Portfolio Tracker

[D.L]

Hi Buddies,

Would like your advice if there is any good portfolio tracker to track portfolio that include overseas stock. I can't seem to see if there is any good portfolio tracker out there that include overseas stock.

[Bubbachuck]

Hi DL,

I'm using this portfolio tracker. It's a very good tool that could also track overseas stocks. It also updates stock prices automatically! Unfortunately, I forgot where I got this from. Perhaps here in VB or from other forum (or from google) with buddy named "InvestmentMoats". Hopefully, it's ok for him that I'm promoting his tool.

http://www.investmentmoats.com/stock-mar...readsheet/

[gzbkel]

Hello DL
I am using Yahoo Finance. It keeps track of stock prices, so it can calculate paper gain/loss, but I think it does not track transactions. It supports overseas stocks.

By the way, does anyone know of any software or website that can do portfolio backtesting?
I found one, but it supports only US stocks:
http://www.portfoliovisualizer.com/backtest-portfolio

[mohican]

DL,

Not sure what features are important for you but you can try out the following sites : Bloomberg, FT.com and Morningstar.com. They all have a portfolio tracking feature.

[Shrivathsa]

You can try Google finance, which tracks overseas stocks as well

[psslo]

I am happy with FT.com. Can track different currencies & dividends as well.

[wahkao]

i track every single transaction like an accountant. 1 trade = 1 new line. dividend in = 1 new line
cash injection = 1 new line

at the end of the month, i run it through my software to plot an equity curve like this

[Image: rcetpay.png]
btw this is not my equity curve. This is my fren's equity curve. he very elite can get 20% CAGR. He go investment bank for interview, instead of the bank interview him, become he interview the bank.
I see liao so jelly

[funman168]

Anybody hv any gd portfolio management strategy to share?
Personally, I adopt the below approach:

A) offensive (30%) - can be penny stocks, gng for potential multibagger
B) mid(40%) - high dividend blue chip stocks
C) defensive (30%) - A$ Fixed deposit, cpf

[smallcaps]

A) Offensive + Defensive (100%). Pennies around 80 to 300 mil market cap. Very strong balance sheets with possible rerating from book value based to earnings based. Mgmt singaporean. No s chips. Believable businesses. No long shots. Must be earning alreadi.

[Bibi]

btw this is not my equity curve. This is my fren's equity curve. he very elite can get 20% CAGR. He go investment bank for interview, instead of the bank interview him, become he interview the bank.
I see liao so jelly

Yr fren equity started only on the nice side (since 2008)? Any equity info from him from 2006 onwards? If not dont need to be so jelly cos he has not experienced a recession yet.