App or Spreadsheet to Track Investments

tekton23

Hi,

As the title really! I am starting to save money and have a mix of savings accounts, stocks and funds.

Each time I invest, I would like to record this and then also input valuations every now and then, so that I can get a sense of how things are going, performance, portfolio size etc.

It does not have to have real-time stock or fund data. It could be an app or a spreadsheet, where I manually update the data.

Does anyone have any ideas or recommendations?

Thanks,

T23

dunstonh

Can your platform not offer the tools you are after?

tekton23

No, as I have a mix of different accounts and investments with different platforms.

Heedtheadvice

Maybe so but there are platforms that let you enter 'virtual data' i.e. create your own portfolio records irrespective of where or what you have. II used to have an excellent one, but there are others. ....for free.



However, providing you can drive one a bit, a spreadsheet can do all you describe and for free if you have the right one!


More specialist apps tend to have some really good functions and analytics and can automatically link real time investment and account date but sound OTT for what you wish.

macgyver

I use trustnet to track all my investments. Just register and add your investments on there. It's easy.

george4064

Personally, I use a good old fashioned spreadsheet to track everything.

Stocks & shares ISA is unitised so I can track it!!!8217;s performance. P2P and cash isas/regular savers/saving accounts have their own section, and in final column there is an overall figure.

Nothing fancy, but it!!!8217;s easy to maintain.

NewShadow

I also do something really low tech - I have a note on my desktop which I update once a month (after bills/DDs) with the totals in my various pots then again at the end of the month to add to the running total:

28 May 2018 - £22,479
23 June 2018 - £23,419
30 July 2018 - £24,420
09 Aug 2018 - £
£00,531 - Santander 123
£01,200 - Santander eSaver
£01,000 - Flex Saver
£02,500 - Flex Direct
£10,466 - LISA AJ Bell (inc. £2,000 bonus)
£08,917 - ISA Vanguard
£01,002 - Gatehouse Bank/Raisin UK (23 Jun 2019)
£00,055 - C&V Credit Union
£25,671 - Total

That's enough information to see if I'm meeting my savings goal and how much discretionary spending I've got each month without getting neurotic - and if I need more information about how a specific pot has performed, I can go to the platform/account and use the tools there.

racey

macgyver wrote: »

I use trustnet to track all my investments. Just register and add your investments on there. It's easy.

I use Trustnet too - and it's free.

Stubod

..for me it's spreadsheets all the way. Assuming you are reasonably excel savvy it quite easy to list all your "assets" and then update the spreadsheet every month. From this you can then generate performance data to suit your own needs. I have refined my spreadsheets over the last few years to reflect what I (think) I need to know. (Probably on version 100+ by now!) I don't think you have the same flexibility using a bespoke system....

dunstonh

tekton23 wrote: »

No, as I have a mix of different accounts and investments with different platforms.

How about consolidating onto a single platform that does?

Alexland

dunstonh wrote: »

How about consolidating onto a single platform that does?

Different platforms are better for different products and investments and you would lose some FSCS protection.

I use a HL watchlist but I have holdings elsewhere that they cannot track which means I get an incomplete view. Still it doesn't really matter much as I put everything into a spreadsheet anyway.

Alex