Best app for tracking investments

colsten

wmb194 said:

 I keep track of mine in MS Money..

MS Money doesn't run on a phone

Type_45 said:

I just use my phone...

So what happened when you searched for 'investment tracker' in your app store?

benbay001

Type_45 said:

benbay001 said:

Yahoo finance app allows you to star investments that you want to track and they then appear in a virtual portfolio

Can't enter the holdings which I have though...

Yes you can. You can enter the price you paid, the number of shares bought and the date purchased and it will show you your dailys changes in price.

Type_45

wmb194 said:

Albermarle said:

Instead of I web , you could pay for a  more expensive platform that offer an app as part of the service. 

There are cheaper platforms than iWeb that will offer this. iWeb is just a bit rubbish.

OP, there are any number of options e.g., you could set-up a portfolio with the FT, I keep track of mine in MS Money..

Which platform is cheaper than iweb?

Type_45

colsten said:

wmb194 said:

 I keep track of mine in MS Money..

MS Money doesn't run on a phone

Type_45 said:

I just use my phone...

So what happened when you searched for 'investment tracker' in your app store?

I've downloaded 6 apps and am looking at all of them. None of them seem right for me at the moment.

gundo

Type_45 said:

A free app which tracks Vanguard Life Strategy AND Bitcoin would be perfect! 

There's no free app but I use a Google Docs spreadsheet and you can put in links to the funds you hold in formulas and put in another cell how much you hold and it will automatically update and calculate how much your holdings are worth every time you open the spreadsheet. Saves me logging into Vanguard's website 50 times a day (yes I know I shouldn't but it's addictive!).

Here's the formula for getting the value for Vanguard's Lifestrategy 20 fund:

=IMPORTDATA("https://api.vanguard.com/rs/gre/gra/1.7.0/datasets/urd-product-details?path=[id=vanguard-lifestrategy-20-equity-fund-gbp-gross-accumulation-shares][0].navPrice.value")

Type_45

gundo said:

Type_45 said:

A free app which tracks Vanguard Life Strategy AND Bitcoin would be perfect! 

There's no free app but I use a Google Docs spreadsheet and you can put in links to the funds you hold in formulas and put in another cell how much you hold and it will automatically update and calculate how much your holdings are worth every time you open the spreadsheet. Saves me logging into Vanguard's website 50 times a day (yes I know I shouldn't but it's addictive!).

Here's the formula for getting the value for Vanguard's Lifestrategy 20 fund:

=IMPORTDATA("https://api.vanguard.com/rs/gre/gra/1.7.0/datasets/urd-product-details?path=[id=vanguard-lifestrategy-20-equity-fund-gbp-gross-accumulation-shares][0].navPrice.value")

I too use Google Sheets for my investments and finances, and this would be a great solution.

I'll have to Google how to do this! 

hebawom

Moneywiz 3 is the way to go here.
It's free, it has almost all of the funds, shares, coins etc. You have to put in how many shares of each, then it updates the overall value of your portfolio. It has phone app and computer app.

Grenage

You can also use the Google finance function to directly import share price data:

https://support.google.com/a/users/answer/9308730?hl=en

jimjames

wmb194 said:

Albermarle said:

Instead of I web , you could pay for a  more expensive platform that offer an app as part of the service. 

There are cheaper platforms than iWeb that will offer this. iWeb is just a bit rubbish.

Please enlighten us which platforms are cheaper than iWeb. Curious how you get cheaper than free to hold long term.
I'm happy to log in on my phone, google holds the details and it displays pretty well on mobile.

wmb194

jimjames said:

wmb194 said:

Albermarle said:

Instead of I web , you could pay for a  more expensive platform that offer an app as part of the service. 

There are cheaper platforms than iWeb that will offer this. iWeb is just a bit rubbish.

Please enlighten us which platforms are cheaper than iWeb. Curious how you get cheaper than free to hold long term.
I'm happy to log in on my phone, google holds the details and it displays pretty well on mobile.

For shares it's easy, Freetrade and Trading212. No dealing commission and no £100 account opening fee. I'm thinking more about the OP's or a new investor's circumstances rather than someone who already has an account and positions with iWeb.