Free portfolio analysis tools

capital0ne

I think everyone is overthinking their tools, just use spreadsheet, then you can get exactly what you want not what someone else thinks you want

OSCO

Another vote for Trustnet - always worked well for me.

ChesterDog

capital0ne wrote: »

I think everyone is overthinking their tools, just use spreadsheet, then you can get exactly what you want not what someone else thinks you want

I don't see how my own spreadsheet can provide the sort of data and analysis I can find somewhere like Trustnet.

brasso

capital0ne wrote: »

I think everyone is overthinking their tools, just use spreadsheet, then you can get exactly what you want not what someone else thinks you want

Depends what we mean by "analysis".

A spreadsheet is good for logging data, summarising holdings and historical buy-sell info, but not for digging into how your portfolio is made up by country, region, industry, asset class, and so on -- and how it all compares with the sector at large.