We offer Best Portfolio Analytics Software to enable you to quickly, easily and intelligently create portfolios that are best suited to achieve your goals. Our Best Portfolio Analytics recommendation Software runs on popular Windows-based computers and has an easy-to-use Wizard interface.
Best Portfolio Analytics is an award winning SaaS that is revolutionizing the investment management industry. They are transforming financial reporting into visual analytics by providing portfolio analysis software to asset managers around the globe.
Personal Capital
Personal Capital may be the top free investment and portfolio management software. The platform, with mobile and computer access has a load of features. The easy set-up takes a few minutes to sync your accounts after which your personalized dashboard is available. The Personal Capital finance dashboard incorporates all of your bank, credit card and investment accounts and gives you a 360 degree view of how your investments are performing along with other useful money information.
The Personal Capital portfolio tracking software and tools help you:
- Analyze your cash flow including both income and expenses
- Calculate your net worth – including updated home value
- Check on and analyze your investments
- Plan for retirement
- Analyze your account fees
- Perform an investment check up
- Review your asset allocation
- More
The investment check-up offers priceless tools – kind of like your best portfolio analyzer. The overriding question that the investment check-up answers is “Could your portfolio give you greater returns for a reasonable risk level?” The program answers this question by comparing your current asset allocation to the recommended target, and recommending improvements.
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.https://a.impactradius-go.com/gen-ad-code/227835/1064241/13439/
This is my “go to” resource to check on and analyze my investment performance, and income versus spending. It’s easy to use and automatically updates, unlike Quicken, where I must manually update my portfolio. 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. Here’s a sample image of a Personal Capital Dashboard with updated Net worth, cash flow and budgeting data.
I recently completed a retirement analysis, and increased my annual spending projections. The new retirement analysis showed that I’m still fine at the new spending level. 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. I appreciate how all of the accounts auto-populate so that I don’t need to input data. In fact, this free portfolio management software just might be superior to Quicken portfolio management software (which I also use).
Quicken Premier 2022
Price: $77.99/yr.
Similar to Personal Capital, the software syncs all your accounts to get a comprehensive view of your investments in a single dashboard. With Quicken Premier you can check balances, budgets, accounts, search transactions, analyze your spending trends, and monitor your investment performance over time, allowing you to maximize your investments and even minimize your taxes on investments and make tax prep easier. One of the most attractive features is an online app to manage your money on the go across desktop+web+mobile.
Features:
- Easily set up stock watch lists to take advantage of potential opportunities.
- View all investment fees together to understand true market returns.
- Export register transactions to Excel.
- Email reports directly from Quicken.
- Add Bill Pay “favorites” into Bills dashboard.
- See all your reminders in a single Bills dashboard.
- Updated tax rates and mileage rates.
StockRover Portfolio Management
StockRover offers the ability to link up your brokerage account and use its powerful analysis tools using your specific brokerage data. You will be able to analyze your portfolio against benchmarks and make key decisions using data, rather than gut feel or guesstimates. If you don’t want to connect your brokerage, you can enter it manually or use a spreadsheet import too. They support thousands of accounts including Vanguard, Charles Schwab, Fidelity, TD Ameritrade, Wells Fargo, E*Trade, Chase, and more.
Once you’ve set it up, you can get daily, weekly, or monthly reports showing performance as well as analyze it for a variety of metrics such as risk adjusted return, volatility, beta, IRR, Sharpe Ratio and more. It’s comprehensive and far more detailed than many others on this list. It really depends on how in-depth you wish to go.
StockRover has a free tier but you get more when you sign up for the paid services – read our review of Stock Rover for more information.
Navexa
Navexa’s easy-to-use, powerful portfolio tracker software is tailor-made for portfolio management professionals who feel overwhelmed by the data filling into their inboxes.
On Navexa you get data analysis functionalities to make smarter and data-driven decisions with your portfolio. It helps the investor to create portfolios by objective, keep track of financial goals according to distinct parameters, and allows you to create diversified reports.
Plan Comparison
Key Highlights
- Add Portfolios: On Navexa you can add up to five portfolios into your account. All of these portfolios can be accessed from the mobile app and website.
- Track ETFs, Stocks, and More: With this portfolio management software, users can add and evaluate stocks and funds from ASX, NYSE, NASDAQ, and more.
- Simplify Tax Reporting: Navexa lets users generate income tax reports and portfolio’s capital gains very quickly and easily.
- Data-Driven Investing: On Navexa you get to make data-driven decisions through customizable charts, powerful analytics, and reporting tools. The valuable insights and wealth of real-time data helps you make more informed and intelligent decisions for your portfolio.
- Automate Dividend Reporting & Trades: Navexa provides you a unified platform for automating your dividend reporting and trades. You can use a custom email address for automating dividend income reporting and to auto-update your portfolio with new trends.
Conclusion
Best Portfolio is the premier software suite for analyzing, tracking and managing portfolios. Ideal for asset managers, pension funds, endowments and mutual fund companies that need both robust analytical analytics and customizable tools for their entire organization. A user-friendly interface with full security ensures easy access for all staff.