689
edits
Development:Tools/Portoflio Tracker: Difference between revisions
Development:Tools/Portoflio Tracker (view source)
Revision as of 16:17, 2 October 2023
, 2 October 2023no edit summary
No edit summary |
No edit summary |
||
| Line 36: | Line 36: | ||
|- | |- | ||
|[https://www.sharesight.com/ Sharesight] | |[https://www.sharesight.com/ Sharesight] | ||
| | |No | ||
|[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 -10 holdings) | |~ ([https://www.sharesight.com/pricing/ free] offers too little -10 holdings) | ||
| | | -- | ||
| | |X | ||
|X | |X | ||
|? | |? | ||
| Line 196: | Line 196: | ||
|- | |- | ||
|[https://seekingalpha.com/account/portfolio Seeking Alpha] | |[https://seekingalpha.com/account/portfolio Seeking Alpha] | ||
| | |No | ||
| | | | ||
|X (free) | |X (free) | ||
| | | --? | ||
| | |N/A | ||
| | |N/A | ||
| | |N/A | ||
| | |~ | ||
|- | |- | ||
|[https://stockanalysis.com/watchlist/ Stock Analysis] | |[https://stockanalysis.com/watchlist/ Stock Analysis] | ||
| | |No | ||
| | |N/A | ||
|~ ($10/mo, free plan has ads and is limited) | |~ ($10/mo, free plan has ads and is limited) | ||
| | | -- | ||
| | |N/A | ||
| | |N/A | ||
| | |N/A | ||
|~ | |~ | ||
|- | |- | ||
| Line 405: | Line 405: | ||
|~ | |~ | ||
|- | |- | ||
|Yahoo Finance | |[https://finance.yahoo.com/ Yahoo Finance] | ||
| | |No | ||
| | |N/A | ||
| | |N/A | ||
| -- | |||
|N/A | |||
|N/A | |||
|N/A | |||
| -- | | -- | ||
|} | |} | ||
==Comments and suggestions== | ==Comments and suggestions== | ||
| Line 419: | Line 419: | ||
=== Considered apps === | === Considered apps === | ||
* [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. | * [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. | ||
* [https://www.getquin.com/ GetQuin] - broker or manual import. No percentages, maybe with premium plans which are $90/year. Otherwise great app | * [https://www.getquin.com/ GetQuin] - broker or manual import. No percentages, maybe with premium plans which are $90/year. Otherwise great app | ||
| Line 429: | Line 428: | ||
* [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. | * [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. | ||
* [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) | |||
* [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 %). | * [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 %). | ||
* [https://stockanalysis.com/watchlist/ Stock Analysis] - no portfolio tracking, only watchlist (stock screener) | |||
* [https://delta.app/en 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. | ||
* [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 | * [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 | ||