Overview Tool?

Newbie2saving

Hi all,

I was wondering if there is any software tool out there that can do the following? I have a portfolio with HL, I like the way it is all kept together and easy to view. However over the past 10months I have added a number of IT's to my pot and they are in shareplans with the specific investment house as it was the cheapest way to invest. These are added to on a monthly basis. Is there anything that automatically adds the amounts up at the price paid and shows me an overview? I know the answer is most likely "no", but any ways you find to keep on track? I can see the answer being a very complicated spreadsheet

Thanks!

Stompa

Perhaps something like?

http://www.trustnet.com/help/portfoliopromo.aspx

(there are other similar sites)

Newbie2saving

Stompa wrote: »

Perhaps something like?

http://www.trustnet.com/help/portfoliopromo.aspx

(there are other similar sites)

Thanks. I do actually use trustnet portfolio as I have seperatly managed portfolios elsewhere and this enables me to bundle it all into one view. However I was hoping for something that would add in my monthly contributions without me having to type in the update each month, it would in a way, roll up so my IT's and / or HL portfolio could be viewed at any given time without too much messing.

Any other thoughts / suggestions?

JohnRo

Newbie2saving wrote: »

However I was hoping for something that would add in my monthly contributions without me having to type in the update each month, it would in a way, roll up so my IT's and / or HL portfolio could be viewed at any given time without too much messing.

Any other thoughts / suggestions?

http://www.morningstar.co.uk

their portfolio tool allows you to add/edit a recurring investment either monthly, quarterly or yearly