Best app for tracking investments

Type_45

wmb194 said:

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.

They have no charges of any kind?

wmb194

Type_45 said:

wmb194 said:

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.

They have no charges of any kind?

For London listed, sterling denominated securities with T212 and the basic version of Freetrade, no. If you buy and sell foreign shares there will be FX fees and of course where relevant there will be stamp duty to pay. Freetrade paywalls some shares behind the £9.99pm 'Plus' upgrade though so it'll depend on what you want to buy. IIRC you can downgrade from Plus anytime you like and you won't be forced to sell the paywalled shares, so you could just use it temporarily.

Type_45

Grenage said:

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

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

Thank you for that.

Annoyingly Vanguard Life Strategy 100 isn't listed by Google Finance.
I think the ticker is VVLSRU.

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")

Any idea what this code would be for VLS100 ACC?

I've searched and can't see anything. Tried swapping the "20" in your link to "100" and that didn't work either...

gundo

Type_45 said:

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")

Any idea what this code would be for VLS100 ACC?

I've searched and can't see anything. Tried swapping the "20" in your link to "100" and that didn't work either...

No worries, the paths aren't consistent unfortunately:
=IMPORTDATA("https://api.vanguard.com/rs/gre/gra/1.7.0/datasets/urd-product-details?path=[id=vanguard-lifestrategy-100-equity-fund-accumulation-shares][0].navPrice.value")
 

Type_45

gundo said:

Type_45 said:

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")

Any idea what this code would be for VLS100 ACC?

I've searched and can't see anything. Tried swapping the "20" in your link to "100" and that didn't work either...

No worries, the paths aren't consistent unfortunately:
=IMPORTDATA("https://api.vanguard.com/rs/gre/gra/1.7.0/datasets/urd-product-details?path=[id=vanguard-lifestrategy-100-equity-fund-accumulation-shares][0].navPrice.value")
 

Thank you very much for this! This works brilliantly and my VLS now updates on my Google Sheets spreadsheet automatically. 

I have also followed this by linking a live update for my Bitcoin. So that now updates (by the minute!) automatically too.
🙂

It's a shame that Google finance doesn't list VLS100, but the link you provided does the same job of importing the daily data. Google finance does support bitcoin, so that's direct and integrated.

Do you also link your bank account? 

underground99

Type_45 said:

gundo said:
No worries, the paths aren't consistent unfortunately:

=IMPORTDATA("https://api.vanguard.com/rs/gre/gra/1.7.0/datasets/urd-product-details?path=[id=vanguard-lifestrategy-100-equity-fund-accumulation-shares][0].navPrice.value")
 

Thank you very much for this! This works brilliantly and my VLS now updates on my Google Sheets spreadsheet automatically. 

I have also followed this by linking a live update for my Bitcoin. So that now updates (by the minute!) automatically too.
🙂

It's a shame that Google finance doesn't list VLS100, but the link you provided does the same job of importing the daily data. Google finance does support bitcoin, so that's direct and integrated.

Do you also link your bank account? 

Yes, a link to that would be appreciated, but not for any nefarious reasons I'm sure, just curiosity.

Chino

wmb194 said:

For London listed, sterling denominated securities with T212 and the basic version of Freetrade, no.

So do you confirm that the bid/offer spreads offered by "T212 and the basic version of Freetrade" are at least as tight as those offered by Iweb?

DireEmblem

Type_45 said:

Annoyingly Vanguard Life Strategy 100 isn't listed by Google Finance.
I think the ticker is VVLSRU.

@T@Type_45 I get GoogleFinance to pull back the price for LS100.

0P0000TKZO.L

Easiest way to find the right code is look it up on Yahoo finance.
https://uk.finance.yahoo.com/quote/0P0000TKZO.L/

Chino said:

wmb194 said:

For London listed, sterling denominated securities with T212 and the basic version of Freetrade, no.

So do you confirm that the bid/offer spreads offered by "T212 and the basic version of Freetrade" are at least as tight as those offered by Iweb?

As far as I can tell, checking the spreads on both against the exchange they seem aligned with market so cant see any additional charges there, which for 212 using Interactive Broker makes sense.  Cant 100% remember how Feetrade works.

eskbanker

DireEmblem said:
Cant 100% remember how Feetrade works.

I'm sure their marketing team will be wincing at the typo....