses the data integrations to pull share prices (with some sort of lag). It's good for seeing your profit/loss for individual shares or overall at a given time but lacks historic prices for reporting, so you can't see how you did last week/month/year etc.
I also have a list of shares tracked in the Windows 10 Money app, though that is a bit flaky at times with it showing no price or losing the list I've setup entirely.
Other sites I've been looking are:
Sharesight - good value, though it jumps from £99/year (1 portfolio, 20 holdings) to £171/year (3 portfolios, unlimited holdings). Appears to me to have a good range of global markets as standard. I've been playing with the free account (limited to 10 holdings) and it seems good.
Stockopedia - seems expensive compared to Sharesight as it's £245/year just for the UK and an extra £130/year for the US (plus more again for European markets etc)
Morningstar - not sure of any limits (holdings etc) on the free option. Premium is £159 for one year
Yahoo Finance - free but the interface seems a bit poor (all crammed into a small part of the screen, adverts as you'd expect) and Yahoo could pull it any time if they don't want to run it anymore
Sharesight looks to be the best paid option so far but does anyone have any other recommendations?
I've been using a basic Excel spreadsheet which uses the data integrations to pull share prices (with some sort of lag). It's good for seeing your profit/loss for individual shares or overall at a given time but lacks historic prices for reporting, so you can't see how you did last week/month/year etc.
I also have a list of shares tracked in the Windows 10 Money app, though that is a bit flaky at times with it showing no price or losing the list I've setup entirely.
Other sites I've been looking are:
Sharesight - good value, though it jumps from £99/year (1 portfolio, 20 holdings) to £171/year (3 portfolios, unlimited holdings). Appears to me to have a good range of global markets as standard. I've been playing with the free account (limited to 10 holdings) and it seems good.
Stockopedia - seems expensive compared to Sharesight as it's £245/year just for the UK and an extra £130/year for the US (plus more again for European markets etc)
Morningstar - not sure of any limits (holdings etc) on the free option. Premium is £159 for one year
Yahoo Finance - free but the interface seems a bit poor (all crammed into a small part of the screen, adverts as you'd expect) and Yahoo could pull it any time if they don't want to run it anymore
Sharesight looks to be the best paid option so far but does anyone have any other recommendations?
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