Portfolio tracking app

wobble_gobble

Any recommendations for a good portfolio tracking/budgeting app?

I have Life strategy (formerly MoneyHub) which is great, but it doesn't drill down on your investment portfolio by region/sector etc.

Snowball does this and also has dividend tracking/forecasting which is great. Snowball doesn't have the bank account/spending analysis that Life strategy has however

Is there an all in one app that does it all? I have tried Finary, but it doesn't link to Interactive Investor. Getquin looks ok, but it's portfolio analysis tool isn't great.

Emma and the other budgeting apps don't have the portfolio geographic/sector split analysis of your funds/shares.

Any recommendations that aren't going to cost hundreds of pounds?

Linton

The best site for drilling down into what funds actually invest in is Morningstar. But it no longer supports portfolios. It is free.

What I do is to copy the individual fund data from morningstar and the amount invested in each fund from MSMoney by hand into a spreadsheet to calculate the overall values of allocations (sector,company size etc) per geographic region.

There is no app that I know of that does everything satisfactorily. Trustnet does support portfolios and does calculate overall allocations. However its data is far less complete and standardised than morningstar. For example one of my test portfolios has 22% of the region allocation and 11% of the sector allocation categorised as "other holdings". 5% of the region allocation is described as "International". Trustnet is also free.

westv

I use Trustnet.

bownyboy

Sadly after years of trying most of the UK apps (moneyhub, moneydashboard etc) no.

Most of them try to gamify your saving rather than present an overall portofio / networth view (probably because they can't make any money from it).

So I gave up and created a spreadhseet which is half automatic (from the investment look-up query you can do) and half manual (requiring update once a month of bank account balances).

It serves me well. You don't get all the income / expenses analysis but I soon got bored of that.

What it does mean is I can create graphs, charts and a custimised dashboard to my hearts content.