About Us

About Mark to Market

We are a group of investors who have always found some flaw with how our brokers report historical data in our brokerage accounts.

Some of us have had gripes over delisted securities, some of us with the disjointed approach to showing P&L but not including dividends, and others to the fact that it’s not possible to mark to market.

Mark to Market pricing allows users to see “what if” the price was higher, or lower, and the respective P&L for that position, and for the portfolio as a whole.

None of these are rocket science, but most brokers have no interest in making code changes for the small investor. So, spreadsheets are often the only solution. Regrettably, this doesn’t work well for all users as they hold securities that can’t be priced as the spreadsheet provider (Google or Microsoft) don’t have an extensive database of “all” securities. Whilst no provider can cover all securities, our database currently covers 146,228.

About MarktoMarket

What We Offer

We offer a unique service, whereby you are able to obtain end of day prices for your holdings, but mark them in your blotter to derive your P&L. The ability to mark your positions to market manually gives you the flexibility to visualize your P&L.

What-we-offer

Mark To Market functionality

We are very keen to offer a service which allows users to track “ALL” their brokerage account transactions, and group them into categories so as to allow better analysis of returns.

Delisted Securities

One of our biggest issue with the main brokers is the lack of accounting for delisted securities. We have started to collate a list of delisted securities.

Accurate Tracking

We are keen to offer users the ability to Mark to Market. We have created a blotter where users can adjust their equity or fund prices so as to value their position(s)/portfolio in a “what if” manner.

Contact Form

Address:

71-75 Shelton Street, Covent Garden,
London, United Kingdom, WC2H 9JQ

Phone:

00 44 7768 850 667

Hours:

Mon-Fri: 10am - 6pm