Trustnet portfolio tool query

Aged

Sarahspangles said:

I’ve used Trustnet for years, it is just the share price. I currently use it to track my SIPP performance compared to the performance of the fund I transferred out of. 

Yes, I've found it very useful for tracking my pension portfolio which is invested in funds, and it helps me understand exactly what's going on.

kempiejon

MK62 said:

No, the Trustnet Portfolio tool does not show dividends - it only tracks the share price.

Aged said:

I don't have any investments in shares, but have started playing around on the Trustnet tool trying to set up a model share portfolio just for fun and for learning purposes. Am I correct in thinking that the share values are tracked, but the model takes no account of the dividends received? This is probably a stupid question and if so, I apologise, but please be kind as I'm only trying to learn. Thanks.

I use their charting tool, never looked at the portfolio tool; I use. https://www2.trustnet.com/Tools/Charting.aspx
One selects instruments to track with the right hand panel and using chart basis you can view with reinvestment or without income reinvested and toggle between %age or £ and date ranges.
It also offers discrete, cumulative and annualised performances in a table below the chart of price movement.

peter021072

I use three portfolio trackers: Morningstar, Trustnet and Hargreaves Lansdown, because if one fails the other two can be used as backup. Recently Morningstar wasn't updated for 6 days. I don't think you need to have holdings with HL to use their site, but they might limit it to the funds they deal in. Trustnet & possibly HL don't state what date the data was updated, so if the daily update is late as it sometimes is, it could be showing 2 or more days in the past and you would never know without comparisons. 

You might have some difficulty finding funds and listing the same portfolio as each site can use somewhat different names for the same fund, so check the funds ISIN number.

I find dividends an unnecessary complication in charts, so always use accumulation units.  Life is hard enough!

Aged

kempiejon said:

I use their charting tool, never looked at the portfolio tool; I use. https://www2.trustnet.com/Tools/Charting.aspx
One selects instruments to track with the right hand panel and using chart basis you can view with reinvestment or without income reinvested and toggle between %age or £ and date ranges.
It also offers discrete, cumulative and annualised performances in a table below the chart of price movement.

The charting tool is incorporated in the interface for the portfolio tool, so I am familiar with that.