Development:Tools/Portoflio Tracker: Difference between revisions

Development:Tools/Portoflio Tracker (view source)

Revision as of 09:45, 18 October 2023

698 bytes added , 18 October 2023

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 |-
 |[https://www.getquin.com/ GetQuin]
-|Yes, only with paid, see comments
+|Yes, probably only with paid, see comments
 |
 |[https://www.youtube.com/watch?v=TPYoZgaDvnM Youtube]
@@ Line 55: / Line 55: @@
 |?
 |X
-|?
+|~ / X (can share via link but cannot see pie chart with percentages unless you have paid plan)
 |X
 |-
 |[https://www.portfoliovisualizer.com/ Portfolio Visualizer]
-|Yes, see comments
+|Yes
 |
 |[https://www.youtube.com/watch?v=X0f1PXXBIhU&list=WL&index=1 Youtube]
@@ Line 170: / Line 170: @@
 |[https://www.kubera.com/ Kubera]
 |NO
-|
+|High price compared to others, especially since main picks are free.
 |N/A
 |  -- ($150/year)
@@ Line 203: / Line 203: @@
 |[https://www.portfolio123.com/?sref=51820 Portfolio 123]
 |NO
-|
+|No percentages shown. Hard to use.
 |[https://www.youtube.com/watch?v=o1_q_zCxemI Youtube]
 |X (only if we can make due with [https://www.portfolio123.com/pricing free] plan)
@@ Line 247: / Line 247: @@
 |[https://seekingalpha.com/account/portfolio Seeking Alpha]
 |NO
-|
+|No percentages shown. Hard to use.
 |[https://www.youtube.com/watch?v=Wt9YSHzr5wg Youtube]
 |X (free)
@@ Line 280: / Line 280: @@
 |[https://delta.app/en Delta]
 |NO
-|
+|No percentages, No web app. No sharing capabilities
 |[https://www.youtube.com/watch?v=SHH8j1sliwc&t=3s Youtube]
 |X (free)
@@ Line 302: / Line 302: @@
 |[https://www.wallstreetzen.com/ Wallstreet Zen watchlist]
 |NO
-|
+|Free plan offers too little and displays ads. Premium plan is $20/month./user
 |N/A
 | -- (free offers too little - 10 holdings, + ads)
@@ Line 313: / Line 313: @@
 |[https://www.sigfig.com/ SigFig]
 |NO
-|
+|Hard to access as you need to invest $2,000 to open an account.
 |N/A
 | -- (minimum $2k to open account)
@@ Line 324: / Line 324: @@
 |[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
-|
+|High price. Wealth management app, not portfolio tracker (not including it)
 |N/A
 | -- ($14/mo, appears to be a wealth manager, not just stock screener)
@@ Line 412: / Line 412: @@
 |[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
-|
+|Pricing is disadvantageous, because of the comission they charge for every trade
 |N/A
 | -- (comission for every trade)
@@ Line 459: / Line 459: @@
 * [https://snowball-analytics.com/ Snowball Analytics] - easy to share via link, not having to make it public. Can give the portfolio a name, hide portfolio value. Free plan offers tracking for up to 10 assets (for unlimited you need paid plan - $80/year). Assets can be added manually or imported from brokers.
-* [https://www.getquin.com/ GetQuin] - broker or manual import.  No percentages, maybe with premium plans which are $90/year. Otherwise great app. Can share portfolio via link.
+* [https://www.getquin.com/ GetQuin] - broker or manual import.  No percentages, maybe with premium plans which are $90/year. Otherwise great app. Can share portfolio via link.This may not be good because not all community members could join a nice workflow if they decide not to pay for a subscription.
 * [https://www.portfoliovisualizer.com/ Portfolio Visualizer] - Portfolios can be shared via link and don't require logging in to view them. if someone edits the numbers that will not be saved in the original portfolio. One downside is that you have to scroll to find the pie chart for the portfolio and other one is that portfolio value is also shown (can be customized to be any number), but cannot be hidden.