Your browser isn't supported
It looks like you're using an old web browser. To get the most out of the site and to ensure guides display correctly, we suggest upgrading your browser now. Download the latest:

Welcome to the MSE Forums

We're home to a fantastic community of MoneySavers but anyone can post. Please exercise caution & report spam, illegal, offensive or libellous posts/messages: click "report" or email forumteam@. Skimlinks & other affiliated links are turned on

Search
  • FIRST POST
    • movilogo
    • By movilogo 9th Jan 18, 11:38 AM
    • 2,337Posts
    • 1,570Thanks
    movilogo
    Fund research tool
    • #1
    • 9th Jan 18, 11:38 AM
    Fund research tool 9th Jan 18 at 11:38 AM
    Is there any free tool which can show distribution of selected funds across industry and geography?

    For example, if I select 4 OEICs I want to see what industry sectors and geographies this portfolio covers.

    I can get individual fund details and put into Excel to generate my own report but that is time consuming.

    Wondering if such tools exists where I can just select funds and it would show me the portfolio coverage.

    Thanx
    Happiness is buying an item and then not checking its price after a month to discover it was reduced further.
Page 1
    • badger09
    • By badger09 9th Jan 18, 12:02 PM
    • 6,002 Posts
    • 5,357 Thanks
    badger09
    • #2
    • 9th Jan 18, 12:02 PM
    • #2
    • 9th Jan 18, 12:02 PM
    Is there any free tool which can show distribution of selected funds across industry and geography?

    For example, if I select 4 OEICs I want to see what industry sectors and geographies this portfolio covers.

    I can get individual fund details and put into Excel to generate my own report but that is time consuming.

    Wondering if such tools exists where I can just select funds and it would show me the portfolio coverage.

    Thanx
    Originally posted by movilogo
    Morningstar portfolio Xray and Trustnet portfolio?
    • Owen1991
    • By Owen1991 9th Jan 18, 12:03 PM
    • 51 Posts
    • 94 Thanks
    Owen1991
    • #3
    • 9th Jan 18, 12:03 PM
    • #3
    • 9th Jan 18, 12:03 PM
    If you're with HL it does this if you analyse portfolio, don't know about a tool for doing it though.
    12k in 2018 - 6450/12000 ~ #101 | Sealed Pot Challenge 2018 ~ #44
    13750 in Lifetime ISA
    • movilogo
    • By movilogo 9th Jan 18, 12:20 PM
    • 2,337 Posts
    • 1,570 Thanks
    movilogo
    • #4
    • 9th Jan 18, 12:20 PM
    • #4
    • 9th Jan 18, 12:20 PM
    I am with CSD and not HL.

    Can I open free a/c with HL and still do analysis?
    Happiness is buying an item and then not checking its price after a month to discover it was reduced further.
Welcome to our new Forum!

Our aim is to save you money quickly and easily. We hope you like it!

Forum Team Contact us

Live Stats

28Posts Today

3,858Users online

Martin's Twitter
  • RT @LaraLewington: ...and mine suggested I'd achieved a lifelong ambition of being sawn in half by a magician - at our wedding. Wasn't. Don?

  • We are working on it - I think BA has behaved awfully on this. Those flight were no obviously a glitch. It should? https://t.co/8pvtXtUEqi

  • RT @thenicolabryant: Absolutely. We need mental health and financial health as advocated my @MartinSLewis , to be taught in schools. So muc?

  • Follow Martin