Development:Tools/Portoflio Tracker: Difference between revisions

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== My recommendation ==
== My recommendation ==


* GetQuin
* GetQuin - best because it supports unlimited holdings on the free plan. Can also track crypto.
* Finary
* Finary - Decent, but I feel like the way they promote premium plan is more aggresive than GetQuin.


{| class="wikitable"
{| class="wikitable"
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|Here is a [https://getqu.in/FywCmn/ link] to my portfolio.  
|Here is a [https://getqu.in/FywCmn/ link] to my portfolio.  
|[https://www.youtube.com/watch?v=TPYoZgaDvnM Youtube]
|[https://www.youtube.com/watch?v=TPYoZgaDvnM Youtube]
|
|[https://www.loom.com/share/2772cf1365b74e7893288f4d7e0097d4?sid=594cfa53-fb3e-4ae9-9289-56e74d423e58 Loom]
|X
|X
|~ (only if you click on functions that are premium, otherwise no)
|~ (only if you click on functions that are premium, otherwise no)
|X
|X
|X
|X
|Yes
|X
|X (free)
|X (free)
Paid plan only offers performance reports,etc, so it's not needed.
|X
|X
|If you look at the Allocation section on the right, and click on show more, you can see 100%, if you click on that you will get the pie chart divided by stocks
|If you look at the Allocation section on the right, and click on show more, you can see 100%, if you click on that you will get the pie chart divided by stocks.
You can link broker account or add manual transactions.
|X
|X
|X
|X
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|-
|-
|[https://finary.com/en Finary]
|[https://finary.com/en Finary]
|Yes
|Yes?
|Here is a [https://app.finary.com/v2/share/3b33e1a1879cc0227010 link] to my portfolio.
|Here is a [https://app.finary.com/v2/share/3b33e1a1879cc0227010 link] to my portfolio.  
|[https://www.youtube.com/watch?v=Wwf6ie6kJwQ Youtube]
|[https://www.youtube.com/watch?v=Wwf6ie6kJwQ Youtube]
|
|[https://www.loom.com/share/4944da876f3e4568aebe97fa13d6d31a?sid=c38613f4-f2fb-428b-9d98-413b01f14212 Loom]
|~ (login required to use, but not required to view portfolios via link)
|~ (login required to use, but not required to view portfolios via link)
|They limit some functions to paid only, even when viewing someone;s portfolio  
|They limit some functions to paid only, even when viewing someone's portfolio
|X
|X
|~ (I think only if you link with broker, as manual entry doesn;t ask for date of transaction)
|~ (I think only if you link with broker, as manual entry doesn't ask for date of transaction)
|X (it compares the transaction % change from the price you added to it vs it;'s live price)
|X (it compares the transaction % change from the price you added to it vs it's live price)
|X (free)
|X (free)
|X
|X
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|X (can share via link or download Distribution per assets as a photo)
|X (can share via link or download Distribution per assets as a photo)
|X
|X
|-
|[https://snowball-analytics.com/ Snowball Analytics]
|No, as GetQuin has a better design, less limitations on free plan
|GetQuin and Finary don't limit number of holdings to 10, so they are way better for the free plan.
|[https://www.youtube.com/watch?v=SJuOobhYsQc Youtube]
|[https://www.loom.com/share/36a0b1d542834b77a3ed0b257a549c24?sid=c94cd80d-c9a9-4e32-8a7d-228a063213a4 Loom]
|~ (account creation required)
| --
| -- ?
|X
|X
|~ (free offers little, $7 paid plan with unlimited holdings, but still just 1 portfolio)
|X (by going to Analytics -> My holdings (scroll down just a little). Or from Dashboard, clicking on the section.)
|Free plan only allows 10 holdings. Next is Starter plan at $7/month (that's why I didn't add it as an option)
|X
|X
|X
|~ / X
|-
|-
|[https://go.atom.finance/ Atom Finance]
|[https://go.atom.finance/ Atom Finance]
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|?
|?
|X
|X
|-
|[https://snowball-analytics.com/ Snowball Analytics]
|No, as GetQuin has a better design, less limitations on free plan
|Can see percentages by going to Analytics -> My holdings (scroll down just a little). Or from Dashboard, clicking on the section.
|[https://www.youtube.com/watch?v=SJuOobhYsQc Youtube]
|
|
|
|
|
|
|~ (free offers little)
|X
|Free plan only allows 10 holdings. Next is Starter plan at $7/month
|X
|X
|X
|~ / X
|-
|-
|[https://stockcard.io/home Stock Card]
|[https://stockcard.io/home Stock Card]
|No
|NO
|Here is a [https://stockcard.io/portfoliostore/David-Bogdanac34bb81232eeed9521ecddb3fa23eb4c7999b515b07d6e6705f link] to my portfolio.
|Here is a [https://stockcard.io/portfoliostore/David-Bogdanac34bb81232eeed9521ecddb3fa23eb4c7999b515b07d6e6705f link] to my portfolio.
You cannot view the portfolio without logging in. Has annoying ads.   
You cannot view the portfolio without logging in. Has annoying ads.   
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|N/A
|N/A
|}
|}
==Comments and suggestions==
=== 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 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. Can share portfolio via link.This may not be good because not all community members could join a nice workflow if they decide not to pay for a subscription.
=== Non considered apps ===
* [https://delta.app/en Delta] - powered by eToro. No web version, only mobile. Transactions can be imported or added manually.
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