What are the best investment portfolio management tools?

asked by Anonymous
53 contributors
8 solutions
  1. 16

    #1SigFig

    SigFig
    SigFig is a low cost investment management tool that provides you free analysis and advice to track and manage your portfolio. It pulls your investment accounts into a dashboard and creates a personalized strategy for you.


    Apps

    Web, Android, iOS

    Free

    Alan Owens
    Written on December 5, 2018
    "I really liked the comparison features, daily updates, and fee breakdown, it gives a good sense and looks to my portfolio."
  2. 11

    #2Personal Capital

    Personal Capital

    Personal Capital is a personal finance management tool for iOS and Android devices that allows you to manage your personal capital in one place. The app lets you import and analyze your accounts, as well as designing a retirement plan.

    Apps

    Web, Android, iOS

    Free

    Tony Dai
    Written on December 5, 2018
    "This is free and comprehensive that's why I enjoyed using this. They also have an investment checkup, fee analyzer and a spending tracker that has been very useful to me."
  3. 7

    #3WiseBanyan

    WiseBanyan

    WiseBanyan is a low-cost financial advisor that offers a new approach to investing. It is designed to help users achieve their financial goals. They also offer building and monitoring portfolios and financial plans.

    Apps

    Web, iOS, Android

    Free

    Zhao Dong
    Written on December 5, 2018
    "I love that this is free and requires no account minimum, however, they only allow you to open only individual taxable accounts."
  1. 3

    #4FutureAdvisor

    FutureAdvisor

    FutureAdvisor is an investment account management tool that manages your investments holistically, to help ensure each account’s benefits are maximized. They also offer advice that considers your family. goals and all of your accounts.

    Apps

    Web

    Free

    Carlos Padilla
    Written on December 5, 2018
    "Loving the free portfolio and analysis service of FutureAdvisor, however, the management fee cost higher compared to others."
  2. 3

    #5MarketWatch

    MarketWatch

    MarketWatch is an investment portfolio tool that provides not only building and tracking custom portfolio but also trades in real-time on a virtual stock market. The app's data is backed by the Dow Jones and Company.

    Apps

    Web, Android, iOS

    Free

    Austin Morales
    Written on December 5, 2018
    "If you are an investor, I must say that their charts are pretty reliable. But the site is full of ads, it bothers me."
  3. 2

    #6Mint

    Mint

    Mint is personal finance app that stores all your expenses so you can overview your credit card, payment and, investment history. It also gives you savings and budgeting tips to help you stay with-in-budget.

    Apps

    Android, iOS

    Free

    Han Lin
    Written on December 5, 2018
    "I love the weekly summaries that they send to you via email, I can also easily view and monitor my credit score, however syncing up accounts is a problem in this tool."
  4. 2

    #7Ticker

    Ticker

    Ticker is an investment and portfolio manager app that manages your multiple portfolios with charts and graphs. They also enter your trades, dividends, and splits.

    Apps

    Android, iOS

    Free- with in-app purchases

    Karen Russell
    Written on December 5, 2018
    "Definitely a nice investment and portfolio manager app, I just have some issues on connecting to the internet because it does not work with 3G sometimes."
  5. 1

    #8Yahoo Finance

    Yahoo Finance

    Yahoo! Finance is an investment portfolio tool that finds all the financial information you need with intuitive navigation. It also compares stocks with interactive full-screen charts. You can also sign to view and edit your Web portfolio on the go.

    Apps

    Web, Android, iOS

    Free

    Lawrence Price
    Written on December 5, 2018
    "I love the look of Yahoo! Finance and they also have a lot of content, however, I don't think it offers me a comprehensive real-time stock market quotes."

Summary

Best What are the best investment portfolio management tools
RankSolutionsTypeVotesPrice
1SigFigApps 16 Free
2Personal CapitalApps 11 Free
3WiseBanyanApps 7 Free
4FutureAdvisorApps 3 Free
5MarketWatchApps 3 Free
6MintApps 2 Free
7TickerApps 2 Free
8Yahoo FinanceApps 1 Free
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