Portfolio Tracking Services

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.

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.

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.

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