A really cool investment portfolio websiteJanuary 19, 2018
I only came across Simply Wall St recently but have fallen in love with it. You can enter in all of the stocks that you hold and it will provide you with a really clean interface full of graphs, statistics, suggestions and much more.
It’s really easy to play around with the site for hours! If you’re like me that is always on the hunt for new shares to buy, it’s a great place to use as it willprovide you with so much vital information whether the investment fits your risk appetite profile, offers the dividends that you want etc.
The Ideas area offers a wide range of possible stocks or index funds that may be of interest to you with such catagories as renewable and clean technology, aerospace and defense, tech stocks and potentially undervalued stocks. Each Stock/Fund displays a snowflake graph which details 5 aspects. Value, Future, Past, Health and Dividend.
Simply Wall St is also available on the iTunes App store and the Google PlayStore. I recommend using the apps if you are intending to use it on a phone as I came across a few issues when using the mobile-based website.
They cover a wide range of exchanges like the ASX, NYSE, Nasdaq, NSE, BSE, TSX, TSXV, LSE, AIM, NZSE, SEHK and SGX. There are many others that are currently being worked on and will be supported soon.
There is 3 different tiers of plans offered. Free, The Investor Plan $174 and the Pro Plan, $480. The free plan is enough if you don’t hold a huge portfolio as it supports 6 company transactions in a portfolio.