Portfolio management software/sites


N

Noon

Anyone recommend a basic package and/or site for daily updating of
portfolio prices to provide a basic loss/gain summary for each share?

I was thinking of using Excel and manually updating (plus a paper
backup perhaps) but wondered what people generally used.
 
Ad

Advertisements

T

Toom Tabard

Noon said:
Anyone recommend a basic package and/or site for daily updating of
portfolio prices to provide a basic loss/gain summary for each share?

I was thinking of using Excel and manually updating (plus a paper
backup perhaps) but wondered what people generally used.
There's a portfolio service for this on http://www.moneyextra.com/
which does shares, unit trusts, etc. Can't say how this compares with
others. I've had a few things on it for some time and it does what I
need.

Toom
 
M

Miss L. Toe

Toom Tabard said:
There's a portfolio service for this on http://www.moneyextra.com/
which does shares, unit trusts, etc. Can't say how this compares with
others. I've had a few things on it for some time and it does what I
need.
I use that one as well.

It would be nice to have a few other things on it, but you cant have
everything for nothing :)
 
D

Delpiero

Try www.digitallook.com i use them for all my shares portfolios and
gives you the option of inputing how much you bought the shares and
also has live market data tools. a very good site.
 
T

Terry Harper

Anyone recommend a basic package and/or site for daily updating of
portfolio prices to provide a basic loss/gain summary for each share?

I was thinking of using Excel and manually updating (plus a paper
backup perhaps) but wondered what people generally used.
I use Excel, getting the closing prices from ADVFN's Monitor, at
http://www.advfn.com, which is real-time and not time-limited after
the close of the exchange. Also Interactive Investor at
http://www.iii.co.uk which is set out differently, and is 15-minutes
delayed. It's a useful back-up to ADVFN.
 
N

Noon

I use Excel, getting the closing prices from ADVFN's Monitor, at
http://www.advfn.com, which is real-time and not time-limited after
the close of the exchange. Also Interactive Investor at
http://www.iii.co.uk which is set out differently, and is 15-minutes
delayed. It's a useful back-up to ADVFN.
Do you manually enter the prices or is it possible to copy/capture
them in some way?
 
Ad

Advertisements


Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top