Consolidation ahoy, but some questions occur about Interactive Investor and Vanguard

LHW99

michaels said:

LHW99 said:

bluegreendeployment said:

LHW99 said:

You can get an "analysis report" with II.

There is a button (Analyse my Portfolio - used to be at the top right of the list of investments) which gives you multi-page information that you can download as a pdf. You get a portfolio x-ray, graph of portfolio performance vs a benchmark (I seem to remember you need to choose your benchmark before downloading), risk & return statistics, holding overlap, and 1yr, 3yr and 5yr performance of investments, plus a few other things.

It was done via Morningstar, but I haven't looked since the latest site re-vamp.

Thanks! And that allows you to see the value of your own pension pot, not just the unit prices of the funds in your pot, at a certain date?

The landing page, after you log in gives total value, investment value and cash value of each account (SIPP / ISA / GIA) that you hold.

You also get a downloadable quarterly report that tells you price per share / unit, no of shares / units and market value of each investment at the quarter date, as well as a record of transactions over the quarter.

Then there's an annual statement for a SIPP that gives details of contributions, plus the statutory projection of benefits, and a costs and charges statement which covers each investment in the account in more detail than I (at least) am interested in.

I did have a look today, and the button for an analysis is just called Portfolio X-Ray.

You can change the columns shown to an extent, although originally they were difficult to fix if you moved things. That got sorted some time back.

Thanks for this.  Didn't realise there was extra info if you set a benchmark and downloaded the PDF.  Nice to see a long view rather than just the last month of so!

Quarterly statements etc are in the "documents" section of your account