Share Portfolio Tracking App/Software - across Multiple HIN - Does It Exist?

Fergy1987 on 10/10/2022 - 11:44

So I have both a Commsec and a Stake account, so that means 2 HIN's and I dont want to have to use 2 apps to manage them

Not to mention Stake is pretty barebones

Just wondering if there was some sort of portfolio app out there people use where you can just plug in your investments with multiple HIN's or even managed funds etc to give you a snapshot of your investments

I currently use Excel and its a pain in the a$$ having to export data and then doing all my excel magic.

Financial

Comments

  • Edsanwong on 10/10/2022 - 11:50
    +6

    Sharesight?

    • bemybubble on 10/10/2022 - 11:56
      +1

      Sharesight 100%

      • Fergy1987 on 10/10/2022 - 11:59

        is it based on your HIN and can pull that data? or is it just throw in what holdings you have (purchase price etc) and it works from there?

        • Edsanwong on 10/10/2022 - 12:05
          +1

          I am not quite sure what you want, my suggestion is to try…
          It is free for 10 holdings, or you can have free trial for 7 days for holdings.
          There are a few google sheets for tracking as well, one posted in ozbargains couple times for $6 - $8.
          Good luck….

  • jv on 10/10/2022 - 11:53

    Excel

    • dust on 10/10/2022 - 12:53
      +2

      OP already mentioned they currently use Excel.

  • Caped Baldy on 10/10/2022 - 12:01

    Sharesight as others have noted. There is a function in google sheets that actually pulls in realtime data like current stock price.

  • Shadowsfury on 10/10/2022 - 15:38

    Sharesight for sure does what you need its hooked up to like 5 HINs for me

    Can import trades from almost all of them automatically once set up to do so

  • Fergy1987 on 10/10/2022 - 15:59

    Sharesight it is! - Thanks everyone!

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