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Development:Tools/Portoflio Tracker: Difference between revisions

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Development:Tools/Portoflio Tracker (view source)

Revision as of 18:26, 17 October 2023

732 bytes removed ,  17 October 2023
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!Name
!Name
!Consider?
!Consider?
!Elimination reason
!Presentation
!Presentation
!Affordable
!Affordable
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|[https://snowball-analytics.com/ Snowball Analytics]
|[https://snowball-analytics.com/ Snowball Analytics]
|Yes, best for now
|Yes, best for now
|
|[https://www.youtube.com/watch?v=SJuOobhYsQc Youtube]
|[https://www.youtube.com/watch?v=SJuOobhYsQc Youtube]
|~  
|~  
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|-
|-
|[https://www.getquin.com/ GetQuin]
|[https://www.getquin.com/ GetQuin]
|Maybe, only with paid, see ()
|Yes, only with paid, see comments
|
|[https://www.youtube.com/watch?v=TPYoZgaDvnM Youtube]
|[https://www.youtube.com/watch?v=TPYoZgaDvnM Youtube]
|X (free version)
|X (free version)
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|-
|-
|[https://www.portfoliovisualizer.com/ Portfolio Visualizer]
|[https://www.portfoliovisualizer.com/ Portfolio Visualizer]
|Yes, see footnote
|Yes, see comments
|
|[https://www.youtube.com/watch?v=X0f1PXXBIhU&list=WL&index=1 Youtube]
|[https://www.youtube.com/watch?v=X0f1PXXBIhU&list=WL&index=1 Youtube]
|X (free)
|X (free)
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|-
|-
|[https://www.sharesight.com/ Sharesight]
|[https://www.sharesight.com/ Sharesight]
|No
|NO
|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.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)
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|-
|-
|[https://www.personalcapital.com/invite Personal Capital](now Empower)
|[https://www.personalcapital.com/invite Personal Capital](now Empower)
|No (no percentages)
|NO
|No percentages shown
|[https://www.youtube.com/watch?v=LSE_jj03DHM&t=204s Youtube]
|[https://www.youtube.com/watch?v=LSE_jj03DHM&t=204s Youtube]
|X
|X
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|-
|-
|[https://www.morningstar.com/ Morningstar]
|[https://www.morningstar.com/ Morningstar]
|No
|NO
|Manual portfolio management. Has a "My view" section, where you can customize to show anything you'd like, such as % ROE 5 years, etc. . Hard to work with as:a lot more work than normal is required because it's all manual.
|N/A
|N/A
| -- ($249/year)
| -- ($249/year)
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|-
|-
|[https://www.portfolio-performance.info/en/ Portfolio Performance]
|[https://www.portfolio-performance.info/en/ Portfolio Performance]
|No, download-only
|NO
|Download-only
|[https://www.youtube.com/watch?v=df0Rb3k0VSA Youtube]
|[https://www.youtube.com/watch?v=df0Rb3k0VSA Youtube]
|X
|X
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|-
|-
|[https://www.stockrover.com/ Stock Rover]
|[https://www.stockrover.com/ Stock Rover]
|No
|NO
|Unable to share anything. Pie charts with percentages. Manual or import (transactions), but no crypto.
|[https://www.youtube.com/watch?v=p4maVSsvYTI Youtube]
|[https://www.youtube.com/watch?v=p4maVSsvYTI Youtube]
|X (free plan seems great)
|X (free plan seems great)
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|-
|-
|[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)
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|[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]
|~ ($3/month)
|~ ($3/month)
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|-
|-
|[https://mint.intuit.com/ Mint]
|[https://mint.intuit.com/ Mint]
|No (website is often not working)
|NO
|Website is often not working
|N/A
|N/A
|~ ( free has ads, $1/mo to remove)
|~ ( free has ads, $1/mo to remove)
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|-
|-
|[https://www.fidelity.com/spend-save/full-view/overview Fidelity Full View]
|[https://www.fidelity.com/spend-save/full-view/overview Fidelity Full View]
|No (see footnote)
|NO
|Hard to access. In order to open an account you have to verify your identity and employment information.
|[https://www.youtube.com/watch?v=maI5fMEp5EM Youtube] min 5:08
|[https://www.youtube.com/watch?v=maI5fMEp5EM Youtube] min 5:08
|X (free)
|X (free)
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|-
|-
|[https://www.kubera.com/ Kubera]
|[https://www.kubera.com/ Kubera]
|No
|NO
|
|N/A
|N/A
|  -- ($150/year)
|  -- ($150/year)
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|-
|-
|[https://dividend.watch/ Dividend Watch]
|[https://dividend.watch/ Dividend Watch]
|No (10 holdings, unable to share with others)
|NO
|Only 10 holdings, unable to share with others
|[https://www.youtube.com/watch?v=5hu9MPN286Y Youtube]
|[https://www.youtube.com/watch?v=5hu9MPN286Y Youtube]
|~ ([https://dividend.watch/pricing free] offers too little -10 holdings)
|~ ([https://dividend.watch/pricing free] offers too little -10 holdings)
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|-
|-
|[https://m1.com/ M1]
|[https://m1.com/ M1]
|No, identity verification required
|NO
|Identity verification required, making it too hard to access
|[https://www.youtube.com/watch?v=ZDdFwVO2RlM Youtube]
|[https://www.youtube.com/watch?v=ZDdFwVO2RlM Youtube]
|X (free account management)
|X (free account management)
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|-
|-
|[https://www.portfolio123.com/?sref=51820 Portfolio 123]
|[https://www.portfolio123.com/?sref=51820 Portfolio 123]
|No
|NO
|
|[https://www.youtube.com/watch?v=o1_q_zCxemI Youtube]
|[https://www.youtube.com/watch?v=o1_q_zCxemI Youtube]
|X (only if we can make due with [https://www.portfolio123.com/pricing free] plan)
|X (only if we can make due with [https://www.portfolio123.com/pricing free] plan)
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|-
|-
|[https://tickeron.com/ Tickeron]
|[https://tickeron.com/ Tickeron]
|No, too many own ads
|NO
|Too many own ads, making it unpleasant
|N/A
|N/A
|X (only if we can make due with [https://tickeron.com/app/user/memberships/level free] plan)
|X (only if we can make due with [https://tickeron.com/app/user/memberships/level free] plan)
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|-
|-
|[https://www.firstrade.com/ FirstTrade]
|[https://www.firstrade.com/ FirstTrade]
|No (see footnote)
|NO
|No portfolio tracking. Hard to access becasue you need phone number and identity verified to open  an account
|[https://www.youtube.com/watch?v=XQPKeLxRrO8 Youtube]
|[https://www.youtube.com/watch?v=XQPKeLxRrO8 Youtube]
|X (free for portfolio tracking?)
|X (free for portfolio tracking?)
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|-
|-
|[https://www.tc2000.com/ TC2000]
|[https://www.tc2000.com/ TC2000]
|No, as it's not free
|NO
|Not free
|[https://www.youtube.com/watch?v=ZOZm8lvo22E Youtube]
|[https://www.youtube.com/watch?v=ZOZm8lvo22E Youtube]
|~ ($8/mo)
|~ ($8/mo)
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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]
|[https://www.youtube.com/watch?v=Wt9YSHzr5wg Youtube]
|X (free)
|X (free)
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|-
|-
|[https://stockanalysis.com/watchlist/ Stock Analysis]
|[https://stockanalysis.com/watchlist/ Stock Analysis]
|No
|NO
|No portfolio tracking, only watchlist (stock screener)
|N/A
|N/A
|~ ($10/mo, free plan has ads and is limited)
|~ ($10/mo, free plan has ads and is limited)
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|-
|-
|[https://ziggma.com/ Ziggma]
|[https://ziggma.com/ Ziggma]
|No, no sharing and no mobile
|NO
|No sharing capabilities and no mobile .  Can view percentages only if you hover mouse over pie chart, or you can view them in list view (Risk section), represented as Weight (in %).
|[https://www.youtube.com/watch?v=efsYSRjLCVY Youtube]
|[https://www.youtube.com/watch?v=efsYSRjLCVY Youtube]
|X (free)
|X (free)
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|-
|-
|[https://delta.app/en Delta]
|[https://delta.app/en Delta]
|No
|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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|-
|-
|[https://getcova.com/ Cova]
|[https://getcova.com/ Cova]
|No, no real time tracking ()
|NO
|No real time tracking. Stock tickers are not registered in the app, so you have to do everything manually. That means no stock price updates, no icons, etc.
|[https://www.youtube.com/watch?v=rZXii2WJYCM Youtube]
|[https://www.youtube.com/watch?v=rZXii2WJYCM Youtube]
|X (free - no real time tracking?)
|X (free - no real time tracking?)
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|-
|-
|[https://www.wallstreetzen.com/ Wallstreet Zen watchlist]
|[https://www.wallstreetzen.com/ Wallstreet Zen watchlist]
|No
|NO
|
|N/A
|N/A
| -- (free offers too little - 10 holdings, + ads)
| -- (free offers too little - 10 holdings, + ads)
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|-
|-
|[https://www.sigfig.com/ SigFig]
|[https://www.sigfig.com/ SigFig]
|No
|NO
|
|N/A
|N/A
| -- (minimum $2k to open account)
| -- (minimum $2k to open account)
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|-
|-
|[https://magnifi.com/magnifi-personal/benzinga?utm_medium=partnership&utm_source=benzinga&utm_campaign_id=cpc&utm_ad_type=simplifyinvestingwithai&utm_goal=trialorpaidsub&utm_content=benzinga&utm_date=q223 Magnifi]
|[https://magnifi.com/magnifi-personal/benzinga?utm_medium=partnership&utm_source=benzinga&utm_campaign_id=cpc&utm_ad_type=simplifyinvestingwithai&utm_goal=trialorpaidsub&utm_content=benzinga&utm_date=q223 Magnifi]
|No
|NO
|
|N/A
|N/A
| -- ($14/mo, appears to be a wealth manager, not just stock screener)
| -- ($14/mo, appears to be a wealth manager, not just stock screener)
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|-
|-
|[https://www.investorsobserver.com/affiliate-pricing?via=benzinga InvestorsObservers]
|[https://www.investorsobserver.com/affiliate-pricing?via=benzinga InvestorsObservers]
|No (too simple, see footnote)
|NO
|Portfolio updates just once per day. With free plan can you link 1 broker account. Doesn't show percentages, just stocks divided by industry.
|[https://www.youtube.com/watch?v=lBNvTLuin2k&list=PL-dPy9ImvULTKwOCntTWwyyrN4VhqImok&index=13 Youtube]
|[https://www.youtube.com/watch?v=lBNvTLuin2k&list=PL-dPy9ImvULTKwOCntTWwyyrN4VhqImok&index=13 Youtube]
|X ( free watchlist)
|X ( free watchlist)
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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]
|No, unable to share
|NO
|No sharing capabilities. Otherwise, very good portfolio visualizer with percentages. Can import from broker or manually.
|[https://www.youtube.com/watch?v=Pp0AuE5ahMk Youtube] / [https://www.youtube.com/watch?v=lP288fEukCE this]
|[https://www.youtube.com/watch?v=Pp0AuE5ahMk Youtube] / [https://www.youtube.com/watch?v=lP288fEukCE this]
|X (free)
|X (free)
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|-
|-
|[https://www.interactivebrokers.com/en/whyib/overview.php Interactive Brokers]
|[https://www.interactivebrokers.com/en/whyib/overview.php Interactive Brokers]
|No (see footnote)
|NO
|commission based, e.g: 0.35% of transaction. It's more of a wealth management app.
|N/A
|N/A
|N/A
|N/A
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|-
|-
|[https://vyzer.co/ Vyzer]
|[https://vyzer.co/ Vyzer]
|No, no percentages
|NO
|No percentages shown
|[https://www.youtube.com/watch?v=b3JRKnUALng Youtube]
|[https://www.youtube.com/watch?v=b3JRKnUALng Youtube]
|~ ([https://vyzer.co/pricing free] offers too little, 3 assets)
|~ ([https://vyzer.co/pricing free] offers too little, 3 assets)
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|-
|-
|[https://www.stockmarketeye.com/?clickid=WAFyzxxhJxyPRBuWV7XlJViKUkF20mxLETqgQo0 StockMarketEye]
|[https://www.stockmarketeye.com/?clickid=WAFyzxxhJxyPRBuWV7XlJViKUkF20mxLETqgQo0 StockMarketEye]
|Probably not, bc of price
|NO
|Price
|N/A
|N/A
|~ ($75/year)
|~ ($75/year)
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|-
|-
|[https://www.sofi.com/ SoFi]
|[https://www.sofi.com/ SoFi]
|Maybe (see footnote)
|NO
|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.
|No good presentations
|No good presentations
|X (zero management fee)
|X (zero management fee)
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|-
|-
|[https://www.webull.com/activity?inviteCode=hdaVffUKZEVF&inviteSource=wb_inf&source=Youngandtheinvested&irclickid=FYolJl30n2FoLNnYyEvY WeBull]
|[https://www.webull.com/activity?inviteCode=hdaVffUKZEVF&inviteSource=wb_inf&source=Youngandtheinvested&irclickid=FYolJl30n2FoLNnYyEvY WeBull]
|No(see footnote)
|NO
|Not suited for portfolio tracking, but for wealth managament instead
|N/A
|N/A
|~ (they have management fees)
|~ (they have management fees)
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|-
|-
|[https://www.tradestation.com/pricing/?utm_source=Young%20and%20the%20Invested_1443669&utm_medium=Affiliate&utm_campaign=481023_Online%20Tracking%20Link&utm_term=BaseBrand&clickid=T3P0nv1pKxyPULHSKy2lIyNCUkFRXSWRmwZt0s0&irgwc=1&offer=0035AEUX TradeStation]
|[https://www.tradestation.com/pricing/?utm_source=Young%20and%20the%20Invested_1443669&utm_medium=Affiliate&utm_campaign=481023_Online%20Tracking%20Link&utm_term=BaseBrand&clickid=T3P0nv1pKxyPULHSKy2lIyNCUkFRXSWRmwZt0s0&irgwc=1&offer=0035AEUX TradeStation]
|No
|NO
|
|N/A
|N/A
| -- (comission for every trade)
| -- (comission for every trade)
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|-
|-
|[https://robinhood.com/us/en/ Robinhood]
|[https://robinhood.com/us/en/ Robinhood]
|No - wealth manager
|NO
|Not suited for portfolio tracking, but for wealth managament instead
|N/A
|N/A
|N/A
|N/A
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|-
|-
|[https://zerion.io/ Zerion]
|[https://zerion.io/ Zerion]
|No - only for crypto
|NO
|Only for Crypto
|N/A
|N/A
|N/A
|N/A
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|-
|-
|[https://finance.yahoo.com/ Yahoo Finance]
|[https://finance.yahoo.com/ Yahoo Finance]
|No
|NO
|
|N/A
|N/A
|N/A
|N/A
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=== Non considered apps ===
=== Non considered apps ===


* [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.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://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.interactivebrokers.com/en/whyib/overview.php Interactive Brokers] - commission based, e.g: 0.35% of transaction, it's more of 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.
* [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.
* [https://www.firstrade.com/ FirstTrade] - no portfolio tracking?, phone number and identity required to open account
* [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.
* [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.
BDavid
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