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 .
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.
It looks like you've got an online solution to this question now, but if you're interested in a method that allows you to allocate stocks to different sectors of your own definition, then it might be worth looking at the HYPTUSS spreadsheet tool to see if it might help.
It's primarily developed to help with the running and maintenance of HYP Portfolio's, but it can also be used as a standalone investment portfolio monitoring tool, and the sector-weighting feature is a useful benefit for any type of portfolio, especially given the simple way that you're allowed to add your own sector-definitions on the data-sheets.
Some screen-shots here and a download link if it's something that might interest you - http://lemonfoolfinancialsoftware.weebl ... shots.htmlhttp://lemonfoolfinancialsoftware.weebl ... op-up.html
The tool is free, and is available in both Excel and Open Office / Libre Office versions.