689
edits
No edit summary |
No edit summary |
||
Line 26: | Line 26: | ||
== 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" | ||
Line 52: | Line 52: | ||
|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 | ||
| | |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 | ||
Line 67: | Line 69: | ||
|- | |- | ||
|[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 | |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 | |~ (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 | |X (it compares the transaction % change from the price you added to it vs it's live price) | ||
|X (free) | |X (free) | ||
|X | |X | ||
Line 83: | Line 85: | ||
|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] | ||
Line 101: | Line 121: | ||
|? | |? | ||
|X | |X | ||
|- | |- | ||
|[https://stockcard.io/home Stock Card] | |[https://stockcard.io/home Stock Card] | ||
| | |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. | ||
Line 1,202: | Line 1,204: | ||
|N/A | |N/A | ||
|} | |} | ||
edits