Returning investments does not become easier. It is not uncommon to have dozens or even hundreds of positions for these stocks, options and codes. And even for index fund investors like me, 401k, IRA, HSA’s contact with taxable accounts is not a picnic. Enter stock tracking programs.
I’m a bit of an addict. I have tried almost every tool available for stock և investing ՝, both free and paid. For me, Personal Capital is the best common tool և for free. It even keeps track of Bitcoin այլ other cryptocurrencies, a recently added feature. I use it every day.
But I also use other tools that serve certain purposes. Some are free and some are paid. Here are five tools worth checking out in addition to Personal Equity.
Using a Stock Rover is like drinking from a fire hose. It’s a combination of research գործիք portfolio tools that is a bit overwhelming at first. With Stock Rover, you get a lot of information about stocks, ETFs and mutual funds. You can merge your investment accounts, automatically download position և balance data, and then rate your portfolio. The tool also comes with predefined portfolios (like the 3-fund portfolio) that you can use as a comparison of your own investments.
I use Stock Rover for its research tools եմ I compare my portfolio work with a few benchmarks. Stock Rover offers free software as well as paid plans with more features. It also offers a 14-day free trial of its Premium Plus app.
This free tool does not offer Personal Equity or Stock Rover features, but it does a great job of portfolio tracking. Investments must be entered manually, although this allows data to be imported via a CSV file. It shows the current value of դիրք execution of positions. It may also give rise to IRS tax rate 8949.
Although EquityStat does not have a number of powerful features, it does have a great interface that makes it easy to track portfolio performance.
Delta Investment Tracker:
This is a tool from the list that I have not used extensively. Delta Investment Tracker only comes as an iOS or Android app. It has a rating of 4.8 out of 5 in the App Store. The app can track cryptocurrencies, stocks, assets, commodities, currencies, futures or bonds.
The big disadvantage of Delta is that it can not connect to brokerage accounts. The app states that this feature is coming, but it is not clear when this will happen. As such, most investments must be entered manually. It supports links to about 20 cryptocurrencies that are not useful to me because I have no position in Bitcoin or other cryptocurrencies.
As such, Delta is best for those who want to track Bitcoin, other digital currencies or the stock portfolio. For those who want to control their portfolio of assets, including the placement of their assets, Delta is not ideal.
I have included Kubera in the list more for its potential than the current feature set. It’s a paid tool ($ 15 a month), but it has some limited features. You can merge investment accounts, և it will bring your positions and balances. It does allow you to track back a number of asset values, such as domain names. It joins major cryptocurrency exchanges, providing insurance policies with the ability to withdraw.
Unlike equity, it does not provide any significant information on the placement of assets. It does not come with a pension planner or payment analyst. However, it is very easy to use with a clean interface. I hope they will continue to add features to the tool over time.
Finally, Google Sheets makes it easy to track your portfolio. With Google Financing, you can get information on stocks, ETFs, mutual funds. For example, it is easy to include fund names, cost ratios, current price և performance. Here is a free chart that can be used to track their investment.
I use the chart mainly for balancing purposes. It is easy to see which asset classes are significantly higher or lower than the target distribution. It even shows exactly how much to move each class of assets or to rebalance their targeted allocation.
Before choosing a plan or website for your stocks or other investments, it is important to understand what you are trying to achieve. As a preliminary question, decide whether you want to link your brokerage accounts with the plan. From there, do you just want to get back on balance և performance, or do you want additional features like asset allocation tools, retirement planning և payment analysis? From here, things get trickier, and this is where the true magic begins!