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Development:Tools/Portoflio Tracker: Difference between revisions
Development:Tools/Portoflio Tracker (view source)
Revision as of 10:02, 25 October 2023
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== My recommendation == | |||
* Stock Card is an app which we could use for free, without limitations, but it comes at the cost of a very poor design. | |||
* Snowball Analytics has a decent design. It's a bit harder to access the metrics we would like (weight % of a specific assset) because the default view is assets sorted by industry. Free plan only offers tracking for 10 holdings and most people would probably not be able to limit themselves to that, nor would they want to pay $7/month. For those that want to share their portfolio(s) and also view percentages that would be a decent choice, but a pricing of $3/month, like other apps would be better. | |||
{| class="wikitable" | {| class="wikitable" | ||
!Name | !Name | ||
| Line 49: | Line 55: | ||
| ~ (no mobile app, but works just like on web) | | ~ (no mobile app, but works just like on web) | ||
|~ (can make it public for all StockCard users to see. It also generates a link) | |~ (can make it public for all StockCard users to see. It also generates a link) | ||
| -- | | -- | ||
|- | |- | ||
|[https://snowball-analytics.com/ Snowball Analytics] | |[https://snowball-analytics.com/ Snowball Analytics] | ||
|Yes | |Yes | ||
|Can see percentages by going to Analytics -> My holdings | |Can see percentages by going to Analytics -> My holdings (scroll down just a little) | ||
|[https://www.youtube.com/watch?v=SJuOobhYsQc Youtube] | |[https://www.youtube.com/watch?v=SJuOobhYsQc Youtube] | ||
|~ (free offers little) | |~ (free offers little) | ||
| Line 67: | Line 73: | ||
|Here is a [https://getqu.in/FywCmn/ link] to my portfolio | |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] | ||
| | |~ (free version, but only paid offers features we need) | ||
|~ (cannot see pie chart with percentages unless you have paid plan) | |~ (cannot see pie chart with percentages unless you have paid plan) | ||
| | | | ||
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|[https://www.portfoliovisualizer.com/ Portfolio Visualizer] | |[https://www.portfoliovisualizer.com/ Portfolio Visualizer] | ||
|NO | |NO | ||
| | |Because free plan doesn't allow you to save portfolios and the next plan is $30.month, this option is not viable. Could only test the portfolio saving feature if I were to use a business email. | ||
|[https://www.youtube.com/watch?v=X0f1PXXBIhU&list=WL&index=1 Youtube] | |[https://www.youtube.com/watch?v=X0f1PXXBIhU&list=WL&index=1 Youtube] | ||
|~ (free doesn't allow you to save portfolios) | |~ (free doesn't allow you to save portfolios) | ||
| Line 96: | Line 102: | ||
|~ / X | |~ / X | ||
| ~ | | ~ | ||
|X (via link and don't require logging in to view) | |X (via link and don't require logging in to view) | ||
|~ | |~ | ||
|- | |- | ||
| Line 307: | Line 313: | ||
|No portfolio tracking, only watchlist (stock screener) | |No portfolio tracking, only watchlist (stock screener) | ||
|N/A | |N/A | ||
| -- ($10/mo, free plan has ads and is limited) | | -- ($10/mo, free plan has ads and is limited) | ||
| -- | | -- | ||
| | | | ||
| Line 571: | Line 577: | ||
|No portfolio tracking offered, only watchlists | |No portfolio tracking offered, only watchlists | ||
|N/A | |N/A | ||
| -- ($9/month) expensive compared to others | | -- ($9/month) expensive compared to others | ||
|N/A | |N/A | ||
|N/A | |N/A | ||
| Line 583: | Line 589: | ||
|Price way too high, especially compared to other tools | |Price way too high, especially compared to other tools | ||
|N/A | |N/A | ||
| -- ($300/year) | | -- ($300/year) | ||
|N/A | |N/A | ||
|N/A | |N/A | ||
| Line 598: | Line 604: | ||
|N/A | |N/A | ||
|N/A | |N/A | ||
| -- (download only) | | -- (download only) | ||
|X | |X | ||
|N/A | |N/A | ||
| Line 610: | Line 616: | ||
|N/A | |N/A | ||
|N/A | |N/A | ||
| -- (need to verify phone number) | | -- (need to verify phone number) | ||
|X | |X | ||
|N/A | |N/A | ||
| -- | | -- | ||
|- | |- | ||
|[https://www.shareinvestor.com/sg ShareInvestor] | |[https://www.shareinvestor.com/sg ShareInvestor] | ||
|NO | |NO | ||
|Very expensive, with a bad design | |Very expensive, with a bad design | ||
|N/A | |N/A | ||
| -- ($23/month) | | -- ($23/month) | ||
|N/A | |N/A | ||
|N/A | |N/A | ||
| Line 625: | Line 631: | ||
|N/A | |N/A | ||
|N/A | |N/A | ||
| -- | | -- | ||
|- | |- | ||
|[https://stocks.cafe/intro Stocks Cafe] | |[https://stocks.cafe/intro Stocks Cafe] | ||
| Line 632: | Line 638: | ||
|N/A | |N/A | ||
|X | |X | ||
| -- | | -- | ||
|N/A | |N/A | ||
|N/A | |N/A | ||
| Line 653: | Line 659: | ||
|[https://investmentmoats.com/ Investment Moats] | |[https://investmentmoats.com/ Investment Moats] | ||
|NO | |NO | ||
|Very bad design, offers a free portfolio from Google Sheets, Very unprofessional | |Very bad design, offers a free portfolio from Google Sheets, Very unprofessional | ||
|N/A | |N/A | ||
|N/A | |N/A | ||