MFOHome About Commentary Discussions Funds The Best Resources Support Us!

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In Register

Categories

In this Discussion

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

Portfolio Management Software - Investopedia

yogibearbullyogibearbull
in Other Investing
https://www.investopedia.com/best-portfolio-management-software-tools-11693031

Most Comprehensive: Quicken Premier
https://www.quicken.com/lp/aff/general/
"Investopedia collected data on a wide range of features from the top portfolio management software companies and found that Quicken Premier offers the largest number, by a significant margin."

Best for DIY Investors: Sharesight
https://www.sharesight.com/
"Sharesight is the best choice for do-it-yourself (DIY) investors because of its easy-to-use and well-thought-out platform, designed specifically to help retail investors move beyond spreadsheets when tracking their portfolios."

Best Budget-Friendly Option: Ziggma
https://ziggma.com/
"At its most premium level, Ziggma is a powerful and comprehensive tool that ranks well against strongest competitors. But even its Starter plan, which is priced at $6.99/month, offers many of those valuable features, making it a great choice for investors managing their portfolio on a budget."

Best for the Range of Trackable Investments: Kubera
https://www.kubera.com/
"With a list that spans a large number of alternative and exotic investments, including crypto and classic cars, Kubera stands out in our research for the widest range of assets trackable with its software."

Best for Investment Research: Morningstar Investor
https://www.morningstar.com/
https://www.morningstar.com/tools/portfolio/all
"Morningstar has long been a leader in investment research, and this long history has enabled it to deliver the greatest research offering of all the software platforms we reviewed."

Best for Fidelity Customers: Fidelity Full View
https://www.fidelity.com/go/monitoring-your-financial-portfolio
"We chose Fidelity Full View as the best for Fidelity customers because its portfolio guidance tools automatically import Fidelity and non-Fidelity account information so customers can easily review their financial picture and make informed decisions."

These names supplement other tools (marked with Stickys/Pins in the link below) such as MFOP, Portfolio Visualizer (PV), Stock Rover (SR), TestFol.
https://ybbpersonalfinance.proboards.com/board/20/charts-portfolio-analytics-non

Comments

  • BaluBalu
    "Morningstar has long been a leader in investment research, and this long history has enabled it to deliver the greatest research offering of all the software platforms we reviewed."

    Hopefully, when they phaseout Legacy portfolio feature, M* will still continue to maintain the above rating.
  • Observant1
    Thanks, YBB!
  • BaluBalu
    +1
Sign In or Register to comment.