What Share Portfolio manager should I choose?
At the moment I use Stockmarket Eye which, when it is working, is great for my needs (live-ish prices, charting, historic data, multiple portfolios). However, it has not been working for one reason or another since May and there is no sign of a solution on the horizon.
I have subscribed to Stockopedia, which has Portfolio Management amongst its features. However it has nowhere near as many Portfolio features as Stockmarket Eye. The hunt is on for a new package.
Requirements for a Share Portfolio Manager package:
- Live and historic data for charting. Live with a delay is absolutely fine for my purposes.
- Multiple portfolio support
- Index comparisons
- Gain / loss calculations
- Colour coding for gains / losses etc. You don’t realise how helpful this is until you don’t have it.
- Reasonable price – not expecting something for free, although a limited free trial is really helpful to get a feel for the features.
The (very) short list
After a quick Google I’ve come up with the following:
- SharePad by Sharescope
- Sharesight
- Yahoo Finance
- Google Finance
SharePad
This appears to be very akin to my current Stockopedia Subscription. Prices, charting, analysis, ratios and screens etc. Portfolio Management seems to be a very small subset. Parked for now. £32 / m or £347 / y
Sharesight
Touts itself just as a Portfolio tracker.
Automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.
Pricing plans: There are 4, starting at Free forever
- Free forever. £0. 1 Portfolio, 10 holdings
- Starter £11 / £8.25. 1 Portfolio, 30 holdings
- Investor £19 / £14.25 4 Portfolios, unlimited holdings
- Expert £24 / £18 10 Portfolios, unlimited holdings
(pricing is monthly or monthly equivalent if you pay annually)
There are other features, too such as custom groups, so you can group your holdings by (say) Industry, country, investment type etc.
As I run two Portfolios, that means it will be the ‘investor’ package anyway, but actually I am currently on 30 holdings. If they count the same holdings in both portfolios as double then I’m above the 30 limit as well, anyway.
I’m going to subscribe to the free version just to have a play and report back.
Yahoo Finance
Interestingly (or not), Yahoo Finance is the source of the data for Stockmarket Eye and is also the source of its current angst as it has changed the way SME can extract data.
Either way, Yahoo Finance is a pretty comprehensive source of financial data so I’ll set up a parallel Portfolio to Sharesight and see how they compare.
Google Finance
Google also offers Portfolio services, so I’ll give that a try, too.
I’ll report back in Part II, but if anyone knows of any other UK-supporting share Portfolio management software, do let me know in the comments, below. Please don’t suggest anything Excel-based, however good as I really don’t trust the data capabilities. I would much rather pay for dedicated software.