Best Apps For Portfolio Tracking

Whether you’re an entrepreneur selling your latest app or a photographer who wants to show off your snapshots, you need a portfolio. And in today’s digital world, that means an online one.

Once you’ve got a website up and running, it’s important to track your progress. Luckily, there are tons of free options for portfolio tracking apps that can help you monitor your stats. Here are our favorites.

Best Apps For Portfolio Tracking

You are here: Home / Investing / 9 Best Investment Tracking Apps in 2022
9 Best Investment Tracking Apps in 2022
January 16, 2022 by Rob Berger

The ideal investment tracking app makes managing investments a breeze. Investment apps can track not only the portfolio’s performance, but also its fees, asset allocation and projected future growth. What follows are the best investment tracking apps based on numerous factors, including cost, features and ease of use.

Investment Tracking Apps
Best Investment Tracking Tools
Table Of Contents
Summary of Best Investment Tracking Apps
Personal Capital
Stock Rover
Google Sheets
Tiller
Morningstar
Quicken Premier
Mint.com
Fidelity Full View
Kubera
How to Choose the Best Investment Tracking App
Methodology
FAQs
What is the best investment tracking app?
Are investment tracking apps hard to use?
How do I set up investment tracking alerts with many of the tools on our list?
Other Portfolio Management Apps I’m Tracking
Summary of Best Investment Tracking Apps
Personal Capital
Personal Capital is our Editor’s Choice, and an investment tracking app that I’ve used for many years. It earns our top ranking for several reasons. First, once you link your investment accounts to Personal Capital it automatically downloads all of your transaction, balance and returns data. It can link both retirement and non-retirement accounts.

Personal Capital Dashboard
Second, in addition to performance data, it gives you data on the fees charged by each of your investments, and how those fees will affect your wealth over time. Third, It integrates all of your data into a robust retirement calculator you can use to plan your future retirement.

You can link bank accounts, credit cards, investment accounts and even the value of your home through Zillow. In this regard, Personal Capital enables you to manage all of your finances, not just your investments.

Pros

Free
Automatically downloads all of your financial data
Tracks your asset allocation
Tracks your investment fees
Integrates with a robust retirement tool
Cons

Personal Capital will contact you about their investment advisory services
Try Personal Capital
Stock Rover
For those with more complicates stock portfolios, Stock Rover is an excellent option. There is a learning curve to this tool, but they provide video guides and plenty of help. Stock Rover provides a wealth of data on stocks, ETFs and mutual funds. And it also offers countless ways to evaluate individual investments or your portfolio as a whole.

The app enables you to connect all your investment accounts for automatic updates. Alternatively, you can enter your portfolio manually. It also offers pre-set portfolios you can use for evaluation purposes.

Pros

Robust tools and reporting
Connects to your brokerage and retirement accounts
Dividend income calendar
Countless charts to evaluate any investments
Cons

It requires an annual fee, although a reasonable one
Because of its rich features, there is a learning curve
Google Sheets
For those who don’t want to connect their financial accounts to an app, Google Sheets is ideal. Using the Google finance function, you can pull in data on mutual funds, ETFs and stocks. This can include a fund or company’s name, its price, performance, and its expense ratio.

For those that don’t want to create their own, I’ve created a free investment tracking spreadsheet that you can use.

Pros

Free
Doesn’t require connecting financial accounts to an app
Google Finance functions automatically download some fund and stock data
Cons

Share totals are not automatically updated
Asset allocation is limited
No retirement planning tool
No fee analyzer tool
Tiller
Tiller is without question my all time favorite budgeting app. What many don’t know, however, is that you can also use it to track your investments. At present, you can connect all of your investment accounts and Tiller will download your transactions and account balances.

Tiller Investment Tracking
It also has a retirement add-on that can determine your path to retirement. I recently spoke with the folks at Tiller and understand that they are also working on another add-one that will give you insight into your asset allocation.

Pros

Very easy to use
Integrates not just investment tracking but also budgeting
Uses Google Sheets so it’s ideal for those who love spreadsheets
Cons

Investment analysis tools are currently still limited
After a 30 day free trial it costs $79 a year
Morningstar
Morningstar is another tool that I’ve used for many years. In fact, I’ve created a YouTube video course that walks through how to use the robust tools offered by Morningstar. The tools include a portfolio tracker.

The one downside is that you have to enter your portfolio manually. You also have to update it manually. As a result, it takes a lot of work to keep your portfolio updated. On the plus side, Morningstar offers arguably the most robust amount of tools and analysis available today.

Pros

Excellent investment tools and analysis
Track performance to the penny, including dividend reinvestments
Excellent mutual fund and ETF analysis tools
Free for basic portfolio tracker
Cons

Data must be entered manually
Data must be updated manually
$199 annual fee to get access to all the morning stars data and tools
Quicken Premier
Quicken is arguably the longest surviving budgeting and personal finance software. I was using it more than 20 years ago. Today with Quicken Premier you can track your investments, including your performance and realized and unrealized gains. And it has tools to make preparing your taxes easier. It also pulls in data from Morningstar. On the downside, however, there’s an annual fee for the software of approximately $75.

Quicken Investment Tracking
Pros

Tracks performance of investments
Tracks cost basis
Makes taxes easier
Cons

Quicken is somewhat outdated
Costs approximately $75 a year
I’ve used Quicken Premier to track investments, but today I prefer several Quicken alternatives for both investment tracking and budgeting.

Mint.com
Mint allows you to track all of your investments online. Similar to Personal Capital you connect both investment accounts as well as banking accounts and Mint downloads transactions and balances for you.

Mint
7 Best Investment Tracking Apps in 2021
It comes with portfolio tracking for investments. It will keep track of your portfolio’s performance, and any investment fees you’re being charged. One big downside to Mint.com is it uses an advertising model. As a result, sometimes it can feel like you’re being bombarded with ads. For this reason, there are several Mint alternatives to consider.

Pros

It’s free
Can manage all of your finances
Automatically downloads transactions and balances
Cons

Advertising based
Limited investment and portfolio analysis tools
Fidelity Full View
The last investment tracking app on our list is Fidelity Full View. Fidelity’s tool is powered by eMoneyAdvisor, a finance app used exclusively by financial planners. I have access and use eMoneyAdvisor through a financial planner I work with (although I manage our own investments). With Fidelity Full View, however, you can get many of eMoneyAdvisor’s tools without going through an advisor.

Fidelity Full View
For example, Full View enables you to track your portfolio’s performance and asset allocation. You can track your net worth and spending as well. It doesn’t, however, offer the same reporting that eMoneyAdvisor offers.

Pros

Free
Tracks asset allocation
Monitors spending
Tracks net worth
Cons

Limited reporting
Reports and graphs could be better
Kubera
Kubera is the newest investment app in the list. I’ve added it for its simplicity and a few features no other app on our list offers. First, understand that Kubera has very few features. You can connect investment accounts, your home’s value (via Zillow) and even the value of internet domains you own.

Its visual presentation is clean and simple. You can organize your investments in buckets. For example, you could separate retirement, taxable, HSA and real estate. It provides a net worth summary with graphs. You can also track insurance policies, store important documents in its virtual “Safe Deposit Box,” and add “beneficiaries” who can receive all the information in your account should you die.

What Kubera doesn’t offer, however, is any analysis of your investment portfolio. There’s no asset allocation or fee analysis, and there is no retirement planner. On top of these limitations, Kubera costs $15 a month.

Pros

Clean, simple interface
Connect investment accounts
Track real estate, domains and insurance policies
Tracks net worth
Cons

$15/month or $150/year
No investment analysis
Graphs and charts limited
How to Choose the Best Investment Tracking App
The best way to track your investments depends on the complexity of your portfolio. For those with just a single account, a portfolio tracking app isn’t necessary. If all of your investments are in a 401k at work, you can simply track and manage your investments through the brokerage that holds your 401k. Likewise, if you have a single IRA account, you can track that investment easily wherever it is being held.

If you’re looking to open an IRA here are the best IRA accounts available today.

If, like me, you have multiple investment accounts, a tracking app is the best way to manage your investments. That’s particularly true if you hold investments at different brokers. This is common when individuals open up IRAs at brokers and have 401k’s elsewhere. It’s also common with spouses who often have retirement accounts at different financial institutions.

For these types of portfolios, an investment tracker that automatically downloads transactions and balances is ideal. Here, you want to look for an investment app that offers tools to help you analyze your portfolio. The most important tools give you insight into your asset allocation, investment fees and retirement readiness.

We rate Personal Capital as the absolute best investment tracking app, because it does all of this for free. The other apps in our list are also good options.

Methodology
The methodology used in selecting the best investment tracking apps was simple–I’ve used each and every one of them, along with dozens of other options not listed. In most cases, I’ve used the software for years.

I based the selection on several factors:

Cost
Automation
Investment analysis tools
Retirement planning tools
Ease of use
Dashboards, charts and reports
FAQs
What is the best investment tracking app?
In my view, the single best investment tracking tool is Personal Capital. It’s free and automated and comes with a wealth of investment analysis tools.

Are investment tracking apps hard to use?
Some are and some are not. With tools like Personal Capital or Quicken, It’s simply a matter of connecting your investment accounts. Once connected, the tools analyze all of the data and present it in a way that’s easy to understand.

Some software that must be downloaded, however, has a much higher learning curve. And for that reason did not make our list of the best options.

How do I set up investment tracking alerts with many of the tools on our list?
You can get notified when any transactions occur in your account. Personal Capital for example, will email you every day, week or month to notify you of any transactions in your linked accounts.

Other Portfolio Management Apps I’m Tracking
The above apps are the best I’ve found, but I am evaluating other stock tools:

Stock Rover: I’ve been using this tool for several weeks and really like it. It can be used for index fund investors, stock traders, and everybody in between. It includes tons of research data, useful historical data, and even asset allocation portfolios you can examine.

EquityStat: Another stock tracker with a clean interface. It’s ideal for tracking the performance of an investment portfolio. Unfortunately, it doesn’t give you any insight into the asset allocation of a portfolio.

best stock tracking app android

Android device owners have plenty of choices when it comes to stock trading apps. From major investment firms to mobile-focused boutique brokerages, odds are there is a platform out there that’s a good fit for your stock trading needs.

However, knowing that every investor has unique goals and preferences, it may be a little complicated to find the right trading app. Our analysis of the best stock trading apps for Android on the market today can help you make an informed choice.

Best Stock Trading Apps for Android
Best Overall: Charles Schwab
Runner-Up: E*TRADE
Best Free App: Webull
Best for Beginners: SoFi
Best for Experts: thinkorswim by TD Ameritrade
Investing in cryptocurrencies, Decentralized Finance (DeFi), and other Initial Coin Offerings (ICOs) is highly risky and speculative, and the markets can be extremely volatile. Consult with a qualified professional before making any financial decisions. This article is not a recommendation by The Balance or the writer to invest in cryptocurrencies nor can the accuracy or timeliness of the information be guaranteed.

Best Stock Trading Apps for Android
Charles Schwab
E*TRADE
Webull
SoFi
Thinkorswim By TD Ameritrade
Compare Apps
How Do I Use A Stock Trading App For Android?
Android Vs. Apple Stock Trading Apps
How Should I Choose An Android App?
Methodology
BEST OVERALL
Charles Schwab
Charles Schwab
LEARN MORE
The Schwab Mobile app from Charles Schwab ranks as our best overall pick for the best stock trading app for Android. Schwab’s app is robust and packed with features that meet the needs of beginners, experts, and every investor and trader in between. Schwab brokerage accounts include free stock and ETF trades and come with no minimum balance requirements or recurring fees.

The mobile app for Android includes features to monitor and manage your accounts, place advanced trades and monitor trade status, get alerts about your stocks and stocks you follow, research investments with interactive charts, and view real-time market data.

Some new investors may find an app with so many features to be a bit overwhelming, but intuitive navigation and the ability to drill into the sections you care about most should help ease the learning curve. More experienced traders should find their needs met as well.

App name: Schwab Mobile
Account minimum: $0
Fees: No stock or ETF trading fee.
Tradable assets: Stocks, ETFs, mutual funds, options, fixed income, futures
Pros
Manage most of your account needs through the app

Both beginner-friendly stock trade forms as well as complex trades and advanced charting tools

Low account fees and trade commissions

Schwab plans to expand advanced platforms with features from TD Ameritrade’s thinkorswim

Cons
Some expert traders may find some features less developed than with competing apps

High commission for mutual fund trades off of no-transaction-fee (NTF) list

RUNNER-UP
ETRADE Etrade2022V2 LEARN MORE ETRADE was founded in 1982 and sent the first online stock trade order ever in 1983. With so much history with online trading, it’s no surprise that ETRADE has a strong offering when it comes to its mobile apps. ETRADE has no account minimum balances or recurring fees. Stock and ETF trades are commission-free.

The E*TRADE mobile app for Android has a variety of trader-friendly options:

Basic trades and complex multi-legged options trades
Third-party research
Streaming Bloomberg TV
Breaking news alerts for your portfolio and the markets
Pro-level traders can upgrade to the Power E*TRADE app for more powerful advanced charting and trading features.

ETRADE’s acquisition by Morgan Stanley closed in October 2020. That means ETRADE accounts are likely to become Morgan Stanley accounts in the future. If you are opposed to this, you may want to look elsewhere when choosing a stock trading app.

App name: E*TRADE
Account minimum: $0
Fees: No stock or ETF trading fee.
Tradable assets: Stocks, ETFs, mutual funds, options, fixed income, futures
Pros
Beginner-friendly, yet robust trading tools that are also useful for advanced traders

Enter multi-leg options trades and complex conditional orders

Good app for beginners looking to learn more about advanced trading strategies

Power E*TRADE app available for expert and professional-level traders

Cons
Acquisition by Morgan Stanley leaves future of E*TRADE apps questionable

No ability to directly trade international stocks

BEST FREE APP
Webull
Webull logo
LEARN MORE
If you want an app that makes your entire investing experience fee-free, Webull could be a good choice. Webull has no account minimums or fees. All stock, ETF, and options trades are free. That includes option contract fees, which most other brokerages still charge for. Webull is a relatively new brokerage, but it offers strong platforms and makes regular updates to offer features important to even the most sophisticated traders.

The Webull Android app gives you tools to manage your entire account and enter advanced trade orders. Webull’s app has support for voice commands. You can enter a trade saying “buy Apple” or other commands to sell or search. The app was built with active and options traders in mind. The Webull app gives you Level 1 and Level 2 quotes and includes some contingent orders such as OCO. These are advanced tools and order types not suitable for most beginners.

Webull isn’t completely free, though; it charges for margin borrowing and short selling. You’ll pay extra for advanced quotes from at least seven different services, but most traders won’t need that type of market data. Most traders will be able to use Webull without paying any fees. That’s great for newer traders learning how the markets work and expert traders looking to save money on options contract commissions.

App name: Webull
Account minimum: $0
Fees: No commissions
Tradable assets: Stocks, ETFs, options
Pros
Truly commission-free stock, ETF, and options trades

Tools useful to active traders that support advanced trading strategies

Cons
Relatively few asset-classes supported

The interface could be overwhelming for some beginners

No online chat support

BEST FOR BEGINNERS
SoFi
SoFi best investment apps
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SoFi Invest is a great platform for beginners. It includes easy-to-use web and mobile trading with virtually no fees. SoFi Invest accounts come with no recurring fees and no minimum account balance requirement. There are no fees to trade stocks or ETFs. You can trade cryptocurrency, too, but each trade has a built-in 1.25% fee.

Beginner-friendly features in the Android app include a simple interface, collections of stocks and ETFs that make it easy to navigate popular stocks by category, and simple but useful stock data screens and explanations to complex terms built right in.

Outside of the app, SoFi gives members some valuable features for free: financial planning sessions, career coaching, and community events. With low costs and beginner-friendly features, SoFi Invest is a good choice for beginners.

App name: SoFi
Account minimum: $0
Fees: No commission for stock or ETF trades
Tradable assets: Stocks, ETFs, cryptocurrencies
Pros
A no-fee account with no minimum balance and no commissions

Beginner-friendly mobile app features

Added free services for customers

Cons
No mutual funds or options

Few features for active or advanced traders

Crypto trades have fees

BEST FOR EXPERTS
thinkorswim by TD Ameritrade
TD Ameritrade
LEARN MORE
TD Ameritrade accounts have no minimum balance requirement, no recurring fees, and no commission for stock or ETF trades.

Thinkorswim has advanced charting features, market news, paper trading (fake money to test trading strategies), and more advanced analysis features. If you are working on becoming an expert, you can chat with a trading specialist at TD Ameritrade from within the app.

You can choose between the standard TD Ameritrade app, which is friendly to users of all backgrounds, or thinkorswim, with a TD Ameritrade account. TD Ameritrade was recently acquired by Charles Schwab, but it has announced it plans to keep the popular thinkorswim intact.1

App name: thinkorswim
Account minimum: $0
Fees: No commission for stock or ETF trades
Tradable assets: Stocks, ETFs, options, futures, forex
Pro
Advanced charting tools and analysis

Live support

All settings and preferences from thinkorswim desktop sync with mobile version

Paper money (play money) trading supported

Con
May be overwhelming for beginners and new users

Acquisition by Charles Schwab means accounts are likely to become Schwab accounts in the future

Compare Apps
Robo Advisor Why We Picked It Account Fees Account Minimum
Charles Schwab Best Overall 0% $0
E*TRADE Runner-Up 0% $0
Webull Best Free App 0% $0
SoFi Best for Beginners 0% $0
thinkorswim by TD Ameritrade Best for Experts 0% $0
How Do I Use a Stock Trading App for Android?
Stock trading apps for Android make it easy to buy and sell stocks from the convenience of your phone or tablet. With these apps, you can fund a brokerage account and enter orders to buy and sell shares of stock in a matter of seconds.

Most brokerages feature no minimum balance, and many have recently added fractional trading (small slices of stock instead of full shares).

Android vs. Apple Stock Trading Apps
Android and iPhone users shouldn’t fret too much about different features. Due to the massive popularity of both mobile operating systems, you can typically access the same features on both Android and Apple devices.

How Should I Choose an Android App?
Instead of making your choice based solely on the Android app, it’s a good idea to look at the full feature offering of your favorite brokerages. Because you’ll likely be managing your account with multiple devices, it’s important to review all platforms to make sure they work well for your needs.

In addition to the beginner or advanced trading features you care about most, it’s also important to consider account and trade fees. While fees have been on the way down for a while, many brokerages still find ways to charge customers. Be on the lookout for fees for the types of trades you plan to enter most when choosing an account and app; options trades are typically the first place you’ll find fees.

Pros & Cons of Stock Trading Apps
Pros
Trade stocks from your phone at no added cost

Never lose track of market data or stock prices as long as you have an internet connection

Many stock trading apps include the same advanced and expert trading features available on web and desktop trading platforms

Cons
Smaller screens can make managing your portfolio a little more challenging

Not all mobile apps have the same features as you would get on your laptop or desktop computer

How We Chose the Best Stock Trading Apps for Android
To choose the best stock trading apps for Android, we looked at more than a dozen different Android mobile apps from top brokerages in the U.S. The primary focus was on fees and features most important to stock traders, including beginners and active traders.

Conclusion

Let us know your thoughts in the comment section below.

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