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My portfolio
LittleJo
Posts: 482 Forumite
Hi,
I used to use the THISISMONEY site to keep track of my portfolio which has both shares and unit trus/OEICS. Lately it has not kept up with new issues, PSIGMA etc and I have given up on trying to get Schroder listed.
To make it more difficult I have fund invested through COFUNDS, FUNDSNETWORK and HL. So the Mail site was really useful to give an insant snapshot.
I have emailed them, politely, and got no reply.
Any ideas folks?
Jo
I used to use the THISISMONEY site to keep track of my portfolio which has both shares and unit trus/OEICS. Lately it has not kept up with new issues, PSIGMA etc and I have given up on trying to get Schroder listed.
To make it more difficult I have fund invested through COFUNDS, FUNDSNETWORK and HL. So the Mail site was really useful to give an insant snapshot.
I have emailed them, politely, and got no reply.
Any ideas folks?
Jo
0
Comments
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use morningstar. They should be more upto date for you to put your holdings into.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
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Or transfer them all to H-L? Wouldn't it be cheaper?Trying to keep it simple...
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I've used the This is Money portfolio for a while now and find it really useful. We haven't bought many shares recently but it tracks some privatisation shares that we hold and unit trusts.
Never had any problems with it, I just print it out every six months and add to my little blue book so I can see how our shares have fallen and risen.0 -
morningstar are good, though the dont seem to update prices regularly anymore since they changed they site, for me anyway and my ut/OEICs. You can also set up daily snapshots to be emailed to you.
Fidelity seems to give updated prices first, using there favourite funds, and gives daily change and graph as standard
Trustnet are good too, and all are free to use to monitor0 -
Hi,
Dunstonh - when I tried it would not accept shares.
Edinvestor - I bought the shares through a different discount broker and think they should get the trail commision as they remitted initial charges to me.
Libra10 - my point is that Money mail has gone off, no longer accepts new funds.
thanks for your help .
Jo0 -
Hello Little Jo
Didn't realise the portfolio didn't accept new funds these days. I know you can increase the numbers of shares etc as I did it the other day. But, as I said, not added new shares for quite a while.0 -
Hi,
It looks like the Daily Mail read this Forum, Thisismoney has returned to its' previous excellent performance. New funds and the missing ones added!!!
Jo0
This discussion has been closed.
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