Development:Tools/Portoflio Tracker: Difference between revisions

!Elimination reason (or comments)

!Presentation

!Affordable

!Percentages (%)

I think it makes it  a bit  

|[https://www.youtube.com/watch?v=Js7P5idgbhY Youtube]

|X/~ (free or $250/year)

|X

|Can see percentages by going to Analytics -> My holdings (scroll down just a little)

|[https://www.youtube.com/watch?v=SJuOobhYsQc Youtube]

|~ (free offers little)

|X

|Here is a [https://getqu.in/FywCmn/ link] to my portfolio

|[https://www.youtube.com/watch?v=TPYoZgaDvnM Youtube]

|~ (free version, but only paid offers features we need)

|~ (cannot see pie chart with percentages unless you have paid plan)

|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

|Because free plan doesn't allow you to save portfolios and the next plan is $30.month, this option is not viable. Could only test the portfolio saving feature if I were to use a business email.

|[https://www.youtube.com/watch?v=X0f1PXXBIhU&list=WL&index=1 Youtube]

|~ (free doesn't allow you to save portfolios)

|X

|Bad design. Download only? Trying to subscribe isn't even working. Unable to test sharing capabilites, but seems like export is the only option, not sharing via link, etc.

|[https://www.youtube.com/watch?v=5zWPEgoREog Youtube]

|~ ($3/month)

|X

|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.sharesight.com/pricing/ free] offers too little -10 holdings)

|  --

|No percentages shown

|[https://www.youtube.com/watch?v=LSE_jj03DHM&t=204s Youtube]

|X

|  --

|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

|  -- ($249/year)

|N/A

|Download-only

|[https://www.youtube.com/watch?v=df0Rb3k0VSA Youtube]

|X

|X

|Unable to share anything. Pie charts with percentages. Manual or import (transactions), but no crypto.

|[https://www.youtube.com/watch?v=p4maVSsvYTI Youtube]

|X (free plan seems great)

|X

|No free version

|N/A

|  -- / ~ ($79/year)

|N/A

|Website is often not working

|N/A

|~ ( free has ads, $1/mo to remove)

|N/A

|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

|X (free)

|X

|High price compared to others, especially since main picks are free.

|N/A

|  -- ($150/year)

|N/A

|Only 10 holdings, unable to share with others

|[https://www.youtube.com/watch?v=5hu9MPN286Y Youtube]

|~ ([https://dividend.watch/pricing free] offers too little -10 holdings)

|X

|Identity verification required, making it too hard to access

|[https://www.youtube.com/watch?v=ZDdFwVO2RlM Youtube]

|X (free account management)

|X

|No percentages shown. Hard to use.

|[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)

|  --

|Too many own ads, making it unpleasant

|N/A

|X (only if we can make due with [https://tickeron.com/app/user/memberships/level free] plan)

|N/A

|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]

|X (free for portfolio tracking?)

|N/A

|Not free

|[https://www.youtube.com/watch?v=ZOZm8lvo22E Youtube]

|~ / -- ($8/mo)

|N/A

|No percentages shown. Hard to use.

|[https://www.youtube.com/watch?v=Wt9YSHzr5wg Youtube]

|X (free)

|  --?

|No portfolio tracking, only watchlist (stock screener)

|N/A

|  -- ($10/mo, free plan has ads and is limited)

|  --

|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]

|X (free)

|X ()

|No percentages, No web app. No sharing capabilities

|[https://www.youtube.com/watch?v=SHH8j1sliwc&t=3s Youtube]

|X (free)

|  --

|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]

|X (free - no real time tracking?)

|X

|Free plan offers too little and displays ads. Premium plan is $20/month./user

|N/A

|  -- (free offers too little - 10 holdings, + ads)

|N/A

|Hard to access as you need to invest $2,000 to open an account.

|N/A

|  -- (minimum $2k to open account)

|N/A

|High price. Wealth management app, not portfolio tracker (not including it)

|N/A

|  -- ($14/mo, appears to be a wealth manager, not just stock screener)

|N/A

|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]

|X ( free watchlist)

|N/A

|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]

|X (free)

|X

|commission based, e.g: 0.35% of transaction. It's more of a wealth management app.

|N/A

|N/A

|N/A

|No percentages shown

|[https://www.youtube.com/watch?v=b3JRKnUALng Youtube]

|~ ([https://vyzer.co/pricing free] offers too little, 3 assets)

|  --

|Discontinued as of September 2023

|N/A

|N/A

|N/A

|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

|X (zero management fee)

|N/A

|Not suited for portfolio tracking, but for wealth managament instead

|N/A

|~ (they have management fees)

|N/A

|Not suited for portfolio tracking, but for wealth managament instead

|N/A

|N/A

|N/A

|Pricing is disadvantageous, because of the comission they charge for every trade

|N/A

|  -- (comission for every trade)

|N/A

|Only for Crypto

|N/A

|N/A

|N/A

|Only watchlists, not portfolio tracking

|[https://www.youtube.com/watch?v=KlMCaKoBn-c Youtube]

|N/A

|  --

|Wealth management app. Doesn;t come with a separate portfolio tracker

|N/A

|N/A

|N/A

|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

|Wealth manager, not portfolio tracker. No percentages shown

|N/A

|$0 for stocks, $0.65 for options

|N/A

|Wealth manager, not portfolio tracker. Pricing not favorable

|N/A

|0.75% per trade

|N/A

|No portfolio tracking offered, only watchlists

|N/A

|  -- ($9/month) expensive compared to others

|N/A

|Price way too high, especially compared to other tools

|N/A

|  -- ($300/year)

|N/A

|It's download only. Windows detected it as dangerous, so that disqualifies it.

|N/A

|N/A

|N/A

|Only for South East Asia. Need to verify with phone number, making it hard to access.

|N/A

|N/A

|N/A

|Very expensive, with a bad design

|N/A

|  -- ($23/month)

|N/A

|Old design, you have to manually add price per share. No percentages shown.

|N/A

|X

|  --

|Wealth manager, not portfolio tracker. Pricing not favorable

|N/A

|0.45% per trade

|N/A

|Very bad design, offers a free portfolio from Google Sheets, Very unprofessional

|N/A

|N/A

|N/A