InvestmentWiki

Development:Tools/Portoflio Tracker: Difference between revisions

Page Discussion

Development:Tools/Portoflio Tracker (view source)

Revision as of 12:04, 26 October 2023

116 bytes added ,  26 October 2023
no edit summary
VisualWikitext
No edit summary
No edit summary
Line 37: Line 37:
!Advertising
!Advertising
!Crypto
!Crypto
!All Trades
!Live Data
!Live Data
!Affordable
!Affordable
Line 50: Line 51:
|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]
|
|
|
|
|
Line 66: Line 68:
|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]
|
|
|
|
|
Line 82: Line 85:
|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]
|
|
|
|
|
Line 101: Line 105:
|No (login required)
|No (login required)
|Annoying advertising
|Annoying advertising
|
|
|
|
|
Line 115: Line 120:
|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]
|
|
|
|
|
Line 131: Line 137:
|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]
|
|
|
|
|
Line 147: Line 154:
|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]
|
|
|
|
|
Line 163: Line 171:
|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]
|
|
|
|
|
Line 179: Line 188:
|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
|
|
|
|
|
Line 195: Line 205:
|Download-only
|Download-only
|[https://www.youtube.com/watch?v=df0Rb3k0VSA Youtube]
|[https://www.youtube.com/watch?v=df0Rb3k0VSA Youtube]
|
|
|
|
|
Line 211: Line 222:
|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]
|
|
|
|
|
Line 227: Line 239:
|No free version
|No free version
|N/A
|N/A
|
|
|
|
|
Line 243: Line 256:
|Website is often not working
|Website is often not working
|N/A
|N/A
|
|
|
|
|
Line 259: Line 273:
|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
|
|
|
|
|
Line 275: Line 290:
|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
|
|
|
|
|
Line 291: Line 307:
|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]
|
|
|
|
|
Line 307: Line 324:
|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]
|
|
|
|
|
Line 323: Line 341:
|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]
|
|
|
|
|
Line 339: Line 358:
|Too many own ads, making it unpleasant
|Too many own ads, making it unpleasant
|N/A
|N/A
|
|
|
|
|
Line 355: Line 375:
|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]
|
|
|
|
|
Line 371: Line 392:
|Not free
|Not free
|[https://www.youtube.com/watch?v=ZOZm8lvo22E Youtube]
|[https://www.youtube.com/watch?v=ZOZm8lvo22E Youtube]
|
|
|
|
|
Line 387: Line 409:
|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]
|
|
|
|
|
Line 403: Line 426:
|No portfolio tracking, only watchlist (stock screener)
|No portfolio tracking, only watchlist (stock screener)
|N/A
|N/A
|
|
|
|
|
Line 419: Line 443:
|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]
|
|
|
|
|
Line 435: Line 460:
|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]
|
|
|
|
|
Line 451: Line 477:
|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]
|
|
|
|
|
Line 467: Line 494:
|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
|
|
|
|
|
Line 483: Line 511:
|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
|
|
|
|
|
Line 499: Line 528:
|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
|
|
|
|
|
Line 515: Line 545:
|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]
|
|
|
|
|
Line 531: Line 562:
|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]
|
|
|
|
|
Line 547: Line 579:
|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
|
|
|
|
|
Line 563: Line 596:
|No percentages shown
|No percentages shown
|[https://www.youtube.com/watch?v=b3JRKnUALng Youtube]
|[https://www.youtube.com/watch?v=b3JRKnUALng Youtube]
|
|
|
|
|
Line 579: Line 613:
|Discontinued as of September 2023
|Discontinued as of September 2023
|N/A
|N/A
|
|
|
|
|
Line 595: Line 630:
|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
|
|
|
|
|
Line 611: Line 647:
|Not suited for portfolio tracking, but for wealth managament instead
|Not suited for portfolio tracking, but for wealth managament instead
|N/A
|N/A
|
|
|
|
|
Line 627: Line 664:
|Not suited for portfolio tracking, but for wealth managament instead
|Not suited for portfolio tracking, but for wealth managament instead
|N/A
|N/A
|
|
|
|
|
Line 643: Line 681:
|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
|
|
|
|
|
Line 659: Line 698:
|Only for Crypto
|Only for Crypto
|N/A
|N/A
|
|
|
|
|
Line 675: Line 715:
|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]
|
|
|
|
|
Line 691: Line 732:
|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
|
|
|
|
|
Line 707: Line 749:
|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]
|
|
|
|
|
Line 723: Line 766:
|Wealth manager, not portfolio tracker. No percentages shown
|Wealth manager, not portfolio tracker. No percentages shown
|N/A
|N/A
|
|
|
|
|
Line 739: Line 783:
|Wealth manager, not portfolio tracker. Pricing not favorable
|Wealth manager, not portfolio tracker. Pricing not favorable
|N/A
|N/A
|
|
|
|
|
Line 755: Line 800:
|No portfolio tracking offered, only watchlists
|No portfolio tracking offered, only watchlists
|N/A
|N/A
|
|
|
|
|
Line 771: Line 817:
|Price way too high, especially compared to other tools
|Price way too high, especially compared to other tools
|N/A
|N/A
|
|
|
|
|
Line 787: Line 834:
|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
|
|
|
|
|
Line 803: Line 851:
|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
|
|
|
|
|
Line 819: Line 868:
|Very expensive, with a bad design
|Very expensive, with a bad design
|N/A
|N/A
|
|
|
|
|
Line 835: Line 885:
|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
|
|
|
|
|
Line 851: Line 902:
|Wealth manager, not portfolio tracker. Pricing not favorable
|Wealth manager, not portfolio tracker. Pricing not favorable
|N/A
|N/A
|
|
|
|
|
Line 867: Line 919:
|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
|
|
|
|
|
Retrieved from "https://investmentwiki.mywikis.eu/wiki/Special:MobileDiff/9635"