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Development:Tools/Portoflio Tracker: Difference between revisions

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Development:Tools/Portoflio Tracker (view source)

Revision as of 18:44, 2 October 2023

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!Sharing capabilities
!Sharing capabilities
!Visually appealing
!Visually appealing
|-
|[https://snowball-analytics.com/ Snowball Analytics]
|Yes, best for now
|[https://www.youtube.com/watch?v=SJuOobhYsQc Youtube]
|~
|X
|X
|X
|X
|~ / X
|-
|[https://www.getquin.com/ GetQuin]
|Maybe, only with paid, see ()
|[https://www.youtube.com/watch?v=TPYoZgaDvnM Youtube]
|X (free version)
|~ (paid only)
|?
|X
|?
|X
|-
|[https://www.portfoliovisualizer.com/ Portfolio Visualizer]
|Yes, see footnote
|[https://www.youtube.com/watch?v=X0f1PXXBIhU&list=WL&index=1 Youtube]
|X (free)
|X
|~ / X
| ~
|~ / X
|~
|-
|-
|[https://www.sharesight.com/ Sharesight]
|[https://www.sharesight.com/ Sharesight]
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|N/A
|N/A
|N/A
|N/A
| -- / ~
|-
|[https://www.portfolio-performance.info/en/ Portfolio Performance]
|No, download-only
|[https://www.youtube.com/watch?v=df0Rb3k0VSA Youtube]
|X
|X
|~
|  -- (web only)
|?
| -- / ~
| -- / ~
|-
|-
|[https://www.stockrover.com/ Stock Rover]
|[https://www.stockrover.com/ Stock Rover]
|
|No
|
|[https://www.youtube.com/watch?v=p4maVSsvYTI Youtube]
|X (free plan seems great)
|X (free plan seems great)
|
|X
|
|?
|
| --
|
| --
| -- / ~
| -- / ~
|-
|-
|[https://www.tillerhq.com/?source=aw&awc=18709_1695376328_133642c676b9c6a632c9bcceb498e5e6&utm_medium=affiliate&utm_source=awin&utm_campaign=836405 Tiller]
|[https://www.tillerhq.com/?source=aw&awc=18709_1695376328_133642c676b9c6a632c9bcceb498e5e6&utm_medium=affiliate&utm_source=awin&utm_campaign=836405 Tiller]
|No - no free version
|No - no free version
|N/A
|N/A
| -- / ~ ($79/year)
| -- / ~ ($79/year)
|N/A
|N/A
|N/A
|N/A
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|N/A
|N/A
|-
|-
|[https://www.quicken.com/plans-and-pricing Quicken Premier]  
|[https://www.quicken.com/plans-and-pricing Quicken Premier]
|Maybe / No
|Maybe / No
|[https://www.youtube.com/watch?v=5zWPEgoREog Youtube]
|[https://www.youtube.com/watch?v=5zWPEgoREog Youtube]
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|X
|X
|?
|?
| --
| --
|?
|?
| -- / ~
| -- / ~
|-
|-
|[https://mint.intuit.com/ Mint]
|[https://mint.intuit.com/ Mint]
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|?
|?
|?
|?
| --
| --
|-
|-
|[https://www.kubera.com/ Kubera]
|[https://www.kubera.com/ Kubera]
|No
|No
|N/A
|N/A
| -- ($150/year)
| -- ($150/year)
|N/A
|N/A
|N/A
|N/A
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|N/A
|N/A
|N/A
|N/A
|-
|[https://www.portfolio-performance.info/en/ Portfolio Performance]
|No, download-only
|[https://www.youtube.com/watch?v=df0Rb3k0VSA Youtube]
|X
|X
|~
|  -- (web only)
|?
| -- / ~
|-
|-
|[https://dividend.watch/ Dividend Watch]
|[https://dividend.watch/ Dividend Watch]
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|[https://seekingalpha.com/account/portfolio Seeking Alpha]
|[https://seekingalpha.com/account/portfolio Seeking Alpha]
|No
|No
|
|[https://www.youtube.com/watch?v=Wt9YSHzr5wg Youtube]
|X (free)
|X (free)
| --?
| --?
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|N/A
|N/A
|~
|~
|-
|[https://snowball-analytics.com/ Snowball Analytics]
|Yes, best for now
|[https://www.youtube.com/watch?v=SJuOobhYsQc Youtube]
|~ ([https://snowball-analytics.com/pricing free] offers to little - 10 holdings)
|X
|X
|X
|X
|~ / X
|-
|-
|[https://ziggma.com/ Ziggma]
|[https://ziggma.com/ Ziggma]
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|X  
|X  
| --
| --
|X
|-
|[https://www.getquin.com/ GetQuin]
|Maybe, only with paid, see ()
|[https://www.youtube.com/watch?v=TPYoZgaDvnM Youtube]
|X (free version)
|~ (paid only)
|?
|X
|?
|X
|X
|-
|-
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|N/A
|N/A
|N/A
|N/A
|-
|[https://www.portfoliovisualizer.com/ Portfolio Visualizer]
|Yes, see footnote
|[https://www.youtube.com/watch?v=X0f1PXXBIhU&list=WL&index=1 Youtube]
|X (free)
|X
|~ / X
| ~
|~ / X
|~
|-
|-
|[https://finance.yahoo.com/ Yahoo Finance]
|[https://finance.yahoo.com/ Yahoo Finance]
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=== 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 tracking for up to 10 assets (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. Can share portfolio via link.
* [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.
* [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.


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* [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.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.
* [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.
* [https://www.stockrover.com/ Stock Rover] - manual or import. Pie charts with percentages. No crypto. Unable to sharing anything.
* [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://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 %).
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