Spreadsheet / Portfolio Analysis


I use two online providers - each has their own analysis tool but can anyone recommend spreadsheet/ analysis tool where I can combine the two.


Hi there. Roughly what do the tools do and what do you want to combined tool to do? Do you mean for tracking your portfolio, or what?


I use ATS and Standard life for my ISA and SIPP respectively @brightonbee. I export my portfolios to an Excel spreadsheet so I can view my total and manipulate my total investment portfolio.

Like @Colin99 's comment, without knowing more about what you are hoping to achieve it’s hard to comment more.


Thank you for your responses. I would like to track portfolios outside of respective platforms and also combine the two on one sheet