Whats the best software for monitoring stocks and shares???

Playing_with_Fire_2

I'm interested in this too.

What I want is software or a website where I can easily go and see one page with all my shares and funds values in one place on one page, along with any funds or shares that I'm watching, and then customise the data, eg so that I see a equities/bond split or a geographic split.

I'm thinking that building a google spreadsheet with a link to google finance is the way for me, but I'd be surprised if I was the first person to want this. It doesn't matter if it's real time, but does need to update itself automatically.

Any thoughts?

Lakeuk

I use excel with the smf addin to get yahoo finance data

IronWolf

You can use Google sheets, very customisable and pull through live prices

dealer_wins

Jstock is a great piece of software for portfolio and prices, and its free!

Saw it recommended by someone on here a while back.

Plus

Playing_with_Fire wrote: »

I'm interested in this too.

What I want is software or a website where I can easily go and see one page with all my shares and funds values in one place on one page, along with any funds or shares that I'm watching, and then customise the data, eg so that I see a equities/bond split or a geographic split.

I quite like the online spreadsheet approach because it makes it easy to reformat the data: for example, download transaction list from broker, sort, use that to compute my current holdings plus holdings at times in the past. Merge transaction histories from different brokers, add in savings accounts, graph.

Most of the 'virtual portfolio' things have a horrid interface to add stocks one by one with little clicky buttons, when all I really want to do is import data my broker already gives me, even if the format needs some tweaking.

I'd quite like a data feed that gives me fund constituents so I could write my own Fund X-ray, but I somehow doubt I'm going to get that for free. It might be possible to scrape it out of the RNS in some cases.

coastline

Playing_with_Fire wrote: »

I'm interested in this too.

What I want is software or a website where I can easily go and see one page with all my shares and funds values in one place on one page, along with any funds or shares that I'm watching, and then customise the data, eg so that I see a equities/bond split or a geographic split.

I'm thinking that building a google spreadsheet with a link to google finance is the way for me, but I'd be surprised if I was the first person to want this. It doesn't matter if it's real time, but does need to update itself automatically.

Any thoughts?

Maybe this...

http://uk.advfn.com/common/portfolio

Company monitor and research..

http://www.4-traders.com/

eg..

http://www.4-traders.com/LLOYDS-BANKING-GROUP-PLC-4000786/

hope it helps..

JohnRo

As mentioned above, using trustnet and the portfolio tools does it for me to examine the investments held.

I also use CSD's comprehensive download facility to obtain all manner of spreadsheet ready account data which I then plug into apache openoffice calc to provide info and charts I've designed to give a clearer picture of what's happening over time.

Why anyone would buy excel for home use is beyond me when openoffice is completely free and almost identical for all but the most complex of tasks.

mickaveli2001

Lakeuk wrote: »

I use excel with the smf addin to get yahoo finance data

Have you got a template you use or did you create one yourself?