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Portfolio Manager

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Morningstar is terminating the Portfolio Manager facility. Please, does anyone know of any other organisation offering a similar facility?

Comments

  • dunstonh
    dunstonh Posts: 119,571 Forumite
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    Most platforms provide this.  Or if you use an IFA, then most will have client portals can provide it.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
  • Judesman
    Judesman Posts: 120 Forumite
    Part of the Furniture 10 Posts Combo Breaker
    Thank you dunstonh.  I am looking for one that is independent of my provider platform.
  • Voyager2002
    Voyager2002 Posts: 16,196 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    Check out the Portfolio function within the FT website. Not exactly the same, but it might do what you need.
  • jimjames
    jimjames Posts: 18,606 Forumite
    Part of the Furniture 10,000 Posts Photogenic Name Dropper
    Judesman said:
    Thank you dunstonh.  I am looking for one that is independent of my provider platform.
    Google FInance?
    Remember the saying: if it looks too good to be true it almost certainly is.
  • Judesman
    Judesman Posts: 120 Forumite
    Part of the Furniture 10 Posts Combo Breaker
    Thank you for that, most helpful.
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