4 Best Portfolio Tracking Apps
Whether you are a new or seasoned investor, chances are you want a way to track your portfolio at a glance from your mobile device. Fortunately, dozens of apps available today allow you to do exactly that.
See: 3 Things You Must Do When Your Savings Reach $50,000
However, they vary widely in their costs and capabilities. Here’s a look at some of the best portfolio tracking apps based on features, capabilities, pricing and user experience.
Best Free App: Empower
Empower, formerly Personal Capital, is one of the few truly free portfolio tracking apps available. You don’t have to invest in a premium service for advanced capabilities. All the features are free, apart from personalized wealth management services from real people. As a free app, Empower has a surprisingly robust feature set.
You must first link all your investment accounts to track. Empower can even help you find hidden fees you may not realize you’re paying. The retirement planner helps ensure you’re on track to meet your goals through investments like individual retirement accounts. If you feel you need a little extra guidance in meeting your retirement goals, Empower has wealth management advisors available for an additional fee.
Empower has an iOS app optimized for iPad that earned a 4.7-star rating in the App Store. The Android version earned 4.3 stars in the Google Play store.
Best for Beginning Investors: Mint
Mint by Intuit is one of the longest-running online budgeting apps. Today, it combines budget tracking with portfolio tracking to make it easy to manage all your finances in one place. The top-rated app earns 4.8 stars in the App Store and 4.2 stars with 10 million-plus downloads in Google Play for Android users.
The beauty of Mint is not just that it’s free, but that you can track your credit, savings, expenses, investments and net worth all in one app. Mint also helps you spot hidden fees that could be eating into your earnings.
If you are looking for a simple way to track all your finances, including your investment portfolio, consider Mint.
Best for Industry News: Yahoo Finance
Yahoo Finance is not just one of the best websites for real-time stock trading and finance news. It also provides a free, yet sophisticated, portfolio tracker that can track stocks, bonds, crypto and more in real time.
With 4.6 stars in Google Play and 4.7 stars in the App Store for iOS users, the Yahoo Finance app connects the dots for you between your investments and stories about the companies you invest in. Get press releases, news analysis and insights, and earnings reports, along with real-time stock data.
You can create watchlists and personalized alerts for a customized experience across all your devices. Yahoo Finance Plus is available in two packages: Lite, for $20.83 per month, or Essential, for $29.16 per month. Both prices apply to subscriptions billed annually with a 14-day free trial. Enjoy enhanced portfolio performance analysis tools, daily trading ideas and more.
Best for Active Investors: Ziggma
Ziggma offers a free plan that allows you to link either your brokerage account or IRA to track multiple assets within one portfolio. You can track dividends, monitor Ziggma scores for stocks in your portfolio, and access curated data related to your investment style.
Experienced investors or those looking to monitor more than one investment account can upgrade to the Premium plan for $7.49 per month (billed annually, $9.90 if month to month). The Premium plan allows you to link unlimited accounts, gain full access to Ziggma stock scores, perform simulations to see how different investment scenarios will do, and receive smart alerts to help you make better investment decisions.
Ziggma operates as a web-based app. If you are ready to upgrade from a free Yahoo Finance portfolio tracker to Ziggma, you can import your portfolio with just a few clicks.
Final Take
It is important to note that none of these apps are financial advisors. The apps can help you track your portfolio and provide data to help you make better investing decisions. Any investment comes with risks, and you can lose or gain money with stocks, bonds, ETFs or cryptocurrencies.
FAQ
How can I track my portfolio for free?
A variety of apps, including Mint by Intuit, Yahoo Finance and Empower, can help you track your portfolio for free from your Android or iOS mobile device. For more personalized investment guidance, you might want to consult with a financial advisor.
Is there an app that can track my portfolio?
Many apps available today help you track your portfolio in real time, easily, on the go, from wherever you are. Some of the best include Empower and Ziggma.
Which is the best portfolio tracker?
The best portfolio tracker for you depends upon your expertise, the number and size of investments in your portfolio, what you want to accomplish with the tracker (such as managing your investments within the app), and how much you're willing to spend for the services it offers. The list of trackers above accommodates beginning to advanced investors.
How do I track all my investments in one place?
You can use a portfolio tracker app to track all your investments online in your web browser or through your mobile device. Before you choose an app, determine what investments you want to track, and the features that are most important to you, such as the ability to track dividend income, the performance of your portfolio against the market as a whole or a specific index, and real-time monitoring.
Information is accurate as of Aug. 24, 2023.
Editorial Note: This content is not provided by any entity covered in this article. Any opinions, analyses, reviews, ratings or recommendations expressed in this article are those of the author alone and have not been reviewed, approved or otherwise endorsed by any entity named in this article.
This article originally appeared on GOBankingRates.com: 4 Best Portfolio Tracking Apps
