Personal finance portfolio tracking software uk

I am aware of many spreadsheet systems that effectively reduce risks and locate errors introduced by human intervention or the lack of it such as one in particular that monitors requested appointments for urgent cardiac patients, locates this where no action has been taken or where the planned appointment is outside requirements and flags them up. Thus saving lives - not just a few pounds! Honestly even with version controlled software errors can be introduced and it is the systems and actions surrounding them that create quality.

Why do you think you cannot version control a spreadsheet, track and record or limit change or analyse the processes to find errors? Surely you should call your thread "reliable people for managing portfolios? Or do you believe they have been always perfect? Ainsley1 View public profile Send private message Find more posts View all thanked posts. Well I am with Heedtheadvice's implied criticism regarding the OP here.

Op you say YOU are at the limit of what you can do in your original post not at the limit of what a Spreadsheet can do. You are critical of potential lack of control that you apply or by inference others may or may not apply stating the limited controls built into some development environments, but by no means all, and tell us you would rather trust other software when you have absolutely no idea of whether their development and maintenance is controlled!

Probably not the area on this forum for such a discussion but it makes me wonder if you have a vested interest somewhere given the conflict in the logic of what you write! Maybe best starting a thread in the techie forum regarding programs and apps or on some specialist website. EDIT addition: I note that you refer to difficulties comparing dividend forecasts with actuals but perhaps, as you suggest, there may be an answer that you are unaware of.

Perhaps adding a specific example would help others to understand you issue there and help, if it is possible, to derive you a solution. The latter would be something very relevant to this forum area. Last edited by Ainsley1; at PM. Reason: addition. I'm using open office calc to consolidate valuations and statements from three accounts, currently, then using the data collected to help build a visual picture of what's happening with various aspects of the investment to date and what might happen in future.

Nothing you've described sounds particularly complex, the key is obtaining the historic data you want to manipulate and of course visualising and knowing how to apply the required manipulation. Any forecasting is guesswork and can only ever be a series of projections based on assumptions.

MyExtension git commit -m "New stuff! RD69, can I ask why you are trying to 'predict' your future dividends? The reason I ask is that divi's are not guaranteed and in some cases are at the mercy of exchange rates on the day. Sorry, thread closed.

How I Track My Investments – Best Free Portfolio Management Tools

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We often link to other websites, but we can't be responsible for their content. Always remember anyone can post on the MSE forums, so it can be very different from our opinion. Premium Bonds Calc Unique tool uses probability to estimate winnings. Credit Club Turbo boost your credit chances and get your free Experian credit report. Credit Card Eligibility Calc Shows which top cards you're most likely to get. Cheap Energy Club Ensures the cheapest energy deal constantly.

Desktop version Mobile. Through using the tool, it became clear to me that there are a couple of funds I need to dump for less expensive alternatives. The second tool to help fight the high cost of investing is revolutionary. The first time you run this tool, it will base its analysis on data not specific to your retirement funds. But you can get additional data on k expenses from your employer or broker to get more accurate results. And it looks at administrative costs charged to run the k, which are often passed down to employees.

If you have a k, this tool by itself makes it worth checking out Personal Capital. The next handy tool is its asset allocation feature. The first thing it does is breaks down all of your investments by their asset class.

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And if a single fund or ETF contains investments that span more than one asset class, as most do, Personal Capital slices and dices the fund to apportion your account into each relevant asset class. You can click on each investment in the box chart at the top or the list at the bottom to get details of your asset classes. This is extremely helpful when it comes to rebalancing your portfolio.

With the click of a button Personal Capital will analyze your investments.

It compares your actual asset allocation with your target allocation, and flags asset classes in which you are over or under-weighted. It takes all of 10 seconds, and Personal Capital then generates a target allocation for you. Finally, Personal Capital offers a free retirement calculator.

The tool takes into account your current investments, age, projected social security, projected savings, and just about any other information you want to include. Using monte carlo analysis, it then determines whether you are on track to retire. As you can see from the screenshot, the retirement planner displays the results in easy to understand graphs. It also makes change the assumptions e. Frankly, not much. Personal Capital also has mobile versions of its site for iPhone, iPad and Android. I use the iPad app and have had no issues. Occasionally I have to provide or confirm my login credentials for certain accounts.

So there you have it. If you want to give it a try, visit the Personal Capital website. And please leave a comment below to share your thoughts on the tool. Our Day Money Challenge will help you get out of debt, save more, and take back control of your life.

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Bonus: You'll also get instant access to my interview of a husband and father who retired at the ripe old age of. What others are saying: "Hi Rob. I'm at Day 26 in your 31 day money challenge podcast. Thank you, thank you, thank you! I've been looking for a comprehensive guide to all-things-money and this has been so informative. Personal Capitol got very good reviews so I tried it and I liked the features for banking and tracking categories.

I was very clear with her we would not be leaving our advisor of 20 years. I still got calls. I like it but ut is not worth being hassled. Customer Service is less than zero.

Reply for the May 11, post by Amanda. Although that has changed. Helpful information. I bookmarked it. Does this new website deal with federal employees and the TSP program? I would like to use the site without linking my accounts. Gary, you can enter investments manually with Personal Capital.

I could do it manually by tracking shares and price information, but I wanted an automated tool to do it. Any recommendations?


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  • The solution offered by PC was to manually enter all the data. This defeats the purpose of having all the accounts collected together automatically. Right now I keep the data in a spreadsheet and I plan to try Mint to see if that is a reasonable solution. If I add a second trade to an existing ticker symbol, will it merge? Sam, Personal Capital tracks your investments by account. So if the trade occurs in the same account, it will show your total balance for that ticker.

    In addition, you can look at a transactional lever of detail if you want. I just linked my various accounts. The asset allocation information looks useful.