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Development:Tools/Portoflio Tracker: Difference between revisions
Development:Tools/Portoflio Tracker (view source)
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''Return to : [[Development:Tools|Tools]]'' | ''Return to : [[Development:Tools|Tools]]'' | ||
== 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 | |||
{| class="wikitable" | |||
!Name | |||
!Consider? | |||
!Presentation | |||
!Affordable | |||
!Ease of use | |||
!Mobile | |||
!Accesibility | |||
!Visually appealing | |||
!Alternative usecase | |||
|- | |||
|[https://www.sharesight.com/ Sharesight] | |||
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|[https://www.youtube.com/watch?v=DD8FmH2Hr74 Youtube] | |||
|~ ([https://www.sharesight.com/pricing/ free] offers too little) | |||
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|X | |||
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|[https://www.personalcapital.com/invite Personal Capital](Empower) | |||
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==Comments and suggestions== | |||
Sharesight - can import portfolio from broker, spreadsheet or manually. Can be updated by emailing your trade confirmations. Tax reports | |||