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Development:Tools/Portoflio Tracker: Difference between revisions
Development:Tools/Portoflio Tracker (view source)
Revision as of 10:28, 22 September 2023
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!Accesibility | !Accesibility | ||
!Visually appealing | !Visually appealing | ||
|- | |- | ||
|[https://www.sharesight.com/ Sharesight] | |[https://www.sharesight.com/ Sharesight] | ||
| | |Probably not (see comments) | ||
|[https://www.youtube.com/watch?v=DD8FmH2Hr74 Youtube] | |[https://www.youtube.com/watch?v=DD8FmH2Hr74 Youtube] | ||
|~ ([https://www.sharesight.com/pricing/ free] offers too little) | |~ ([https://www.sharesight.com/pricing/ free] offers too little) | ||
|? | |||
|X | |||
|? | |||
|~ / X | |||
|- | |||
|[https://www.personalcapital.com/invite Personal Capital](now Empower) | |||
| | |||
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|X | |X | ||
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|~ / X | |||
|- | |- | ||
|[https://www. | |[https://www.morningstar.com/ Morningstar] | ||
| | | | ||
| | | | ||
| | | | ||
| | | | ||
| | | | ||
| | | | ||
| -- / ~ | |||
|- | |- | ||
|[https://www.stockrover.com/ Stock Rover] | |||
| | | | ||
| | | | ||
|X (free plan seems great) | |||
| | | | ||
| | | | ||
| | | | ||
| -- / ~ | |||
|- | |||
|[https://www.tillerhq.com/?source=aw&awc=18709_1695376328_133642c676b9c6a632c9bcceb498e5e6&utm_medium=affiliate&utm_source=awin&utm_campaign=836405 Tiller] | |||
|No - no free version | |||
|N/A | |||
| -- / ~ ($79/year) | |||
|N/A | |||
|N/A | |||
|N/A | |||
|N/A | |||
|- | |||
|[https://www.quicken.com/plans-and-pricing Quicken Premier] | |||
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|~ ($3/month) | |||
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|- | |||
|[https://mint.intuit.com/ Mint] | |||
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|~ ( free has ads, $1/mo to remove) | |||
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|- | |- | ||
|[https://www.fidelity.com/spend-save/full-view/overview Fidelity Full View] | |||
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|X (free) | |||
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|- | |||
|[https://www.kubera.com/ Kubera] | |||
|No | |||
|N/A | |||
| -- ($150/year) | |||
|N/A | |||
|N/A | |||
|N/A | |||
|N/A | |||
|- | |||
|[https://www.portfolio-performance.info/en/ Portfolio Performance] | |||
| | | | ||
|[https://www.youtube.com/watch?v=df0Rb3k0VSA Youtube] | |||
|X | |||
| | | | ||
| -- | |||
| | | | ||
| -- / ~ | |||
|- | |- | ||
|[https://dividend.watch/ Dividend Watch] | |||
| | | | ||
|[https://www.youtube.com/watch?v=5hu9MPN286Y Youtube] | |||
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| | |X | ||
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|} | |} | ||
==Comments and suggestions== | ==Comments and suggestions== | ||
Sharesight - can import portfolio from broker, spreadsheet or manually. Can be updated by emailing your trade confirmations. Tax reports | Sharesight - 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) | ||
Morningstar - manual portfolio management. Has a "My view" section, where you can customize to show anything you'd like, such as % ROE 5 years, etc. Cons: more work as it's all manual. | |||
Stock Rover - manual or import. | |||
Mint - website not working for now | |||
Portfolio Performance - open source | |||