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It’s easy to use and automatically updates, unlike Quicken, where I must request an update to my portfolio. The net worth calculator even maintains an updated value of our home. And, while on the go – the portfolio management app is ideal for a quick check of your investment returns.

• There is so much meat in this software, that the serious investor and possibly the casual investor as well will benefit from the Investment Account Manager.
• This is a convenient feature, especially if you have a larger portfolios and want to avoid the tax implications and complications of transferring your existing investments.
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Anyway, you should really try this if you needs some pieces of advice. As the Investment Account Manager, ziggma is conceived for investment management, not budgeting or financial management tasks. As some other readers, I am mostly focused on investment portfolio management. However, after reading your article I have made a note to check out Personal Capital in more detail. This freemium portfolio analyzer allows investors to import or manually enter their holdings and gain valuable insights. This feature is also available through a Quicken membership, and the securities are already imported. There is so much meat in this software, that the serious investor and possibly the casual investor as well will benefit from the Investment Account Manager.

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The reports include detailed cost basis data to customizable income reports and more. Mint claims to help “Get the right tools for your investment style.” The online portal offers tips and advice for both active and passive investors. It has received 145 reviews with an average rating of 5 stars.

Intermediate or sophisticated investors might prefer advanced stock portfolio tracking and management apps like Personal Capital or Quicken. Some of you might need a complete portfolio analysis tool, others want online investment software, while for many a simple portfolio tracker app is just fine. The tool offers mutual fund trackers and stock tracking software. The popular and free Mint.com investment and money management web-based software has a lot going for it. With quick linking to your accounts, similar to Personal Capital, you get a quick overview of your financial picture. Mint tracks all of your financial accounts including credit, banking, investment and retirement.