Share this page:
Stay connected:
Welcome to the Citywire Money Forums, where members share investment ideas and discuss everything to do with their money.

You'll need to log in or set up an account to start new discussions or reply to existing ones. See you inside!

Notification

Icon
Error

Virtual Portfolios
Graham Enfield
Posted: 29 November 2017 09:58:20(UTC)
#1

Joined: 24/01/2013(UTC)
Posts: 6

Thanks: 2 times
Was thanked: 2 time(s) in 1 post(s)
Does anyone know if there is a free virtual portfolio that has columns for yield and income?
Mr Helpful
Posted: 03 December 2017 15:24:34(UTC)
#2

Joined: 04/11/2016(UTC)
Posts: 352

Thanks: 389 times
Was thanked: 403 time(s) in 203 post(s)
Is there a stumbling block to draft own spreadsheet ?
Could then tailor data and calcs any which way preferred, to highlight the info and actions needed on an ongoing basis.
Is the problem data overload from screening far and wide ?
Graham Enfield
Posted: 03 December 2017 16:56:06(UTC)
#3

Joined: 24/01/2013(UTC)
Posts: 6

Thanks: 2 times
Was thanked: 2 time(s) in 1 post(s)
Thanks for your reply. The stumbling block is that I would like to use a schedule that automatically the price, and have no idea how to create this. The schedule provided by the platform I use has this facility but not the yield and income.
sandid3
Posted: 04 December 2017 06:13:44(UTC)
#4

Joined: 18/02/2013(UTC)
Posts: 269

Thanks: 150 times
Was thanked: 287 time(s) in 127 post(s)
The Trustnet portfolio (from horizontal menu at top of page) opens with the Valuation tab but there is an Analysis tab that shows the Yield for each holding. I think to have a portfolio showing income it would have to be real portfolio, linked to a cash account.
1 user thanked sandid3 for this post.
Graham Enfield on 04/12/2017(UTC)
Mickey
Posted: 04 December 2017 09:33:07(UTC)
#5

Joined: 21/06/2010(UTC)
Posts: 375

Thanks: 1043 times
Was thanked: 331 time(s) in 170 post(s)
You could use Google Sheets (free) to import the prices and yield but not the income afaik. Income itself would be difficult to automate as you would need to add the purchase dates etc to the calculation. Perhaps use Google Sheets and add the dividend amounts manually as and when.

If you wish to pay then 'Sharepad' will do all this for you.

HTH,
Mickey
1 user thanked Mickey for this post.
Graham Enfield on 04/12/2017(UTC)
markus
Posted: 04 December 2017 23:11:21(UTC)
#6

Joined: 02/11/2015(UTC)
Posts: 77

Thanks: 13 times
Was thanked: 68 time(s) in 43 post(s)
The Investors Chronicle portfolios handle dividends & reinvestments (although it looks to be using the closing price on the ex-div date for the reinvestment price - which could be very different to price on payment date)

Information views are fairly customisable - the dividend screen shows the amount of yearly dividend & yield
Mickey
Posted: 05 December 2017 14:38:58(UTC)
#7

Joined: 21/06/2010(UTC)
Posts: 375

Thanks: 1043 times
Was thanked: 331 time(s) in 170 post(s)
Here's a link to GoogleFinance formulas, I believe Google is currently working on a new version of Google Portfolios, perhaps they have what you need when released soon.

Formulas for Google Sheets - https://support.google.com/docs/answer/3093281?hl=en
1 user thanked Mickey for this post.
sandid3 on 06/12/2017(UTC)
+ Reply to discussion

Markets

Other markets