Have you been wondering about free stock tracking apps? There are so many it can quickly become a confusing mess. In this article, I’ve done the hard work for you and listed the best free portfolio tracking tools so you can have a better understanding of what’s out there.
There are lots of free stock tracking tools out there. They can help you to manage stocks, make the best investment decision and find profitable trading opportunities. But do you ever wonder which tool is ideal for you? Well, let’s take a look at the options.
Delta Investment Tracker
Delta is an iOS and Android app with a minimalistic look and an attractive “dark mode” that’s useful for low-level lighting as well as users with visual limitations.
Delta Investment Tracker allows you to get live access to the price movements of all popular stocks, cryptocurrencies, ETFs, indices, mutual funds, bonds, futures, and options. Follow your favourites and get notified when a significant change has happened for an asset you follow. No delays, always in the know.
Delta also offers a clear overview of your total portfolio balance, profit & loss during various time periods.
You can see your investments and trends in one place regardless of whether you have just one portfolio or more. Moreover, with its dynamic capabilities, it does not matter whether you are fully invested in stocks, crypto or ETFs, Delta adapts itself to you.
Delta’s asset information views push the boundaries of what other investment trackers are offering. Your current position, market value, % change, (un)realized gains all available at your disposal. All your portfolio holdings, integrated into a beautiful view of the core market detail
Sharesight
Sharesight truly revolutionized the online portfolio tracking space. It’s a frequent award winner, including placing in Benzinga’s Best Financial Advisor or Wealth Management Platform.
With Sharesight, you can automatically track the true performance of all your listed stocks from over 30 global stock exchanges. You will also be able to track multiple asset classes such as currency (including top cryptocurrencies), private equity, alternatives, bonds, property and other custom investments in a single place using their custom groups feature.
Sharesight makes it easy to benchmark your portfolio and see how you are performing compared to others. Plus it keeps track of all your dividends, making tax time a breeze.
Price: $12 per month, premium plans available for sophisticated investors
Available on: Desktop, iOS for iPhone, iPad, Apple Watch, Google Play and Amazon
Personal Capital
For investors who do not work with a more traditional registered investment advisor, personal capital is one of the most popular ways to track investments. It currently manages more than 25,000 clients and $14 billion in assets under management.
The Software-as-a-Service creates charts and graphs showing income, expenses and portfolio holdings. It can compare your performance against your preferred stock market index and analyze your assets to give you an idea of your actual exposure to specific companies across multiple accounts and institutions.
Morningstar.com
Subscribers to Morningstar.com not only have access to their ratings for stocks and mutual funds, but can also set up online portfolios.
It has a specialty that none of the others offer, namely X-ray. This x-ray tool allows you to enter your mutual funds and then view your actual portfolio holdings by breaking down the underlying stocks of each of those funds.
For example, if you owned the Vanguard S&P 500 index fund worth $1,000,000 through your 401 (k), Roth IRA, SEP-IRA, and Brokerage accounts, it will show the amount of every single sock you made have.
Google Finance
Google Finance offers a free portfolio tracker. What it lacks in the frills department it just makes up for. Portfolios can be entered manually or uploaded in various formats. Once entered, Google will track daily and general performance.
The Portfolio Tracker provides information on the fundamentals of investments. It’s also built into Google News.
M1 finance
M1 Finance shows your holdings as slices of a cake. All you have to do is assign a percentage to each slice, fund your pie, and have a portfolio of stocks.
You also have the option of using the M1’s Expert Pies function. It has an in-house asset management team for those who prefer to invest passively but want to maximize returns.
Stock Rover
Using Stock Rover is like drinking from a firehose. It’s combination of research and portfolio tools can be a bit overwhelming at first. With Stock Rover you get access to a wealth of data on stocks, ETFs and mutual funds. You can connect your investment accounts, automatically download position and balance data, and then evaluate your portfolio. The tool also comes with predefined portfolios (like the 3-fund portfolio) you can use as a comparison to your own investments.
I use Stock Rover for its research tools and to compare my portfolio’s performance to several benchmarks. Stock Rover offers a free plan as well as paid plans with more features. It also offers a 14-day free trial of its Premium Plus plan.
EquityStat
This free tool doesn’t offer the features of Personal Capital or Stock Rover, but it does a great job of tracking a portfolio. Investments must be entered manually, although it does allow for an import of data via a CSV file. It shows the current value of positions and performance. It can also generate IRS tax form 8949.
While EquityStat doesn’t come with a robust set of features, it has an excellent user interface that makes tracking a portfolio’s performance easy.
Kubera
I’ve included Kubera in the list more for its potential than its current feature set. It is a paid tool ($15 a month), but has a fairly limited set of features. You can connect investment accounts and it will bring in your positions and balances. It does allow you to track the value of a variety of assets, such as domain names. It connects to major cryptocurrency exchanges, and provides a feature to keep track of insurance policies.
Unlike Personal Capital, however, it does not provide any meaningful data on asset allocation. It also doesn’t come with a retirement planner or fee analyzer. Still, it is very easy to use with a clean interface. I’m hopeful that they will continue to add features to the tool over time.
Google Sheets
Finally, Google Sheets makes it easy to track a portfolio. With Google finance functions you can pull in information on stocks, ETFs and mutual funds. For example, it’s easy to pull in fund names, expense ratios, current price and performance. Here’s a free spreadsheet one can use to track their investments.
I use the spreadsheet primarily for rebalancing purposes. It’s easy to see which asset classes are significantly above or below the target allocation. It even indicates exactly how much needs to be moved to or from each asset class to rebalance back to the target allocation.
Conclusion:
I always hear people talking about stock tracking apps, portfolio trackers, stock analysis tools, etc. There are a lot of options out there that you can upload your portfolios to or just automatically track a stocks performance. You could even use a spreadsheet for free. There’s a tool for every type of investor.