The Personal Capital finance dashboard incorporates all of your bank, credit card and investment accounts and gives you a degree view of how your investments are performing along with other useful money information. The investment check-up offers priceless tools — kind of like your best portfolio analyzer.
The retirement planner calculator tells you best and worst case retirement scenarios. It shows how much monthly spending your current portfolio will allow throughout retirement. The net worth calculator even maintains an updated value of our home. And, while on the go — the portfolio management app is ideal for a quick check of your investment returns.
One of the best aspects of Personal Capital is how fast and seamlessly your accounts are linked! You can be up and running in minutes! I was amazed at how fast my complicated investment portfolio was uploaded and analyzed. I have more than 10 accounts with multiple investments within each account.
I recently completed a retirement analysis, and increased my annual spending projections. It was fast and easy. The only caveat with this tool is that you may need to field a call from a Personal Capital representative.
Other than that, the tools are free to use. I consider Personal Capital a top contender for the best investment software. In fact, this free portfolio management software just might be superior to Quicken portfolio management software which I also use. The popular and free Mint. With quick linking to your accounts, similar to Personal Capital, you get a quick overview of your financial picture. Mint tracks all of your financial accounts including credit, banking, investment and retirement.
The Mint investment and portfolio management tools are satisfactory for beginning investors seeking a free basic money management, saving, spending, budgeting, and tracking tool.
Intermediate or sophisticated investors might prefer advanced portfolio tracking and management apps like Personal Capital or Quicken. Quicken launched an annual subscription model. The program also has an online app for on-the-go money management.
Similar to Personal Capital, after syncing your checking, saving, debt and investment accounts, you have a comprehensive financial management portal. The Quicken Premier platform is both basic money management, budgeting, debt tracking and cash management software as well as a comprehensive investment portfolio management program.
In addition to the investment capabilities there are robust income, expense, budgeting and money management capabilities. Quicken is only available as a subscription. They have discontinued their previous offers to own the program. Investment Account Manager is sophisticated investment portfolio management software.
The product was designed by professional money managers and used by investors globally since The goal of the software is to help you understand and manage your investment portfolios.
The software for individuals is suitable for both newbies and seasoned investors. Investment Account Manager is designed for investment management, not budgeting, debt or other financial management tasks.
You can track an unlimited number of portfolios. Each investment portfolio is handled individually and transactions are segregated by account. This helps the investor to create portfolios by objective and track according to distinct parameters. The reports section allows you to customize reports and even create reports that combine portfolios.
For example, Investment Account Manager allows you to combine all portfolios and review your overall asset allocation stocks, bonds, cash and other and on a granular level by stock sector and size.
This pdf details the 20 distinct reports available through the Investment Account Manager. The reports include detailed cost basis data to customizable income reports and more.
The rebalancing feature makes it easy to see if your portfolio is out of balance and what securities need to bought or sold to return to your preferred allocation. Two more of my favorite features are benchmark comparisons and for individual stock owners, fundamental ratio analysis tools. Additionally, Investment Account Manager also offers a professional version of the software for financial advisors. There is so much meat in this software, that the serious investor and possibly the casual investor as well will benefit from the Investment Account Manager.
The investment management software is compatible with the Windows operating system, and users can run the software on a Mac with windows emulating software. You also get a 90 day free trial , which is quite generous! This freemium portfolio analyzer allows investors to import or manually enter their holdings and gain valuable insights. The free Morningstar portfolio x-ray is one of the best investment tools and shows stock style diversification, sector and style breakdowns, geographical distributing and a summary of fees and expenses.
This feature is also available through a Quicken membership, and the securities are already imported. The Morningstar Portfolio Manager is free, with limited tools, suitable for beginning investors. The free Morningstar Portfolio Manager includes:. Some software supports options trading, for example, so be sure that the portfolio management software you choose can support every type of trading you do.
We researched and reviewed several of the best portfolio management software options on the market. The spending analysis gives you a comprehensive overview of you where and how you spend your money restaurants, grocery stores, etc. The Retirement Planner can pinpoint exactly where you are relative to your retirement goals. Personal Capital can give you a portfolio performance which shows you how your assets are performing. You can even anticipate future expenses, such as planning for college, getting married or any other upcoming life event.
In terms of wealth management, Personal Capital offers robo-investment services as well as real human financial advisors.
Its annual fee is 0. Investment Account Manager is a Windows and Mac desktop-based investment software program that provides comprehensive investment tracking and portfolio management tools. Investment Account Manager offers a comprehensive portfolio platform for stocks, ETFs, options, bonds, mutual funds, cash and more. You can also find in-depth tax planning tools and asset allocation rebalancing features. It offers tech support and easy-to-understand snapshots of asset allocation, so you can see whether your asset allocation is appropriate.
You can also download brokerage account activity and track multiple purchases of stock and calculate your return on investment. As a company, Quicken is pretty much a household name. Quicken offers financial management services that include spend tracking, budgeting and the monitoring of account balances. The software uses bill-pay services on its software and mobile app, bill pay alerts and customized financial reports.
You can sync up your checking, savings and investment accounts as well as any debt you may have. So you'll know at a glance if your ahead of the game. Holdings Snapshot View the performance of your current holdings and exited positions in one place.
Return On Investment At the end of the day, the most important indicator of your protfolio performance is the Return on Investment. This creates a direct "Apples to Apples" comparison of how each metal type is performing. Portfolio Updates By Email Keep tabs on how your portfolio is performing, by simply checking your email. Now for Premium users, get daily mid-day portfolio updates direct to your inbox!
Transactions Capture all your purchases in one place Calculate your actual cost basis Quickly determine cost per ounce Monitor the premiums you pay Read More. Before MetalQuick. To add multiple items, click "Add Row" for each additional item. Once you have added your bullion items to your precious metals portfolio, hit the "Save Changes" button. Although the Portfolio Tracker may be a useful tool in evaluating a precious metals, it is not intended in any way to be financial, securities, insurance, tax, or legal advice or services.
Gainesville Coins does not assume any duty by making this Portfolio Tracker available, all of which duties are expressly disclaimed, and Gainesville Coins shall not be responsible for any errors or omissions in the Portfolio Tracker or the consequences of any decisions or actions taken in reliance upon the Portfolio Tracker.
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