Hi Not directly to do with trading 212 but more investing Are there any free services that you can put your portfolio of ETFs in and it show what percentage you have invested in each sector / location… and also prediction of estimated return?? Hope that made sense. I suspect justetf does this but…

JustETF.com is the only one I know of that does it well. I think you also have morningstar.com has something also that does this.

I added my portfolio to Yahoo Finance: [Schermafbeelding 2020-06-03 om 14.26.49]

I can recommend Morningstar. You can enter your portfolio details and there is an X-Ray tool which analyses your holdings and gives various information including overlapping positions in ETFs, equity sectors etc. You can also do this directly without a portfolio by selecting stocks/ETFs here: http…

Can you save it at Morningstar?

Yes, you can create a portfolio and save your positions. Then this tool analyzes your entire portfolio, e.g. in the above screenshot with my slightly outdated portfolio entries.

Awesome. Thanks! :slight_smile:

[image] eu42: I can recommend Morningstar. I also uses Yahoo Finance but Morningstar looks much better (comparing to the free Yahoo account) . :+1:

[image] Bob: prediction of estimated return?? What exactly do you have in mind for this? :thinking:

@laguiar hmmm trying to think of a good answer. Just a guess I suppose Thanks for answer. Had a go and the xray on Morningstar and looks gd

Didn’t manage to add European stocks on Morningstar profile manager :cry:

Diversification

🤝 Help

BullChew June 3, 2020, 2:23pm 13

I also like and recommended Morningstar’s X-Ray tool for overlaps, but not sure how accurate it is since I checked VWCE with some small cap MSCI ETF and it was not showing any overlap (and for example Macy’s is overlaping).

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Diversification

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