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.

closed as not constructive by ale, Eight Days of Malaise, Sathyajith Bhat Sep 30 '12 at 14:20

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  • 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

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

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


Try Strands Money


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


MoneyDashboard should have good UK support:

(source: moneydashboard.com)

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