Tracking investment performance per period

techguy

Hi There,

I have an account with Davy. When I log in I can see broad stats per each stock such as price paid, market value, gain/loss etc.

This is all well and good but in my opinion becomes meaningless after you've had the shares a while, especially over one year.

I would like to be able to track the performance on at least an annual basis.

So, I can for example say how a stock has performed year-on-year.

I guess the answer is probably a third party tool or service. I have tried Google Finance and Yahoo! Finance in the past. Yahoo is alright but I think i'd like something a little more.

I wouldn't mind paying a few quid a month either.

Any ideas?

ixus

Excel?

techguy

ixus wrote: »

Excel?

I prefer online services that I can log into for this kind of thing.

But yes, Excel is good. Too bad i'm an Excel noob though. If you had a template you could share that would be awesome..

27cyrix

I plot my fund in excel and compare with SP500 and FTSE etc

techguy

27cyrix wrote: »

I plot my fund in excel and compare with SP500 and FTSE etc

Cool. Fancy sending me the template with your info removed?

You can leave it in too, if you like :P

27cyrix

techguy wrote: »

Cool. Fancy sending me the template with your info removed?

You can leave it in too, if you like :P

if you want to track portfolio total value and compare with an index
https://docs.google.com/spreadsheets/d/1u8CWb-4aBcRZSJAtUeY-YHXYL5T-77l8BgogFIPMPzM/edit?usp=sharing

if you want to track return
https://docs.google.com/spreadsheets/d/1PoXPxFib0kjLNRmo0aRkE1zO2VDa0E00c6ZNlgOJWDw/edit#gid=1

techguy

27cyrix wrote: »

if you want to track portfolio total value and compare with an index
https://docs.google.com/spreadsheets/d/1u8CWb-4aBcRZSJAtUeY-YHXYL5T-77l8BgogFIPMPzM/edit?usp=sharing

if you want to track return
https://docs.google.com/spreadsheets/d/1PoXPxFib0kjLNRmo0aRkE1zO2VDa0E00c6ZNlgOJWDw/edit#gid=1

Cheers Mate!