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Steven W
Posted: 10 October 2017 12:53:33(UTC)
#1

Joined: 06/01/2015(UTC)
Posts: 3

I've been using Google Finance to track my ISA share portfolio and a couple of watchlists but am now getting warnings that the service is being withdrawn from November.

I find Morningstar painfully slow and riddled with advertising.

What other sites are people using?

I'm not looking for anything too advanced. Just really to track price movements and get basic information on yields, p/e highs & lows etc.

Thanks in advance
Redundant (Old Timer?)
Posted: 10 October 2017 13:32:00(UTC)
#2

Joined: 07/01/2010(UTC)
Posts: 132

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Steven,

I have that forthcoming problem too. I was thinking of using Citywide's virtual portfolio.
Pensioner
Posted: 10 October 2017 14:28:10(UTC)
#3

Joined: 13/12/2010(UTC)
Posts: 29

Thanks: 7 times
Was thanked: 46 time(s) in 19 post(s)
The Trustnet site is also useful to set up your portfolio. It will record your cost and show your profit or loss. It will show you the percentage return or growth over any time period you might use. You can record shares, investment trusts, or unit trusts. You can also setup a "Watchlist" for any of the fore mentioned to track progress to help you decide to buy, avoid or sell.
chubby bunny
Posted: 10 October 2017 15:09:50(UTC)
#4

Joined: 31/10/2016(UTC)
Posts: 134

Thanks: 47 times
Was thanked: 171 time(s) in 85 post(s)
Morningstar plus an ad blocker (e.g. uBlock Origin) works pretty well for me.

ADVFN also have a portfolio tool, but I've never used it so don't know what it's like.
Robert Galbraith
Posted: 10 October 2017 15:21:08(UTC)
#5

Joined: 12/12/2013(UTC)
Posts: 1

Yahoo Finance.
Alan Selwood
Posted: 10 October 2017 16:00:47(UTC)
#6

Joined: 17/12/2011(UTC)
Posts: 2,366

Thanks: 444 times
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Trustnet (free), Digitallook (free), Investor's Chronicle (this latter needs a subscription to the magazine).

See more details on my earlier post (Use the SEARCH button!)
lynne shaffer
Posted: 10 October 2017 17:33:55(UTC)
#7

Joined: 15/03/2011(UTC)
Posts: 140

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HL Watchlists
North Star
Posted: 10 October 2017 20:55:28(UTC)
#8

Joined: 22/05/2014(UTC)
Posts: 21

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I use Trustnet Portfolio.
I find the basket function useful. When I see an interesting fund or trust I then transfer this on to the Watchlist. I also tick the small box to see each transaction, I can then see how purchases, of the same fund, have performed over time.
Ben M
Posted: 11 October 2017 03:51:16(UTC)
#9

Joined: 11/10/2017(UTC)
Posts: 1

Was thanked: 1 time(s) in 1 post(s)
In most of the threads on Reddit people seem to be switching from Google to Yahoo Finance, which doesn't do everything I want.

A few people have suggested Sharesight, which seems to have a tool to import Google finance portfiolios which looks alright: https://www.sharesight.c...rtfolio-into-sharesight/
1 user thanked Ben M for this post.
Mickey on 11/10/2017(UTC)
Drogue
Posted: 11 October 2017 11:45:06(UTC)
#11

Joined: 28/05/2010(UTC)
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I use the LSE website which I find very good. It gives share name, Epic, variation in pence and %, original cost, current value, increase in gbp and %. That together with watch lists, and transaction history. Maybe worth a view and for those looking around.
Jim Thompson
Posted: 11 October 2017 13:37:38(UTC)
#12

Joined: 22/02/2012(UTC)
Posts: 137

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I thought that Google were asking you to save your data, as it will be lost when they bring out their new finance page.

I hope this is a) correct, and b) worth waiting for, as the other sites mentioned all have chinks in the armour. Morningstar seems better than Trustnet for stock price alerts, but Trustnet is better at showing you pretty graphs and stats.
Mickey
Posted: 11 October 2017 14:46:17(UTC)
#13

Joined: 21/06/2010(UTC)
Posts: 343

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Jim Thompson;51847 wrote:
I thought that Google were asking you to save your data, as it will be lost when they bring out their new finance page.

I hope this is a) correct, and b) worth waiting for, as the other sites mentioned all have chinks in the armour. Morningstar seems better than Trustnet for stock price alerts, but Trustnet is better at showing you pretty graphs and stats.

Does the Trustnet portfolio now handle transactions? When I tried it out it only dealt with holdings, anything sold just lost the data from the portfolio figures.
North Star
Posted: 11 October 2017 14:52:35(UTC)
#14

Joined: 22/05/2014(UTC)
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Mickey;51852 wrote:
Jim Thompson;51847 wrote:
I thought that Google were asking you to save your data, as it will be lost when they bring out their new finance page.

I hope this is a) correct, and b) worth waiting for, as the other sites mentioned all have chinks in the armour. Morningstar seems better than Trustnet for stock price alerts, but Trustnet is better at showing you pretty graphs and stats.

Does the Trustnet portfolio now handle transactions? When I tried it out it only dealt with holdings, anything sold just lost the data from the portfolio figures.


There is a small box to tick in the RH corner which allows you to show individual transactions. On selling, the amount raised I then add to cash.
1 user thanked North Star for this post.
Mickey on 11/10/2017(UTC)
Mickey
Posted: 11 October 2017 18:14:26(UTC)
#10

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Ben M;51827 wrote:
In most of the threads on Reddit people seem to be switching from Google to Yahoo Finance, which doesn't do everything I want.]

A few people have suggested Sharesight, which seems to have a tool to import Google finance portfiolios which looks alright: https://www.sharesight.c...rtfolio-into-sharesight/

Thanks for the info re: Sharesight. I've just tried it out and it looks very good. I was surprised that it allows me to email the transaction notes from Hargreaves Lansdown and imports them straight into the portfolio! Trying this out just now and the import appears to take a matter of minutes if that before the transaction shows up in my portfolio on Sharesight. Impressed!
Mickey
Posted: 11 October 2017 20:29:51(UTC)
#15

Joined: 21/06/2010(UTC)
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Sadly it only reports on your first 10 holdings unless you upgrade which is around $19 a month although other options are there. Love the pdf invoice import though, works a treat.
Mickey
Posted: 12 October 2017 07:58:35(UTC)
#16

Joined: 21/06/2010(UTC)
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I'm looking at the Trustnet portfolio tool, can anyone assist with telling me how you can sell a holding or part of a holding and have the tracker report on performance? As far as I can make out it appears the Trustnet portfolio tool only reports on current 'open' positions, is that right or am I missing something?
Thanks.
North Star
Posted: 12 October 2017 08:24:55(UTC)
#17

Joined: 22/05/2014(UTC)
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On the Trustnet Portfolio, once established there is a button 'click here for detailed analysis'.
You can then track graphically and figuratively the folio performance.

It won't track stocks you have sold. I wish it did because it would show stocks I sold far too prematurely.

I have no knowledge of other portfolio trackers to compare with but my Charles Stanley portfolio only shows capital gains.
1 user thanked North Star for this post.
Mickey on 12/10/2017(UTC)
Mickey
Posted: 12 October 2017 09:15:33(UTC)
#18

Joined: 21/06/2010(UTC)
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North Star;51872 wrote:
On the Trustnet Portfolio, once established there is a button 'click here for detailed analysis'.
You can then track graphically and figuratively the folio performance.

It won't track stocks you have sold. I wish it did because it would show stocks I sold far too prematurely.

I have no knowledge of other portfolio trackers to compare with but my Charles Stanley portfolio only shows capital gains.

Thanks,
I'm finding that the Trustnet portfolio does not let me sell part of a holding only delete or amend a purchase. As such the portfolio charting doesn't take account of any buys & sells but simply shows performance of 'open' positions. The portfolio over at sharesight is more intuitive but the free version is restricted to 10 stocks, you can add more but it doesn't report on them.

It appears the free Morningstar portfolio tool is the best for a free version.
JohnW
Posted: 12 October 2017 10:01:29(UTC)
#19

Joined: 14/01/2012(UTC)
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The problem I find with Trustnet is that it appears not to link shares with cash. Dividends do not appear and buying or selling does not automatically credit or debit the cash. In fact I have not found any that do that other than Google.

John
1 user thanked JohnW for this post.
Mickey on 12/10/2017(UTC)
Mickey
Posted: 12 October 2017 10:07:59(UTC)
#20

Joined: 21/06/2010(UTC)
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JohnW;51878 wrote:
The problem I find with Trustnet is that it appears not to link shares with cash. Dividends do not appear and buying or selling does not automatically credit or debit the cash. In fact I have not found any that do that other than Google.

John

The sharesight portfolio tracker is very good with dividends. I imported a load of transaction pdf's into it last night via one email, all deals were listed a few minutes later with all of the dividends picked up! Excellent but it doesn't do UK funds and the free version is limited, lots of folk appear to be signing up for the paid version which offers more portfolio tools.

I am also trying out Morningstar but again the problem with dividends ... I might give sharesight paid version a go or do my own spreadsheet. One advantage of the sharesight version apart form auto dividends was the news service. Once a stock was added the portfolio also picked up a lot of news sources concerning that stock, such as Interactive Investor etc.
1 user thanked Mickey for this post.
JohnW on 12/10/2017(UTC)
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