Development:Tools/Portoflio Tracker: Difference between revisions

no edit summary
No edit summary
No edit summary
Line 242: Line 242:
|-
|-
|[https://www.sigfig.com/ SigFig]
|[https://www.sigfig.com/ SigFig]
|
|No
|
|N/A
|
| -- (minimum $2k to open account)
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|-
|-
|[https://magnifi.com/magnifi-personal/benzinga?utm_medium=partnership&utm_source=benzinga&utm_campaign_id=cpc&utm_ad_type=simplifyinvestingwithai&utm_goal=trialorpaidsub&utm_content=benzinga&utm_date=q223 Magnifi]
|[https://magnifi.com/magnifi-personal/benzinga?utm_medium=partnership&utm_source=benzinga&utm_campaign_id=cpc&utm_ad_type=simplifyinvestingwithai&utm_goal=trialorpaidsub&utm_content=benzinga&utm_date=q223 Magnifi]
|
|No
|
|N/A
|
| -- ($14/mo, appears to be a wealth manager, not just stock screener)
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|-
|-
|[https://www.investorsobserver.com/affiliate-pricing?via=benzinga InvestorsObservers]
|[https://www.investorsobserver.com/affiliate-pricing?via=benzinga InvestorsObservers]
|
|No (too simple, see footnote)
|
|[https://www.youtube.com/watch?v=lBNvTLuin2k&list=PL-dPy9ImvULTKwOCntTWwyyrN4VhqImok&index=13 Youtube]
|
|X ( free watchlist)
|
|N/A
|
|N/A
|
|N/A
|
| -- / ~
|-
|-
|[https://www.assetdash.com/?source_caller=sdk&af_siteid=1541886930&shortlink=gvzuiq1k&af_referrer_uid=1657061118717-6403124&pid=af_app_invites&af_referrer_customer_id=772dd511-060b-410b-8858-decf57ec7726 AssetDash]
|[https://www.assetdash.com/?source_caller=sdk&af_siteid=1541886930&shortlink=gvzuiq1k&af_referrer_uid=1657061118717-6403124&pid=af_app_invites&af_referrer_customer_id=772dd511-060b-410b-8858-decf57ec7726 AssetDash]
|
|
|
|[https://www.youtube.com/watch?v=Pp0AuE5ahMk Youtube]
|
|X (free)
|
|X
|
|X
|
|?
|
|X
|-
|-
|[https://www.getquin.com/ GetQuin]
|[https://www.getquin.com/ GetQuin]
|
|
|
|[https://www.youtube.com/watch?v=TPYoZgaDvnM Youtube]
|
|X (free version)
|
|?
|
|X
|
|?
|
|~ / X
|-
|-
|[https://www.interactivebrokers.com/en/whyib/overview.php Interactive Brokers]
|[https://www.interactivebrokers.com/en/whyib/overview.php Interactive Brokers]
|
|No (see footnote)
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|-
|-
|[https://vyzer.co/ Vyzer]
|[https://vyzer.co/ Vyzer]
|
|Probably not
|
|[https://www.youtube.com/watch?v=b3JRKnUALng Youtube]
|
|~ ([https://vyzer.co/pricing free] offers too little, 3 assets)
|
|?
|
|X
|
|?
|
|~ / X
|-
|[https://www.fool.com/order/fe_offers/wf/d186b284-6b10-46d0-90cd-7bac41e533f2?c=sa-unlimited-access-79&awc=12195_1695384166_13ca180bcc44a95d6f9fd3220de59897&source=esa003ads0010001&utm_campaign=833243&utm_medium=affiliate&utm_source=aw&testId=op-sa-pc-awin-79&cellId=2&campaign=sa-partner-centric MotleyFool]
|
|
|
|
|
|
|
|-
|-
|[https://www.stockmarketeye.com/?clickid=WAFyzxxhJxyPRBuWV7XlJViKUkF20mxLETqgQo0 StockMarketEye]
|[https://www.stockmarketeye.com/?clickid=WAFyzxxhJxyPRBuWV7XlJViKUkF20mxLETqgQo0 StockMarketEye]
|
|Probably not, bc of price
|
|N/A
|
|~ ($75/year)
|
|N/A
|
|X
|
|N/A
|
|N/A
|-
|-
|[https://www.sofi.com/ SoFi]
|[https://www.sofi.com/ SoFi]
|
|Maybe (seems complicated)
|
|No good presentations
|
|X (zero management fee)
|
|?
|
|X
|
|?
|
|?
|-
|-
|[https://www.webull.com/activity?inviteCode=hdaVffUKZEVF&inviteSource=wb_inf&source=Youngandtheinvested&irclickid=FYolJl30n2FoLNnYyEvY WeBull]
|[https://www.webull.com/activity?inviteCode=hdaVffUKZEVF&inviteSource=wb_inf&source=Youngandtheinvested&irclickid=FYolJl30n2FoLNnYyEvY WeBull]
|
|No(see footnote)
|
|N/A
|
|~ (they have management fees)
|
|N/A
|
|X
|
|N/A
|
|N/A
|-
|-
|[https://www.tradestation.com/pricing/?utm_source=Young%20and%20the%20Invested_1443669&utm_medium=Affiliate&utm_campaign=481023_Online%20Tracking%20Link&utm_term=BaseBrand&clickid=T3P0nv1pKxyPULHSKy2lIyNCUkFRXSWRmwZt0s0&irgwc=1&offer=0035AEUX TradeStation]
|[https://www.tradestation.com/pricing/?utm_source=Young%20and%20the%20Invested_1443669&utm_medium=Affiliate&utm_campaign=481023_Online%20Tracking%20Link&utm_term=BaseBrand&clickid=T3P0nv1pKxyPULHSKy2lIyNCUkFRXSWRmwZt0s0&irgwc=1&offer=0035AEUX TradeStation]
|
|No
|
|N/A
|
| -- (comission for every trade)
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|-
|-
|[https://robinhood.com/signup?irclickid=zmJ3Bf1t0xyPT9rz1-Um81zWUkFRXSVFmwZt0s0&irgwc=1&utm_source=impact&utm_campaign=102401&utm_content=Linkoffers%20Inc.&utm_term=748415 Robinhood]
|[https://robinhood.com/us/en/ Robinhood]
|
|No - wealth manager
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|-
|-
|[https://www.investorsobserver.com/ InvestorsObserver]
|[https://www.investorsobserver.com/ InvestorsObserver]
Line 399: Line 390:


Delta - powered by eToro. No web version, only mobile. Transactions can be imported or added manually.
Delta - powered by eToro. No web version, only mobile. Transactions can be imported or added manually.
InvestorsObserver - portfolio updates once per day. Free can link 1 broker account. Doesn't show percentages, just stocks divided by industry
AssetDash - can import from broker or manually private equity - can't manually add stocks without broker account? This could be a problem for community members with small portfolios.
GetQuin - broker or manual import. I think no percentages
Interactive Brokers - commission based, e.g: 0.35% of transaction, it's more of a wealth management app.
WeBull - not a portfolio tracker app, rather a wealth management app.
689

edits