Spreadsheet / Portfolio Analysis


#1

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


#2

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?


#3

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.


#4

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