online portfolio management and valuation

bigfreddiel

hi, I,m looking for a site that will allow me to mage and value my portfolio of pep's, isa's and shares.

If it could handle cash isa's and NS and I bonds as well all the better.

Thanks in advance for any advice.

fj

sloth

www.iii.co.uk

globevestor

Try http://www.advfn.com. The portfolio service is free, but you have to register.

bigfreddiel

thank everyone - fj

caliston

If you just want to play around with some of these sites, and aren't entering any personal details, I recommend using bugmenot.com to get a test username and password - it's got accounts for most of them already setup which other people have added sample entries to. Saves having to register and do it yourself for each site.

Of course, make sure you're logged out of the test account before you register with your real details!

munk

Best portfolio sites IMO:

http://morningstar.co.uk/
http://moneyextra.co.uk/
http://trustnet.com/
http://digitallook.co.uk/ (though they do weekly instead of daily valuations, good site though)

Also just found / checked out bloomberg's site recently and their portfolio management isn't bad (especially their charting tool):

http://bloomberg.com/

wombat42_2

I use http://finance.yahoo.com/ for real time prices - unit trusts get updated at 9:45 in the evening. Does any site give unit trust prices any earlier than that ?

egamar

In my experience not every site 'supports' every fund, which is annoying when you've entered 95% of your portfolio in excruciating detail and can't find your "favourite" fund in their database. As an example, Morningstar doesn't currently have Fidelity Global Property, India Focus or China Focus in their database, as Fidelity issued these as a variant of an offshore fund, and Morningstar doesn't (yet) recognise them. Even if I 'analyse' my Fidelity/FundsNetwork portfolio on the Fidelity site, these funds don't get included because Fidelity use Morningstar as their analysis tool (and it's a good one).

Trustnet is a great site, loads of detail, but many fund managers don't support it. The last time I looked Meryll Lynch, for one, didn't. There's a button you can click to send an email to these missing fund mangers saying "please let Trustnet have your data" or whatever.

Moneyextra seems to have the most complete database although sometimes you have to ferret around and use different name variants to find the fund you're looking for as they seem to use a different naming convention for some of the possible more obscure funds.

Moneyextra is normally updated at 20.30 daily, but every so often, once a quarter maybe- it slips - but my guess is on those days there's something slipping everywhere.

wombat42_2

wombat42 wrote: »

I use http://finance.yahoo.com/ for real time prices - unit trusts get updated at 9:45 in the evening. Does any site give unit trust prices any earlier than that ?

http://finance.yahoo.com/ supports pretty much every UK share and unit trusr but the menus dont seem to be uK oreintated. If you know the Id code for any share or unit turst you can add it to a real time tracking profile with Yahoo

agal

wombat42 wrote: »

http://finance.yahoo.com/ supports pretty much every UK share and unit trusr but the menus dont seem to be uK oreintated. If you know the Id code for any share or unit turst you can add it to a real time tracking profile with Yahoo

I once tried Google finance's portfolio until I discovered it didn't support data for Standard Life plc! (I've just checked - it still doesn't!)

wombat42_2

agal wrote: »

I once tried Google finance's portfolio until I discovered it didn't support data for Standard Life plc! (I've just checked - it still doesn't!)

Yahoo does if you bang SL.L into your Yahoo profile you get the live share price.