Your investment portfolio may include a broad range of financial assets, ranging from stocks to 401(k)s retirement investments, and though these can be extremely beneficial to your finances, keeping track of all these assets can be challenging. However, you must routinely know all your investments’ status to immediately make any necessary changes, helping you avoid financial downfalls.
Luckily, aside from hiring a professional and registered investment advisor to keep up with your assets, there are now several mobile apps that can help you get real-time information on all your investments in one place.
Here are some of the most popular and easy to use apps to monitor your investment portfolios.
Personal Capital Finance
One of the best tracker apps for investors is the Personal Capital Finance app, boasting over 2.4 million users and around 22,000 investment clients in the US alone. The app lets you sync almost all investment accounts you have, including retirement and taxable accounts, then allows you to monitor their performance, allocations, and fees — all presented in easy-to-understand graphs and charts.
The app offers a unique ‘You Index’ feature that lets users track their holdings while measuring their performances against significant market indices, allowing you to see your status across stocks, money, ETF, and mutual funds. Additionally, its ‘Portfolio Checkup’ function helps you know if you can save some money on any of your investments.
SigFig Wealth Management
The SigFig Wealth Management app is one of the most popular apps among seasoned investors to date, allowing you to track all your investment accounts for no charge. The app can automatically pull your investment accounts from over 50 leading brokerages into one dashboard while giving you real-time updates of all your stocks, mutual funds, bonds, and ETFs you own. It can also provide snapshots of your IRA or 401(k).
Generally, the app will give you weekly summaries of your account’s performance, news impacting your portfolio, and alerts focusing on your top gainers and losers via email. Although the app is free, for a small fee, the app can optimize your portfolio and provide daily monitoring to keep it up-to-date with rebalancing, dividend reinvestments, and tax strategies.
Mint is one of the most popular budgeting and stock portfolio trackers available on the market. It comes with a free analyzer that determines funds and how they’ll affect your assets, portfolio management features, and budgeting capabilities, tracking your ability to pay bills while sending account alerts. All you need to do is add your accounts, and Mint will automatically and continually measure your investments’ performances against market benchmarks.
The Ticker app allows you to manage and track several stock portfolios in one dashboard. It comes with user-friendly features, ranging from colorful and easy to use charts, graphs, and detailed analytics. All these show your real-time investment account values, daily profit or loss, the status of the money-weighted return rate (MWRR), and the time-weighted return rate (TWRR). You can also manually enter trade details for stocks, currencies, mutual funds, and ETFs.
All in all, Ticker lets you keep track of stocks with several watch lists while creating alerts to notify if any of your stock trades goes past the ‘trigger level’ you set, based on price, amount, and percent changes. However, the downside of Ticker is that it’s only available for iOS devices.
The Yahoo! Finance app is available for Android and iOS, boasting a straightforward and navigable design, allowing you to easily track your stocks, bonds, commodities, and other assets. It also gives you personalized news and alerts while following market movements in real-time, allowing you to adjust the watch-lists and receive live quotes as you track your portfolio’s performance. The best part about this app is that it’s 100% free, giving you quick access to all the information you may need.
Money Patrol is one of the newest investment tracking apps available. However, many users are already vouching for it, thanks to its robust suite of features that can help investors track their portfolio alongside budget. The app comes with an advanced visual dashboard, supporting more than 15,000 financial institutions in the United States and Canada, giving users an instant overview of their finances.
It also shows your spending patterns and lets you connect all your investment accounts alongside a portfolio breakdown — giving you a better understanding of what’s happening with your finances. The app offers a free 15-day trial.
Juggling between several investment accounts can be challenging. Fortunately, there are several investment tracking apps you can rely on to help you monitor stocks, manage your assets, and even your accounts. The apps mentioned are some of the best ones in the market — simplifying your life in the investing world while taking a massive weight off your shoulders.