The 5 Best Investment Tracking Apps That Will Help Track Your Stock Portfolio
Juggling multiple investment accounts isn’t easy. It’s annoying to remember passwords for different sites or platforms, it’s inconvenient it is to have to switch between platforms/accounts, and it’s confusing to keep track of what features or benefits are offered by different platforms/trackers.
Making the choice of one single investment tracking app to help you track stocks, manage your investments, and even manage multiple accounts in one place can take a huge weight off your shoulders. We’ve done the legwork for you and rounded up the best investment tracking apps that will help simplify your life in the investing world.
Best Investment Tracking Apps At-A-Glance
- Best app for investment analysis: Personal Capital
- Best for serious investors: Morningstar
- Best for casual investors, more interested in general financial management: Money Patrol
- Best for ongoing portfolio management: Personal Capital
- Best for customer support: SigFig
Best Investment Tracking App: Personal Capital
It’s a close call, but Personal Capital is the winner.
The suite of free tools is perfect for investors just getting started, while the managed portfolio option is geared towards the professionals. Plus, the real-life professional financial advisor is an invaluable tool to help guide you on your investment journey.
Investment Tracking App Runner-Up: Money Patrol
Money Patrol takes the runner-up spot thanks to its collection of first-class investment tools and features. The ability to track accounts from more than 15,000 different financial institutions through real-time analytics makes it one of the best portfolio trackers out there.
The Best 5 Stock Portfolio Tracking Apps
Personal Capital is widely considered to be the best portfolio tracker available today. It comes with a free financial dashboard that you can link different accounts to and, once set up, it aggregates all your financial data for analysis.
There’s a premium subscription level that offers an asset management component for more advanced investors.
Services available with Personal Capital:
- 401 (k) Fee Analyzer: determines the fees you’re actually paying and points you to less expensive investment options within your plan.
- Investment Checkup: provides an evaluation of where you’re at across your various accounts and includes portfolio target recommendations, rebalancing suggestions, and determines the risk level in your portfolio.
- Retirement Calculator: calculates your expected monthly retirement income and projects your Social Security income.
You can learn more about their advanced offerings in our extensive Personal Capital review.
Price: Get started for free here. The app then takes a small fee based on a percentage of assets managed.
The stock tracking app lets you set up an online portfolio and get ratings on stocks and funds. Users can also access various support services through the app.
Services Available with Morningstar:
- Portfolio X-Ray: shows you what your actual holdings are.
- Investment Compare: compares multiple investments side-by-side.
- Heat Map: monitors market activity and presents it in a visual format so you can get a quick overview.
You can read more about Morningstar via our review of their services and tools.
Price: Try it free for 14 days. There is a $145-a-year subscription fee for the Morningstar Fund Investor Newsletter.
3. Money Patrol
Money Patrol is one of the newer investment tracking apps but has a powerful suite of features that help investors track their portfolio and budget.
Once you link your account, you can see your transactions in real-time and receive alerts to help you better understand what’s happening with your money.
Services Available with Money Patrol:
- Advanced Visual Dashboard: supports more than 15,000 different financial institutions in the US and Canada and gives you an instant overview of your finances.
- Money In-Flow and Out-Flow: shows your spending patterns and shares the latest trends.
- Investment Tracker: connects all your investment accounts along with an overall portfolio breakdown.
Price: Try it free for 15 days. After that, it costs $59.99 a year.
SigFig is primarily a robo-advisor platform that provides automated portfolio construction and management, but it also offers one of the best stock portfolio trackers for free.
You get weekly emails summarizing the performance of your investments and regular reports with breakdowns of the latest portfolio news. While you can’t actively manage your portfolio, you can view your various investments in a single app.
Services Available with SigFig:
- Investment Account Sync: syncs accounts for more than 80 brokerage firms and provides a holistic view of your entire portfolio.
- Real-Time Marketing Tracking: provides in-the-moment stock market quotes, news, and commentary from over 500 sources.
- External Analysis: finds hidden fees and alerts you to the risks involved in your portfolio.
Price: The Portfolio Tracker is free to use. If you need investment management help the app is free for your first $10,000 and then takes 0.25% of assets after that.
Mint is a well-known budgeting software with one of the best stock portfolio trackers included. Simply add your accounts and the app will measure your performance against market benchmarks.
Services Available with Mint:
- Fee Analyzer: determines fees and how they will affect the growth of your investments.
- Portfolio Management: monitors and manages your portfolio to make the most of your investments.
- Budgeting Capabilities: tracks investments alongside budgeting and the ability to pay bills, and sends account alerts.
Price: Try it free for 30 days. After that, it’s $6.00 a month.
How to Choose the Right Stock Portfolio Tracker For You
- Your unique needs: it’s important to choose the best stock tracking app for you. This will differ for active traders and passive investors and will determine whether you’re best suited to a pure investment tracking app or if a hybrid app is more apt.
- App capabilities & features: consider how many investment tools the app can track, what kind of assistance is provided, and the additional services that are available. If you have a relatively simple portfolio, and you don’t need a lot of tools, go for the apps that don’t have as many. Too many tools can confuse more than inform.
- Cost: what price works for your budget? Can you access all the features you need within that budget? When it comes to price, if you’re an active trader, it may be worth paying an annual or monthly fee for a comprehensive investment tracking app. But if you’re more passive, a simple, free version will get the job done.
- References and reviews: research the experiences other investors have had with the app. You just might discover a flaw or missing feature that could potentially prove problematic for your specific investing needs.
Organizing your investments and tracking new stocks are critical steps in order to stay on top of where your money is going and help keep it growing. The best portfolio tracking apps make it easy to add and monitor your accounts to nurture long-term growth and help you make intelligent investment decisions.