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Development:Tools/Portoflio Tracker: Difference between revisions

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Development:Tools/Portoflio Tracker (view source)

Revision as of 14:44, 24 October 2023

633 bytes added ,  24 October 2023
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!Name
!Name
!Consider?
!Consider?
!Elimination reason
!Elimination reason (or comments)
!Presentation
!Presentation
!Affordable
!Affordable
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!Sharing capabilities
!Sharing capabilities
!Visually appealing
!Visually appealing
|-
|[https://stockcard.io/home Stock Card]
|Yes
|
|[https://www.youtube.com/watch?v=Js7P5idgbhY Youtube]
|X/~ (free or $250/year)
|X
|Free plan allows for 2 portfolios
|X
| -- (no mobile app)
|
| --
|-
|-
|[https://snowball-analytics.com/ Snowball Analytics]
|[https://snowball-analytics.com/ Snowball Analytics]
|Yes, best for now
|Yes
|
|Can see percentages by going to Analytics -> My holdings
|[https://www.youtube.com/watch?v=SJuOobhYsQc Youtube]
|[https://www.youtube.com/watch?v=SJuOobhYsQc Youtube]
|~  
|~ (free offers little)
|X
|X
|
|Free plan only allows 10 holdings. Next is Starter plan at $7/month
|X
|X
|X
|X
|X
|X
|~ / X
|~ / X
|-
|[https://www.portfoliovisualizer.com/ Portfolio Visualizer]
|Yes
|
|[https://www.youtube.com/watch?v=X0f1PXXBIhU&list=WL&index=1 Youtube]
|X (free)
|X
|
|~ / X
| ~
|~ / X
|~
|-
|-
|[https://www.getquin.com/ GetQuin]
|[https://www.getquin.com/ GetQuin]
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|~ / X (can share via link but cannot see pie chart with percentages unless you have paid plan)
|~ / X (can share via link but cannot see pie chart with percentages unless you have paid plan)
|X
|X
|-
|[https://www.portfoliovisualizer.com/ Portfolio Visualizer]
|Yes
|
|[https://www.youtube.com/watch?v=X0f1PXXBIhU&list=WL&index=1 Youtube]
|X (free)
|X
|
|~ / X
| ~
|~ / X
|~
|-
|-
|[https://www.quicken.com/plans-and-pricing Quicken Premier]
|[https://www.quicken.com/plans-and-pricing Quicken Premier]
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|[https://www.stockmarketeye.com/?clickid=WAFyzxxhJxyPRBuWV7XlJViKUkF20mxLETqgQo0 StockMarketEye]
|[https://www.stockmarketeye.com/?clickid=WAFyzxxhJxyPRBuWV7XlJViKUkF20mxLETqgQo0 StockMarketEye]
|NO
|NO
|Price
|Discontinued as of September 2023
|N/A
|N/A
|N/A
|N/A
|N/A
|~ ($75/year)
|N/A
|N/A
|
|N/A
|N/A
|X
|N/A
|N/A
|N/A
|N/A
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|N/A
|N/A
|-
|-
|[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://robinhood.com/us/en/ Robinhood]
|NO
|NO
|Pricing is disadvantageous, because of the comission they charge for every trade
|Not suited for portfolio tracking, but for wealth managament instead
|N/A
|N/A
|N/A
|  -- (comission for every trade)
|N/A
|N/A
|
|
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|N/A
|N/A
|-
|-
|[https://robinhood.com/us/en/ Robinhood]
|[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
|Not suited for portfolio tracking, but for wealth managament instead
|Pricing is disadvantageous, because of the comission they charge for every trade
|N/A
|N/A
|N/A
|  -- (comission for every trade)
|N/A
|N/A
|
|
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|[https://finance.yahoo.com/ Yahoo Finance]
|[https://finance.yahoo.com/ Yahoo Finance]
|NO
|NO
|
|Only watchlists, not portfolio tracking
|N/A
|[https://www.youtube.com/watch?v=KlMCaKoBn-c Youtube]
|N/A
|N/A
|  --
|  --
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|-
|-
|[https://us.etrade.com/home ETRADE]
|[https://us.etrade.com/home ETRADE]
|
|NO
|Wealth manager, not portfolio tracker. No percentages shown
|Wealth manager, not portfolio tracker. No percentages shown
|
|N/A
|$0 for stocks, $0.65 for options
|$0 for stocks, $0.65 for options
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|-
|-
|[https://www.moneyfarm.com/uk/ Moneyfarm]
|[https://www.moneyfarm.com/uk/ Moneyfarm]
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|-
|-
|[https://www.investing.com/ Investing.com]
|[https://www.investing.com/ Investing.com]
|
|NO
|
|No portfolio tracking offered, only watchlists
|
|N/A
| -- ($9/month) expensive compared to others
| -- ($9/month) expensive compared to others
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|-
|-
|[https://www.bloomberg.com/europe Bloomberg]
|[https://www.bloomberg.com/europe Bloomberg]
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|-
|-
|[https://jstock.org/ JStock]
|[https://jstock.org/ JStock]
|
|NO
|
|It's download only. Windows detected it as dangerous, so that disqualifies it.
|
|N/A
|
|N/A
|
|N/A
|
|N/A
| -- (download only)
| -- (download only)
|X
|X
|
|N/A
|
|N/A
|-
|-
|[https://www.investingnote.com/ InvestingNote]
|[https://www.investingnote.com/ InvestingNote]
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|-
|-
|[https://stocks.cafe/intro Stocks Cafe]
|[https://stocks.cafe/intro Stocks Cafe]
|
|NO
|
|Old design, you have to manually add price per share. No percentages shown.
|
|N/A
|X
|X
|
| --
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|-
|[https://www.firepathlion.com/ FIRE-Path Lion]
|
|
|
|
|
|
|
|
|
|
|-
|-
|[https://www.hl.co.uk/ Hargreaves Lansdown]
|[https://www.hl.co.uk/ Hargreaves Lansdown]
|
|NO
|
|Wealth manager, not portfolio tracker. Pricing not favorable
|
|N/A
|
|0.45% per trade
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|-
|[https://stake.com/ Stake]
|
|
|
|
|
|
|
|
|
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|-
|[https://stockcard.io/home Stock Card]
|
|
|
|X/~ (free or $250/year)
|
|
|
|
|
|
|-
|-
|[https://investmentmoats.com/ Investment Moats]
|[https://investmentmoats.com/ Investment Moats]
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