Are there any portfolio tracking/analysis sites that work for international securities & funds?

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills
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nrrami
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Joined: Sun Mar 24, 2019 8:27 am

Are there any portfolio tracking/analysis sites that work for international securities & funds?

Post by nrrami » Wed Apr 17, 2019 8:43 am

I have a mix of US and overseas brokerage accounts with various stocks, ETFs and funds. The well known services such as Personal Capital and Future Advisor seem very US-centric and can't identify foreign securities or link with non-US financial institutions. Are there any services that are more international in nature?

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BeBH65
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Re: Are there any portfolio tracking/analysis sites that work for international securities & funds?

Post by BeBH65 » Wed Apr 17, 2019 10:54 am

Did you try morningstar.co.uk?
Many international sites know the local securities as well as the common US ones.
BeBH65. (only an investment enthusiast, not a financial adviser, perform your due diligence). | Have a look at https://www.bogleheads.org/wiki/Outline_of_Non-US_domiciles

Valuethinker
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Joined: Fri May 11, 2007 11:07 am

Re: Are there any portfolio tracking/analysis sites that work for international securities & funds?

Post by Valuethinker » Wed Apr 17, 2019 11:43 am

BeBH65 wrote:
Wed Apr 17, 2019 10:54 am
Did you try morningstar.co.uk?
Many international sites know the local securities as well as the common US ones.
Because of onerous US securities laws many sites explicitly block US IP addresses.

OP may need to make use of a Virtual Private Network

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