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Data provider for investments?

Discussions regarding financial software
yorkshirelad1
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Data provider for investments?

#433307

Postby yorkshirelad1 » August 8th, 2021, 6:00 pm

I'm thinking to get started with a paid-for data provider for investments.
I'd like to manage several portfolios (ISA x2, SIPP, taxable x2, and a couple of investment-backed insurance products), more of a house-keeping and managing aspect, not a big user of screens etc.
I've had a read of https://lemonfool.co.uk/viewtopic.php?f=27&t=29060&p=408939#p406440
I'm already using DigitalLook, morningstar, Google sheets and Excel.

  1. It looks like the paid market is pretty much stitched up by Sharescope/Sharepad and Stockopedia. Are there any other providers worth considering.
  2. I've read the above TLF thread; are there any comments / recommendations / gotchas / things to aware of for the first time user?
  3. Both stockopedia and sharepad have free trials/30day money back guarantee; does anyone know of any other offers around for a longer term subscripton (I think there's a ShareSoc members discount for both providers, e.g. https://www.sharesoc.org/members-area/member-special-offers/ requires login)
For reference

TIA

tjh290633
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Re: Data provider for investments?

#433322

Postby tjh290633 » August 8th, 2021, 6:59 pm

I doubt that there is any need to pay for data. Most, if not all, is available without charge. You can pay to get prices and other information in real time, rather than 15 minutes delayed, but is it worth it?

TJH

monabri
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Re: Data provider for investments?

#433330

Postby monabri » August 8th, 2021, 7:41 pm

I would put forward Simply Wall Street as a free (*) source. If would serve as a "2nd opinion".

https://simplywall.st/about


(*) the free version allows examination of up to 5 companies per month before resetting. Then there are the paid for options.

scrumpyjack
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Re: Data provider for investments?

#433339

Postby scrumpyjack » August 8th, 2021, 7:59 pm

I quite agree that if you simply want data there is no need to pay for it. I use Excel 365 to retrieve share prices 15 mins delayed, a macro to write them to a text file which my own investment system then loads in. dividenddata.co.uk has all you need for dividends. Google finance gives you real time prices. Yahoo finance lets you look up historical prices and download them.

I did look at the 2 online systems you mentioned but they really didn't work for me as they seem so oriented to stock screening/selection etc which I am not interested in. The multiple portfolios record keeping and reporting didn't do what I want.

Midsmartin
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Re: Data provider for investments?

#433349

Postby Midsmartin » August 8th, 2021, 9:13 pm

I use sharescope for portfolios. You can make multiple portfolios, and also view them combined together however you wish to give overviews. It records dividends automatically. Splits/consolidations you seem to have to adjust manually. It works out CGT, assuming you enter transactions correctly!
It doesn't know anything, for example, PIBs dividends, but I can enter then manually of I can be bothered.

formoverfunction
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Re: Data provider for investments?

#433390

Postby formoverfunction » August 9th, 2021, 8:59 am

I use the RSS RNS feed from Investgate via newsboat https://newsboat.org/
MOP to provide muliple command line "portfolio". In my case: my portfolio, watchlist, daily "news", banks, property etc. https://github.com/mop-tracker/mop - it says US on the web site, but also deals with UK stocks.
LSE (London Stock Exchange) for portfolio, watch list, RNS etc
Surf to moniton individual sites https://surf.suckless.org/
VisualPing to monitor numerous sites https://visualping.io/
Multiple implementaions of JStock to run charting indictors in the backgrown https://jstock.org/
I save data from Jstock everyday, combined it with "cat" and then convert it into a LibreOffice "calc" document with simple commond, re-sort it and use it in the way I like.
I run some on a decidated raspberry pi, via ssh/vnc/ and the remainder on my lasptop. Visual ping cosst $4 per month. Pi c£100
With that I watch listed and unlisted positions. It's not perfect, but it's mostly free. The pi is also keeping an eye on the greenhouse :) I've yet to find an alternative financial tool capable of doing that at the same time! Hope it helps in someway. I've also considered more conventional paid services. I've yet to make my mind up.

absolutezero
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Re: Data provider for investments?

#433432

Postby absolutezero » August 9th, 2021, 11:31 am

Not free but I use Stockopedia. £200 a year ish.
Free trial available and using its stockpicking tools it has more than paid for itself.


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