Portfolio Tracking App

thomasca

Hello,

Hope this is the correct place to post this. I have been using a excel spreadsheet to track my portfolio for a while now but I am getting a bit more serious with my trading and was looking for a dedicated portfolio management program. I have been recommended the following two. One is free the other paid but more substantial. Does anyone have any experience with them or maybe other recommendations?

https://jstock.org/

https://www.stockportfolioorganizer.com

MK62

I've tried Jstock, but it simply didn't work properly on my laptop (though it was the Linux version, and it could be down to java issues (it's a java based app).....not tried Windows version)

No opinion on the pay software you mentioned....never used it (apparently no Linux version anyway)

Personally I use Google Sheets and Trustnet......though neither are live pricing if that's what you need (I suspect you will have to pay for that functionality though).

cloud_dog

thomasca wrote: »

Hello,

Hope this is the correct place to post this. I have been using a excel spreadsheet to track my portfolio for a while now but I am getting a bit more serious with my trading and was looking for a dedicated portfolio management program. I have been recommended the following two. One is free the other paid but more substantial. Does anyone have any experience with them or maybe other recommendations?

https://jstock.org/

https://www.stockportfolioorganizer.com

I assume your portfolio is across different providers? If it isn't can't you use their site/app?

I'm old school and still use MS Money for all my financial tracking. Admittedly I don't need real time / frequent price updates.

thomasca

My broker is pretty pathetic really. I wanted something that would do more than just display the capital gain and allow me to record my dividends etc. I guess I will give those programs a go and see which one suites me.

cloud_dog

Move broker???

bowlhead99

cloud_dog wrote: »

Move broker???

It's rare to find a broker that lets you track everything in the level of detail you need and format it in a nice way. Often you need to build what you want in a spreadsheet.

Cost and current value of a holding with a simple unrealised profit figure (or percentage) as the difference between the two are the standard common things to expect, but extra analytics to do with what income has been received among the way, annualised returns, how much profit you've already taken out of a holding through disposals etc, what the portfolio looked like along the way to where you are now (if you have done reallocations and rebalances etc)... what the broker gives you for analysis is generally not enough.

Generally the raw cashflow or income data is available by looking at transaction history or the cash statement etc but it's left to the user to decide how he wants to use it. So using a spreadsheet or some sort of software to manipulate the figures is typically needed. Though of course it depends what your needs actually are...

I find trustnet quite handy to keep tabs on a virtual portfolio where there's not much going on, but you can't really build a history of income received etc, and any performance charts it draws are just based on your current holding percentages reversed back through a time period, which could be quite different from how you actually performed if you have rebalanced along the way or introduced new money as most people do.

capital0ne

MK62 wrote: »

Personally I use Google Sheets and Trustnet......though neither are live pricing.

I use google sheets and while not live you can use the GoogleFinance() function - it's very easy

in cell c4 put RDSB and in another cell put =GoogleFinance(C4,"price") and it show the delayed price of RDSB.

Simples

GoogleFinance has many other arguments to get the closing price the day before or for any past date - check it out.

iglad

Yahoo finance app for tablet and phone is quite good as it gives you Toal gains and losses and days' gains. The tablet version has a lot more detail and it beats having a spreadsheet.