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  • FIRST POST
    • tekton23
    • By tekton23 10th Aug 18, 12:07 PM
    • 86Posts
    • 14Thanks
    tekton23
    App or Spreadsheet to Track Investments
    • #1
    • 10th Aug 18, 12:07 PM
    App or Spreadsheet to Track Investments 10th Aug 18 at 12:07 PM
    Hi,

    As the title really! I am starting to save money and have a mix of savings accounts, stocks and funds.

    Each time I invest, I would like to record this and then also input valuations every now and then, so that I can get a sense of how things are going, performance, portfolio size etc.

    It does not have to have real-time stock or fund data. It could be an app or a spreadsheet, where I manually update the data.

    Does anyone have any ideas or recommendations?

    Thanks,

    T23
Page 1
    • dunstonh
    • By dunstonh 10th Aug 18, 12:10 PM
    • 96,058 Posts
    • 63,875 Thanks
    dunstonh
    • #2
    • 10th Aug 18, 12:10 PM
    • #2
    • 10th Aug 18, 12:10 PM
    Can your platform not offer the tools you are after?
    I am an Independent Financial Adviser (IFA). Comments are for discussion purposes only. They are not financial advice. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
    • tekton23
    • By tekton23 10th Aug 18, 12:11 PM
    • 86 Posts
    • 14 Thanks
    tekton23
    • #3
    • 10th Aug 18, 12:11 PM
    • #3
    • 10th Aug 18, 12:11 PM
    No, as I have a mix of different accounts and investments with different platforms.
    • Heedtheadvice
    • By Heedtheadvice 10th Aug 18, 12:26 PM
    • 1,029 Posts
    • 520 Thanks
    Heedtheadvice
    • #4
    • 10th Aug 18, 12:26 PM
    • #4
    • 10th Aug 18, 12:26 PM
    Maybe so but there are platforms that let you enter 'virtual data' i.e. create your own portfolio records irrespective of where or what you have. II used to have an excellent one, but there are others. ....for free.



    However, providing you can drive one a bit, a spreadsheet can do all you describe and for free if you have the right one!


    More specialist apps tend to have some really good functions and analytics and can automatically link real time investment and account date but sound OTT for what you wish.
    • macgyver
    • By macgyver 10th Aug 18, 12:29 PM
    • 1,117 Posts
    • 554 Thanks
    macgyver
    • #5
    • 10th Aug 18, 12:29 PM
    • #5
    • 10th Aug 18, 12:29 PM
    I use trustnet to track all my investments. Just register and add your investments on there. It's easy.
    I wanted to thankyou a million times but its a shame that I can press the button just once
    • george4064
    • By george4064 10th Aug 18, 12:32 PM
    • 1,054 Posts
    • 1,100 Thanks
    george4064
    • #6
    • 10th Aug 18, 12:32 PM
    • #6
    • 10th Aug 18, 12:32 PM
    Personally, I use a good old fashioned spreadsheet to track everything.

    Stocks & shares ISA is unitised so I can track it!!!8217;s performance. P2P and cash isas/regular savers/saving accounts have their own section, and in final column there is an overall figure.

    Nothing fancy, but it!!!8217;s easy to maintain.
    "If you arenít willing to own a stock for ten years, donít even think about owning it for ten minutesĒ Warren Buffett

    Save £12k in 2016 - #045 £10,358.81/£12,000 (86%)
    Save £12k in 2017 - #003 £12,427.51/£12,000 (104%)
    Save £12k in 2018 - #004 £5,529/£12,000 (46%)
    • NewShadow
    • By NewShadow 10th Aug 18, 1:01 PM
    • 3,359 Posts
    • 14,496 Thanks
    NewShadow
    • #7
    • 10th Aug 18, 1:01 PM
    • #7
    • 10th Aug 18, 1:01 PM
    I also do something really low tech - I have a note on my desktop which I update once a month (after bills/DDs) with the totals in my various pots then again at the end of the month to add to the running total:

    28 May 2018 - £22,479
    23 June 2018 - £23,419
    30 July 2018 - £24,420
    09 Aug 2018 - £
    £00,531 - Santander 123
    £01,200 - Santander eSaver
    £01,000 - Flex Saver
    £02,500 - Flex Direct
    £10,466 - LISA AJ Bell (inc. £2,000 bonus)
    £08,917 - ISA Vanguard
    £01,002 - Gatehouse Bank/Raisin UK (23 Jun 2019)
    £00,055 - C&V Credit Union
    £25,671 - Total

    That's enough information to see if I'm meeting my savings goal and how much discretionary spending I've got each month without getting neurotic - and if I need more information about how a specific pot has performed, I can go to the platform/account and use the tools there.
    That sounds like a classic case of premature extrapolation.

    House deposit: 26% = £26,000 + £800pm * 9 months = £33,000

    Goal: Keep the bigger picture in mind...
    • racey
    • By racey 10th Aug 18, 2:23 PM
    • 150 Posts
    • 56 Thanks
    racey
    • #8
    • 10th Aug 18, 2:23 PM
    • #8
    • 10th Aug 18, 2:23 PM
    I use trustnet to track all my investments. Just register and add your investments on there. It's easy.
    Originally posted by macgyver
    I use Trustnet too - and it's free.
    • Stubod
    • By Stubod 10th Aug 18, 2:33 PM
    • 531 Posts
    • 407 Thanks
    Stubod
    • #9
    • 10th Aug 18, 2:33 PM
    • #9
    • 10th Aug 18, 2:33 PM
    ..for me it's spreadsheets all the way. Assuming you are reasonably excel savvy it quite easy to list all your "assets" and then update the spreadsheet every month. From this you can then generate performance data to suit your own needs. I have refined my spreadsheets over the last few years to reflect what I (think) I need to know. (Probably on version 100+ by now!) I don't think you have the same flexibility using a bespoke system....
    • dunstonh
    • By dunstonh 10th Aug 18, 2:43 PM
    • 96,058 Posts
    • 63,875 Thanks
    dunstonh
    No, as I have a mix of different accounts and investments with different platforms.
    Originally posted by tekton23
    How about consolidating onto a single platform that does?
    I am an Independent Financial Adviser (IFA). Comments are for discussion purposes only. They are not financial advice. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
    • Alexland
    • By Alexland 10th Aug 18, 9:08 PM
    • 3,814 Posts
    • 3,125 Thanks
    Alexland
    How about consolidating onto a single platform that does?
    Originally posted by dunstonh
    Different platforms are better for different products and investments and you would lose some FSCS protection.

    I use a HL watchlist but I have holdings elsewhere that they cannot track which means I get an incomplete view. Still it doesn't really matter much as I put everything into a spreadsheet anyway.

    Alex
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