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Tracking your shares/funds

cherrytaz · 2017-05-19 11:12:08

Just trying to get peoples opinion on how you currently track/manage your portfolio? I currently have a mix of shares and Index funds on Degiro and use an excel workbook that I created myself to track gains/losses/dividends/currencies etc. Is there any useful spreadsheet/tool that you would recommend using as it can get…

19-05-2017 11:12am

#1

cherrytaz

Registered Users, Registered Users 2 Posts: 481 ✭✭

Join Date: March 2007

Posts: 396

Just trying to get peoples opinion on how you currently track/manage your portfolio?

I currently have a mix of shares and Index funds on Degiro and use an excel workbook that I created myself to track gains/losses/dividends/currencies etc.

Is there any useful spreadsheet/tool that you would recommend using as it can get quite complicated with multiple buys/sells.

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Comments

#2 20-05-2017 6:45pm

gavmcg92

Registered Users, Registered Users 2 Posts: 5,317 ✭✭✭

Join Date: August 2008

Posts: 5188

I'm using an app called Ticker on the play store. Allows you to create portfolios and add dividends when you get them. Only problem is that it shows the assets in dollar value which doesn't give you a true reflection of what your portfolio is showing with Degiro.

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