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Post by ratracer on Jul 26, 2016 10:40:30 GMT
I would like to move away from manual spreadsheets and use something more automated with a nice clear interface for tracking my P2P portfolio. I am currently invested in 7 P2P platforms and would like to keep track of their performance and valuations via some kind of cloud based software.
I have looked at Money Dashboard and Money Hub but both are very light on the investment portfolio side and are more suited to budget planners although the interface is the kind of thing I'm looking for.
Does anyone use anything besides spreadsheets to track their P2P investments?
Thanks,
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registerme
Member of DD Central
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Post by registerme on Aug 17, 2016 12:00:40 GMT
ratracer, did you manage to find anything?
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Mike
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Post by Mike on Aug 19, 2016 20:54:18 GMT
I suspect the problem maybe one of security for users who could (possibly should) be wary of entering their account details in order to have recent information fetched from platforms.
Since holdings change regularly (esspecially on open-order platforms like AC) this would be a such a hurdle I doubt it could be overcome.
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Neil_P2PBlog
P2P Blogger
Use @p2pblog to tag me :-)
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Post by Neil_P2PBlog on Aug 19, 2016 22:49:17 GMT
I was thinking over the idea of building a cloud based P2P investment dashboard, but the obvious stumbling block is pulling data from each of the different platforms. Something where people manually uploaded exports of their investments would not be too hard, but would defeat much of the purpose.
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Post by ratracer on Sept 5, 2016 13:53:08 GMT
registerme thanks for the follow up. Unfortunately I didn't manage to find anything that is exactly what I'm looking for. Personal Capital looks good, but this is tailored to the U.S. market so wouldn't work over here. I originally started looking for an investment aggregator after seeing a a start up pitch on Syndicate Room called Wealthchart. Perhaps that is why they are working on it because they have identified a gap in the market. Mike , Neil_P2PBlog , security is a concern with these types of platforms since they hold all of your security info but for now I'd be happy enough updating the balance of each of my p2p platforms manually on a monthly basis. What I'm more interested in, is having the data feed into reports and charts that can give me my ROI, losses, etc. I could just put the work in and do this on a spreadsheet but I'd love to have it in a nice easy to read dashboard with an app to also consume on mobile devices. Please do let me know if you do create something p2pblog! Thanks,
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stevio
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Post by stevio on Sept 5, 2016 18:49:39 GMT
I was thinking over the idea of building a cloud based P2P investment dashboard, but the obvious stumbling block is pulling data from each of the different platforms. Something where people manually uploaded exports of their investments would not be too hard, but would defeat much of the purpose. I would like this and would likely create alot of traffic to your site and therefore reward your expertise
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Neil_P2PBlog
P2P Blogger
Use @p2pblog to tag me :-)
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Post by Neil_P2PBlog on Sept 5, 2016 20:23:00 GMT
I would like this and would likely create alot of traffic to your site and therefore reward your expertise , this would be a most welcome development for lenders in what is a rapidly growing and diverse P2X market place, a market place in which many lenders have Investment portfolios spread across a number of Platforms; a user friendly subscription based interface in which either real time or automatic daily updates were made possible. A resource compatible to UK and EU based Portal systems is too long overdue and doubtless one to which many of us would subscribe. Please pursue this idea, not all would have the inclination, time or ability to undertake such a project. My thanks and best regards. Over the next couple of weeks I'm hoping to release a first version of a dashboard which pulls together data from different platforms and with historical data to add some context. This won't be able to monitor personal portfolios at this stage but would be the first step to building a useful tool.
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Post by ratracer on Sept 5, 2016 23:32:20 GMT
Neil_P2PBlog , this would be a most welcome development for lenders in what is a rapidly growing and diverse P2X market place, a market place in which many lenders have Investment portfolios spread across a number of Platforms; a user friendly subscription based interface in which either real time or automatic daily updates were made possible. A resource compatible to UK and EU based Portal systems is too long overdue and doubtless one to which many of us would subscribe. Please pursue this idea, not all would have the inclination, time or ability to undertake such a project. My thanks and best regards. Over the next couple of weeks I'm hoping to release a first version of a dashboard which pulls together data from different platforms and with historical data to add some context. This won't be able to monitor personal portfolios at this stage but would be the first step to building a useful tool. I would definitely be happy to pay a subscription for something like this
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Post by wickedxuk on Sept 11, 2016 7:39:49 GMT
Neil_P2PBlog , this would be a most welcome development for lenders in what is a rapidly growing and diverse P2X market place, a market place in which many lenders have Investment portfolios spread across a number of Platforms; a user friendly subscription based interface in which either real time or automatic daily updates were made possible. A resource compatible to UK and EU based Portal systems is too long overdue and doubtless one to which many of us would subscribe. Please pursue this idea, not all would have the inclination, time or ability to undertake such a project. My thanks and best regards. Over the next couple of weeks I'm hoping to release a first version of a dashboard which pulls together data from different platforms and with historical data to add some context. This won't be able to monitor personal portfolios at this stage but would be the first step to building a useful tool. I would be very interested in this too. Even if it simply took imported CDV downloads from multiple platforms and was able to compile a database with all the relevant information outputs to the dashboard. I think some posts have highlighted already that this is a growing market and for someone with the time, skills and inclination this could be a great business opportunity to fill that gap. I look forward to hearing and seeing your progress Neil_P2PBlog
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Post by zbi on Sept 17, 2016 12:08:27 GMT
Over the next couple of weeks I'm hoping to release a first version of a dashboard which pulls together data from different platforms and with historical data to add some context. This won't be able to monitor personal portfolios at this stage but would be the first step to building a useful tool. I would be very interested in this too. Even if it simply took imported CDV downloads from multiple platforms and was able to compile a database with all the relevant information outputs to the dashboard. I think some posts have highlighted already that this is a growing market and for someone with the time, skills and inclination this could be a great business opportunity to fill that gap. I look forward to hearing and seeing your progress Neil_P2PBlog Hi wickedxuk, I'm building a p2p loan portfolio aggregation service. Would you provide my a list of p2p platforms you'd particularly like to see integrated?
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Post by wickedxuk on Sept 17, 2016 12:51:20 GMT
Hi zbi I currently invest using: Savingstream, MoneyThing, Collateral, FundingSecure, Bridgecrowd and BondMason. I've also started utilising the Crowd2Fund IFISA. I think even if you could get a few of the main ones and then allow for manual input for ones that wouldn't be possible to auto pull the information for you would have a lot of interest 🖒 |
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Post by zbi on Sept 20, 2016 20:33:56 GMT
Hi zbi I currently invest using: Savingstream, MoneyThing, Collateral, FundingSecure, Bridgecrowd and BondMason. I've also started utilising the Crowd2Fund IFISA. I think even if you could get a few of the main ones and then allow for manual input for ones that wouldn't be possible to auto pull the information for you would have a lot of interest 🖒 Hi wickedxukDo you know which of those platforms support investment list download in any form (csv, xsl, other)?
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Post by wickedxuk on Sept 21, 2016 18:14:12 GMT
Hi zbi I currently invest using: Savingstream, MoneyThing, Collateral, FundingSecure, Bridgecrowd and BondMason. I've also started utilising the Crowd2Fund IFISA. I think even if you could get a few of the main ones and then allow for manual input for ones that wouldn't be possible to auto pull the information for you would have a lot of interest 🖒 Hi wickedxukDo you know which of those platforms support investment list download in any form (csv, xsl, other)? With the exception of BM and BridgeCrowd I think they all do pal 🖒
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debeast
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Post by debeast on Sept 27, 2016 7:58:15 GMT
Lol have excel spreadsheets and some charts .
But if its easy enough would love to subscribe to an aggregation service . Please PM me with an ebta service you develop would be happy to trial it
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Post by zbi on Sept 28, 2016 16:08:44 GMT
Lol have excel spreadsheets and some charts . But if its easy enough would love to subscribe to an aggregation service . Please PM me with an ebta service you develop would be happy to trial it Actually, we are almost ready to release our beta version. Please register your email at our website to receive early access when it's ready (https://shindo.io/)
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