sharetrader
Page 1 of 4 1234 LastLast
Results 1 to 10 of 39
  1. #1
    Member
    Join Date
    Aug 2015
    Posts
    48

    Default Portfolio Monitoring Apps

    Hi everyone. I am on the lookout for a portfolio monitoring app. I am not a regular trader rather a long term hold type investor. I used to use 'Tracker' which I found good but unfortunately it is no longer supported. Happy to pay a small subscription if necessary.

    TIA

  2. #2
    Guru justakiwi's Avatar
    Join Date
    Aug 2016
    Location
    Canterbury
    Posts
    2,569

    Default

    Sharesight is great. They have a free version which lets you track up to 10 stocks, or paid subscriptions which allow more plus additional features. I use the free one to keep track of my small portfolio and it’s very useful. You do have to manually add trades, but that’s not a problem for me. I would highly recommend it.

    Quote Originally Posted by Rossimarnz View Post
    Hi everyone. I am on the lookout for a portfolio monitoring app. I am not a regular trader rather a long term hold type investor. I used to use 'Tracker' which I found good but unfortunately it is no longer supported. Happy to pay a small subscription if necessary.

    TIA

  3. #3
    Member
    Join Date
    Oct 2015
    Posts
    346

    Default

    Quote Originally Posted by justakiwi View Post
    Sharesight is great. They have a free version which lets you track up to 10 stocks, or paid subscriptions which allow more plus additional features. I use the free one to keep track of my small portfolio and it’s very useful. You do have to manually add trades, but that’s not a problem for me. I would highly recommend it.
    You can email contract notes to Sharesight and it will add them to your portfolio, as long as the broker is supported. I use ASB and Sharesight accepts their contract notes.

  4. #4
    Guru justakiwi's Avatar
    Join Date
    Aug 2016
    Location
    Canterbury
    Posts
    2,569

    Default

    Unfortunately we can’t yet do that with Sharesies. When we put an order in, our completed order shows the contract note reference number, but not an actual contract note as such. Hopefully that is something they will improve on at some point. It doesn’t worry me really. It takes me a couple of minutes each week to enter my buy orders. Would be a pain if I was making heaps of trades but it’s only 4 orders a week.

    Quote Originally Posted by oldtech View Post
    You can email contract notes to Sharesight and it will add them to your portfolio, as long as the broker is supported. I use ASB and Sharesight accepts their contract notes.

  5. #5
    Member
    Join Date
    Aug 2015
    Posts
    48

    Default

    Quote Originally Posted by justakiwi View Post
    Sharesight is great. They have a free version which lets you track up to 10 stocks, or paid subscriptions which allow more plus additional features. I use the free one to keep track of my small portfolio and it’s very useful. You do have to manually add trades, but that’s not a problem for me. I would highly recommend it.
    Thanks Justakiwi. I have 11 current NZX shares and 3 offshore ETFs. Have 9 old holdings I wouldn't mind retaining history of also. Would be looking at $20 per month for sharesight. Agree it was good when I had less than 10 so might have to pay for quality

  6. #6
    Member
    Join Date
    Apr 2014
    Posts
    132

    Default

    https://stocknessmonster.com/
    Very simple but good for tracking portfolio percentage changes day-to-day

    https://www.nzx.com
    Can add your portfolio + all of your trades manually and track them ... also can have a watchlist.
    Not as good as it used to be in my opinion

    www.sharesight.com
    As others mentioned an awesome resource for a small portfolio (10 stocks or less) ... links directly to directbrokering and asb so you don't need to manually add trades. Unfortunately my portfolio is over the 10 stock limit now and I'm too tight to purchase their pro plan.

    https://simplywall.st/
    Amazing resource for analytics and interesting insights into companies / shares. Links directly to sharesight (can import your portfolio automatically) ... however free version only includes a limit of 6 analysed companies.

    Google Finance (app)
    I use google finance to keep track of stocks on my phone during the day.



    Enjoy


    That's all the ones I use

  7. #7
    Membaa
    Join Date
    Nov 2004
    Location
    Paradise
    Posts
    5,292

    Default

    Quote Originally Posted by Rossimarnz View Post
    Thanks Justakiwi. I have 11 current NZX shares and 3 offshore ETFs. Have 9 old holdings I wouldn't mind retaining history of also. Would be looking at $20 per month for sharesight. Agree it was good when I had less than 10 so might have to pay for quality
    $240 p/a or so for Sharesight is very good value imo, and a rounding error on many portfolios with 10+ holdings. Sharesight has developed into a very useful and effective portfolio management and reporting system, I can't speak highly enough of it ... and am not paid to say so or affiliated in any way.

  8. #8
    Member
    Join Date
    Sep 2010
    Posts
    145

    Default

    I used the free version of Sharesight for a while but eventually bought the basic paid version which I'm very happy with. The flexibility of reporting functionality is great and the Taxable Income Report is well worth having in my opinion.
    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."

  9. #9
    CEO, NZ Shareholders Association
    Join Date
    May 2017
    Location
    Wellington
    Posts
    593

    Default

    I have built my own tracking tool, which in reality does what Sharesight does (but free!). Agree that Sharesight is a great product though, if I ever stop being parsimonious I would happily plump for their product.

  10. #10
    Go The Warriors "This Year!"
    Join Date
    Mar 2017
    Location
    Auckland
    Posts
    277

    Default

    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...

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •