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Portfolio Management apps

  • 22-04-2020 9:55pm
    Registered Users Posts: 447 ✭✭

    I'm fairly new in the world of investing and was wondering do you use any portfolio management apps? After reading a lot on Personal Capital I was actually really looking forward to collating all my financial data in one app, just to find out that they only take USA customers, so I'm back at square one.

    Ideally PM app would support various investment instruments (shares, ETFs, mutual funds) as well as pension funds, savings accounts etc. (again, ideally automatically by connecting to Degiro and any other financial account, but even manual creation of a portfolio within the app would do).


  • Registered Users Posts: 13 Dave elle

    I am interested to hear what others do, but I don't like the idea of put my net worth into a 3rd party app so I use an excel sheet.

    I have less than 20 investments and the majority are in one account. I can export this account to excel. I have set up excel sheet to align with the report so i just copy over 1 column. In the excel sheet I have split all investments by sector so i don't lean to heavily into one and by a few of the large S&P 500 companies (MSFT, AMZN, etc.) so that I am not over exposed to one of them. The only real downside i can see is when i buy a new index fund ticker, I have to determine sector percentages and update it manually. It all really depends what you want to get out of the results and how much work you want to put in.