sharetrader
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  1. #1
    Member
    Join Date
    Sep 2010
    Posts
    77

    Default Portfolio Management Software

    I use Google Sheets for an assets register and Direct Broking's 'My Portfolio' function for Australasian share and bond positions. I'm wanting a bit more detail now other than overall unrealised P/L and % of portfolio.
    Do members have any sugestions, particularly for individual listings, ie monthly, annulised and commulitive P/L?
    I'd be grateful for your comments. Thanks.
    A quote attributed to Margaret Thatcher goes along the lines of
    "The problem with socialism is that eventually you run out of other people's money."

  2. #2
    Advanced Member
    Join Date
    Feb 2011
    Location
    Wellington
    Posts
    1,655

    Default

    Quote Originally Posted by Waiuta View Post
    I use Google Sheets for an assets register and Direct Broking's 'My Portfolio' function for Australasian share and bond positions. I'm wanting a bit more detail now other than overall unrealised P/L and % of portfolio.
    Do members have any sugestions, particularly for individual listings, ie monthly, annulised and commulitive P/L?
    I'd be grateful for your comments. Thanks.
    Try Sharesight.com

  3. #3
    Membaa
    Join Date
    Nov 2004
    Location
    Paradise
    Posts
    2,798

    Default

    Quote Originally Posted by stoploss View Post
    Try Sharesight.com
    Excellent portfolio tracking system

  4. #4
    Member
    Join Date
    Sep 2010
    Posts
    77

    Default

    Thanks Stoploss/Baa_Baa,

    I agree it is an excellent tracking system. I'm on the free limit of 10 listings but need more. Are you aware of any incentive for upgrading, ie senior discount / coupon, etc? Or, can the charge be claimed legitimately for NZ taxation purposes?
    A quote attributed to Margaret Thatcher goes along the lines of
    "The problem with socialism is that eventually you run out of other people's money."

  5. #5
    Member
    Join Date
    Aug 2015
    Posts
    238

    Default

    I use NUMBERs on my iPhone - it does track tickers (but sometimes can be unreliable). I could not get an app to cover my markets plus dividends etc....I run my own and wouldn’t consider an app now (mind you my workbook is large with many sheets and many years in it now).

  6. #6
    Junior Member
    Join Date
    Apr 2014
    Posts
    4

    Default

    https://jstock.org

    Can keep track of multiple portfolios in different countries, add dividends, see ROI, etc... software has a nice desktop and phone app interface which can share portfolios through google drive.

    Used for a few years now very happy with it.

    Last edited by nicknz125; 03-07-2019 at 11:57 AM.

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