Which software do you use to track your investments?

Question

People rarely invest in 1 asset (cryptos, stocks...) or using 1 broker (banks, professional brokers...) Do you know a software where you can aggregate a simulation of ALL your different investments so you can check their evolution with just a quick view?

Fedotov Maxim · Accepted Answer

I've tried a lot of different investment tracking apps, but this one has been the only one that ticked most of my boxes. Nice interface, ability to track investment in all currencies including crypto.

There is no automatic import, but it's easy to add an account and keep it updated manually.

This app just provides a simple overview, without too much power that would just bloat the product. In a nutshell, a good companion app for investment tracking.

Yeon J Sung-hee · Answer

Hey guys! It's on pre-launch, but it'd be a full solution for portfolio management, would be nice to have your feedback :)

Aynul Habib · Answer

Srs

Margie McLaughlin · Answer

App is easy to use, especially for beginners new to formal trading

Jordy van Gent · Answer

The service offers a free tool to connect multiple bank accounts or manual add investments like gold or art.

Alīna Kitnere · Answer

For cryptos I always use this

Angie · Answer

Gives you an overview of all your assets. It also includes graphs.

Catalin Zorzini · Answer

BTC only but lots of in-depth guides!

Edward Shepard · Answer

I use Google Sheets powered up with Tiller Money, the GoogleFinance add-on for stocks, and this crypto add-on for coin: https://jbuty.com/how-to-get-crypto-currencies-rates-and-more-in-google-sheet-1a57e571bc14

Jay Delgato · Answer

Great UI on desktop and mobile, focused on investments rather than budgeting. Service is free and monetized via getting you to sign up for their advisor service, but they aren't aggressively annoying with the upsell. Syncs with all banks and investment accounts.

John Alexander · Answer

I've tried a ton of these and Personal Capital is my favorite...doesn't track cryptos yet but you can manually input stocks if they don't support your integration...hopefully they continue to add more (dont have robinhood yet)

Christopher Leach · Answer

Amazing resource for in depth charts. Also has an active community.

Kurosh Hashemi · Answer

OpenFolio is my favorite - connects with many brokers + great clean analysis of performance.  Best of all, it is integrated with Robinhood