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Fund & Investment tracking Sites

Cloud5000
Posts: 5 Forumite

I'm looking for suggestions/recommendations for a good tool (web or desktop application) that I can track and manage my investment funds through. I'd like to have a tool that allows me to select from a wide selection of funds. I am looking to invest in a number of different funds and I want one place to track these different investments.
I appreciate advice & experience that could be given here
I appreciate advice & experience that could be given here
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Comments
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Lots of websites provide dummy portfolio tools:
For example: https://www.trustnet.com/, https://www.ft.com/
With both of these there is a "portfolio" link on the main page and you will need to register to get a free account.
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Personally I use Morningstar. The non-free version allows you to create portfolios and keep track of performance based on your actual purchase/sales history.
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Leading investment analysis sites like Trustnet and Morningstar offer portfolio facilities, allowing you to track your own portfolio:
https://www2.trustnet.com/Tools/Portfolio/PortfolioHome.aspx
https://www.morningstar.com/portfolio-manager
Not sure exactly what you mean by 'track and manage your funds' though - you'd need to manage them (in the sense of buying, selling, etc) through a platform, which itself may offer analysis features....0 -
Thanks - these are the sort of thing I'm looking for.
Trustnet seems good in that it can compare and evaluate funds to similar or market equivalents. The Morningstar one looks like it might be more 'professional' but doesn't seem to have the same comparison function.
Any thoughts on how Yodelar compares to these two?0 -
From what I can see Yodeler in the end wants to sell you their various portfolios so they can manage the funds for you for which you will have to pay of course.
If you want to DIY, as others have said, use Trustnet or Morningstar.
I notice on their site when they compare their portfolio performances over 5 years, they do so against SJP Pension Portfolios and Hargreaves Lansdown Portfolio Plus. Both companies are known not to have the cheapest charges. They do not compare their performance against either Vanguard or HSBC index portfolios which have very cheap charges for their Cautious, Balanced and Adventurous index funds. One has to wonder why?
I for one will stick to using both Trustnet & MorningStar.1 -
I’ve just started coming across Morningstar, I do have trouble not associating them with Morning Star the Communist Newspaper. Is it a socialist plot to take all our assets and redistribute them?0
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if you have the HL App, you can track your investments easily on that via a watchlist.0
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How about a highly customisable and scalable tracker that you can tailor to your own needs, that is free?
Google Sheets, was released in June 2006, and Google Finance was added 21 March 2006.
Good luck with your choice!0
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