Hi,

I'm launching an educational investing YouTube channel in the next few weeks and part of the process will be tracking portfolios across various markets over time.

I'm after recommendations for portfolio tracking software.

Ideally it would allow me to ...

  • upload transactions
  • handle share splits
  • dividends
  • provide analysis of the portfolio
    • country allocation
    • size allocation (Small cap, mid cap, etc)
    • sector/industry breakdown
    • performance, e.g. sharpe ratio

It would definitely need to cater with mulitple markets including UK, USA, Major European exchanges (France, Germany, Spain, Netherlands, Switzerland, Norway, Sweden, Finland, Denmark, Austria, Italy), Australia & New Zealand

Other markets would be welcome too India, Japan, China, Korea.

Ideally I would be able to publish the portfolio so viewers can transparently see the transactions and performance of the portfolio.

Sharesight looked interesting but it appears to be buggy.

It could be that I simply use Google spreadsheets but that's not ideal as I know the Google finance API doesn't cover some of the smaller European companies let alone more obscure companies across the world.

Any feedback is greatly received.

Thanks
Phil

Unlock the rest of this article with a 14 day trial

or Unlock with your email

Already have an account?
Login here