Best app for tracking investments

wmb194

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?

In my experience Freetrade's are identical to iWeb's - to check I usually get a 15 second quote with iWeb before hitting buy or sell if I also hold the security there - and trades are executed immediately. T212 will trade at the prevailing market rate but the problem is that it doesn't always execute immediately so the price can move.

Doshwaster

I'm still using an ancient copy of MS Money to track investments and pensions and have almost 20 years worth of data in the application. I'd like to move to something more modern but haven't yet found a platform which does everything I want. I did recently switch from MS Money to Money Dashboard for tracking current accounts, savings and credit cards but their support of investment providers isn't very broad but hopefully they will improve over time.

Futuristic

Found this on the ukpersonalfinance reddit, I've started using this from this month. Pretty tricky adding history so starting fresh from this month. There is free version which will probably work for most people though you can pay £4.50 once for a lot of extra stuff.

It is a google sheet which you only have access to by making a copy of it.

https://cspersonalfinance.io

TUVOK

Any one else tried/using this s/sheet, any drawbacks found?

Type_45

Does anyone please have the spreadsheet data import links for the following for use on Google sheets?:

HSBC FTSE All-World Index Fund C (GB00BMJJJF91)

&

iShares Physical Gold ETC (SGLN)

DireEmblem

Hi Type_45 As per my previous post, easiest way is to look up the code on Yahoo finance.

Below is the link for the Vanguard Lifestrategy 100% fund, and the google/numbers code is 0P0000TKZO.L
https://uk.finance.yahoo.com/quote/0P0000TKZO.L/

Type_45

DireEmblem said:

Hi Type_45 As per my previous post, easiest way is to look up the code on Yahoo finance.

Below is the link for the Vanguard Lifestrategy 100% fund, and the google/numbers code is 0P0000TKZO.L
https://uk.finance.yahoo.com/quote/0P0000TKZO.L/

These are the ones I'm after as they are displayed on Yahoo finance.

I've tried all sorts of ways of getting them to feed latest prices on Google sheets, but to no avail yet.

Any ideas?:

 

0P00013P6I.L 226.32 -0.63 -0.28% : HSBC FTSE All-World Index Fund Accumulation C - Yahoo Finance
https://uk.finance.yahoo.com/quote/0P00013P6I.L/holdings/

&


SGLN.L - iShares Physical Gold ETC

https://uk.finance.yahoo.com/quote/SGLN.L?p=SGLN.L&.tsrc=fin-srch 

Type_45

Yahoo Finance app is actually very good too. 

Type_45

For anyone using google sheets to track investments and want to import the live prices:
Go onto google sheets and go to "add ons".  Get the Yahoo Finance add on.
You can then use yahoofinance=("YourFunds/StocksYahooTicker") to import the price you need.

Google Finance is not as good as Yahoo Finance.  Google don't put as much effort or investment into it.  But the Yahoo Finance can be used just as easily on google sheets once you use the Yahoo Finance add-on.

Yahoo Finance also have a very good app which can be used with/instead of doing it on google sheets.

SuperHans1

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")
 

This has recently stopped working. Does anyone have an updated path please?