Reply With QuoteI use FT Portfolio. It works quite well and is free.
Sorry for a dull thread, but there's definitely enough experience on the forum and I'd love some help.
Essentially my dad wants my help tracking his investments, which are held with more than one investment manager and also in several pots (his, mum, joint, pension, etc) and I thought there must be a decent program that can give you the monthly valuations easily enough. Previously he's been getting valuations off the individual managers and then putting them into excel, but there must be a better way.
Does anyone have any programs they use and would recommend? Thanks in advance
I appreciate this isn't a very cheerful time for tracking valuations!
I use FT Portfolio. It works quite well and is free.
There are plenty of apps that’ll do it.
Yahoo finance
Investing.com
Hargreaves Landsdown (with a watchlist portfolio)
The standard Apple Stocks App
….and plenty more.
The tricky part may be finding one which lists all of your Dad’s stocks as some of them may not be mainstream enough to be included…
Another vote for Hargreaves Lansdown 👍🏼
Yes when I have something a go I couldn’t find a few stocks and then thought I was trying a dud option, so think you might be right hereOriginally Posted by mr noble
HL seems ok for the amateur like me
Will give HL a go, thanks for all the suggestions
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