Online Portfolio Tracking

Discussions regarding financial software
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minerjoe
2 Lemon pips
Posts: 111
Joined: December 8th, 2016, 10:30 am

Online Portfolio Tracking

Post by minerjoe »

Question on practical management,

I use the HYPTUS sheet at the moment and I used to use Google Finance. However now Finance has been redesigned I don't like the new UX. Is there anywhere online I can upload my transactions to monitor my portfolio? I looked the MorningStar, however all transactions have to be entered manually - which is an [expletive deleted].

Recommendations welcome please!!

idpickering
Lemon Half
Posts: 9902
Joined: November 4th, 2016, 5:04 pm

Re: Online Portfolio Tracking

Post by idpickering »

minerjoe wrote:Question on practical management,

I use the HYPTUS sheet at the moment and I used to use Google Finance. However now Finance has been redesigned I don't like the new UX. Is there anywhere online I can upload my transactions to monitor my portfolio? I looked the MorningStar, however all transactions have to be entered manually - which is an Pink marshmallows.

Recommendations welcome please!!
Have a gander at http://www.digitallook.co.uk . I have used it in the past and found it to be good.

Ian.

Raptor
Lemon Quarter
Posts: 1623
Joined: November 4th, 2016, 1:39 pm

Re: Online Portfolio Tracking

Post by Raptor »

Moderator Message:
Does not meet TLF guidelines for HYP practical. Moving to "Financial Software" which is a better place. Raptor.

tjh290633
Lemon Half
Posts: 7675
Joined: November 4th, 2016, 11:20 am

Re: Online Portfolio Tracking

Post by tjh290633 »

I recently moved to the ADVFN app on my mobile, where you can have either a monitor or a portfolio, or both. You get kicked out of the monitor after a short time during the day, but looking at a specific share reactivates it. Apart from the indices, it appears to be real time. Even those have a graph which is not delayed.

I have also used the Bloomberg app, which limits you to two watchlists. Changes are to two places of decimals, whereas ADVFN only gives one.

TJH

Urbandreamer
Lemon Quarter
Posts: 2149
Joined: December 7th, 2016, 9:09 pm

Re: Online Portfolio Tracking

Post by Urbandreamer »

I use "My Stock Portfolio" on my *droid phone.

Not sure how well frequent price updates fit with HYP, but I do like the app.
You can Email yourself a copy of the portfolio from the phone.
Then edit it and email it back to yourself.
Then cut and paste to import if you have an extensive portfolio.

Other than that I use HYPTUS and google sheets.

I haven't had the same problem that others have with google, but my spreadsheet is fairly simple.

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