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Tracking portfolio and monthly contributions
Unclepetey
Posts: 55 Forumite
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.
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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Comments
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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.0 -
HL provide online access. Why wait six months?0
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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.0 -
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.0 -
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.0
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Have you tried morningstar, they have a pretty good portfolio tool.0
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