Share & Investment Tracking Software Suggestions

bepositive2023

Any suggestions on good basic software to track performance of investments? I have a number of funds, shares, ETF, OEIC etc. I am looking to track more closely and looking for a solution online, ideally with an App as well. A search online appears to favour solutions for the US rather than UK investor. My broker is iWeb so there info is somewhat limited to current price.

Thanks.

Linton

Trustnet has the best free facilities for graphing multiple portfolios, funds, ETFs, ITs and indexes.  The set of indexes available is rather limited though usefully it does include CPI.  You can also list funds in a particular sector or set of sectors and sort them by performance, yield and other criteria.

Unfortunately it can be slow and at times seizes up completely.

GeoffTF

It may have changed, but when I used Trustnet the prices for funds were not up to date. Moringstar did reliably give closing prices for shares early the next morning (including ETFs) and prices for open ended funds at the last pricing point, when it was working. It is bust currently. You can use Google Sheets to automatically collect prices from the web.

DireEmblem

Have you tried Wallmine?

Linton

Ft.com markets, market data, portfolio. You will need to register but it is free.