Best Stock/Shares Portfolio Tracking App

stirlo on 05/01/2021 - 11:31

I'm looking for a simple iPhone app that can track holdings of shares and perform calculation on the value of holdings with profit/loss. The default apple stocks app doesn't let you input holdings so can't do these calculations.

I currently use commsec and it's portfolio tab is very close to what I want but it doesn't let you add non commsec holdings there or allow you edit the purchase price so for mergers, de-mergers and IPOs the purchase price is wrong.

Is there a simple app out there that allows you to input these details and run the calculations? What app do people recommend?

Financial

Comments

  • avoidfullprice on 05/01/2021 - 11:33
    +2

    Sharesight?

    Edit: referral database here https://www.ozbargain.com.au/deals/sharesight.com

    • stirlo on 05/01/2021 - 11:35
      +1

      Free plan only allows 10 holdings which is pretty limiting for such basic functionality.

      • avoidfullprice on 05/01/2021 - 11:37
        +1

        Sorry didn't know you had more than 10 holdings or looking for free alternatives. Good luck.

        • stirlo on 05/01/2021 - 11:39

          It's still better than nothing and I don't hold more than 10 shares outside of commsec but I'd still like to have it all in one place ( and don't want to pay $360 a year).

      • Caped Baldy on 05/01/2021 - 12:46

        You don't have to do all your holdings though. I've got SS to do my vdhg which has been confusing as I was doing dividend then switch to DRP. It's been working well.

      • specks on 05/01/2021 - 13:56

        make multiple accounts

  • salmon123 on 05/01/2021 - 11:53

    There's several threads on whirlpool covering this.

    Take a look at: FT Portfolios and InvestSmart Portfolios.

    They don't have apps, but mobile website might be good enough.

  • ozice on 05/01/2021 - 13:59
    +3

    I use Google Sheets.

    I have shares in Aus, US and Europe and none of the available trackers tracked all markets and allowed me to do what I wanted with data manipulation or produce colourful graphs :-) so I created my own based on available templates.

    Check out https://thenextweb.com/basics/2020/04/07/holy-sheet-how-to-t… for a good overview and a sample sheet.

    • stirlo on 05/01/2021 - 14:47

      This is very cool!!! I might look into setting it up.

  • deeznuts1234 on 05/01/2021 - 14:35
    +1

    yahoo finance - you also can add a widget for yahoo finance showing your portfolio on your home screen although time lagged

    only con is you cant include a flat trade fee in your calculations, but rather a purchase price only which incorporates that roughly

    • stirlo on 05/01/2021 - 14:48

      The only issue I see with this is that the portfolio tab is buried under lists and requires 3 taps to get to. Pity the app is loaded with so much other crap and doesn't seem to be customisable.

      The widget idea sounds great though!!!

  • Peter Enis on 05/01/2021 - 15:37
    +1

    I use a free app called My ASX, nothing amazing but it does the job if you just want to track your portfolio.

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