Portfolio Monitoring Apps

[Bjauck]

Sharesight is a terrific app, for a measly couple of hundred bucks per annum your whole portfolio trades, management, dividends, splits, consolidations, cash position and reporting are all taken care of. Stuff the spreadsheets and countless hours of data entry and analysis, I’m well over that!

I agree with Baa...I have a had a sub for a year now. You can have three separate portfolios. It has good reporting capabilities plus ability to export all transactions to other spreadsheet formats. You can add notes and descriptions to transactions.

It has customizable groups and ability to add non-listed investments and manually enter prices.

Also the app is good for accessing your account on a mobile.

[tango]

I love Sharesight

There are some things that could be improved. A friend asked them to include the average purchase cost in one of the columns and Sharesight said they will put it in the development list. I might email them and add my vote for this.

I use all 3 portfolios and a consolidated view.

It tracks foreign currency movements easily.

The dividends are not always accurate. I’m not sure why but they are often out a few cents and sometimes they are enough out that the number of shares in DRP are out too by 1 share. It must be rounding errors. This means I can’t use it for tax. I thought it would make tax easier but it hasn’t. You have to manually check the dividend calculations and adjust them.

[Drew95]

I am also reviewing my trading platform. I have always used Direct Broking, and they have been OK but I am not convinced there is not something better. It looks and feels very out of date, and the charting is absolute rubbish. What do others use? Again, thanks in advance for your comments.

[Drew95]

Haha. Just took a look at Google reviews for Direct Broking. 1.8 stars. ASB not much better. 2.6 stars. What are the alternatives???

[mikeybycrikey]

Haha. Just took a look at Google reviews for Direct Broking. 1.8 stars. ASB not much better. 2.6 stars. What are the alternatives???

I'm not sure how useful those Google reviews are. Surely the only people that are going to leave a review of their broker are those who have had a bad experience.

[Jay]

I'm not sure how useful those Google reviews are. Surely the only people that are going to leave a review of their broker are those who have had a bad experience.

That's more or less my take as well. if it works as intended, you just carry on and use the product/service - not many give + reviews unless canvassed for them (or paid as it turns out in some instances), more likely to give a bad review if you're not happy

[tango]

Haha. Just took a look at Google reviews for Direct Broking. 1.8 stars. ASB not much better. 2.6 stars. What are the alternatives???

These are fine trading platforms. But if you want to track your investments then Sharesight is a good add on

[Waiuta]

I am also reviewing my trading platform. I have always used Direct Broking, and they have been OK but I am not convinced there is not something better. It looks and feels very out of date, and the charting is absolute rubbish. What do others use? Again, thanks in advance for your comments.

I really don't think you can go past Sharesight. I used DB as well as my own spreadsheet then tried the Free version of Sharesight. This was OK up to 10 entries so I recorded Bonds seperately. I have been using the entry level paid version of Sharesight (which I claim as a legitimate expense) for around a year now and find the reporting functionality couldn't be better.

[GTM 3442]

I use sharesight too... Have three going using different email addresses... One for NZX & my one ASX company holding's
One for ETFs.. and one for my wife's ETFs...

What a bl**dy good idea - thank you. I'd never thought of that - must be getting slow(er) in my old age.