5

I've been looking for a decent online portfolio manager for a while and not found anything. I'd like something that:

  1. Is UK based, i.e. can price in GBP and can get UK fund prices
  2. Can access a large range of funds, not just individual stocks
  3. Automatically updates my fund/share prices
  4. Is easy to enter transactions in bulk (not that I make that many, it's very, very off-putting entering all historical transactions one by one)
  5. Has limited advertising

Google Spreadsheets has been the best I've found so far.

  • Would a broker like Etrade work? – Shane Jul 7 '10 at 20:58
  • @Shane, wont that only track trades completed through Etrade? I'm looking to track funds with multiple providers, e.g. pension funds, funds bought through a fund supermarket as well as a few individual company shares. – Col Jul 7 '10 at 21:01
2

No idea about support for UK funds, but Mint.com is a decent financial app. It may not give you the level of detail you're looking for, but it does keep track of individual account balances & transactions. I use it to track my retirement accounts & bank accounts, but I haven't tried plugging any individual stocks into it.

  • I've looked into Mint.com previously but it's heavily US focussed. It's just the kind of app I'm looking for if only there was a UK-centric version – Col Jul 8 '10 at 7:12
0

Find a broker software that works for you and you should be able to use all the tools with it.

0

Try Strands Money

0

Hava you tried Yahoo Finance? I found it pretty useful, but I don't know about UK and GBP features.

-1

MoneyDashboard should have good UK support:

MoneyDashboard
(source: moneydashboard.com)

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