Portfolio Tracking Services

I thinking of trying to get the financial aspects of my life more
organised, starting by actually drawing up a portfolio of my assorted
pools of money.
Well, OK, puddles of money...
I know there are a number of web sites that offer tools/services of
this kind. So far, I've found...
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(same as Financial Express)
timesonline.financialexpress.net/timesonline/portfolio.wsp (as above?)
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(Hargreaves Lansdown)
Does anyone have any experience of any of these? Any recommendations?
Any comparisons?
I guess, counting ISAs and pensions, bank accounts and shares, I've
probabaly got "a couple of dozen" different items...
Robert.
Reply to
Robert Inder
It can be more satisfying to have something tangible than something virtual tucked away inside a machine. For the virtual, if you must have it, I would recommend a plain old text file, which you just edit with your favourite text editor. Or if you want something a little sexier, a spreeadsheet should fit the bill.
For the tangible, a lever arch file is the bee's knees, or for something sexier, use a binder with see-through pockets.
Reply to
Ronald Raygun

Hmmmm...
But as I understand it, these services will do things like automatically value the portfolio based on current fund or share prices, and give you sector analyses and... well, I don't know what else...
A spreadsheet won't do anything like that without work...
Robert.
Reply to
Robert Inder
Neither do I, and I don't think I'd want to know. I'm not sure I'd want to trust such people to know what investments I hold.
You don't really need all those bells and whistles, and if you're interested enough in how well your investments are doing, then you should jolly well be bothered enough to take the trouble to look them up in your local newspaper once every few weeks.
Besides, surely not all of your investments are capable of being valued by information freely available, for example because their underlying portfolios have flexible compositions, and so you need to rely on information the fund managers send you, as infrequently as once a year, to get anything meaningful.
Reply to
Ronald Raygun
On 25 Feb 2007 02:24:39 +0000, Robert Inder wrote:
Work through this -
Here and TMF are the best sources of information in the UK.
Trustnet is good for finding info on UT's, OEIC's, IT's ETF's. DigitalLook is good for info on shares and it's portfolio and share selection tools.
Why not post what you've got, and how much you require and when.
Daytona
Reply to
Daytona

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