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Development:Tools/Portoflio Tracker: Difference between revisions

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Development:Tools/Portoflio Tracker (view source)

Revision as of 11:32, 26 October 2023

118 bytes added ,  26 October 2023
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!No Advertising
!No Advertising
!Crypto
!Crypto
!Live Data
!Affordable
!Affordable
!Percentages (%)
!Percentages (%)
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I think it makes it  a bit  
I think it makes it  a bit  
|[https://www.youtube.com/watch?v=Js7P5idgbhY Youtube]
|[https://www.youtube.com/watch?v=Js7P5idgbhY Youtube]
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|Can see percentages by going to Analytics -> My holdings (scroll down just a little)
|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]
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|Yes
|~ (free version, but only paid offers features we need)
|~ (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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|cannot test because they ask for card. Would be great to test it's sharing capabilities as it looks very promising
|cannot test because they ask for card. Would be great to test it's sharing capabilities as it looks very promising
|[https://www.youtube.com/watch?v=Ty1_EWdfIcs Youtube]
|[https://www.youtube.com/watch?v=Ty1_EWdfIcs Youtube]
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|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.
|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]
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|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.
|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]
|[https://www.youtube.com/watch?v=5zWPEgoREog Youtube]
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|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).
|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).
|[https://www.youtube.com/watch?v=DD8FmH2Hr74 Youtube]
|[https://www.youtube.com/watch?v=DD8FmH2Hr74 Youtube]
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|No percentages shown
|No percentages shown
|[https://www.youtube.com/watch?v=LSE_jj03DHM&t=204s Youtube]
|[https://www.youtube.com/watch?v=LSE_jj03DHM&t=204s Youtube]
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|Manual portfolio management. Has a "My view" section, where you can customize to show anything you'd like, such as % ROE 5 years, etc. . Hard to work with as:a lot more work than normal is required because it's all manual.
|Manual portfolio management. Has a "My view" section, where you can customize to show anything you'd like, such as % ROE 5 years, etc. . Hard to work with as:a lot more work than normal is required because it's all manual.
|N/A
|N/A
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|Download-only
|Download-only
|[https://www.youtube.com/watch?v=df0Rb3k0VSA Youtube]
|[https://www.youtube.com/watch?v=df0Rb3k0VSA Youtube]
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|Unable to share anything. Pie charts with percentages. Manual or import (transactions), but no crypto.
|Unable to share anything. Pie charts with percentages. Manual or import (transactions), but no crypto.
|[https://www.youtube.com/watch?v=p4maVSsvYTI Youtube]
|[https://www.youtube.com/watch?v=p4maVSsvYTI Youtube]
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|No free version
|No free version
|N/A
|N/A
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|Website is often not working
|Website is often not working
|N/A
|N/A
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|Hard to access. In order to open an account you have to verify your identity and employment information.
|Hard to access. In order to open an account you have to verify your identity and employment information.
|[https://www.youtube.com/watch?v=maI5fMEp5EM Youtube] min 5:08
|[https://www.youtube.com/watch?v=maI5fMEp5EM Youtube] min 5:08
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|High price compared to others, especially since main picks are free.
|High price compared to others, especially since main picks are free.
|N/A
|N/A
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|Only 10 holdings, unable to share with others
|Only 10 holdings, unable to share with others
|[https://www.youtube.com/watch?v=5hu9MPN286Y Youtube]
|[https://www.youtube.com/watch?v=5hu9MPN286Y Youtube]
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|Identity verification required, making it too hard to access
|Identity verification required, making it too hard to access
|[https://www.youtube.com/watch?v=ZDdFwVO2RlM Youtube]
|[https://www.youtube.com/watch?v=ZDdFwVO2RlM Youtube]
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|No percentages shown. Hard to use.
|No percentages shown. Hard to use.
|[https://www.youtube.com/watch?v=o1_q_zCxemI Youtube]
|[https://www.youtube.com/watch?v=o1_q_zCxemI Youtube]
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|Too many own ads, making it unpleasant
|Too many own ads, making it unpleasant
|N/A
|N/A
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|No portfolio tracking. Hard to access becasue you need phone number and identity verified to open  an account
|No portfolio tracking. Hard to access becasue you need phone number and identity verified to open  an account
|[https://www.youtube.com/watch?v=XQPKeLxRrO8 Youtube]
|[https://www.youtube.com/watch?v=XQPKeLxRrO8 Youtube]
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|Not free
|Not free
|[https://www.youtube.com/watch?v=ZOZm8lvo22E Youtube]
|[https://www.youtube.com/watch?v=ZOZm8lvo22E Youtube]
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|No percentages shown. Hard to use.
|No percentages shown. Hard to use.
|[https://www.youtube.com/watch?v=Wt9YSHzr5wg Youtube]
|[https://www.youtube.com/watch?v=Wt9YSHzr5wg Youtube]
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|No portfolio tracking, only watchlist (stock screener)
|No portfolio tracking, only watchlist (stock screener)
|N/A
|N/A
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|No sharing capabilities and no mobile .  Can view percentages only if you hover mouse over pie chart, or you can view them in list view (Risk section), represented as Weight (in %).
|No sharing capabilities and no mobile .  Can view percentages only if you hover mouse over pie chart, or you can view them in list view (Risk section), represented as Weight (in %).
|[https://www.youtube.com/watch?v=efsYSRjLCVY Youtube]
|[https://www.youtube.com/watch?v=efsYSRjLCVY Youtube]
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|No percentages, No web app. No sharing capabilities
|No percentages, No web app. No sharing capabilities
|[https://www.youtube.com/watch?v=SHH8j1sliwc&t=3s Youtube]
|[https://www.youtube.com/watch?v=SHH8j1sliwc&t=3s Youtube]
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|No real time tracking. Stock tickers are not registered in the app, so you have to do everything manually. That means no stock price updates, no icons, etc.
|No real time tracking. Stock tickers are not registered in the app, so you have to do everything manually. That means no stock price updates, no icons, etc.
|[https://www.youtube.com/watch?v=rZXii2WJYCM Youtube]
|[https://www.youtube.com/watch?v=rZXii2WJYCM Youtube]
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|Free plan offers too little and displays ads. Premium plan is $20/month./user
|Free plan offers too little and displays ads. Premium plan is $20/month./user
|N/A
|N/A
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|Hard to access as you need to invest $2,000 to open an account.
|Hard to access as you need to invest $2,000 to open an account.
|N/A
|N/A
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|High price. Wealth management app, not portfolio tracker (not including it)
|High price. Wealth management app, not portfolio tracker (not including it)
|N/A
|N/A
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|Portfolio updates just once per day. With free plan can you link 1 broker account. Doesn't show percentages, just stocks divided by industry.
|Portfolio updates just once per day. With free plan can you link 1 broker account. Doesn't show percentages, just stocks divided by industry.
|[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]
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|No sharing capabilities. Otherwise, very good portfolio visualizer with percentages. Can import from broker or manually.
|No sharing capabilities. Otherwise, very good portfolio visualizer with percentages. Can import from broker or manually.
|[https://www.youtube.com/watch?v=Pp0AuE5ahMk Youtube] / [https://www.youtube.com/watch?v=lP288fEukCE this]
|[https://www.youtube.com/watch?v=Pp0AuE5ahMk Youtube] / [https://www.youtube.com/watch?v=lP288fEukCE this]
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|commission based, e.g: 0.35% of transaction. It's more of a wealth management app.
|commission based, e.g: 0.35% of transaction. It's more of a wealth management app.
|N/A
|N/A
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|No percentages shown
|No percentages shown
|[https://www.youtube.com/watch?v=b3JRKnUALng Youtube]
|[https://www.youtube.com/watch?v=b3JRKnUALng Youtube]
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|Discontinued as of September 2023
|Discontinued as of September 2023
|N/A
|N/A
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|seems complicated, is more of a wealth manager than a portfolio tracker. It's free for now, but that is because it's normal 0.19% fees are currently suppressed by a 0.19% waiver fee, which is probably not permanent.
|seems complicated, is more of a wealth manager than a portfolio tracker. It's free for now, but that is because it's normal 0.19% fees are currently suppressed by a 0.19% waiver fee, which is probably not permanent.
|No good presentations
|No good presentations
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|Not suited for portfolio tracking, but for wealth managament instead
|Not suited for portfolio tracking, but for wealth managament instead
|N/A
|N/A
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|Not suited for portfolio tracking, but for wealth managament instead
|Not suited for portfolio tracking, but for wealth managament instead
|N/A
|N/A
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|Pricing is disadvantageous, because of the comission they charge for every trade
|Pricing is disadvantageous, because of the comission they charge for every trade
|N/A
|N/A
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|Only for Crypto
|Only for Crypto
|N/A
|N/A
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|Only watchlists, not portfolio tracking
|Only watchlists, not portfolio tracking
|[https://www.youtube.com/watch?v=KlMCaKoBn-c Youtube]
|[https://www.youtube.com/watch?v=KlMCaKoBn-c Youtube]
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|Wealth management app. Doesn;t come with a separate portfolio tracker
|Wealth management app. Doesn;t come with a separate portfolio tracker
|N/A
|N/A
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|Wealth manager, not portfolio tracker. No percentages shown
|Wealth manager, not portfolio tracker. No percentages shown
|[https://www.youtube.com/watch?v=nVqI9nue28I Youtube]
|[https://www.youtube.com/watch?v=nVqI9nue28I Youtube]
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|Wealth manager, not portfolio tracker. No percentages shown
|Wealth manager, not portfolio tracker. No percentages shown
|N/A
|N/A
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|Wealth manager, not portfolio tracker. Pricing not favorable
|Wealth manager, not portfolio tracker. Pricing not favorable
|N/A
|N/A
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|No portfolio tracking offered, only watchlists
|No portfolio tracking offered, only watchlists
|N/A
|N/A
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|Price way too high, especially compared to other tools
|Price way too high, especially compared to other tools
|N/A
|N/A
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|It's download only. Windows detected it as dangerous, so that disqualifies it.
|It's download only. Windows detected it as dangerous, so that disqualifies it.
|N/A
|N/A
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|Only for South East Asia. Need to verify with phone number, making it hard to access.
|Only for South East Asia. Need to verify with phone number, making it hard to access.
|N/A
|N/A
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|Very expensive, with a bad design
|Very expensive, with a bad design
|N/A
|N/A
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|Old design, you have to manually add price per share. No percentages shown.
|Old design, you have to manually add price per share. No percentages shown.
|N/A
|N/A
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|Wealth manager, not portfolio tracker. Pricing not favorable
|Wealth manager, not portfolio tracker. Pricing not favorable
|N/A
|N/A
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|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
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