Meet the Other Phone. Protection built in.

Meet the Other Phone.
Protection built in.

Buy now

Please or to access all these features

Investments

Discuss investments with other users on our Investment forum. For more advice read our tips for saving for your child's future.

Is there an app that pulls together all investments

5 replies

Xhakalaka · 03/04/2024 22:26

I have several ISAs with different providers and have to go into each company's site to check valuations etc. Eg I have ISA's with AJ Bell plus others. Is there an app or something I can put them all in together to see the whole portfolio to save me logging into each and running a spreadsheet. Or any other suggestions welcome!

OP posts:
haveyoutriedturningitoffandonagain · 04/04/2024 06:56

If there was I wouldn't trust it they ask for log ins and stuff for a reason

GreenSmithing · 04/04/2024 07:21

I use moneyhub, which is designed to show savings, investments, mortgage, pension, credit card accounts in one place (API aggregator is the technical term). But it's up to the provider whether they allow connection with MoneyHub and so not all providers are available. You'd need to check. It does have a 6 month free trial though, so you could see if it works before signing up.

Emma and Snoop are two other apps that do similar things but I haven’t used them. I think moneyhub has the biggest list of supported institutions.

Xhakalaka · 04/04/2024 22:59

Thanks I'll take a look at those

OP posts:
Oldandcobwebby · 05/04/2024 11:27

Another vote for Moneyhub. I've been using it since October, with no issues. £14.99 a year after 6 months free trial. Well worth it, as far as I'm concerned.

BrokenCamberEdge · 06/04/2024 17:06

Thanks for this, I’ve been looking for exactly this for a while. I’ve added most of my accounts but have had to add some manually as for some reason some banks only let you link current accounts and not savings.

New posts on this thread. Refresh page