Join our community of smart investors

We trial the best free portfolio tools

Give your investments a New Year asset allocation review using free online analysis
January 8, 2015

For many investors, regular monitoring of their investment portfolio is essential to keep it finely tuned and in line with their goals. And January is a great time for investors to review what they already own before they start to focus on buying new investments to use up their annual individual savings account (Isas) and pension allowances before the end of the tax year on 5 April.

There is a wide range of online portfolio services available to help you do a January portfolio review and detox - from simple value trackers to websites stacked with high-tech, analytical tools. The following is a selection of some of the best available, in no particular order. I have reviewed and tested each by adding the funds in my Isa, along with a selection of shares and cash where appropriate.

FE Trustnet: "User-friendly and function-rich"

This is subscriber only content
Start your trial to keep reading
PRINT AND DIGITAL trial

Get 12 weeks for £12
  • Essential access to the website and app
  • Magazine delivered every week
  • Investment ideas, tools and analysis
Have an account? Sign in