Best Investment Tracking Tools to Simplify Your Finances
Discover the top investment tracking tools that streamline your finances and enhance investment management. These software solutions offer features like account synchronization, detailed reporting, and expert advice, making it easier to monitor and grow your investments effectively.
Maintaining organized finances is essential for a stress-free life. When it comes to your money, having clear insights into cash flow and investment performance is crucial. Modern technology offers powerful solutions to help you manage your investments efficiently. Investment tracking software consolidates all financial data, providing instant access to details from purchase price to current market value and returns. To assist you in choosing the right tool, here are some of the top investment tracking applications available today:
Quicken Premier 2018
This software now offers an annual subscription option compatible with desktop and online apps, allowing mobile access. It syncs accounts like investments, savings, checking, and debt, offering a comprehensive financial dashboard. Users can generate detailed reports, customize tracking, and monitor income, dividends, and fees with ease.
SigFig
SigFig provides a free portfolio tracker that syncs investment accounts, offers reporting dashboards, and performs external portfolio analysis. It manages over $350 billion in assets and partners with firms like Schwab and Fidelity to optimize investment strategies.
FutureAdvisor
This platform offers a free 3-month trial, with an ongoing fee of approximately 0.5% of assets under management. Features include tax-loss harvesting, access to licensed financial advisors, and detailed portfolio performance dashboards. It also assesses portfolio health based on performance, fees, and diversification, simplifying investment management.
