Easy way to check Sector/Index allocation of my stocks?
Posted: July 12th, 2018, 11:26 am
What is a quick and easy way to look at the sector allocation of my stocks?
I can export the portfolio (currently I am with II) into a spreadsheet, and can have ticker, allocation, cost etc. like below .
BRBY.L 67
DVO.L 172
GSK.L 62
GPH.L 135
I want a nice and quick way to upload into some website and see a breakdown by sector. or pull that information from somewhere into excel/google spreadsheets.
Many Thanks
I can export the portfolio (currently I am with II) into a spreadsheet, and can have ticker, allocation, cost etc. like below .
BRBY.L 67
DVO.L 172
GSK.L 62
GPH.L 135
I want a nice and quick way to upload into some website and see a breakdown by sector. or pull that information from somewhere into excel/google spreadsheets.
Many Thanks
- digitallook offers the view I want, but there is no quick way to add all the stocks - you have to do one by one. and I have about 25 items
I remember doing this a few years back using google finance and google docs, but they seem to have changed a lot on their finance website.