Portfolio Management Tool/Service/Application

[Learningman]

Hi all, fairly new to the trading game ...

Have just setup my Self Managed Super Fund and now ready to begin investing. Excited to have found this forum !

First silly question as I have spent a few hours looking online and not having much luck.

I am after a Portfolio Management service or application that can :

1) Provide me with an overview of my share portfolio (approx. 15 stocks at the moment).

2) Allows me to view total return and can split out new purchases of same stock. I am currently using Sharesight and it cannot do this !

Example I purchase Woolworths stock today at 1 price and then 1 month later at another price. This should be reflected in 2 separate lines.

3) Ability to show me total portfolio return inclusive of dividends.

4) Ability to take a feed from Commsec to update price and latest dividend information.


Appreciate your help/ thoughts or input here !

 

[Lomu]

Howdy Learningman,

kind of on the same page as you, so to speak. Have a look at this software- perhaps it may do what you need?

https://www.super-manage.com.au/index.html

It doesn't look too bad to me, but I'm rather a beginner at this sorta thing!

 

[Gringotts Bank]

Hi all, fairly new to the trading game ...

Yeh Sharesight is useless. Or at least it's poorly integrated with CMC Markets. Not sure where the problems happen, but I'd never re-subscribe to that.

If you aren't trading regularly, I'd use Excel. Create a macro to get the data feeds you need.

 

[pixel]

Yeh Sharesight is useless. Or at least it's poorly integrated with CMC Markets. Not sure where the problems happen, but I'd never re-subscribe to that.

If you aren't trading regularly, I'd use Excel. Create a macro to get the data feeds you need.

I second that.
It's exactly what I have done - starting over 15 years ago.

http://rettmer.com.au/TrinityHome/Portfolio/index.htm

Reports are updated from the ASX, not Commsec. (I use various other brokers.) For dividend information, I use a different macro that is not restricted to my portfolio, but can request the info for any watch list of ASX shares.
The only drawback: Due to issues with the latest Office upgrade, I had to retain a copy of Excel 2010.

 

[nulla nulla]

I second that.
It's exactly what I have done - starting over 15 years ago.

http://rettmer.com.au/TrinityHome/Portfolio/index.htm

Reports are updated from the ASX, not Commsec. (I use various other brokers.) For dividend information, I use a different macro that is not restricted to my portfolio, but can request the info for any watch list of ASX shares.
The only drawback: Due to issues with the latest Office upgrade, I had to retain a copy of Excel 2010.

Thanks Pixel, are you able to advise the current license fee?

 

[pixel]

Thanks Pixel, are you able to advise the current license fee?

Christmas Special: $50
(includes GST and comes with compliant Tax Invoice)

4. Program License

This program and all its components are subject to Copyright. It is distributed "As Is" without any expressed or implied warranty. This version may be installed once on one PC and used free of charge for a period of four weeks after installation. If you wish to continue using the program beyond that time, you are required to register your copy.

Registration is available at a once-off license payment. It gives the license holder (You) the right to continued use of the program. To register, you will need to send an email, with the file upf.ini from the installation folder C:\ProgramData\RTT-Portfoline attached, to this Address. Upon remittance of the license fee, you will receive a personal PIN Number with a new upf.ini in return.

Registered clients will also receive any future upgrades and bug fixes free of charge.

If structural changes become necessary in the interest of further enhancements, I shall endeavour to provide conversion programs so that existing portfolios will not need to be re-keyed.

 

[lenny]

Hi all, fairly new to the trading game ...

Have just setup my Self Managed Super Fund and now ready to begin investing. Excited to have found this forum !

First silly question as I have spent a few hours looking online and not having much luck.

I am after a Portfolio Management service or application that can :

1) Provide me with an overview of my share portfolio (approx. 15 stocks at the moment).

2) Allows me to view total return and can split out new purchases of same stock. I am currently using Sharesight and it cannot do this !

Example I purchase Woolworths stock today at 1 price and then 1 month later at another price. This should be reflected in 2 separate lines.


3) Ability to show me total portfolio return inclusive of dividends.

4) Ability to take a feed from Commsec to update price and latest dividend information.


Appreciate your help/ thoughts or input here !

Hi Learningman,

I am now using share trade tracker which is provided free with my Chartist subscription.


It is excel based and updates the share prices automatically and is very easy to use, I'm pretty sure it will split stock purchases of the same stock.

http://www.xlautomation.com.au/excel-spreadsheets/share-trade-tracker

I previously used stator and in my opinion share trade tracker is better.

Hope this helps.