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PORTFOLIO Service,shares & funds
Jake'sGran
Posts: 3,269 Forumite
Does anyone know of an easy to use portfolio service that updates fund and share prices. The one I use currently is difficult to use in that it does not always take me to the page I have requested. The only other one I know of iii.
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microsoft money allows you to track most funds/shares.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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ADVFN has a good portfolio service, as does Marketwatch. If you take a more serious interest then Sharescope is very good but not free, and the cheapest subscription only gives EOD prices.0
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I use https://www.moneyextra.com and https://www.digitallook.com to look at share prices in my portfolio. I haven't used them for funds, but moneyextra has a tab for it, so you might be able to configure that?Debbie0
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Is there anything wrong with iii? (It's my preferred choice).Stompa0
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Thank you everyone. I did start to use iii but found it a bit laborious. I will try the others mentioned.
Dunstonh - thank you, I did find Money on this peculiar computer of mine but seem to have lost it again. If/when I do find it I will make a concerted effort to use it. Trouble is, I have rather a lot to enter0 -
Good thing when you do enter it is that pricing is real time (minus 20 mins) and that it does have some charting and performance reports.
Plus, being a standalone software, you wont have to worry about the provider of choice deciding to introduce a charge for their portfolio services in future. That has happened in the past. Entice you with a free service, get you used to it and then introduce a nominal charge (to begin with).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 -
Also, Dunstonh, I have a recollection that Money is secure whereas Trustnet, apart from not being secure (I suppose it is a lot to ask) has nuisance pop-ups and, to me, is wobbly, flakey or whatever the word should be. It often takes me back to Login when I have just clicked to use a different aspect relating to my portfolio.0
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