Keeping tabs on several shares accounts

altyfc

Hi all

I currently have the following...

1. a personal shares account
2. a shares-based Child Trust Fund account for our first son
3. a shares-based CTF for our second son

and will soon be getting...

4. a company shares account for my ltd. company

This is going to mean I'll have 4 accounts, each with different usernames and passwords, to keep tabs on.

I would like to be able to see all four under one login if at all possible. Does anyone know how I can easily do this if I input the information (ie. how much money was invested in what and when)...?

Thanks

Aaron

cheerfulcat

Hi, Aaron,

There are various websites which allow you to set up a portfolio tracker. I like the one at Marketwatch ( under " My Marketwatch ); I think that it's the best of the free ones. It is US based but covers UK stocks; just put " UK: " in front of the ticker.

The alternatives are a spreadsheet or paid-for software like Microsoft Money,Investorease, or Sharescope. I'm not sure whether any of the account aggregation services allows sharedealing accounts - that might be another possibility.

altyfc

Thanks, cheerfulcat... I'll go and take a look.

Aaron