Development:Tools/Portoflio Tracker
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Description
With the intention of becoming more transparent about the exact positioning of the investment portfolio and its performance, we are looking for a tool which community members can use to display their investment portfolio.
Criteria
- Free
- Easy to access (no account registration)
- Displays the current composition of the portfolio in percentages (%)
- Displays the performance of the portfolio and of individual companies in the portfolio
- Offers the possibility of updating position sizes
- Visually appealing
Candidates
Comparison Table
Legend
X = Criteria fulfilled
~ = Criteria medium fulfilled
-- = Criteria not fulfilled
() = Footnote
My recommendation
Taking into account that GetQuin and FInary are free, I will not recommend Atom Finance, which may be a solution but costs $60/year.
- GetQuin - best because it supports unlimited holdings on the free plan. Can also track crypto.
- Finary - Decent, but I feel like the way they promote premium plan is more aggresive than GetQuin.
| Name | Consider? | Elimination reason (or comments) | Presentation | Loom | Accessibility | Advertising | Crypto | All Trades (Transactions) | Live Data | Affordable | Percentages (%) | Additional functions | Ease of use | Mobile | Sharing capabilities | Visually appealing | Funding | Changelog |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GetQuin | Yes | Here is a link to my portfolio. | Youtube | Loom | X | ~ (only if you click on functions that are premium, otherwise no) | X | X | X | X (free)
Paid plan only offers performance reports,etc, so it's not needed. |
X | If you look at the Allocation section on the right, and click on show more, you can see 100%, if you click on that you will get the pie chart divided by stocks.
You can link broker account or add manual transactions. |
X | X | X (can share via link) | X | Received $15 million in funding right after they were founded in 2020. Link | -- (uanble to find) |
| Finary | Yes? | Here is a link to my portfolio. | Youtube | Loom | ~ (login required to use, but not required to view portfolios via link) | ~ (They limit some functions to paid only, even when viewing someone's portfolio) | X | ~ (I think only if you link with broker, as manual entry doesn't ask for date of transaction) | X (it compares the transaction % change from the price you added to it vs it's live price) | X (free) | X | X | X | X (can share via link or download Distribution per assets as a photo) | X | Interesting story, sold out in 21 min. And another $9 million funding (link). | X (quite active) | |
| Snowball Analytics | No, as GetQuin has a better design, less limitations on free plan | GetQuin and Finary don't limit number of holdings to 10, so they are way better for the free plan. | Youtube | Loom | ~ (account creation required) | -- | -- ? | X | X | ~ (free offers little, $7 paid plan with unlimited holdings, but still just 1 portfolio) | X (by going to Analytics -> My holdings (scroll down just a little). Or from Dashboard, clicking on the section.) | Free plan only allows 10 holdings. Next is Starter plan at $7/month (that's why I didn't add it as an option) | X | X | X | ~ / X | -- (unable to find anything) | X (quite active) |
| Atom Finance | cannot test because they ask for card. Would be great to test it's sharing capabilities as it looks very promising | cannot test because they ask for card. Would be great to test it's sharing capabilities as it looks very promising | Youtube and Youtube(a video from NASDAQ) | To be mentioned that you cannot trade from within the app (as it the case for most if not all) | Presentation video mentioned that it's not linkable with all the brokers he has. | -- ? | ? | ? | X | ~ ($60/year, 7 day free trial) | X | Cool briefings 3xday , can see watched companies reports and docs from app, and their events in a calendar | X | X (great) | ? | X | $28 million raised.
Another article, don't know if it's the same company |
This is more of a blog that kinda also contains changelogs, but is not updated too frequently. |
| Stock Card | NO | Here is a link to my portfolio.
You cannot view the portfolio without logging in. Has annoying ads. |
Youtube | No (login required) | Annoying advertising | X/~ (free or $250/year) | X | Free plan allows for 2 portfolios. The stock price is set automatically when you put the date of the transaction | ~ / X | ~ (no mobile app, but works just like on web) | ~ (can make it public for all StockCard users to see. It also generates a link) | -- | ||||||
| Portfolio Visualizer | NO | Because free plan doesn't allow you to save portfolios and the next plan is $30.month, this option is not viable. Could only test the portfolio saving feature if I were to use a business email. | Youtube | ~ (free doesn't allow you to save portfolios) | X | If someone edits the numbers that will not be saved in the original portfolio. One downside is that you have to scroll to find the pie chart for the portfolio and other one is that portfolio value is also shown (can be customized to be any number), but cannot be hidden. | ~ / X | ~ | X (via link and don't require logging in to view) | ~ | ||||||||
| Quicken Premier | NO | Bad design. Download only? Trying to subscribe isn't even working. Unable to test sharing capabilites, but seems like export is the only option, not sharing via link, etc. | Youtube | ~ ($3/month) | X | ? | -- | ? | -- / ~ | |||||||||
| Sharesight | NO | Can import portfolio from broker, spreadsheet or manually. Can be updated by emailing your trade confirmations. Tax reports. Can only be used if community members can limit themselves to 10 holdings, otherwise they need investor plan for unlimited holdings ($31/mo). | Youtube | ~ (free offers too little -10 holdings) | -- | X | X | ? | ~ / X | |||||||||
| Personal Capital(now Empower) | NO | No percentages shown | Youtube | X | -- | ~ / X | X | ? | ~ | |||||||||
| Morningstar | NO | Manual portfolio management. Has a "My view" section, where you can customize to show anything you'd like, such as % ROE 5 years, etc. . Hard to work with as:a lot more work than normal is required because it's all manual. | N/A | -- ($249/year) | N/A | N/A | N/A | N/A | -- / ~ | |||||||||
| Portfolio Performance | NO | Download-only | Youtube | X | X | ~ | -- (web only) | ? | -- / ~ | |||||||||
| Stock Rover | NO | Unable to share anything. Pie charts with percentages. Manual or import (transactions), but no crypto. | Youtube | X (free plan seems great) | X | ? | -- | -- | -- / ~ | |||||||||
| Tiller | NO | No free version | N/A | -- / ~ ($79/year) | N/A | N/A | N/A | N/A | N/A | |||||||||
| Mint | NO | Website is often not working | N/A | ~ ( free has ads, $1/mo to remove) | N/A | N/A | X | N/A | N/A | |||||||||
| Fidelity Full View | NO | Hard to access. In order to open an account you have to verify your identity and employment information. | Youtube min 5:08 | X (free) | X | ? | ? | ? | -- | |||||||||
| Kubera | NO | High price compared to others, especially since main picks are free. | N/A | -- ($150/year) | N/A | N/A | N/A | N/A | N/A | |||||||||
| Dividend Watch | NO | Only 10 holdings, unable to share with others | Youtube | ~ (free offers too little -10 holdings) | X | X | X | -- | ~ / X | |||||||||
| M1 | NO | Identity verification required, making it too hard to access | Youtube | X (free account management) | X | N/A | N/A | N/A | N/A | |||||||||
| Portfolio 123 | NO | No percentages shown. Hard to use. | Youtube | X (only if we can make due with free plan) | -- | ~ | ? | ? | -- | |||||||||
| Tickeron | NO | Too many own ads, making it unpleasant | N/A | X (only if we can make due with free plan) | N/A | N/A | N/A | N/A | -- | |||||||||
| FirstTrade | NO | No portfolio tracking. Hard to access becasue you need phone number and identity verified to open an account | Youtube | X (free for portfolio tracking?) | N/A | N/A | N/A | N/A | N/A | |||||||||
| TC2000 | NO | Not free | Youtube | ~ / -- ($8/mo) | N/A | N/A | N/A | N/A | N/A | |||||||||
| Seeking Alpha | NO | No percentages shown. Hard to use. | Youtube | X (free) | --? | N/A | N/A | N/A | ~ | |||||||||
| Stock Analysis | NO | No portfolio tracking, only watchlist (stock screener) | N/A | -- ($10/mo, free plan has ads and is limited) | -- | N/A | N/A | N/A | ~ | |||||||||
| Ziggma | NO | No sharing capabilities and no mobile . Can view percentages only if you hover mouse over pie chart, or you can view them in list view (Risk section), represented as Weight (in %). | Youtube | X (free) | X () | ? | -- | -- | ~ | |||||||||
| Delta | NO | No percentages, No web app. No sharing capabilities | Youtube | X | X (free) | -- | X | X (no web) | -- | X | ||||||||
| Cova | NO | No real time tracking. Stock tickers are not registered in the app, so you have to do everything manually. That means no stock price updates, no icons, etc. | Youtube | X (free - no real time tracking?) | X | ? | X | ? | ~ / X | |||||||||
| Wallstreet Zen watchlist | NO | Free plan offers too little and displays ads. Premium plan is $20/month./user | N/A | -- (free offers too little - 10 holdings, + ads) | N/A | N/A | N/A | N/A | N/A | |||||||||
| SigFig | NO | Hard to access as you need to invest $2,000 to open an account. | N/A | -- (minimum $2k to open account) | N/A | N/A | N/A | N/A | N/A | |||||||||
| Magnifi | NO | High price. Wealth management app, not portfolio tracker (not including it) | N/A | -- ($14/mo, appears to be a wealth manager, not just stock screener) | N/A | N/A | N/A | N/A | N/A | |||||||||
| InvestorsObservers | NO | Portfolio updates just once per day. With free plan can you link 1 broker account. Doesn't show percentages, just stocks divided by industry. | Youtube | X ( free watchlist) | N/A | N/A | N/A | N/A | -- / ~ | |||||||||
| AssetDash | NO | No sharing capabilities. Otherwise, very good portfolio visualizer with percentages. Can import from broker or manually. | Youtube / this | X (free) | X | X | X | -- | X | |||||||||
| Interactive Brokers | NO | commission based, e.g: 0.35% of transaction. It's more of a wealth management app. | N/A | N/A | N/A | N/A | N/A | N/A | N/A | |||||||||
| Vyzer | NO | No percentages shown | Youtube | ~ (free offers too little, 3 assets) | -- | ? | X | ? | ~ / X | |||||||||
| StockMarketEye | NO | Discontinued as of September 2023 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||||||||
| SoFi | NO | seems complicated, is more of a wealth manager than a portfolio tracker. It's free for now, but that is because it's normal 0.19% fees are currently suppressed by a 0.19% waiver fee, which is probably not permanent. | No good presentations | X (zero management fee) | N/A | ? | X | ? | ? | |||||||||
| WeBull | NO | Not suited for portfolio tracking, but for wealth managament instead | N/A | ~ (they have management fees) | N/A | N/A | X | N/A | N/A | |||||||||
| Robinhood | NO | Not suited for portfolio tracking, but for wealth managament instead | N/A | N/A | N/A | N/A | N/A | N/A | N/A | |||||||||
| TradeStation | NO | Pricing is disadvantageous, because of the comission they charge for every trade | N/A | -- (comission for every trade) | N/A | N/A | N/A | N/A | N/A | |||||||||
| Zerion | NO | Only for Crypto | N/A | N/A | N/A | N/A | X | N/A | N/A | |||||||||
| Yahoo Finance | NO | Only watchlists, not portfolio tracking | Youtube | N/A | -- | N/A | N/A | N/A | -- | |||||||||
| Motley Fool Stock Advisor | NO | Wealth management app. Doesn;t come with a separate portfolio tracker | N/A | N/A | N/A | N/A | N/A | N/A | N/A | |||||||||
| TD Ameritrade | NO | Wealth manager, not portfolio tracker. No percentages shown | Youtube | $0.65 per contract fee for options trades.Costs money to input data from broker? | N/A | N/A | N/A | N/A | N/A | N/A | ||||||||
| ETRADE | NO | Wealth manager, not portfolio tracker. No percentages shown | N/A | $0 for stocks, $0.65 for options | N/A | N/A | N/A | N/A | N/A | N/A | ||||||||
| Moneyfarm | NO | Wealth manager, not portfolio tracker. Pricing not favorable | N/A | 0.75% per trade | N/A | N/A | N/A | N/A | N/A | N/A | ||||||||
| Investing.com | NO | No portfolio tracking offered, only watchlists | N/A | -- ($9/month) expensive compared to others | N/A | N/A | N/A | N/A | N/A | N/A | ||||||||
| Bloomberg | NO | Price way too high, especially compared to other tools | N/A | -- ($300/year) | N/A | N/A | N/A | N/A | N/A | N/A | ||||||||
| JStock | NO | It's download only. Windows detected it as dangerous, so that disqualifies it. | N/A | N/A | N/A | N/A | -- (download only) | X | N/A | N/A | ||||||||
| InvestingNote | NO | Only for South East Asia. Need to verify with phone number, making it hard to access. | N/A | N/A | N/A | N/A | -- (need to verify phone number) | X | N/A | -- | ||||||||
| ShareInvestor | NO | Very expensive, with a bad design | N/A | -- ($23/month) | N/A | N/A | ~ | N/A | N/A | -- | ||||||||
| Stocks Cafe | NO | Old design, you have to manually add price per share. No percentages shown. | N/A | X | -- | N/A | N/A | N/A | N/A | N/A | ||||||||
| Hargreaves Lansdown | NO | Wealth manager, not portfolio tracker. Pricing not favorable | N/A | 0.45% per trade | N/A | N/A | N/A | N/A | N/A | N/A | ||||||||
| Investment Moats | NO | Very bad design, offers a free portfolio from Google Sheets, Very unprofessional | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||||||||
| Parqet | NO | Only in German. Can only filter portfolio by asset if you have paid plan. Not worth it compared to others; | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
| My stocks portfolio (only mobile) | NO | It's good for personal use, a little bit annoying that you have to manually set stock price of transaction. Not being able to share via link would pose quite an effort, e.g: having to update the portfolio report on the forum every time a change is made. Compared to others, it's not worth it. | N/A | N/A | N/A | N/A | N/A | N/A | N/A | X / ~ (free or $6/month) | X | Very cool export feature which outputs a portfolio report that is detailed and looks great., includes a pie chart | ~ / X | X (no web) | ~ ( can export a portfolio report, but can't share via link) | ~ / X | ||
| CoinStats | NO | Only for crypto. so I will not test any further | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
| CoinTracking | NO | Only for crypto. so I will not test any further | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
| Artos
(only mobile) |
NO | Wasn't able to find any EU stocks. Can't find any way of sharing portfolio. | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | X | N/A | N/A | N/A | N/A | N/A | ||
| CryptoRank | NO | Only for crypto. so I will not test any further | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
| DropsTab | NO | Only for crypto. so I will not test any further | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
| Exirio | NO | Unable to share portfolio. | N/A | N/A | X (no account needed) | X (one small add in a corner) | X | X | X | X (free or paid) | X (if you hover over pie chart) | N/A | N/A | X | -- | N/A | ||
| Stocklytics | NO | No information displayed except % change from start of transaction, No percentages, etc. | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
| Nansen Portfolio | NO (only good for crypto) | Cannot manually add stocks. Works only with linking your Wallet. Only for Crypto | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | ||
| AltIndex | NO | Just a watchlist that only allows you to add 10 companies from a list you are given, on free plan | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |