Portfolio Tracking Portal

valiant24

I'd pay good money for a tool that will analyse my portfolio of 50 odd assets across 10 or so platforms (SIPPs, ISAs, Dealing, Fundsmith etc).
My principal tool is the FT Portfolio Manager, which is OK, although adding transactions is somewhat painful.  And it's free.
Others say Trustnet's is OK.  I've found it really difficult to use.   Even when I know the code/ISIN/whatever, I'm also expected by Trustnet to know which of their categories (ETF, Stock, OEIC etc) before I can search for it. 
Morning Star's would be exactly what I want, if it supported analysis across portfolios.  It provides an "X-Ray" of a portfolio and shows you quickly your asset allocation across asset type, vertical, geography etc.   Sadly its execution, and its customer service, is truly lamentable.   If they made it work I'd pay the £18 per month that they want for it.   But they simply don't seem to care.
Any other tools I am missing?
Thanks
V

IvanOpinion

My first step would probably be to find a way to simplify the structure of my portfolio.  Do you really need 10 platforms?

ivormonee

I had a go with Trustnet a while back and found it awkward to use and lacking in some information. The morningstar xray potentially could provide some useful info but when I tried to use it recently it kept "losing" all the info I'd been entering and after a while of having to re-enter everything I gave up. There was also no way to save anything and it was extremely slow and clunky to use.

I haven't been able to find anything that works reasonably well, free or paid for, although morningstar do have another tool called morningstar direct which looks like it could do a great job but it seems to be aimed only at advisers/ institutions and would be prohibitively expensive for a provate investor.

It's so odd that nothing seems to be available. Maybe the industry just wants private investors to be in the dark so they can carry on manipulating us, who knows?

valiant24

ivormonee said:

It's so odd that nothing seems to be available. Maybe the industry just wants private investors to be in the dark so they can carry on manipulating us, who knows?

Yes, my experience exactly.  I'd pay good money for it.   If I could find a reliable way to extract the current prices, other than screen-scraping, I'd write one myself but again, that doesn't seem to be available to the ordinary mug punter either ...

Notepad_Phil

ivormonee said:

It's so odd that nothing seems to be available. Maybe the industry just wants private investors to be in the dark so they can carry on manipulating us, who knows?

Or maybe they've done the market research and know that the number of people from the retail market who would be willing to pay would not cover the investment needed to offer such a product. I know that I wouldn't pay very much (if anything at all) and I'm someone who is interested in investments and spends many a happy day or two comparing funds and what makes up a good portfolio.

Thrugelmir

Data analysis takes money to compile. Why give away services for free?  Demand for say a £25 a month fixed term contract service would be very low I suspect. Wouldn't be considered value for money by those with average sized portfolios. 

valiant24

Notepad_Phil said:

Or maybe they've done the market research and know that the number of people from the retail market who would be willing to pay would not cover the investment needed to offer such a product. I know that I wouldn't pay very much (if anything at all) and I'm someone who is interested in investments and spends many a happy day or two comparing funds and what makes up a good portfolio.

Morningstar does have a product which, if it worked properly, would deliver most of what I want.   It's £18 per month.   Sadly, it's crap because it doesn't work.  Presumably it doesn't have enough unhappy customers to persuade them to invest in repairing it.

ivormonee

valiant24 said:

Notepad_Phil said:

Or maybe they've done the market research and know that the number of people from the retail market who would be willing to pay would not cover the investment needed to offer such a product. I know that I wouldn't pay very much (if anything at all) and I'm someone who is interested in investments and spends many a happy day or two comparing funds and what makes up a good portfolio.

Morningstar does have a product which, if it worked properly, would deliver most of what I want.   It's £18 per month.   Sadly, it's crap because it doesn't work.  Presumably it doesn't have enough unhappy customers to persuade them to invest in repairing it.

Totally, it's clunky, doesn't work and loses the data you input. Pointless garbage.

DairyQueen

I use trustnet but would also pay a sub for something that provided x-ray analysis. In particular, duplication across funds. I also use trustnet to summarise a 'portfolio' of cash holdings (wrapped and unwrapped).

ChilliBob

I'd also like this! Having a think about the data collection and validation task I'm not surprised it doesn't exist. X Ray should just work or be deprecated, having a partially working tool is just pants! 

coastline

If you are struggling it's possible to bookmark links on Trustnet to include performance. Here I've set up the MSCI World Index as a global benchmark and added some global Investment Trusts.
When you open each selection below the chart it opens the factsheet with the asset allocations.
Chart Tool | Trustnet
To find codes for the address bar open a selection EG.. Monks and you should see " Explore further with Interactive charting ". From there you'll find Monks is FITMKS.
Monks Investment Trust PLC Ord 5P Fund factsheet | Trustnet
I'd rather put that £18 a month into investments it's on it's way to being £50 a month in a drip feeder.