Tracking portfolio and monthly contributions

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Unclepetey
Unclepetey Posts: 55 Forumite
in Savings & investments
Does anyone know of a (free) portfolio tracking service? My wife and I have investments in a number of places - Hargreaves Lansdown ISA, L&G ISA, other unit trusts etc.

I currently use Trustnet, which is fine, but as far as I can see it doesn't allow me to recognise the regular monthly contributions that are paid so I have to wait to get the manager's 6 monthly update before updating my portfolio valuation on Trustnet.

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  • dunstonh
    dunstonh Posts: 116,528 Forumite
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    My wife and I have investments in a number of places - Hargreaves Lansdown ISA, L&G ISA, other unit trusts etc.

    The obvious solution would be to consolidate them onto one platform.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
  • pressuredrop_2
    pressuredrop_2 Posts: 311 Forumite
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    HL provide online access. Why wait six months?
  • Unclepetey
    Unclepetey Posts: 55 Forumite
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    Because, as I said in my original post, not all of our investments are with Hargreaves Lansdown.

    Dunstonh - thanks for your response - I think consolidation will be the easiest solution.
  • pressuredrop_2
    pressuredrop_2 Posts: 311 Forumite
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    Unclepetey wrote: »
    Because, as I said in my original post, not all of our investments are with Hargreaves Lansdown.

    Trustnet provide daily pricing. I fail to see the problem.
  • cheerfulcat
    cheerfulcat Posts: 3,341 Forumite
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    Unclepetey, Hargreaves Lansdown have a " virtual portfolio " service ( you should be able to see the tab once you've logged in ) which allows you to enter details of investments held elsewhere.
  • sorcerer
    sorcerer Posts: 878 Forumite
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    Have you tried morningstar, they have a pretty good portfolio tool.
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