online portfolio management and valuation

Aegis

wombat42 wrote: »

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

Well, nearly live... It's delayed by about 20 minutes.

wombat42_2

Aegis wrote: »

Well, nearly live... It's delayed by about 20 minutes.

15 minutes actually

Aegis

wombat42 wrote: »

15 minutes actually

I read this on their front page... I guess it might be different at different times of day or something!

Quotes delayed except where indicated otherwise. Delay time is 20 mins for London stock exchange. See also delay times for other exchanges

munk

Yahoo portfolio is very annoying for me though because of the requirement to re-login every few pages or so - is there any way to avoid reentering password every other page?! Having said this, I'll probably try it now and it'll be fine. That's the one consistent thing about all these portfolio tools - they're all very inconsistent!

EDIT: Nevermind, seems to be working quite well now, they have their unix bunnies working on duracell now I guess...

Morningstar_Krista

egamar wrote: »

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.

Hey guys
These funds are definitely there, albeit a bit hard to find because of some naming inconsistencies on our end. Try searching for Fidelity Funds- G for Global or Fidelity Funds- I for India or Fidelity Funds- C for China. Make sure you put the - right after the s in Funds, and then a space before the first letter in Global, India, China, etc. I've got a request in to the data team to do a name clean-up, but I don't have a timeframe for that yet.
Another tip: Use ISIN in the Search box. Or search for the most unique word in the fund name. (India, China, etc.)
Krista
Product Manager
http://www.morningstar.co.uk

egamar

Morningstar_Krista wrote: »

Hey guys
<snip very useful pointers>
Krista
Product Manager
http://www.morningstar.co.uk

Wow! We are not worthy! Thanks very much! Unfortunately these STILL don't show up using Fidelity's 'Portfolio Analysis' front-end to your 'Portfolio X-ray'. This is the Fidelity error message (at 10:31 today)

"We're sorry, but we don't recognise 3 of the 28 investments that you'd like to X-Ray. These funds will not be included in the Xray. "

This is the response I got from Fidelity on October 20 when I drew it to their attention

[FONT=&quot] "I confirm that investments in the Fidelity Global Property, India Focus and China Focus funds are not included in the analysis, if they are held within the PEP/ISA wrapper. The Portfolio Analysis tool is powered by an external provider called MorningStar, who do not recognise investments in these funds within an ISA.

This happens because these funds are essentially offshore funds (registered in [FONT=&quot]Luxembourg[/FONT][FONT=&quot]) of which we have launched an ISA-eligible version. Since MorningStar consider only onshore investments in their analysis of PEP/ISA investments, the holdings in these funds are not included."


What you say and what Fidelity says is not necessarily mutually incompatible, of course - it's just a shame that one can't get the complete analysis of ones portfolio using the fidelity tool. It'll be fixed somewhen, I'm sure.


[/FONT][/FONT]

rainy_dave

www.igminvestmore.com is a relatively new service that has advanced portfolio monitoring, it's not free (or expensive) but uniquely has instant SMS alerts, at levels (both high and low) that you set. Covers all funds (Data from Financial Express) and UK equities, including exchange traded funds. Free 7 day trial to all users. Think there are still some 10% discount codes knocking around on the internet as well. I use it just for the security of knowing that at least If I have my phone on me, I'm going to know of any changes almost instantly.

http://www.igminvestmore.com