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Development:Tools/Portoflio Tracker (view source)

Revision as of 14:37, 27 September 2023

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!Presentation
!Presentation
!Affordable
!Affordable
!Percentages (%)
!Ease of use
!Ease of use
!Mobile
!Mobile
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|-
|-
|[https://www.sharesight.com/ Sharesight]
|[https://www.sharesight.com/ Sharesight]
|Probably not (see comments)
|Maybe (10 holdings)
|[https://www.youtube.com/watch?v=DD8FmH2Hr74 Youtube]
|[https://www.youtube.com/watch?v=DD8FmH2Hr74 Youtube]
|~ ([https://www.sharesight.com/pricing/ free] offers too little -10 holdings)
|~ ([https://www.sharesight.com/pricing/ free] offers too little -10 holdings)
|?
|?
|?
|X
|X
|
|?
|~ / X
|~ / X
|-
|-
|[https://www.personalcapital.com/invite Personal Capital](now Empower)
|[https://www.personalcapital.com/invite Personal Capital](now Empower)
|
|Maybe (no percentages)
|
|[https://www.youtube.com/watch?v=LSE_jj03DHM&t=204s Youtube]
|X
|X
|
| --
|
|
|~ / X
|~ / X
|X
|?
|~
|-
|-
|[https://www.morningstar.com/ Morningstar]
|[https://www.morningstar.com/ Morningstar]
|
|No
|
|N/A
| -- ($249/year)
| -- ($249/year)
|
|N/A
|
|N/A
|
|N/A
|N/A
| -- / ~
| -- / ~
|-
|-
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|
|
|X (free plan seems great)
|X (free plan seems great)
|
|
|
|
|
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|N/A
|N/A
| -- / ~ ($79/year)
| -- / ~ ($79/year)
|N/A
|N/A
|N/A
|N/A
|N/A
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|-
|-
|[https://www.quicken.com/plans-and-pricing Quicken Premier]  
|[https://www.quicken.com/plans-and-pricing Quicken Premier]  
|
|Maybe / No
|
|[https://www.youtube.com/watch?v=5zWPEgoREog Youtube]
|~ ($3/month)
|~ ($3/month)
|
|X
|
|?
|
| --
|
|?
| -- / ~
|-
|-
|[https://mint.intuit.com/ Mint]
|[https://mint.intuit.com/ Mint]
|
|No (website is often not working)
|
|N/A
|~ ( free has ads, $1/mo to remove)
|~ ( free has ads, $1/mo to remove)
|
|N/A
|
|N/A
|
|X
|
|N/A
|N/A
|-
|-
|[https://www.fidelity.com/spend-save/full-view/overview Fidelity Full View]
|[https://www.fidelity.com/spend-save/full-view/overview Fidelity Full View]
|
|No (see footnote)
|
|[https://www.youtube.com/watch?v=maI5fMEp5EM Youtube] min 5:08
|X (free)
|X (free)
|
|X
|
|?
|
|?
|
|?
| --
|-
|-
|[https://www.kubera.com/ Kubera]
|[https://www.kubera.com/ Kubera]
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|N/A
|N/A
| -- ($150/year)
| -- ($150/year)
|N/A
|N/A
|N/A
|N/A
|N/A
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|[https://www.youtube.com/watch?v=df0Rb3k0VSA Youtube]
|[https://www.youtube.com/watch?v=df0Rb3k0VSA Youtube]
|X
|X
|
|X
|~
| --
| --
|
|
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|-
|-
|[https://dividend.watch/ Dividend Watch]
|[https://dividend.watch/ Dividend Watch]
|
|Maybe (10 holdings)
|[https://www.youtube.com/watch?v=5hu9MPN286Y Youtube]
|[https://www.youtube.com/watch?v=5hu9MPN286Y Youtube]
|~ ([https://dividend.watch/pricing free] offers too little -10 holdings)
|~ ([https://dividend.watch/pricing free] offers too little -10 holdings)
|
|X
|X
|
|
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|
|
|X (free account management)
|X (free account management)
|
|
|
|
|
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|
|
|X (only if we can make due with [https://www.portfolio123.com/pricing free] plan)
|X (only if we can make due with [https://www.portfolio123.com/pricing free] plan)
|
|
|
|
|
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|
|
|X (only if we can make due with [https://tickeron.com/app/user/memberships/level free] plan)
|X (only if we can make due with [https://tickeron.com/app/user/memberships/level free] plan)
|
|
|
|
|
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|
|
|X (free for portfolio tracking?)
|X (free for portfolio tracking?)
|
|
|
|
|
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|
|
|~ ($8/mo)
|~ ($8/mo)
|
|
|
|
|
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|
|
|X (free)
|X (free)
|
|
|
|
|
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|
|
|~ ($10/mo, free plan has ads and is limited)
|~ ($10/mo, free plan has ads and is limited)
|
|
|
|
|
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|
|
|~ ([https://snowball-analytics.com/pricing free] offers to little - 10 holdings)
|~ ([https://snowball-analytics.com/pricing free] offers to little - 10 holdings)
|
|
|
|
|
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|
|
|X (free)
|X (free)
|
|
|
|
|
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|[https://www.youtube.com/watch?v=SHH8j1sliwc&t=3s Youtube]
|[https://www.youtube.com/watch?v=SHH8j1sliwc&t=3s Youtube]
|X (free)
|X (free)
|
|X
|X
|X (no web)
|X (no web)
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|[https://www.youtube.com/watch?v=rZXii2WJYCM Youtube]
|[https://www.youtube.com/watch?v=rZXii2WJYCM Youtube]
|X (free - no real time tracking?)
|X (free - no real time tracking?)
|
|?
|?
| --
| --
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|N/A
|N/A
| -- (free offers too little - 10 holdings, + ads)
| -- (free offers too little - 10 holdings, + ads)
|N/A
|N/A
|N/A
|N/A
|N/A
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|N/A
|N/A
| -- (minimum $2k to open account)
| -- (minimum $2k to open account)
|N/A
|N/A
|N/A
|N/A
|N/A
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|N/A
|N/A
| -- ($14/mo, appears to be a wealth manager, not just stock screener)
| -- ($14/mo, appears to be a wealth manager, not just stock screener)
|N/A
|N/A
|N/A
|N/A
|N/A
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|[https://www.youtube.com/watch?v=lBNvTLuin2k&list=PL-dPy9ImvULTKwOCntTWwyyrN4VhqImok&index=13 Youtube]
|[https://www.youtube.com/watch?v=lBNvTLuin2k&list=PL-dPy9ImvULTKwOCntTWwyyrN4VhqImok&index=13 Youtube]
|X ( free watchlist)
|X ( free watchlist)
|N/A
|N/A
|N/A
|N/A
|N/A
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|[https://www.youtube.com/watch?v=Pp0AuE5ahMk Youtube]
|[https://www.youtube.com/watch?v=Pp0AuE5ahMk Youtube]
|X (free)
|X (free)
|
|X
|X
|X  
|X  
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|[https://www.youtube.com/watch?v=TPYoZgaDvnM Youtube]
|[https://www.youtube.com/watch?v=TPYoZgaDvnM Youtube]
|X (free version)
|X (free version)
|
|?
|?
|X
|X
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|[https://www.interactivebrokers.com/en/whyib/overview.php Interactive Brokers]
|[https://www.interactivebrokers.com/en/whyib/overview.php Interactive Brokers]
|No (see footnote)
|No (see footnote)
|N/A
|N/A
|N/A
|N/A
|N/A
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|[https://www.youtube.com/watch?v=b3JRKnUALng Youtube]
|[https://www.youtube.com/watch?v=b3JRKnUALng Youtube]
|~ ([https://vyzer.co/pricing free] offers too little, 3 assets)
|~ ([https://vyzer.co/pricing free] offers too little, 3 assets)
|
|?
|?
|X
|X
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|N/A
|N/A
|~ ($75/year)
|~ ($75/year)
|N/A
|N/A
|N/A
|X
|X
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|No good presentations
|No good presentations
|X (zero management fee)
|X (zero management fee)
|
|?
|?
|X
|X
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|N/A
|N/A
|~ (they have management fees)
|~ (they have management fees)
|N/A
|N/A
|N/A
|X
|X
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|N/A
|N/A
| -- (comission for every trade)
| -- (comission for every trade)
|N/A
|N/A
|N/A
|N/A
|N/A
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|N/A
|N/A
|N/A
|N/A
|-
|N/A
|[https://www.investorsobserver.com/ InvestorsObserver]
|
|
|
|
|
|
|
|-
|[https://www.assetdash.com/ AssetDash]
|
|
|
|
|
|
|
|-
|-
|[https://zerion.io/ Zerion]
|[https://zerion.io/ Zerion]
|
|No - only for crypto
|
|N/A
|
|N/A
|
|N/A
|
|N/A
|
|X
|
|N/A
|N/A
|}
|}
==Comments and suggestions==
==Comments and suggestions==
Sharesight - can import portfolio from broker, spreadsheet or manually. Can be updated by emailing your trade confirmations. Tax reports. Can only be used if community members can limit themselves to 10 holdings, otherwise they need investor plan for unlimited holdings ($31/mo)
Morningstar - manual portfolio management. Has a "My view" section, where you can customize to show anything you'd like, such as % ROE 5 years, etc. Cons: more work as it's all manual.
Stock Rover - manual or import.
Mint - website not working for now
Portfolio Performance - open source
Dividend Watch - Can only be used if community members can limit themselves to 10 holdings, otherwise they need investor plan for unlimited holdings ($8/mo)
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.
=== Considered apps ===


GetQuin - broker or manual import. I think no percentages
* Sharesight - can import portfolio from broker, spreadsheet or manually. Can be updated by emailing your trade confirmations. Tax reports. Can only be used if community members can limit themselves to 10 holdings, otherwise they need investor plan for unlimited holdings ($31/mo)
* Portfolio Performance - open source
* Dividend Watch - Can only be used if community members can limit themselves to 10 holdings, otherwise they need investor plan for unlimited holdings ($8/mo)
* 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.
=== Non considered apps ===


WeBull - not a portfolio tracker app, rather a wealth management app.
* Morningstar - manual portfolio management. Has a "My view" section, where you can customize to show anything you'd like, such as % ROE 5 years, etc. Cons: more work as it's all manual.
* Stock Rover - manual or import.
* Mint - website not working for now
* 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
* 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.
* Fidelity Full View - in order to open an account you have to verify your identity and employment information.
BDavid
689

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