Are you interested in learning about the best apps for viewing stocks? If so, you’ll be glad to know that this blog post was written with you in mind.
After reading this article, you’ll have a better understanding of the top apps for viewing stocks and how they can benefit your life.
However, the stock market can be intimidating if you don’t know what you are doing. It seems like you need a degree in finance just to get started with it. Fortunately, the stock market has come a long way since the days of sitting by your phone waiting for your broker to call you up with a tip. Thanks to apps, anyone can look at stocks, find out how they are doing and buy or sell shares anytime they want.
So without further ado, let’s get right into it!
Best Apps For Viewing Stocks
A stock tracking app allows you to monitor stocks you’ve purchased as well as others you are interested in following.
Most of the time, but not always, these apps are also stock trading apps.
Stock trading apps work as brokers that let you buy and sell stocks.
They also act as useful stock news apps, investment research websites and software and stock analysis apps.
The features of stock tracking apps vary, so it’s important to choose one that has the tools you need.
Best Stock Tracking Apps at a Glance
The best stock tracking app for you isn’t necessarily the perfect app for someone else. Your best choice is likely one of the following:
- Best portfolio management software [+ budgeting]: Personal Capital
- Best stock tracker with investment research + stock recommendations: Seeking Alpha
- Best investment portfolio tracker app [including dividends]: ShareSight
- Best for buy-and-hold investors: Motley Fool Stock Advisor
- Best stock portfolio tracker housed on your device: StockMarketEye
- Best portfolio tracking app for all assets: Kubera
- Best stock tracking app for Windows and Mac: Stock Rover
- Best website to view stocks: Webull
- Best for sophisticated investors: TradeStation
- Best stock tracking app for Android: M1 Finance
- Best stock tracking app for iPhone: SoFi: (iOS), Android, Desktop
While one of the stock tracking apps above likely suits your needs, there are more apps worth looking into, such as:
Let’s look deeper into the top picks and the pros and cons of each.
- Personal Capital: Best Portfolio Management Software [+ Budgeting]
personal capital dashboard
Available via desktop, Apple iOS and Android App on Google Play.
Sign up here
Personal Capital has 3.1 million users. Some of those use the Free Financial Dashboard version, while others use the Wealth Management service.
The Free Financial Dashboard makes it easy for people to add all their financial accounts in one place, including credit cards, savings, checking, loans, and tax-advantaged investment accounts.
It also provides an Investment Checkup tool to assess your portfolio risk, analyze past performance and get a target allocation for your portfolio.
You can use these recommendations to adjust your portfolio to improve your investment performance.
You can use Personal Capital’s free Investment Checkup tool to identify overweight and underweight stock sector investments and to assess your diversification.
Further, you can compare your portfolio to the S&P 500 and Personal Capital’s “Smart Weighting” Recommendation, which bases holdings on equal weightings across sectors instead of by market cap weightings.
From there, you can use the Investment Checkup tool to dissect costs you pay in your accounts and fund fees you may pay annually.
Personal Capital also pairs this service with Wealth Management services.
Personal Capital’s Wealth Management Services
The Wealth Management plan is preferred by those who want more of a full investment service. This service provides both automated tools and human management.
After you enter your risk tolerance, goals, time frame, and personal preferences, Personal Capital creates a recommended portfolio.
The portfolios are diversified across multiple asset classes and rebalanced when necessary. The six asset classes include:
U.S. stocks
International stocks
U.S. bonds
International bonds
Alternative investments
Cash
Customers have the option to incorporate socially responsible investing (SRI) into their investments as well, meaning you can choose to invest only in companies that have positive environmental and social impacts.
Conveniently, Personal Capital’s financial advisors are available 24/7 by phone, live chat, email, or web conference.
Each user has two dedicated financial advisors to help make various financial decisions, from retirement planning to college savings to stock options and more.
Note that the Wealth Management plan has a minimum initial investment of $100,000 or $200,000 if you want financial advisors. There are extra benefits for people who invest over $1 million.
Our Net Worth Tracking Pick
Personal Capital | Free Net Worth and Investment Tracking
Personal Capital is a free app that makes it easy to track your net worth.
You can link it to your bank and investing accounts, credit cards and more to see a single view of useful information and data, including your net worth.
Personal Capital | Free Net Worth and Investment Tracking
Track Your Net Worth for Free
- Seeking Alpha: Best Stock Tracker with Investment Research + Stock Recommendations
seeking alpha app
Available: Sign up here
Price: Free; $19.99/mo billed annually for Premium (or $29.99/mo monthly); $199.99/mo billed annually for Pro (or $299.99/mo monthly); contains ads and in-app purchases
Seeking Alpha Premium caters to the needs of intermediate and advanced investors looking for an affordable, all-inclusive, one-stop-shop for their investing needs.
Seeking Alpha Premium acts as an all-in-one investing research, stock tracking and recommendation service that offers insightful analysis of financial news, stocks, and more—all designed to help you make better investing decisions.
Whether you’re looking to invest on the go or dedicate time for more in-depth research and analysis, Seeking Alpha provides features that meet your needs.
No other site provides what Seeking Alpha does, providing unlimited access to everything from:
Earnings calls transcripts
Seeking Alpha Author Ratings and Author Performance metrics
10 years worth of financial statements
Ability to compare stocks side-by-side with peers
Access to dividend and earnings forecasts and much, much more.
Why Subscribe to Seeking Alpha?
In short, Seeking Alpha distills down the relevant financial information for you so you don’t have to—making it easy for anyone interested in self-directed investments to have a chance at outperforming the market. Now’s your chance with Seeking Alpha’s Paid Plans!
Consider starting a 14-day Free Trial to take advantage of the service without cost and see if it makes sense for your needs.
Our Stock Research + Recommendation Pick
Seeking Alpha Premium & Pro
Seeking Alpha Premium & Pro
4.8
$19.99/mo* for Premium, $199.99/mo* for Pro
Seeking Alpha has the world’s largest investing community
Seeking Alpha Premium helps you find profitable investing ideas, improve your portfolio, research stocks better and faster as well as track the news to find investing opportunities
Receive up to 15 investing newsletters filled with stock research and analysis, commentary and recommendations
Use Seeking Alpha Premium’s Seeking Alpha Stock Ratings to find stocks likely to outperform and make you money
Seeking Alpha Premium’s proprietary quant records have an impressive track record leading to massive market outperformance
Start 14-Day Free Trial
- Price reflects annualized discount pricing on a per month basis
Related: Seeking Alpha Review: Are the Premium or Pro Plans Worth It?
- Sharesight: Best Investment Portfolio Tracker App [Including Dividends]
sharesight home page
Available via desktop, tablet or mobile device.
Sign up here
Sharesight has an award-winning performance and tax reporting platform which empowers you to track shares and ETFs from over 40 exchanges worldwide.
The powerful platform also provides the ability to track 67 global currencies and follow unlisted, alternative investments such as fixed interest and investment properties. And the best part? Everything features in an easy-to-use online portfolio tracker.
The service prides itself on being a spreadsheet replacement, offering you the ability to know your true performance of all listed holdings as well as the ability to track multiple asset classes in a single place.
With powerful sorting features and the option to exclude closed positions, you can actively compare the performance of your holdings to numerous benchmarks of your own choosing.
And even better, you can see the impact of capital gains, dividends and currency fluctuations (if investing internationally) on your portfolio and against your benchmark.
These reasons alone qualify Sharesight to make this list, but where it truly excels is its dividend tracking capabilities.
You can use the website’s Taxable Income Report to see a running total of all your dividends, distributions and interest payments over any time period, broken-up by local and foreign income.
This leaves knowing dividend dates, payments and timing to the service—not something to get miscalculated in a formula error in a spreadsheet. You can also use the platform to project expected dividend income based on announced dividend payments.
These income-generating assets provide a powerful source of passive income for investors and getting their amounts right is essential.
And all you need to do is upload your holdings by either connecting to your broker or stock trading app, uploading a spreadsheet or manually entering your trading history or opening balance.
Sharesight integrates with over 170 online brokers worldwide and can readily add ones not yet available to the service with a simple request.
To get started, you can visit the Sharesight website and start a free trial to see how you like the service. The free trial allows you to track up to 10 holdings in one portfolio.
From there, you’d need to consider one of their paid packages to track your full portfolio. They offer discounted annual plans by visiting their page through this link.
Sharesight | All Your Investments in One Place, Not All Over the Place
Performance and tax reporting to track your shares and ETFs from over 40 exchanges worldwide
Track 67 global currencies and unlisted investments in an easy-to-use portfolio tracker
250,000 users from over 100 countries with 3m individual holdings tracked and 170+ brokers supported rate it as 4.6 / 5 stars on Trustpilot
Sharesight | All Your Investments in One Place, Not All Over the Place
Plans and Pricing
Related: 8 Best Stock Trading & Investment Apps for Beginners
- Motley Fool Stock Advisor: Best Stock Tracking App for Long-Term Investors
motley fool stock advsior
Available: Sign up here
Price: $99/year for 1st year
Simply put, Motley Fool’s signature product, Stock Advisor, aims to provide you one thing: top stock picks with potential for market-beating stocks from the site’s co-founders. The service espouses my favorite, plain vanilla trading style: buy-and-hold.
What it also does is continue to track their recommendations across time and provides you with a community of engaged investors keen on earning outsized returns.
This makes it a great stock tracking app to include on this list because it not only follows stock price movements, it provides engaged commentary from the service and investors themselves.
The latter commentary comes from an active and engaged community honed in on following stocks. The community, called Motley Fool CAPS, works to help you identify the best stocks at the best times to buy them — and which stocks to avoid.
Why Motley Fool Stock Advisor and CAPS are Different
The options listed above provide real-time insight and analytics, but Motley Fool’s Stock Advisor and CAPS community provide that more valuable insight: due diligence and depth.
Not discounting the above for their valuable data-driven tracking abilities, but this stock advice service and tracking app provides qualitative and quantitative features for tracking your stocks.
Likely of little interest to many day traders, this long-term orientation, when invested in the right stocks, has potential to produce exciting longer-term returns that outperform several trading strategies.
And it does so with little active portfolio management beyond doing your research upfront.
The company also offers a growth stock oriented service, called Motley Fool Rule Breakers. Of the two, Stock Advisor remains my pick because it doesn’t go for moonshots, just stocks that believe to be steady outperformers.
In fact, the investment newsletter sends recommendations for “Steady Eddies” and potential high-flying stocks the service believes provide financially sound fundamentals.
Preferring to stick with companies that outperform steadily over time, Stock Advisor offers stock picks with investment rationales, research and information to inform you of your investments. Consider subscribing and joining the Motley Fools CAPS community.
Motley Fool | Stock Advisor
Motley Fool Stock Advisor provides a list of five stocks they believe deserving of your money today.
Stock Advisor also lists “Starter Stocks” they believe should serve as a portfolio’s foundation.
Limited Time Offer: Get 55% your first year with Stock Advisor ($89 vs. $199 usual value)
Motley Fool | Stock Advisor
$89 for 1st Year (60% Off)
- StockMarketEye: Best Stock Portfolio Tracker Housed on Your Device
stockmarketeye sign up
Available via desktop, tablet, iOS and Android
Price: $74.99/year (Free 30-day trial)
Sign up here
Are you caught up in the market, checking several different sources to track performance? Instead of constantly refreshing multiple apps or browser windows, keep tabs on all your investments in one place and stay on top of the markets with StockMarketEye.
Use this powerful, clean-looking stock tracker to leverage financial information at the convenience of your fingertips—all without having to spend time learning software. Instead, use that time focusing on your trades and investment performance.
Why Use StockMarketEye?
StockMarketEye has a wide range of capabilities designed to track and drill down into your portfolio’s performance, allowing you to:
Easily monitor all your portfolios in one place
Quickly analyze gains, losses and performance
Investigate potential investments
Track stocks, mutual funds, ETFs, currencies and more from around the world.
Looking closer into StockMarketEye’s features, it offers three primary categories investors find helpful:
Manage Portfolios
Get started quickly by importing transactions and positions from brokerages or entering them manually
Manage all of your investment accounts in one place
You can group portfolios and categorize your investments for a complete overview of what you have going on
Compare your investments to a benchmark to see how well they’ve performed to date or in the past
Run reports for complete analysis-everything is at a click!
Organize Watchlists
The days of collecting stock watchlists are over. With StockMarketEye, you have bundled access to hundreds of securities in one convenient location within the application.
With real-time data available for some exchanges, stay on top of important activity without having to do the hard work tracking down the data yourself.
Get live quotes and graphs to see how your investments perform; use the built-in alerts that will send you an email or text letting you know when changes occur with any security (or combination) listed in your watchlist(s).
StockMarketEye makes investing smarter and easier to track and follow—leveling up your investing game.
View Stock Charts
StockMarketEye is a stock price tracker that offers end-of-day and 1 & 5-day charts to provide perspective on your stocks.
Its 14 technical indicators can help you make better decisions as an investor with improved analysis.
You can tap into its built-in and comparison charting features for superior insight. That way, you know what’s going on in the market, allowing you to find the best opportunities and trade confidently.
How to Get Started with StockMarketEye
Getting started with StockMarketEye is easy. Import your transactions from select brokerages directly into the software or use the Advanced Brokerage Import tool for brokerages in the US, UK, Canada, Australia, India and more.
You can also opt for using standard investment files used by industry participants like QIF, OFX/QFX or CSV file formats. If this isn’t your style, you can also add your transactions manually.
One major differentiator for StockMarketEye compared to many of its competitors is how you access and use the software.
Namely, you install the software directly on your platform or device, and you don’t store your data in the cloud. Instead, the data resides on your machine, providing privacy over your brokerage transactions and portfolio holdings.
If StockMarketEye sounds like a stock tracker worth trying, consider installing the software for a 30-day trial directly on your machine.
Try out the functional features and see if it makes your investing more accessible for you. After 30 days, you can purchase a license on StockMarketEye’s website.
StockMarketEye | Portfolio Tracker
StockMarketEye is an easy to use investment management and stock tracker that helps you keep an eye on your holdings and the markets.
Track portfolios
Keep watchlists
View charts with technical indicators
Free, flexible stock quotes
You can trial StockMarketEye for 30 days for free.
StockMarketEye | Portfolio Tracker
Learn More
- Kubera: Best Portfolio Tracking App for All Assets
kubera sign up
Available via desktop.
Sign up here
Kubera is the most advanced and contemporary portfolio tracker on the market. With thousands of bank connections, more global currencies than any other service, and detailed information about your investments—it doesn’t get more comprehensive than Kubera.
Kubera is the ideal product for young professionals, homeowners, real estate professionals and savvy crypto investors—among many others. Keep track of your comprehensive portfolio holdings and analyze data from markets around the world.
With Kubera, you could see your net worth in one place from any of the thousands of financial institutions around the world.
You can also track other property including homes, autos or rental units among other assets like precious metals, domain names, cryptos, forex and more.
You can see their values and even an estimated resale value at any given time without having to search through complicated paperwork. It’s never been easier than now with Kubera!
Explore Kubera—the World’s Most Modern Portfolio Tracker—now to see if it is right for you. Start with a risk-free 14-day trial to see if it’s right for you.
You can choose to upgrade to a monthly or annual plan if you think it fits your needs.
Kubera | World’s Most Modern Portfolio Tracker
Tracks all your assets in one place—traditional & crypto
Can access financial information from 20,000+ global banks, brokerages and financial institutions
Keeps all details in one place to build a complete view into your net worth as simple as a spreadsheet
Kubera | World’s Most Modern Portfolio Tracker
Start Your Free Trial
- Stock Rover: Best Stock Tracking App for Windows and Mac
stock rover sign up
Available via desktop, mobile and tablet
Sign up here
Stock Rover helps you keep tabs on your portfolio with detailed performance information, email performance reports, in-depth portfolio analysis tools, correlation tools, trade planning and re-balancing facilities.
The web-based applet works well as a stock tracking app for Windows, but also functions on Mac, mobile and tablets as well.
You can subscribe to this service for a number of applications, but it provides a comprehensive alerting facility, allowing you to find out immediately when something happens that you need to know.
The stock screener can also find instances where companies trade below their perceived fair value, signaling opportunities to buy stocks with a built-in margin of safety.
Stock Rover’s “Brokerage Connect” provides an investor with a read-only data feed of their portfolio holdings, providing you a comprehensive view of your portfolios spread across numerous investment accounts.
When you connect your Stock Rover account to your brokerage accounts, details for each portfolio get delivered to Stock Rover for analytics and tracking purposes.
Consider signing up for Stock Rover with a free 14-day trial. From there, you can decide if you’d like to upgrade to service’s premium plans for more robust tracking and analysis.
Our Stock Research Tool Pick
Stock Rover | Tools for Investors
A complete service for investors looking to use screeners, investment comparisons, real-time research reports, model portfolios, chart and more
Use this top-rated investment analytics service to identify stocks worth buying and outperforming the market
Stock Rover | Tools for Investors
14-Day Free Trial
Top 5 Features Video Explainer
- Webull: Best App for Watching Stock Market Activity
Experience Webull Desktop 4.0
Available via desktop, Apple iOS and Android App on Google Play.
Sign up here
Webull is an amazing option for intermediate to advanced investors, especially those who actively trade. There is no account minimum and stock trading is free.
The app provides live market data and you can customize your homepage to show what countries and regions you’re most interested in and the stocks you’re tracking.
Users have access to extensive charting, advanced orders, technical indicators, and advanced quotes. Unlike many other apps, Webull allows options trading (free!) as well as cryptocurrency trading.
Currently, Webull has a partnership with Nasdaq that gives clients premier level two market data. After a three-month free trial, Level 2 Advance costs $1.99 per month and provides comprehensive data.
This service allows you access to the complete depth-of-book with Nasdaq’s best 30+ offers and bids so you can see orders being placed in real time. You can access the book by individual orders or price levels.
You can also access the Net Order Imbalance Indicator (NOII) data before the official market open and close.
Webull allows for real-time data tracking and price movements. Because of its free service offering, we recommend Webull as the best app for watching stock market activity for any level of investor. They even offer free stocks for signing up.
Learn more about the app in our Webull review.
Our Self-Directed Investing App Pick
Webull | No Minimums, Free Trades
The Webull app offers free equity, crypto and option trading, advanced reporting and in-depth analysis.
LIMITED TIME OFFER ($27 – $9,605 value): Open an account and deposit at least $5 to receive 5 free stocks ($27-$9,600 value) and make 1 crypto trade to earn $5 of crypto.
Webull | No Minimums, Free Trades
Learn More
Our Review
- TradeStation: Best Stock Tracking App for Sophisticated Investors
tradestation
Available via desktop, Apple iOS and Android App on Google Play.
Sign up here
TradeStation includes a wide variety of trading options, such as:
Stocks (including penny stocks)
Options
Futures
Futures options
Mutual funds (with broker assistance)
Bonds (with broker assistance)
Cryptocurrency on TradeStation Crypto (not fully integrated)
On your desktop, users have access to many powerful tools. There are stock and ETF screeners, such as RadarScreen.
RadarScreen allows you to build a list (max 2,000 stocks) to monitor in real time, based on over 180 fundamental and technical criteria.
TradeStation has advanced charting abilities and trading simulators, including backtesting strategies from a large historical database. This app is best for intermediate to advanced traders.
The service’s robust desktop platform makes it the best stock tracking app for PCs.
TradeStation | Claiming a Financial Edge
TradeStation is a powerful trading platform which comes with analytic tools useful to seasoned professionals and new traders alike.
The platform comes equipped with brokerage services and trading education resources recognized by respected industry reviewers.
Limited Time Offer: Receive $10 when opening a new Crypto IRA account*
TradeStation | Claiming a Financial Edge
Open Account
- M1 Finance: Best Stock Tracking App (Android)
m1 finance
Available via desktop, Apple iOS and Android App on Google Play.
Sign up here
M1 Finance is known for requiring no minimum balance to open an account, no broker fees, and no charge on commissions.
The app is great both for investors who want experts to make all their stock decisions and those who want to create a fully custom portfolio.
One option is to pick one of the 80 portfolio options created by experts, for example one that invests in niches like death care stocks or target date retirement funds.
Alternatively, you can have complete control and choose any individual stocks or ETFs you want to buy.
Providing even more flexibility, you can purchase fractional shares, meaning you can buy a portion of a share.
This allows you to have 100% of your money invested at all times. You won’t have a personal advisor, but the app will provide you with useful tips and tools.
M1 Finance isn’t designed for day traders. It works best for people looking to build long-term wealth.
Several types of investment accounts are available, such as a taxable account, joint account, trust, IRA, and savings account.
You can move money easily between your accounts. The app doesn’t have options, mutual funds, or cryptocurrency investing capabilities.
Read more in our M1 Finance review.
Our Self-Directed Robo-Advisor Pick
M1 Finance | Smart Money Mgmt
M1 Finance’s Smart Money Management gives you choice and control of how you want to invest automatically, borrow, and spend your money—with available high-yield checking and low borrowing rates.
Special Promotions: Open an account and make a $1,000 deposit within 14 days to receive a $30 bonus and get 1-year free of M1 Plus ($125 value).
M1 Finance | Smart Money Mgmt
Learn More
Our Review
- SoFi: Best Stock Tracking App (iPhone)
sofi invest free stocks
Available via desktop, Apple iOS and Android App on Google Play.
Sign up here: (iOS), Android, Desktop
SoFi has many of the same benefits as M1 Finance, such as no minimum investment to open an account and the ability to seamlessly move money between investment accounts.
The app offers a robust user experience on iPhones (and Androids and desktop) for tracking stocks because the service provides trading capabilities to active and passive traders alike. The watchlists provide real-time data for you to follow along as your stocks move in price.
Users can invest actively and have full control over the stocks and funds in their portfolio or they can invest more passively by choosing a pre-built portfolio based on their level of risk aversion and financial status.
Real people, not robots, create the pre-build portfolios. SoFi also allows fractional sharing, which they call “stock bits.”
SoFi doesn’t offer stock options trading or tax-loss harvesting. However, it does allow you to invest in cryptocurrency, which isn’t available by all competitors.
best free portfolio tracker
In the years that have passed since Microsoft declared an end announced it would end the program, several alternatives have become available, some of which are hosted online under the software as a service model, while others are programs that you can install on your computer.
Here are some of the most popular free online stock portfolio trackers to consider when tracking your investments.
#1. Sharesight
Sharesight has really revolutionized the online portfolio tracking space. They are a frequent award winner, including placement in Benzinga’s Best Financial Advisor or Wealth Management Platform.
With Sharesight, you can automatically track the actual performance of all your publicly traded stocks from over 30 global exchanges.
You can also track multiple asset classes such as currencies (including top cryptocurrencies), private equity, alternatives, bonds, real estate, and other custom investments in a single place using their custom group feature.
With Sharesight you can easily compare your portfolio and see how you are doing compared to others. Plus, it keeps track of all of your dividends, making tax time a breeze.
#2. Personal Capital
For investors who do not work with a more traditional registered investment advisor, personal capital is one of the most popular ways to track investments. It currently manages more than 25,000 clients and $14 billion in assets under management.
The Software-as-a-Service creates charts and graphs showing income, expenses and portfolio holdings. It can compare your performance against your preferred stock market index and analyze your assets to give you an idea of your actual exposure to specific companies across multiple accounts and institutions.
#3. Morningstar.com
Subscribers to Morningstar.com not only have access to their ratings for stocks and mutual funds, but can also set up online portfolios.
It has a specialty that none of the others offer, namely X-ray. This x-ray tool allows you to enter your mutual funds and then view your actual portfolio holdings by breaking down the underlying stocks of each of those funds.
For example, if you owned the Vanguard S&P 500 index fund worth $1,000,000 through your 401 (k), Roth IRA, SEP-IRA, and Brokerage accounts, it will show the amount of every single sock you made have.
This is because the index does not exist. You buy individual stocks using a pooled structure.
#4. Google Finance
Google Finance offers a free portfolio tracker. What it lacks in the frills department it just makes up for. Portfolios can be entered manually or uploaded in various formats. Once entered, Google will track daily and general performance.
The Portfolio Tracker provides information on the fundamentals of investments. It’s also built into Google News.
Google Finance offers a performance chart. The chart can be set to review past months or past 10 years of performance. With just one click of the mouse, you can easily compare the performance of your portfolio with an important index.
#5. M1 finance
M1 Finance shows your holdings as slices of a cake. All you have to do is assign a percentage to each slice, fund your pie, and have a portfolio of stocks.
You also have the option of using the M1’s Expert Pies function. It has an in-house asset management team for those who prefer to invest passively but want to maximize returns.
This feature is great for investors switching from a robo-advisor. And M1 Finance has no brokerage commissions and fees.
#6. Betterment
The Betterment mobile investment app is available for both Android and iOS and can be downloaded from Google Play or App Store. The app is available free of charge and enables you to:
- Check the balance and return of your portfolio in real time
- You can deposit and withdraw money anytime, anywhere
- Manage the bond and equity allocation of your portfolio
- Review your goals and account activity
It also lets you monitor all your accounts in one place and helps diagnose how much your external accounts are costing you in fees and uninvested cash. You can sync your external accounts like bank accounts and other investments.
#7. Status Money
Manage your finances, see how you compare with colleagues and get advice anonymously. You can even earn cash rewards while improving your finances at the same time.
Download the Status Money app on iOS or Android and see how you compare yourself to your colleagues. You can track and manage your entire financial life using your peers as a benchmark.
Investigate your expenses and find out if you are over-spending, paying high interest, or not saving enough. Your comparisons are anonymous.
You can ask questions and share knowledge privately. Get the latest financial news and insights from the community.
Status Money allows you to receive referrals and earn cash rewards. To earn rewards, simply refer your friends. There is no limit to how much you can earn and your rewards never expire.
#8. Mint.com
Another very popular investment tracking website, Mint.com, allows you to enter your account information from other institutions and put it all on a single screen.
You can then set budgets yourself, see how much you are spending on certain categories, track the investment fees you have paid, and compare your individual accounts with benchmarks like the S&P 500 or the Dow Jones Industrial Average.
#9. Yahoo Finance Portfolio Tracker
Use this investment portfolio tracker to manually enter your portfolio or import it from a spreadsheet. The Yahoo Finance Portfolio Tracker provides a list of investments with details such as risk analysis, fundamentals, news, and performance. With this tracker, investors can:
- Link your brokerage accounts for free
- Create your own portfolios for free and bring them together in one place
- Get access to information and data that affect stocks and the financial market as a whole
The Yahoo Finance Portfolio Tracker is available for iOS for iPhone and iPad, Google Play, and Desktop.
#10. Client Portals
If you are a wealthy or high-net-worth investor, you are likely working directly with a financial advisor or asset management group.
Nowadays it is common for them to have online portals for clients that allow the client to keep track of their entire financial life, including so-called “held off” assets at various companies.
These portals are powerful tools that make life a lot easier and are often covered by the investment advisory fees you pay your professional.
#11. SigFig
SigFig is one of the latest free Online Stock Portfolio Tracker that is linked to investment accounts at most financial institutions. With SigFig it is easy to track the performance of a portfolio.
In addition, SigFig offers a range of tools for analyzing a portfolio. It evaluates the asset allocation, risk, fees, dividends, and returns, as well as geographic allocation. This information is also displayed in helpful diagrams and graphics.
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