We’d like to remind Forumites to please avoid political debate on the Forum.

This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
The Forum now has a brand new text editor, adding a bunch of handy features to use when creating posts. Read more in our how-to guide

Money Management - Recommendations

I seem to remember a couple of years ago coming across a service that would login into all your Internet Bank/Mail/Mobile accounts, but it also could recommend changes i.e. if you had a 1000 in Barclays Current account it would recommend accounts for it to be transferred to.

I have decided i need a service like this and have found https://www.ewise.com.au/accunity/aa/home.asp, which can show you a summary of your accounts.

But i cannot find the one that would show you the recommendation, does anything know of a service like this?


Thanks

Comments

  • Jake'sGran
    Jake'sGran Posts: 3,269 Forumite
    If you have looked already it suggests that you already know about the Egg service for storing Logins etc. There are probably a few financial sites where you can keep a list of your investments and ask to be advised of any problem areas. I know Trustnet do offer a "watch list" but I have never used it. Also, people like Share.com are very good for buying and selling and also have a portfolio service but I didn't find it easy to use.
This discussion has been closed.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 353.5K Banking & Borrowing
  • 254.2K Reduce Debt & Boost Income
  • 455.1K Spending & Discounts
  • 246.6K Work, Benefits & Business
  • 603K Mortgages, Homes & Bills
  • 178.1K Life & Family
  • 260.6K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16K Discuss & Feedback
  • 37.7K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.