Tracking Costs

Greetings, looking for a word of advice from the community. I have some investment in funds/etfs across several platforms ( sipp on aegon, husband’s sipp on Aviva, jisa on HL, investment isa on barclays (for now…ready to move once freetrade has launched android app)). Does anyone have a suggestion on how to track all costs associated with investing in funds across several platforms?


1 Like

Morningstar’s portfolio manager lets you put in the commission for each buy and sell, but I’m not sure how you’d represent yearly platform costs.

I would not buy funds on HL, the charges mount up fast. HL is good for individual stocks where your portfolio is capped at £45 a year for the ISA.

You can always use an excel spreadsheet.