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Development:Tools/Portoflio Tracker: Difference between revisions

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Development:Tools/Portoflio Tracker (view source)

Revision as of 09:59, 20 October 2023

699 bytes added ,  20 October 2023
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!Affordable
!Affordable
!Percentages (%)
!Percentages (%)
!Additional functions
!Ease of use
!Ease of use
!Mobile
!Mobile
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|~  
|~  
|X
|X
|
|X
|X
|X
|X
Line 52: Line 54:
|X (free version)
|X (free version)
|~ (paid only)
|~ (paid only)
|
|?
|?
|X
|X
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|X (free)
|X (free)
|X
|X
|
|~ / X
|~ / X
| ~
| ~
|~ / X
|~ / X
|~
|~
|-
|[https://www.quicken.com/plans-and-pricing Quicken Premier]
|Maybe / No
|
|[https://www.youtube.com/watch?v=5zWPEgoREog Youtube]
|~ ($3/month)
|X
|
|?
|  --
|?
|  -- / ~
|-
|[https://go.atom.finance/ Atom Finance]
|cannot test because they ask for card. Would be great to test it's sharing capabilities as it looks very promising
|cannot test because they ask for card. Would be great to test it's sharing capabilities as it looks very promising
|[https://www.youtube.com/watch?v=Ty1_EWdfIcs Youtube]
|~ ($60/year, 7 day free trial)
|X
|Cool briefings 3xday , can see watched companies reports and docs from app, and their events in a calendar
|X
|X (great)
|?
|X
|-
|-
|[https://www.sharesight.com/ Sharesight]
|[https://www.sharesight.com/ Sharesight]
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|[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
|X
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|[https://www.youtube.com/watch?v=LSE_jj03DHM&t=204s Youtube]
|[https://www.youtube.com/watch?v=LSE_jj03DHM&t=204s Youtube]
|X
|X
| --
| --
|
|~ / X
|~ / X
|X
|X
|?
|?
|~  
|~
|-
|-
|[https://www.morningstar.com/ Morningstar]
|[https://www.morningstar.com/ Morningstar]
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|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.
|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)
|N/A
|N/A
|
|N/A
|N/A
|N/A
|N/A
|N/A
|N/A
| -- / ~
| -- / ~
|-
|-
|[https://www.portfolio-performance.info/en/ Portfolio Performance]
|[https://www.portfolio-performance.info/en/ Portfolio Performance]
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|X
|X
|X
|X
|
|~
|~
|  -- (web only)
|  -- (web only)
|?
|?
| -- / ~
| -- / ~
|-
|-
|[https://www.stockrover.com/ Stock Rover]
|[https://www.stockrover.com/ Stock Rover]
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|X (free plan seems great)
|X (free plan seems great)
|X
|X
|
|?
|?
| --
| --
| --
| --
|  -- / ~
|  -- / ~
|-
|-
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|  -- / ~ ($79/year)
|  -- / ~ ($79/year)
|N/A
|N/A
|
|N/A
|N/A
|N/A
|N/A
|N/A
|N/A
|N/A
|N/A
|-
|[https://www.quicken.com/plans-and-pricing Quicken Premier]
|Maybe / No
|
|[https://www.youtube.com/watch?v=5zWPEgoREog Youtube]
|~ ($3/month)
|X
|?
|  --
|?
|  -- / ~
|-
|-
|[https://mint.intuit.com/ Mint]
|[https://mint.intuit.com/ Mint]
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|~ ( free has ads, $1/mo to remove)
|~ ( free has ads, $1/mo to remove)
|N/A
|N/A
|
|N/A
|N/A
|X
|X
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|X (free)
|X (free)
|X
|X
|
|?
|?
|?
|?
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|  -- ($150/year)
|  -- ($150/year)
|N/A
|N/A
|
|N/A
|N/A
|N/A
|N/A
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|~ ([https://dividend.watch/pricing free] offers too little -10 holdings)
|~ ([https://dividend.watch/pricing free] offers too little -10 holdings)
|X
|X
|
|X
|X
|X
|X
| --
| --
|~ / X
|~ / X
|-
|-
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|X (free account management)
|X (free account management)
|X
|X
|
|N/A
|N/A
|N/A
|N/A
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|[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)
| --
| --
|
|~
|~
|?
|?
|?
|?
| --
| --
|-
|-
|[https://tickeron.com/ Tickeron]
|[https://tickeron.com/ Tickeron]
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|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)
|N/A
|N/A
|
|N/A
|N/A
|N/A
|N/A
|N/A
|N/A
| --
| --
|-
|-
|[https://www.firstrade.com/ FirstTrade]
|[https://www.firstrade.com/ FirstTrade]
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|X (free for portfolio tracking?)
|X (free for portfolio tracking?)
|N/A
|N/A
|
|N/A
|N/A
|N/A
|N/A
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|Not free
|Not free
|[https://www.youtube.com/watch?v=ZOZm8lvo22E Youtube]
|[https://www.youtube.com/watch?v=ZOZm8lvo22E Youtube]
|~ ($8/mo)
|~ / -- ($8/mo)
|N/A
|N/A
|
|N/A
|N/A
|N/A
|N/A
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|[https://www.youtube.com/watch?v=Wt9YSHzr5wg Youtube]
|[https://www.youtube.com/watch?v=Wt9YSHzr5wg Youtube]
|X (free)
|X (free)
| --?
| --?
|
|N/A
|N/A
|N/A
|N/A
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|No portfolio tracking, only watchlist (stock screener)
|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)
| --
| --
|
|N/A
|N/A
|N/A
|N/A
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|X (free)
|X (free)
|X ()
|X ()
|
|?
|?
| --
| --
| --
| --
|~
|~
|-
|-
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|[https://www.youtube.com/watch?v=SHH8j1sliwc&t=3s Youtube]
|[https://www.youtube.com/watch?v=SHH8j1sliwc&t=3s Youtube]
|X (free)
|X (free)
| --
| --
|
|X
|X
|X (no web)
|X (no web)
| --
| --
|X
|X
|-
|-
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|X (free - no real time tracking?)
|X (free - no real time tracking?)
|X
|X
|
|?
|?
| X
| X
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|Free plan offers too little and displays ads. Premium plan is $20/month./user
|Free plan offers too little and displays ads. Premium plan is $20/month./user
|N/A
|N/A
| -- (free offers too little - 10 holdings, + ads)
| -- (free offers too little - 10 holdings, + ads)
|N/A
|N/A
|
|N/A
|N/A
|N/A
|N/A
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|Hard to access as you need to invest $2,000 to open an account.
|Hard to access as you need to invest $2,000 to open an account.
|N/A
|N/A
| -- (minimum $2k to open account)
| -- (minimum $2k to open account)
|N/A
|N/A
|
|N/A
|N/A
|N/A
|N/A
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|High price. Wealth management app, not portfolio tracker (not including it)
|High price. Wealth management app, not portfolio tracker (not including it)
|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)
|N/A
|N/A
|
|N/A
|N/A
|N/A
|N/A
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|X ( free watchlist)
|X ( free watchlist)
|N/A
|N/A
|
|N/A
|N/A
|N/A
|N/A
|N/A
|N/A
| -- / ~
| -- / ~
|-
|-
|[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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|X (free)
|X (free)
|X
|X
|
|X
|X
|X  
|X
| --
| --
|X
|X
|-
|-
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|N/A
|N/A
|N/A
|N/A
|
|N/A
|N/A
|N/A
|N/A
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|[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)
| --
| --
|
|?
|?
|X
|X
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|~ ($75/year)
|~ ($75/year)
|N/A
|N/A
|
|N/A
|N/A
|X
|X
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|X (zero management fee)
|X (zero management fee)
|N/A
|N/A
|
|?
|?
|X
|X
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|~ (they have management fees)
|~ (they have management fees)
|N/A
|N/A
|
|N/A
|N/A
|X
|X
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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
|Pricing is disadvantageous, because of the comission they charge for every trade  
|Pricing is disadvantageous, because of the comission they charge for every trade
|N/A
|N/A
| -- (comission for every trade)
| -- (comission for every trade)
|N/A
|N/A
|
|N/A
|N/A
|N/A
|N/A
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|N/A
|N/A
|N/A
|N/A
|
|N/A
|N/A
|N/A
|N/A
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|N/A
|N/A
|N/A
|N/A
|
|N/A
|N/A
|X
|X
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|N/A
|N/A
|N/A
|N/A
| --
| --
|
|N/A
|N/A
|N/A
|N/A
|N/A
|N/A
| --
| --
|-
|-
|[https://empower360.com/ Empower]
|[https://www.fool.com/ Motley Fool Stock Advisor]
|
|NO
|
|Wealth management app. Doesn;t come with a separate portfolio tracker
|
|N/A
|
|N/A
|
|N/A
|
|
|
|
|
|N/A
|N/A
|N/A
|N/A
|-
|-
|Simplifi by [https://www.quicken.com/products/simplifi/ Quicken]
|[https://www.tdameritrade.com/ TD Ameritrade]
|
|NO
|
|Wealth manager, not portfolio tracker. No percentages shown
|
|[https://www.youtube.com/watch?v=nVqI9nue28I Youtube]
|
|$0.65 per contract fee for options trades.Costs money to input data from broker?
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|N/A
|-
|-
|[https://www.fool.com/premium/stock-advisor/landing/ Motley] Fool Stock Advisor
|[https://us.etrade.com/home E*TRADE]
|
|
|
|
|
|
|
|
|
|
|-
|[https://www.fidelity.com/ Fidelity]
|
|
|
|
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|
|
|-
|-
|Atom [https://go.atom.finance/ Finance]
|[https://www.moneyfarm.com/uk/ Moneyfarm]
|
|
|
|
|
|
|
|
|
|
|-
|TD [https://www.tdameritrade.com/ Ameritrade]
|
|
|
|
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|
|
|-
|-
|E*[https://us.etrade.com/home TRADE]
|[https://www.investing.com/ Investing.com]
|
|
|
|
|
|
|
|
|
|-
|[https://www.moneyfarm.com/uk/ Moneyfarm]
|
|
|
|
|
|
|
|
|
|
|-
|[https://www.investing.com/ Investing.com]
|
|
|
|
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|-
|-
|[https://www.bloomberg.com/europe Bloomberg]
|[https://www.bloomberg.com/europe Bloomberg]
|
|
|
|
|
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|-
|-
|[https://jstock.org/ JStock]
|[https://jstock.org/ JStock]
|
|
|
|
|
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|-
|-
|[https://www.investingnote.com/ InvestingNote]
|[https://www.investingnote.com/ InvestingNote]
|
|
|
|
|
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|-
|-
|[https://www.shareinvestor.com/sg ShareInvestor]
|[https://www.shareinvestor.com/sg ShareInvestor]
|
|
|
|
|
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|
|
|-
|-
|Stocks [https://stocks.cafe/intro Cafe]
|[https://stocks.cafe/intro Stocks Cafe]
|
|
|
|
|
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|
|
|-
|-
|Investment [https://investmentmoats.com/ Moats]
|[https://investmentmoats.com/ Investment Moats]
|
|
|
|
|
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|
|
|-
|-
|FIRE-Path [https://www.firepathlion.com/ Lion]
|[https://www.firepathlion.com/ FIRE-Path Lion]
|
|
|
|
|
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|
|
|-
|-
|Hargreaves [https://www.hl.co.uk/ Lansdown]
|[https://www.hl.co.uk/ Hargreaves Lansdown]
|
|
|
|
|
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|-
|-
|[https://stake.com/ Stake]
|[https://stake.com/ Stake]
|
|
|
|
|
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|
|
|-
|-
|[https://stockcard.io/home Stock Card]
|
|
|
|
BDavid
689

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