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Development:Tools/Portoflio Tracker (view source)

Revision as of 14:49, 2 October 2023

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|[https://snowball-analytics.com/ Snowball Analytics]
|[https://snowball-analytics.com/ Snowball Analytics]
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|Yes, best for now
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|[https://www.youtube.com/watch?v=SJuOobhYsQc Youtube]
|~ ([https://snowball-analytics.com/pricing free] offers to little - 10 holdings)
|~ ([https://snowball-analytics.com/pricing free] offers to little - 10 holdings)
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|X
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|X
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|X
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|X
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|~ / X
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|[https://ziggma.com/ Ziggma]
|[https://ziggma.com/ Ziggma]
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|[https://delta.app/en Delta]
|[https://delta.app/en Delta]
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|No
|[https://www.youtube.com/watch?v=SHH8j1sliwc&t=3s Youtube]
|[https://www.youtube.com/watch?v=SHH8j1sliwc&t=3s Youtube]
|X (free)
|X (free)
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| --
|X
|X
|X (no web)
|X (no web)
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| --
|X
|X
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|[https://www.assetdash.com/?source_caller=sdk&af_siteid=1541886930&shortlink=gvzuiq1k&af_referrer_uid=1657061118717-6403124&pid=af_app_invites&af_referrer_customer_id=772dd511-060b-410b-8858-decf57ec7726 AssetDash]
|[https://www.assetdash.com/?source_caller=sdk&af_siteid=1541886930&shortlink=gvzuiq1k&af_referrer_uid=1657061118717-6403124&pid=af_app_invites&af_referrer_customer_id=772dd511-060b-410b-8858-decf57ec7726 AssetDash]
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|No, unable to share
|[https://www.youtube.com/watch?v=Pp0AuE5ahMk Youtube]
|[https://www.youtube.com/watch?v=Pp0AuE5ahMk Youtube] / [https://www.youtube.com/watch?v=lP288fEukCE this]
|X (free)
|X (free)
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|X
|X
|X
|X  
|X  
|?
| --
|X
|X
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|~ / X  
|~ / X  
|~  
|~  
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|Yahoo Finance
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| --
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==Comments and suggestions==
==Comments and suggestions==
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=== Considered apps ===
=== Considered apps ===


* 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)
* [https://www.sharesight.com/ 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)
* Portfolio Performance - open source
* [https://snowball-analytics.com/ Snowball Analytics] - easy to share via link, not having to make it public. Can give the portfolio a name, hide portfolio value. Free plan offers 10 assets tracking- for unlimited you need paid plan - $80/year. Assets can be added manually or imported from brokers.
* Dividend Watch - Can only be used if community members can limit themselves to 10 holdings, otherwise they need investor plan for unlimited holdings ($8/mo)
* [https://www.getquin.com/ GetQuin] - broker or manual import.  No percentages, maybe with premium plans which are $90/year. Otherwise great app
* AssetDash - can import from broker or manually private equity - can't manually add stocks without broker account? This could be a problem for community members with small portfolios.
* [https://www.portfoliovisualizer.com/ Portfolio Visualizer] - Portfolios can be shared via link and don't require logging in to view them. 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.
* GetQuin - broker or manual import.  No percentages, maybe with premium plans which are $90/year. Otherwise great app
* Ziggma - can view percentages if you hover mouse over pie chart, or you can view them in list view (Risk section), represented as Weight (in %).  
* Portfolio Visualizer - Portfolios can be shared via link and don't require logging in to view them.


=== Non considered apps ===
=== Non considered apps ===


* 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.
* [https://www.morningstar.com/ 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.
* [https://www.assetdash.com/?source_caller=sdk&af_siteid=1541886930&shortlink=gvzuiq1k&af_referrer_uid=1657061118717-6403124&pid=af_app_invites&af_referrer_customer_id=772dd511-060b-410b-8858-decf57ec7726 AssetDash] - can import from broker or manually. Very good portfolio visualizer with percentages, but unable to share.
* Stock Rover - manual or import.
* Stock Rover - manual or import.
* Mint - website not working for now
* [https://ziggma.com/ Ziggma] - can view percentages if you hover mouse over pie chart, or you can view them in list view (Risk section), represented as Weight (in %).
* Delta - powered by eToro. No web version, only mobile. Transactions can be imported or added manually.
* [https://delta.app/en Delta] - powered by eToro. No web version, only mobile. Transactions can be imported or added manually.
* InvestorsObserver - portfolio updates once per day. Free can link 1 broker account. Doesn't show percentages, just stocks divided by industry
* [https://www.investorsobserver.com/affiliate-pricing?via=benzinga InvestorsObserver] - portfolio updates once per day. Free can link 1 broker account. Doesn't show percentages, just stocks divided by industry
* Interactive Brokers - commission based, e.g: 0.35% of transaction, it's more of a wealth management app.
* [https://www.interactivebrokers.com/en/whyib/overview.php Interactive Brokers] - commission based, e.g: 0.35% of transaction, it's more of a wealth management app.
* WeBull - not a portfolio tracker app, rather a wealth management app.
* [https://www.webull.com/activity?inviteCode=hdaVffUKZEVF&inviteSource=wb_inf&source=Youngandtheinvested&irclickid=FYolJl30n2FoLNnYyEvY WeBull] - not a portfolio tracker app, rather a wealth management app.
* Fidelity Full View - in order to open an account you have to verify your identity and employment information.
* [https://www.fidelity.com/spend-save/full-view/overview Fidelity Full View] - in order to open an account you have to verify your identity and employment information.
* FirstTrade - no portfolio tracking?, phone number and identity required to open account
* [https://www.firstrade.com/ FirstTrade] - no portfolio tracking?, phone number and identity required to open account
* SoFi - 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.
* [https://www.sofi.com/ SoFi] - 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.
* Cova - stock tickers are not registered in the app, so you have to do everything manually. So no stock price updates, no icons, etc.
* [https://getcova.com/ Cova] - stock tickers are not registered in the app, so you have to do everything manually. So no stock price updates, no icons, etc.
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