Web site/ app to monitor portfolio

[IJWS15]

As title, am looking to move away from my spreadsheet to avoid getting an office 365 licence and looked at a few but either they don’t see my funds or the unit prices for my funds are different to those quoted by the pension co. You have to register and start setting up a portfolio before you find that out.

Spent several hours looking last night and was beginning to despair and thought I would make use of the collected knowledge here. Have seen mention of some in the past but can’t find the posts now.

Not worried if it is an app or web based. All my holdings are in the UK and are almost all held in pensions.

Suggestions please.

[GiantEnemyCrab]

MoneyHub or a Google Sheets that can update fund prices in pretty much real time?

[Derek Chevalier]

IJWS15 said:

As title, am looking to move away from my spreadsheet to avoid getting an office 365 licence and looked at a few but either they don’t see my funds or the unit prices for my funds are different to those quoted by the pension co. You have to register and start setting up a portfolio before you find that out.

Spent several hours looking last night and was beginning to despair and thought I would make use of the collected knowledge here. Have seen mention of some in the past but can’t find the posts now.

Not worried if it is an app or web based. All my holdings are in the UK and are almost all held in pensions.

Suggestions please.

Assumming you are checking balances once a year, is it that much of a pain to login to the platform(s)?

[Happy Jim]

If you have an apple device then “numbers” can do this (their version of excel)

[fat80b]

There used to be google finance that allowed you to enter all your stocks and purchases (inc costs) and it would track them for you. It was great but google canned it.

I used a similar free feature that iii provided for a while but it was nowhere near as good and gave up.

There is a gap in the market for exactly this service and I briefly investigated whether I could be bothered to fill it.

The blocker came down to the fact that the stock APIs charge for quick-ish high volume access to the data needed to track everything you can think of and it can’t easily be offered as a free service.

[Mr Pointy]

If you want to avoid paying for MS365 then there are alternatives:

Google Sheets
LibreOffice
Standalone one-off MS Office licence:
https://www.cjs-cdkeys.com/products/Microsoft-Offi...

In the days of IM one forum member ran an updating spreadsheet on Google Sheets so I'm pretty sure that might be an option.

[alscar]

Would add ecokeys to the suggested list of alternatives.
Around £20 for a one off payment of “lifetime” use for one machine.
They also have a helpline if needed.
I think 15 minutes total for order , link received by email and install.

[bogie]

I use Yahoo finance, just create account and input portfolio.

[KTF]

Mr Pointy said:

If you want to avoid paying for MS365 then there are alternatives:

Google Sheets
LibreOffice
Standalone one-off MS Office licence:
https://www.cjs-cdkeys.com/products/Microsoft-Offi...

In the days of IM one forum member ran an updating spreadsheet on Google Sheets so I'm pretty sure that might be an option.

That might have been me

Example of how google sheets can pull in prices: https://docs.google.com/spreadsheets/d/1OcmNBHzEYi...

[Mr Pointy]

KTF said:

That might have been me

Example of how google sheets can pull in prices: https://docs.google.com/spreadsheets/d/1OcmNBHzEYi...

Phew! I'd been dreading checking PHE & PHT at the weekend after the Chinese AI debacle; it doesn't look too bad

[IJWS15]

GiantEnemyCrab said:

MoneyHub or a Google Sheets that can update fund prices in pretty much real time?

Looked at Google sheets yesterday evening and gave up, may need to invest more time in it.

Moneyhub is too high level, it will pull in the SIPP and WPP values from Aviva but not the unit prices of the funds which is what I am interested in. The pension won’t move but the funds may change.

[fat80b]

fat80b said:

There used to be google finance that allowed you to enter all your stocks and purchases (inc costs) and it would track them for you. It was great but google canned it.

Stop press - it appears to be back - It's not quite as good as the old version (in that you don't seem to be able to account for trading fees and such) but it does seem to do nearly all the right things.

Add stocks, and ETFs, purchase dates, and stuff, and it shows you a view of your entire portfolio (it does seem to have the funds that I am in and allows you to have staggered purchases / do the calculation for you behind the scenes)

https://www.google.com/finance/?hl=en and click + New Portfolio to have a play.

[IJWS15]

That is like most of the others, it doesn’t list the funds my pensions are invested in.

[NowWatchThisDrive]

IJWS15 said:

That is like most of the others, it doesn’t list the funds my pensions are invested in.

Yahoo Finance if you want something free and you're not fussed about precise up to the minute accuracy. I don't routinely use it but from a cursory check it appears to have alright coverage of OEICs compared to Google Finance. And I'm assuming that's what your funds are, cos if they were ETFs or ITs then Google Finance would've had them.

[KTF]

Google Sheets can get fund prices as well.

Install this addon: https://mufunds.com/install.html

Then look up the code in morning star.

Example:

For LifeStrategy 80% Equity Fund - Acc

You find it on morning star: https://www.morningstar.co.uk/uk/funds/snapshot/sn...

Enter the ISIN number in a cell to get the price to display: =muFunds("nav","GB00B4PQW151")

Then you can multiply it by number held and so on...

[IJWS15]

That is like most of the others, it doesn’t list the funds my pensions are invested in.

[Mr Pointy]

Here's a thought: post which funds you want to follow instead of just posting the offered alternatives don't work.

[IJWS15]

KTF said:

You find it on morning star: https://www.morningstar.co.uk/uk/funds/snapshot/sn...

Tried Morning Star’s own system yesterday, it lists funds with a different unit price to those given by Aviva who I hold them though. Do the big companies do this to avoid comparisons?

[YouWhat]

IJWS15 said:

Tried Morning Star’s own system yesterday, it lists funds with a different unit price to those given by Aviva who I hold them though. Do the big companies do this to avoid comparisons?

Are you using the ISIN number to identify them, as a lot of funds have similar names and some are accumulating and some income?

[IJWS15]

Aviva Pensions Ninety One American Franchise , same ISIN (GB0032033341 ) but 50p difference in the price. Morningstar £8.7278 and Aviva £8.2219.

Aviva’s price will be yesterdays close, Morningstar is showing it as down but still higher.