Best way to track portfolio performance
Posted: March 19th, 2020, 1:56 pm
Hello Lemons!
New poster so please be gentle.
I have a question on something which I've been looking for a good solution to for a long to no avail. To be honest I'm totally overwhelmed by it.
I'm looking for a tool or way to track my portfolio performance over time. I understand that knowing what performance your portfolio has achieved over time is a key component of good investing. Specifically I made a decision to invest rather than pay off the mortgage many years ago and would like to review the outcome so far to inform my next move. Over this period I've acquired numerous accounts and moved investment platform a several times so don't have a holistic view nor accurate history.
Most of the platforms i've used tell you whether you are up or down against your investment but rarely give you an annualized return figure. I've looked at generic web portfolio account tools on morning star, ft and trustnet which aren't bad but don't support some of the things that are really fundamental. eg with trustnet you can record buying £1000 of a stock but if you sell £500 of it some time later, there's no way to record that.
I'd really like something which can handle this and be . Most of the above require keying everything into the websites and so are rather painful.
Ive spent a lot of time recently trying to get these 2 spreadsheets working with my data
-Investment moat spreadsheet docs.google.com/spreadsheets/d/1fLoNjGCqyjytiaEdolGRvwCjgyQ6dJKVEGeGaQ_rjok/edit#gid=2107485586
-Stock Portfolio Tracking Spreadsheet docs.google.com/spreadsheets/d/1Ajox_mGj_prTqfIWSSF1xcaDEBm6ZuZZDInZ1Es-_bM/edit#gid=4
but there are lots of issues (not least the data consolidation and the lack of a consistent and historic pricing data feed) and I'm wishing there is a better way!
Wish list:
-Long term (ie 15 years +) stability
-"x-ray" views on the whole portfolio
-support multi-platform with ability to break down by account
-easy to import data into
-copes with multiple trades of same stock
-can give valuations at user defined points in time, annualized returns etc
I wonder if you know of any tools be they websites, apps, spreadsheets that do this well?
Otherwise i'll be spending another 100-200 hours of death-by-excel trying to make one of these spreadsheet work and I fear that even if i manage to it will be riddled with shortcomings
New poster so please be gentle.
I have a question on something which I've been looking for a good solution to for a long to no avail. To be honest I'm totally overwhelmed by it.
I'm looking for a tool or way to track my portfolio performance over time. I understand that knowing what performance your portfolio has achieved over time is a key component of good investing. Specifically I made a decision to invest rather than pay off the mortgage many years ago and would like to review the outcome so far to inform my next move. Over this period I've acquired numerous accounts and moved investment platform a several times so don't have a holistic view nor accurate history.
Most of the platforms i've used tell you whether you are up or down against your investment but rarely give you an annualized return figure. I've looked at generic web portfolio account tools on morning star, ft and trustnet which aren't bad but don't support some of the things that are really fundamental. eg with trustnet you can record buying £1000 of a stock but if you sell £500 of it some time later, there's no way to record that.
I'd really like something which can handle this and be . Most of the above require keying everything into the websites and so are rather painful.
Ive spent a lot of time recently trying to get these 2 spreadsheets working with my data
-Investment moat spreadsheet docs.google.com/spreadsheets/d/1fLoNjGCqyjytiaEdolGRvwCjgyQ6dJKVEGeGaQ_rjok/edit#gid=2107485586
-Stock Portfolio Tracking Spreadsheet docs.google.com/spreadsheets/d/1Ajox_mGj_prTqfIWSSF1xcaDEBm6ZuZZDInZ1Es-_bM/edit#gid=4
but there are lots of issues (not least the data consolidation and the lack of a consistent and historic pricing data feed) and I'm wishing there is a better way!
Wish list:
-Long term (ie 15 years +) stability
-"x-ray" views on the whole portfolio
-support multi-platform with ability to break down by account
-easy to import data into
-copes with multiple trades of same stock
-can give valuations at user defined points in time, annualized returns etc
I wonder if you know of any tools be they websites, apps, spreadsheets that do this well?
Otherwise i'll be spending another 100-200 hours of death-by-excel trying to make one of these spreadsheet work and I fear that even if i manage to it will be riddled with shortcomings