Google Finance Portfolio Alternative?

[Doug6388]

I have thoroughly enjoyed using Google Finance My Portfolio for the past 10+ years as it has saved me from logging into my bank account to review my holdings.  As Google has chosen to fold the Portfolio feature, Can anyone suggest an alternative website to track stock changes?  I have used Yahoo Finance, Reuters, and Morningstar in the past and may have to go back to these sites again.  Thanks for any suggestions

[Randy Harmelink]

For an alternative, take a look at Morningstar's Portfolio option. I have a premium account, so I'm not sure how many of the features I'm looking at are available to someone who just registers a free account. I don't use it actively, since I maintain my portfolios in EXCEL. Here's the FAQ:

http://www.morningstar.com/Help/Portfolio.html

I tried to create a new portfolio with a CSV file, and it worked. I'll try to show some reports, but I'm not sure if Google Groups will show them properly in this post...

One of my existing portfolios has a "My Performance" tab that shows total returns back to 2009, including a graph and an annual breakdown. You can even see the details of each holding that go into the performance. Also a total trailing return chart for various time periods. For example:

Morningstar.com My Performance View Print Report
Portfolio Name CC		Date 9/27/2017 at 1:53 PM				Current Value 1,395,860.00

Compare to:

S&P 500 TR  BarCap US Agg Bond TR  MSCI EAFE  Morningstar Large Cap  Morningstar Large Core  Morningstar Large Growth  Morningstar Large Value  Morningstar Mid Cap  Morningstar Mid Core  Morningstar Mid Growth  Morningstar Mid Value  Morningstar Small Cap  Morningstar Small Core  Morningstar Small Growth  Morningstar Small Value  Morningstar U.S. Core  Morningstar U.S. Growth  Morningstar U.S. Market Index  Morningstar U.S. Value  S&P/TSX Composite TR  S&P/TSX Venture Composite PR  S&P/TSX 60 TR

Trailing 12 Months

Include Cash

Learn more

Annual Return History 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 YTD Total Return — 3.21 30.95 22.32 -6.57 12.17 38.10 7.40 8.12 15.77 16.85 Personal Return — — -99.98 22.32 -6.57 12.17 38.10 7.40 8.12 15.77 16.85   Index Return — 3.63 25.58 14.60 -0.42 13.76 30.51 10.71 -1.29 10.08 11.99

Hide Holding Details

2007      2008      2009      2010      2011      2012     2013     2014     2015     2016     YTD Consolidated Edison Inc   Total Return —   1.62   16.70   9.11   25.14   -10.44   -0.47   19.41   -2.64   14.60   9.50   Personal Return —   —   16.70   9.11   25.14   -10.44   -0.47   19.41   -2.64   14.60   9.50 iShares MSCI Emerging Markets ETF   Total Return —   —   53.14   14.80   -20.36   16.85   -5.76   -5.99   -18.07   8.74   26.84   Personal Return —   —   -99.92   14.80   -20.36   16.85   -5.76   -5.99   -18.07   8.74   26.84 World Fuel Services Corp   Total Return —   —   51.40   34.98   16.10   -1.92   4.83   8.73   -18.05   19.31   -28.86   Personal Return —   —   —   34.98   16.10   -1.92   4.83   8.73   -18.05   19.31   -28.86 iShares Russell 2000 ETF   Total Return —   3.55   26.81   25.30   -5.74   14.29   36.82   3.69   -5.85   19.68   9.37   Personal Return —   —   26.81   25.30   -5.74   14.29   36.82   3.69   -5.85   19.68   9.37 3M Co   Total Return —   3.23   43.67   4.39   -5.30   13.57   51.05   17.16   -8.33   18.49   17.14   Personal Return —   —   43.67   4.39   -5.30   13.57   51.05   17.16   -8.33   18.49   17.14 Netflix Inc   Total Return —   —   18.24   218.93   -60.56   33.52   297.63   -7.21   134.38   8.21   47.37   Personal Return —   —   —   218.93   -60.56   33.52   297.63   -7.21   134.38   8.21   47.37 Papa John's International Inc   Total Return —   —   -7.81   18.58   36.03   45.63   65.30   22.91   0.13   53.00   -12.87   Personal Return —   —   —   18.58   36.03   45.63   65.30   22.91   0.13   53.00   -12.87 SPDR® S&P 500 ETF   Total Return —   3.53   23.49   12.84   -0.20   13.43   29.69   11.29   -0.81   9.62   11.90   Personal Return —   —   23.49   12.84   -0.20   13.43   29.69   11.29   -0.81   9.62   11.90

Trailing Total Returns Return Intraday   1-Week   1-Month   3-Month   YTD   1-Year   3-Year(Ann.)   5-Year(Ann.)   10-Year(Ann.)   Since  Purchase (Ann.)   Enter Custom Time Total 0.77   -0.48   4.29   6.63   16.85   25.31   15.20   17.39   —   16.34   — Personal 0.77   -0.48   4.29   6.63   16.85   25.31   15.20   17.39   —   -51.50   — Index 0.54   0.16   3.01   3.81   11.99   16.29   8.16   11.76   —   13.26   —

Show Holding Details

As a premium member, I can also get an X-ray report:

Morningstar.com X-Ray OverView View Print Report
Portfolio Name CC		Date 9/27/2017 at 1:50 PM				Current Value 1,396,100.00

Asset Allocation | Holdings Detail   Long% Short% Net% Cash 0 0 0 U.S. Stocks 93 0 93 Foreign Stocks 7 0 7 Bonds 0 0 0 Other 0 0 0 Not Classified 0 0 0   Total 100 0 100 Show Short Position		Stock Style Diversification | Holdings Detail 13 22 33 1 1 1 8 7 13 0 0 0 0 0 0 0 0 0 Not Classified  0.00% Not Classified  100.00%
Stock Sector | Holdings Detail     Portfolio (% of Stocks) S&P 500 (%) Cyclical 49.31 32.11 Basic Materials 2.21 2.88 Consumer Cyclical 36.67 10.76 Financial Services 8.09 16.16 Real Estate 2.34 2.31 Sensitive 34.88 41.14 Communication Services 1.29 4.10 Energy 4.51 5.66 Industrials 20.28 10.42 Technology 8.81 20.95 Defensive 15.80 26.75 Consumer Defensive 2.68 8.56 Healthcare 5.82 14.92 Utilities 7.30 3.26 Not Classified 0.00 0.00 Fees & Expenses | Holdings Detail Average Mutual Fund Expense Ratio (%) 0.23 Expense Ratio of Similarly Weighted Hypothetical Portfolio (%) 0.36 Estimated Mutual Fund Expenses ($) 1,466.86 Total Sales Charges Paid ($) 0.00		Stock Type | Holdings Detail     Portfolio (% of Domestic Stocks) S&P 500 (%) High Yield 1.03 3.52 Distressed 2.17 1.58 Hard Asset 5.86 6.53 Cyclical 40.29 40.96 Slow Growth 12.24 21.00 Classic Growth 3.42 11.61 Aggressive Growth 31.28 9.98 Speculative Growth 2.11 1.18 Not Classified 1.58 3.64 World Regions | Holdings Detail Greater Asia Americas Greater Europe 0-10 10-20 20-50 50-90 >90% Total Exposure (% of Stocks) North America 93.31 Latin America 0.87 United Kingdom 0.08 Europe Developed 0.11 Europe Emerging 0.41 Africa/Middle East 0.51 Japan 0.00 Australasia 0.00 Asia Developed 1.71 Asia Emerging 3.00 Not Classified 0.00
Stock Stats | Holdings Detail   Your Portfolio Relative to S&P 500     Your Portfolio Relative to S&P 500 Price/Prospective Earnings 24.96 1.22   Projected EPS Growth - 5 yr % 20.24 2.07 Price/Book Ratio 3.46 1.20   Yield % 1.31 0.74 Return on Assets (ROA) 6.34 0.83   Average Market Cap $mil 25,911.49 0.28 Return on Equity (ROE) 18.07 0.84
Top 10 Holdings | Holdings Detail % of Assets   Holding Name Stock Industry/ Fund Category Price ($) Market Value ($) YTD Total Return (%) 26.15   Netflix Inc Media - Diversified 182.53 365,060.00 44.90 21.13   iShares Russell 2000 Small Blend 147.53 295,060.00 8.28 17.91   SPDR® S&P 500 ETF Large Blend 250.10 250,100.00 13.02 14.98   3M Co Diversified Industrials 209.20 209,200.00 20.15 6.36   iShares MSCI Emergin Diversified Emerging Mkts 44.39 88,770.00 27.67 5.78   Consolidated Edison Utilities - Regulated Electric 80.68 80,680.00 13.88 5.34   Papa John's Internat Restaurants 74.57 74,570.00 -13.86 2.34   World Fuel Services Oil & Gas Refining & Marketing 32.66 32,660.00 -27.42

[Peter Hwang]

Thanks. I just created a free account for myself. Hopefully they have tools to help importing data easily.

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[davidicus no last name. like Sting. Or Madonna. Or something like that.]

i think Wikinvest.com might be the way to go, but i don't think there's a way to keep transactions in there (which i liked)

[Julian B]

Yahoo's straight portfolio function is significantly better than Google.  It allows a tremendous amount of customization.  I was using it for years and only switched to Google because of it's portfolio charting.  It updates automatically including totals and day's gain etc.

As of now I'm not aware of any other portfolio than Google that provides charting.

[Philip Kutzenco]

For those using Windows PCs, I suggest you look at Investment Account Manager 3.0. I have been using it for many years and find it a better alternative to online portfolio managers - (not to mention the improved security of keeping your portfolio off the web). It is a comprehensive product that allows tracking of a wide number of asset types. It has a large set of reports that allow you to better make decisions.

The software has a rich help function that will guide you through setup and help deal with most types of situations (think splits, buy backs, exchanges, spin offs tenders, etc. to name a few).

I can also tell you from experience that the support from Quant IX, the company that created IAM, is superb. Emails to support are replied to rapidly (sometimes within hours) with the help requested. As an example of the quality of support, I moved my assets to a broker that is not in the usual list. I reached out to Quant IX who added that broker to the list of downloadable brokers they supported.

Since the company provides a 30 day free trial, I recommend anyone looking for replacement for Google Finance My Portfolio to give it a try. You can find out more about the software and download a free trial at https://www.investmentaccountmanager.com/. The program comes with a sample portfolio to play with before entering your own. 

[davidicus no last name. like Sting. Or Madonna. Or something like that.]

it looks like IAM charges an additional subscription for live data--true? do you know how much they charge annually?

On Wednesday, September 27, 2017 at 10:50:47 AM UTC-7, Doug6388 wrote:

[Philip Kutzenco]

That's not quite correct. Pricing data is pulled down from the Internet whenever you click a button to Update Prices. When you do that, all prices for assets in your portfolio will be updated. That is part of the core IAM product (I do it every time I open the software). The company also offers a subscription (for $40/year) to QuoteMedia. According to the web site this provides "users the ability to automatically populate and update the fundamental and descriptive data for common stocks, exchange traded and mutual funds." This additionally loads data like earnings, dividends, etc. when you click to update prices. It's not necessary for managing your portfolio. But, it provides more info for evaluating assets. Note that you can always enter that data into the program yourself, if you don't have that subscription.

According to the website, purchasing a license to the program for $89 also includes 1 year of support (via email) and updates. For $40 extra, you get the QuoteMedia subscription. After the 1st year, support/updates are $59 for 1 year without a QuoteMedia subscription and $99 for 1 year support/updates with a QuoteMedia subscription.

[drd2inv...@gmail.com]

Do you know if there is anyone to contact at wikinvest?  I need to download my data and cannot figure out how

Brenda

[drd2inv...@gmail.com]

On Wednesday, September 27, 2017 at 1:50:47 PM UTC-4, Doug6388 wrote:

[Alistair Bentley]

Simply Wall St is a free alternative to the Portfolio tracker, and much more:

https://simplywall.st/google-finance-portfolio-alternative

I'm the founder, welcome to ask me any questions!

Al

[Brett Rainey]

Hi -

I just tried Simply Wall St.  It didn't recognize VG mutual funds or some iShares ETFs (EFAV) so I didn't get past the portfolio setup stage.  The copy/paste function worked excellent and the site overall looks great.

[davidicus no last name. like Sting. Or Madonna. Or something like that.]

i am SO MAD; i didn't realize i wasn't downloading all my transactions on Finance, because it's a separate download tucked away. so now they're gone!

On Wednesday, September 27, 2017 at 10:50:47 AM UTC-7, Doug6388 wrote:

[davidicus no last name. like Sting. Or Madonna. Or something like that.]

relief. goog didn't take them down yet!

[Ryan Bruce]

Whoa wait, what? Where's this additional separate download?

On Monday, December 4, 2017 at 9:28:12 PM UTC-8, davidicus no last name. like Sting. Or Madonna. Or something like that. wrote:

[davidicus]

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[Filip Demaertelaere]

Hi,

Look once at https://play.google.com/store/apps/details?id=org.demaertelaere.myportfolio.

Op woensdag 27 september 2017 19:50:47 UTC+2 schreef Doug6388: