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Online Portfolio Tracking

Discussions regarding financial software
minerjoe
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Online Portfolio Tracking

#133019

Postby minerjoe » April 18th, 2018, 12:31 pm

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
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Re: Online Portfolio Tracking

#133020

Postby idpickering » April 18th, 2018, 12:41 pm

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
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Re: Online Portfolio Tracking

#133048

Postby Raptor » April 18th, 2018, 2:29 pm

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

tjh290633
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Re: Online Portfolio Tracking

#133054

Postby tjh290633 » April 18th, 2018, 2:43 pm

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
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Re: Online Portfolio Tracking

#133073

Postby Urbandreamer » April 18th, 2018, 4:34 pm

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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