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fund analysis tool

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ukdickie31
ukdickie31 Posts: 522 Forumite
in Savings & investments
Hi all

I am sure I have seen a free fund analysis tool where you enter your portfolio and it explains the breakdown / risks etc.

I can't seem to locate it anymore

I have been on the trustnet and morningstar websites but can't find it there. Any suggestions ?

Cheers

Comments

  • vulcan59
    vulcan59 Posts: 118 Forumite
    Part of the Furniture 100 Posts Combo Breaker
    The Trustnet portfolio is the one I use. It will give you a breakdown by sector, region and type of fund. Also shows the top 10 holdings and has FE Risk Scores which lets you compare the volatility compared to the FTSE 100.
    http://www.trustnet.com/Tools/Portfolio/PortfolioHome.aspx
  • laughingboy
    laughingboy Posts: 382 Forumite
    the trustnet analysis thing is quite good, unfortunately it list nearly 40% of my portfolio as 'other holdings' which isn't very useful...
  • ukdickie31
    ukdickie31 Posts: 522 Forumite
    Cheers peeps
  • Linton
    Linton Posts: 18,154 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Hung up my suit!
    The morningstar Xray analysis tool was very good, but it's now only available if you pay for their Premium service.
  • mr_fishbulb
    mr_fishbulb Posts: 5,224 Forumite
    Part of the Furniture Combo Breaker
    If you do find something then let us know. I'm in the same boat as the others - morningstar was great, but now not free. And Trustnet is a little limited.
  • dunstonh
    dunstonh Posts: 119,634 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    unfortunately it list nearly 40% of my portfolio as 'other holdings' which isn't very useful...

    Which means the fund manager hasnt published details of the assets on the fund. That should be of concern to you as how do you know the quality of the investment strategy and the quality of assets being used if nearly half are undisclosed? A small amount is ok but 40% is worrying.

    The last fund I saw with a undisclosed amount that high was Arch Cru and that failed as the undisclosed assets were fairy dust and hope.
    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.
  • Ark_Welder
    Ark_Welder Posts: 1,878 Forumite
    dunstonh wrote: »
    Which means the fund manager hasnt published details of the assets on the fund. That should be of concern to you as how do you know the quality of the investment strategy and the quality of assets being used if nearly half are undisclosed? A small amount is ok but 40% is worrying.

    The last fund I saw with a undisclosed amount that high was Arch Cru and that failed as the undisclosed assets were fairy dust and hope.

    Trustnet's free portfolio tool shows only the top 10 items in it's categories, so anything outside that will be consolidated into 'others'. More likely to occur with several funds in a portfolio
    Living for tomorrow might mean that you survive the day after.
    It is always different this time. The only thing that is the same is the outcome.
    Portfolios are like personalities - one that is balanced is usually preferable.
  • dunstonh
    dunstonh Posts: 119,634 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    Ark_Welder wrote: »
    Trustnet's free portfolio tool shows only the top 10 items in it's categories, so anything outside that will be consolidated into 'others'. More likely to occur with several funds in a portfolio


    Thanks. I was reading that as them not being disclosed. So, clearly not an issue. At least not in the investment sense. Still an issue for those looking at free data sources.
    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.
  • laughingboy
    laughingboy Posts: 382 Forumite
    Ark_Welder wrote: »
    Trustnet's free portfolio tool shows only the top 10 items in it's categories, so anything outside that will be consolidated into 'others'. More likely to occur with several funds in a portfolio

    yes that's what I think is going on, which is slightly annoying.

    I'm surprised there aren't other free alternatives given that all it does is take the assets of the fund(s) and weights the assets according to how much you hold
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