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Development:Tools/Portoflio Tracker: Difference between revisions
Development:Tools/Portoflio Tracker (view source)
Revision as of 08:47, 25 October 2023
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|[https://stockcard.io/home Stock Card] | |[https://stockcard.io/home Stock Card] | ||
|Yes | |Yes | ||
| | |Here is a [https://stockcard.io/portfoliostore/David-Bogdanac34bb81232eeed9521ecddb3fa23eb4c7999b515b07d6e6705f link] to my portfolio. | ||
The app is not too good looking, but it's free and meets all other criteria. | |||
I think it makes it a bit | |||
|[https://www.youtube.com/watch?v=Js7P5idgbhY Youtube] | |[https://www.youtube.com/watch?v=Js7P5idgbhY Youtube] | ||
|X/~ (free or $250/year) | |X/~ (free or $250/year) | ||
|X | |X | ||
|Free plan allows for 2 portfolios | |Free plan allows for 2 portfolios. The stock price is set automatically when you put the date of the transaction | ||
|X | |~ / X | ||
| | | ~ (no mobile app, but works just like on web) | ||
| | |~ (can make it public for all StockCard users to see. It also generates a link) | ||
| -- | | -- | ||
|- | |- | ||
| Line 59: | Line 62: | ||
|X | |X | ||
|~ / X | |~ / X | ||
|- | |- | ||
|[https://www.getquin.com/ GetQuin] | |[https://www.getquin.com/ GetQuin] | ||
|Yes, | |Yes, but only with paid, as free plan offers too few features to make it worthwhile e.g: no percentages | ||
| | |Here is a [https://getqu.in/FywCmn/ link] to my portfolio | ||
|[https://www.youtube.com/watch?v=TPYoZgaDvnM Youtube] | |[https://www.youtube.com/watch?v=TPYoZgaDvnM Youtube] | ||
|X (free version) | |X (free version) | ||
|~ (paid | |~ (cannot see pie chart with percentages unless you have paid plan) | ||
| | | | ||
|? | |? | ||
|X | |X | ||
| | |X (can share via link) | ||
|X | |X | ||
|- | |- | ||
|[https://go.atom.finance/ Atom Finance] | |[https://go.atom.finance/ Atom Finance] | ||
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|? | |? | ||
|X | |X | ||
|- | |||
|[https://www.portfoliovisualizer.com/ Portfolio Visualizer] | |||
|NO | |||
|Cannot test without business email. | |||
|[https://www.youtube.com/watch?v=X0f1PXXBIhU&list=WL&index=1 Youtube] | |||
|~ (free doesn't allow you to save portfolios) | |||
|X | |||
|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. | |||
|~ / X | |||
| ~ | |||
|X (via link and don't require logging in to view) | |||
|~ | |||
|- | |||
|[https://www.quicken.com/plans-and-pricing Quicken Premier] | |||
|NO | |||
|Bad design. Download only? Trying to subscribe isn't even working. Unable to test sharing capabilites, but seems like export is the only option, not sharing via link, etc. | |||
|[https://www.youtube.com/watch?v=5zWPEgoREog Youtube] | |||
|~ ($3/month) | |||
|X | |||
| | |||
|? | |||
| -- | |||
|? | |||
| -- / ~ | |||
|- | |- | ||
|[https://www.sharesight.com/ Sharesight] | |[https://www.sharesight.com/ Sharesight] | ||
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* [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://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.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.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. | ||
=== Non considered apps === | === Non considered apps === | ||
* [https://delta.app/en Delta] - powered by eToro. No web version, only mobile. Transactions can be imported or added manually. | * [https://delta.app/en Delta] - powered by eToro. No web version, only mobile. Transactions can be imported or added manually. | ||