It’s my first (real) post on the community forum! Yay!
I have been a Freetrade user for 1.5 year and have my 2020 ISA on Freetrade .
I have been investing on multiple platforms over the last 2-3 years and it is starting to be a nightmare to keep track of everything. I have investments on the 2 Freetrade account types (basic and ISA). Investments with another broker (I don’t know if I can name it here?) and some cryptocurrencies on another platform.
I recently built a spreadsheet to keep track of everything but it isn’t great. I mean it works well to see an overview, but it falls apart to see my asset allocation per platform (eg, how much UK Gilts do I have on Freetrade ISA), and therefore makes it hard when I need to re-balance my portfolio (eg. do I need to move money from “other broker” to Freetrade).
I used an online tool last year (can I name it here as well?) but it was only working with ETFs. So crypto, stocks couldn’t be tracked there.
Do you have any advises?
Just to be 100% transparent and honest, I shared a prototype app I built earlier today that got hidden from the forum . I apologise for that and I want to get off to a good start and introduce myself and ask for help about my pain point.
I am a software engineer and I consider building a webapp to track my portfolio but I wonder if it is worth the effort (and how complicated it is to get asset quotes in real-time).