From here you should be able to to find an investment tool to meet your needs. From there, consider whether you just want to track balances and performance, or if you want additional features such as asset allocation tools, retirement planning and fee analysis. As an initial matter, decide whether you want to connect your brokerage accounts with the app. It even indicates exactly how much needs to be moved to or from each asset class to rebalance back to the target allocation.īefore picking an app or website to track your stocks and other investments, it's important to understand what you are trying to accomplish. It's easy to see which asset classes are significantly above or below the target allocation. I use the spreadsheet primarily for rebalancing purposes. Here's a free spreadsheet one can use to track their investments. For example, it's easy to pull in fund names, expense ratios, current price and performance. With Google finance functions you can pull in information on stocks, ETFs and mutual funds. Google Sheetsįinally, Google Sheets makes it easy to track a portfolio. I'm hopeful that they will continue to add features to the tool over time. Still, it is very easy to use with a clean interface. It also doesn't come with a retirement planner or fee analyzer. Unlike Personal Capital, however, it does not provide any meaningful data on asset allocation. Open the Apple Watch app on iPhone, tap My Watch, tap Stocks, then tap Current Price, Points Change, Percentage. It connects to major cryptocurrency exchanges, and provides a feature to keep track of insurance policies. Choose the data you see on the watch face. It does allow you to track the value of a variety of assets, such as domain names. You can connect investment accounts and it will bring in your positions and balances. It is a paid tool ($15 a month), but has a fairly limited set of features. I've included Kubera in the list more for its potential than its current feature set. For those who want to monitor a portfolio of funds, including their asset allocation, Delta is not an ideal fit. It does support connections with about 20 crypto exchanges, not helpful to me since I have no positions in Bitcoin or other crypto currencies.Īs such, Delta is best for those who want to track Bitcoin and other digital currencies or a stock portfolio. As such, most investments must be entered manually. The app indicates that this feature is coming, but it's not clear when that will happen. The big drawback to Delta is that it cannot connect to brokerage accounts. The app can track cryptocurrencies, stocks, funds, commodities, currencies, futures or bonds. It has a 4.8 out of 5 star rating in the App Store. The Delta Investment Tracker comes as an iOS or Android app only. This is the one tool on the list I've not used extensively. 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.
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