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A portfolio tracker is a program or service that allows you to trace the movements of your individual holdings. You can see how your current allocation stacks up with your long-term goals and get an idea of how your portfolio is doing compared to the rest of the market.
You can add portfolios from your investment accounts or create manual portfolios to test out particular strategies. Remember, checking your investments too frequently can lead to excessive trading, but if you want to keep your asset allocation on the right path, a portfolio tracker is a simple and effective way to monitor it. Most brokerages have some sort of tracking and research tool, but you can only use accounts affiliated with that broker.
With a portfolio tracker, you can better analyze your total allocation and formulate a more pointed strategy. Great portfolio trackers have a large pool of investment tickers to draw from and provide great research tools.
A smartphone or laptop can track and analyze your investments in real-time. Let an app do the work. Start with 1 of our recommended portfolio trackers today. Want to learn more about the stock market? Short to medium-term investments should be reviewed once a month and three months for long—term positions.
Want to advertise with us? Send us a message. Advanced Investing Techniques. Table of Contents [ Hide ]. Read Review. Best For International Investors. Best For DeFi Investing. Best For Portfolio tracking. Pricing FREE. Open an account. Download for free. Best For Customizable Robo Investing. Best For Portfolio Optimization. Best For Active traders Sophisticated investors.
How frequently should you check your portfolio? Want to learn more? Our full review of Kubera goes into greater detail. Check out Kubera. It gives you the ability to track all of your investments in one place, keep track of price changes, pull in star ratings and other Morningstar data, while giving you insights and research from Morningstar. If you are a premium member, you get access to more of the tools — but tracking is free.
The premium service has a day free trial too so you can check it out for free for two weeks to see if it works for you. We have a more detailed review of Morningstar Premium here. Check out Morningstar Portfolio Manager. 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.
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. Check out StockRover Portfolio Management. SigFig was the first investment tracker I ever used. If you like complete customization and your data secure on Google servers, you can create your own Google Sheet and pull data using a function provided by Google.
This data can be delayed up to 20 minutes.
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