Portfolio visualizer

Hi all,

I was just wondering what platform do you use to visualize your portfolio ?

Very recently I have joined trading212 and started building my portfolio. But I want to visually see perhaps with pie charts the different kind of sectors that my stocks belong and at what percentage, which geographical areas, etc

2 Likes

if you are up for it you can create a google sheet to do this yourself. super easy to create pie charts etc. and get finance prices using googlefinance function.

Check out portfolio performance:

I use it myself and you can keep track of everything across multiple accounts, dividends etc…

Screen Shot 2020-10-27 at 22.41.38

Getting this error, while I try to install it. Probably because I still have Yosemite on my mac.

I’m doing something on my spare time for iPhone/iPad/macOS but it will take few months yet to be release. :apple:

1 Like

I use Wallmine brilliant.

https://wallmine.com

2 Likes

+1 for Wallmine… Superb

Does Wallmine has a brokerage connect with Trading212?

Not Yet. I just do manual entries granted a bit of a pain. or import from csv.

I started using Wallmine which looks very good, it but some stocks are not available - mainly swedish
Any idea how to overcome this ?

I use stock master, although this is all on a manual entry basis and does not split into sector but I still love it.

It also allows basic screens on your stocks and watch lists.

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