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.
- It looks like the paid market is pretty much stitched up by Sharescope/Sharepad and Stockopedia. Are there any other providers worth considering.
- I've read the above TLF thread; are there any comments / recommendations / gotchas / things to aware of for the first time user?
- 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)
TIA