7 Best Stock Portfolio Trackers for Investors [2023]

Testing shows the best portfolio trackers are Stock Rover and Portfolio 123, with powerful screening, watchlists, and portfolio management features. M1 Finance and Tickeron enable the easy construction of balanced portfolios. Finally, Firstrade provides retirement portfolios and free stock trading.

To build a portfolio of equities, you need a service that will help you track and report on your investments. As an investor for 20 years and a certified financial markets analyst, my in-depth research and hands-on testing will provide you with seven great options.

We independently research and recommend the best products. We also work with partners to negotiate discounts for you and may earn a small fee through our links.

What is a Stock Portfolio Tracker?

A stock portfolio tracker lets you track your existing and planned investments, linking stock screening, research, and watchlist management. The best stock tracking solutions will include portfolio analytics, asset allocation, portfolio weighting, and rebalancing services, enabling you to manage your stock portfolio effectively.

Portfolio Tracker Comparison Table

*$500 Account Funding Required.

1. Stock Rover: Best Stock Portfolio Tracker

Our testing selected Stock Rover as the best portfolio tracker with excellent broker-integrated portfolio tracking, performance, and analysis. Outstanding portfolio rebalancing and Monte Carlo forward testing make Stock Rover a worthy winner.

Stock Rover Rating	4.8/5.0
🔍 Portfolio Tracking	✓
📰 Research & News	✓
💸 Profit & Loss Reporting	✓
📈 Performance Reporting	✓
⚖ Weighting & Rebalancing	✓
🏹 Portfolio Asset Allocation	✓
🖱 Broker Integration	✓
🎯Future Income & Dividend Reporting	✓
🤖 Automated Portfolio Management	X
💰 Price	$0-$28/mo
🎮 Free Trial/Discount	-25% During Free Trial
⚡ Visit	Get Stock Rover

We independently research and recommend the best products. We also work with partners to negotiate discounts for you and may earn a small fee through our links.

Stock Rover is an industry-leading stock screening, research & portfolio tracking service. Benefits include a 10-year historical financial database, earnings, dividend database & Morningstar analyst ratings. Add to this great stock tracking and portfolio analytics, and you have a great choice.

Stock Rover Portfolio Tracking

Stock Rover enables you to powerfully organize and track your stocks with three types of watchlists:

1. Screening Watchlists help you identify potential investments using the extremely powerful stock screening & stock rating engine.
2. Watchlists help you organize your potential buys and report on hundreds of different financial indicators. Powerful, configurable column sets enable you to see exactly what you want.
3. Portfolio Watchlists are the main watchlists that enable advanced portfolio and analytics reporting. The portfolio watchlist can be connected to your broker to keep the data in sync or updated manually.

Portfolio Research & News

I rate Stock Rover highly because of its industry-leading stock scanning and screening functionality. This helps you build and track a portfolio of stocks that meet your investing criteria. Stock Rover has a rating engine that evaluates a stock’s relative strength compared to its industry and sector competitors.

The list of fundamentals you can scan & filter on is genuinely huge. Any idea based on fundamentals will be covered with over 600 data points and scoring systems.

Watchlists have fundamentals broken into Analyst Estimates, Valuation, Dividends, Margin, Profitability, Overall Score, and Stock Rover Ratings. You can even set the watchlist and filters to refresh every single minute if you wish.

Stock Rover Rates Your Stock Portfolio

The team at Stock Rover has implemented some great functionality; I particularly like the roll-up view for all the scores and ratings. In the screenshot below, I have imported the Warren Buffett portfolio, including his top 25 holdings. I have also selected the “Stock Rover Ratings” tab. This “Stock Rover Ratings” tab rolls up all analyses into a simple-to-view ranking system, saving a tremendous amount of time and effort while providing a wealth of insight.

The Stock Rover research reports enable you to generate a professional, readable PDF report on any particular stock’s current and historical performance. The research report creates something new: a human-readable report highlighting a company’s competitive position, market position, and historical and potential dividend and value returns.

The image below shows the dividend-adjusted commentary on Comcast, a company I invested in because I found its excellent potential using my Buffett Stock Screener.

The Research Reports provide a genuinely comprehensive summary of all 10,000+ stocks on the US and Canadian exchanges. Research reports can be viewed in the browser and produced in PDF format for portability and sharing.

The best thing about Stock Rover’s Research Reports is they are Real-time, so the information is always up-to-date.

Portfolio Profit & Loss Reporting

As you would expect from a good stock portfolio tracker, Stock Rover provides integrated profit and loss reporting. Key elements of the reporting are current portfolio value, percentage change, the annual rate of return, return on investment, your income earned from dividends, and so much more.

Portfolio Performance Reporting

I really like and appreciate that with a few simple clicks, you can compare your portfolio’s performance to an underlying index such as the S&P500 or the NASDAQ 100. This lets you see if your portfolio is underperforming or outperforming the market. Performance reporting is vital for anyone managing and tracking a portfolio.

But what is a good annual performance, 5%, 8%, or 10% growth? The answer is that any portfolio matching or exceeding the performance of the S&P500 in any given year is deemed a high-performing portfolio.

If the S&P500 grows by 20% in a year, your portfolio should grow at least 20%. If not, you can invest in an S&P500 index-tracking ETF and save yourself the time and effort of actively managing your portfolio.

You will need something that most discount brokers do not provide detailed portfolio analytics.

The image below shows the depth of reporting and analytics available in Stock Rover. You can clearly see the percentage of your portfolio in each sector and industry and the dollar amount of the investment.

In this example, I used the Berkshire Hathaway Watchlist available in Stock Rover to perform a portfolio analysis of the company’s assets. We can see that Buffett and Berkshire are highly invested in technology and financial services. I guess Warren Buffett & Charlie Munger focus not on diversification but on concentration.

Portfolio Weighting & Rebalancing

The fact is that some stocks grow faster than others, meaning that they will consume a larger percentage of your overall investment than was typically wanted at the inception of the portfolio.

For example, suppose you want to maintain a 5% per stock weighting in your portfolio, and one stock, Microsoft Corp, has grown to consume 10% of the portfolio. In that case, you might want to rebalance by selling a portion of Microsoft shares and purchasing other stocks.

Stock Rover has portfolio rebalancing built-in. It can connect to your brokerage account, perform a detailed portfolio analysis and suggest which stock you need to buy and sell based on your weighting and rebalancing criteria.

Stock Rover helps you see what you need to do to maintain a balance of 5% per stock and how many stocks you need to buy and sell for each asset owned.

Portfolio Asset Allocation

One of the standout features of Stock Rover is the ability to view your existing asset allocation and future allocation based on your weighting and distribution parameters.

 

Portfolio Broker Integration

With Stock Rover, you get integration with practically every major broker, including our review-winning brokers, Firstrade, and Interactive Brokers. Stock Rover is not for day traders; it is for longer-term investors who want to maximize their portfolio income and take advantage of compounding and margin of safety to manage a safe and secure portfolio. You cannot place trades from charts, but it will take care of profit & loss reporting on your portfolio and provide portfolio rebalancing recommendations. Including income (dividend) reporting and scoring is a unique package.

Future Income & Dividend Reporting

As all smart investors know, you need to accrue your dividends to have a chance at excellent market-beating returns. Another reason why I like Stock Rover so much is the detailed dividend and income analysis provided.

Stock Rover provides intelligent analysis to enable you to do just that.

Automated Portfolio Management

Stock Rover will not automatically manage your portfolio or buy and sell stocks for you, but it does connect to your broker and analyzes your existing portfolio. If you want a completely automated service, then look at M1 Finance.

Stock Rover Portfolio Tracking Video

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2. Portfolio 123: Portfolio Tracking & Backtesting

Hand-on testing shows Portfolio 123 is the best portfolio tracker and backtesting tool due to its 10-year financial database and excellent stock research tools. 

Portfolio 123 Rating	4.4/5.0
🔍 Portfolio Tracking	✓
📰 Research & News	✓
💸 Profit & Loss Reporting	✓
📈 Performance Reporting	✓
⚖ Weighting & Rebalancing	✓
🏹 Portfolio Asset Allocation	✓
🖱 Broker Integration	X
🎯Future Income & Dividend Reporting	X
🤖 Automated Portfolio Management	X
💰 Price /mo	$0-$83
🎮 Free Trial/Discount	21 Days for $9
⚡ Visit	Portfolio 123

Portfolio123 offers a great balance of powerful portfolio tracking and a 10-year financial database, which you can use to backtest your portfolio strategy.

With Portfolio123, you get tight broker integration with Tradier and Interactive Brokers. You cannot place trades from charts, but you can automate trading based on rules or issue bulk trades; plus, Portfolio 123 will take care of profit & loss reporting.

The Portfolio123 screener allows you to filter 10,000+ stocks and 44,000 ETFs to help you find the investments or trades that match your exact criteria. Portfolio123 also has ranked screening, which enables you to rank the stocks that best match your criteria, filtering a list from hundreds of stocks to a handful. You can also define your custom universes, setting the macro criteria for which stocks are included in the sample.

Most ideas you have based on fundamentals will be covered with over 225 data points. Portfolio123 has 460 criteria, including analyst revisions, estimates, and technical data.

You can also use Portfolio123 to screen stocks on their performance relative to the S&P500 or any other benchmark. You could develop a strategy to select stocks based on their historical performance versus the market.

Portfolio123 pricing starts at $0 for the Free plan, the screener costs $25/mo, and Pro costs $83/mo. You can have Portfolio123 for free; however, the real power of Portfolio123 is unleashed with the Screener and Pro service. Their screener and pro service pricing is in-line with competition and competitive considering the benefits on offer.

Visit Portfolio123

 

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3. Tickeron: Best AI Stock Portfolio Tracker

Our research unveils Tickeron as the best AI-power stock portfolio management and tracking software due to its incredible selection of algorithms and ability to quickly create a diversified, balanced portfolio with audited track records.

Tickeron Rating	4.5/5.0
🔍 Portfolio Tracking	✓
📰 Research & News	X
💸 Profit & Loss Reporting	✓
📈 Performance Reporting	✓
⚖ Weighting & Rebalancing	X
🏹 Portfolio Asset Allocation	✓
🖱 Broker Integration	X
🎯Future Income & Dividend Reporting	X
🤖 Automated Portfolio Management	X
💰 Price /mo	$0-$250
🎮 Free Trial/Discount	-50% Discount
⚡ Visit	Tickeron

Tickeron has a well-thought-out portfolio management service integrated into the platform. Tickeron makes creating a new portfolio incredibly simple.

By answering a few questions about your age, goals, investment sum, risk tolerance, and preferred assets (stocks, ETFs), Tickeron will create a customized portfolio. You can additionally continue to tweak your portfolio, and Tickeron also assigns a diversification score to the portfolio based on modern portfolio theory (MPT).

I created a Liberated Stock Trader portfolio with a good diversification score and excellent allocation quality in the screenshot below. The best thing about a Tickeron portfolio is that AI can help you decide which stocks to buy and sell.

Tickeron Portfolio Reporting

Tickeron shines a light on its AI algorithm’s performance by providing a fully audited track record of every stock Bot under management. Before purchasing a strategy, you can see the entire performance summary of the strategy, the trade amounts, % profitable trades, Sharpe ratio, and trade duration.

Being able to audit the individual historical trade alerts issued by the AI software is also important. Trade Ideas and Tickeron allow you to see all historical trades, whether they win or lose; transparency is key.

Tickeron AI Portfolios

Tickeron provides specific stock picks using its artificial intelligence engine. It also allows you to run the algorithm on a specific index or watchlist to generate trading opportunities on your selection of stocks. Tickeron also offers innovative portfolios that use AI to build a portfolio with characteristics like diversification and high return. One specific AI stock asset allocation is called “GROWING BIG DATA & CREATING BLOCKCHAINS PASSIVE,” which selects the best mix of AI stocks and blockchain companies.

Having tested Tikeron, I have to say that Tickeron is a very professional, sophisticated, and easy-to-use stock market AI software that delivers results. Tickeron is well worth trying.

Visit Tickeron

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4. Firstrade: Best Free Broker & Tracker

Firstrade is our choice for best broker stock portfolio tracking due to its huge range of commission-free ETFs, stocks, and options, plus it has full retirement portfolio support.

Firstrade Rating	4.3/5.0
🔍 Portfolio Tracking	✓
📰 Research & News	✓
💸 Profit & Loss Reporting	✓
📈 Performance Reporting	✓
⚖ Weighting & Rebalancing	X
🏹 Portfolio Asset Allocation	✓
🖱 Broker Integration	✓
🎯Future Income & Dividend Reporting	X
🤖 Automated Portfolio Management	X
💰 Price /mo	$0*
🎮 Free Trial/Discount	X
⚡ Review Summary	Visit Firstrade

Firstrade offers excellent stock portfolio tracking and retirement planning services. With Firstrade, all stock trades are free, and they have the largest selection of commission-free ETFs in the industry. Firstrade won our Best USA Stock Broker Review by a landslide.

Firstrade does not charge for using their services. You can open an account for free; they are a broker, and you will need to fund your account to start trading. The table below shows that Firstrade leads the pack in commission-free trading.

Commissions & Fees	Firstrade	TD Ameritrade	E*Trade	Charles Schwab	Fidelity
Online Stock Orders	$0	$0	$0	$0	$4.95
Online Option Orders	$0	$0 + $0.65/Contract	$0 + $0.65/Contract	$0 + $0.65/Contract	$0 + $0.65/Contract
Online Mutual Fund Trades	$0	$49.99	$49.99	$49.95	$49.95
Broker-assisted Stock	$19.95	$25	$25	$25	$19.95
& Options Trades	(+$0.50/contract)	(+$0.65/contract)	(+$0.65/contract)	(+$0.65/contract)	(+$0.65/contract)
Minimum Initial Deposit	$0	$0	$500	$0	$0

Table 1: Firstrade Commissions vs. Competitors

You can see that Firstrade has a substantial focus on having the best commissions in the industry. Even though TD Ameritrade, E-Trade & Schwab have been forced to join the $0 Zero commissions bandwagon, Firstrade still offers the best value across stocks, options, and mutual funds.

Portfolio Tracking & Reporting

As with any broker, Firstrade provides free watchlist trading and reporting. This is all performed using Firstrade Navigator, a well-designed and robust system with a lot of valuable information instantly available; this allows you to drill down into the details.

It is very customizable and has a selection of widgets to embed into the dashboard. Studies and stock chart indicators are, of course, also included.

Research & News

Firstrade provides free access to Zacks Research, Morningstar Research & Ratings, Breifing.com & Benzinga News (although not the real-time Benzinga PRO version). These third-party services are quite valuable, and considering Firstrade offers zero commissions, they also add value through these services.

Firstrade excels at being a great broker and leading the industry in zero-cost trading. However, its portfolio management service can be improved to cover portfolio weighting, rebalancing, and future income and dividend reporting. Also, Firstrade is not a robo-advisory service, so do not expect automated portfolio management and trading.

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5. M1 Finance: Best Automated Portfolio Tracker

M1 is our choice for the best stock portfolio tracking and automated investing. M1 is a Robo-Advisor, meaning the service will automatically construct and rebalance your portfolio, buy and sell your stocks and perform tax-loss harvesting.

M1 Finance Rating	4.3/5.0
🔍 Portfolio Tracking	✓
📰 Research & News	X
💸 Profit & Loss Reporting	✓
📈 Performance Reporting	✓
⚖ Weighting & Rebalancing	✓
🏹 Portfolio Asset Allocation	✓
🖱 Broker Integration	✓
🎯Future Income & Dividend Reporting	✓
🤖 Automated Portfolio Management	✓
💰 Price /mo	$0*
⚡ Review Summary	Visit M1 Finance

M1 is an Automated Advisor or Robo Advisor that helps you construct and track a portfolio based on your risk/reward goals and investing preferences such as growth, income, or even ethical investing style. M1 Finance will also automatically perform the buying, selling, balancing, and tax loss harvesting. And the best thing is, the stock trades are free.

M1 Account Pricing

To use the M1 Finance automated investing platform, you need a minimum balance of $500. All stock trades and automated services are free. There is also no yearly charge for assets under management, which makes it extremely cost-effective. So how does M1 make money? They also provide other services, such as banking and loans, to generate revenue.

Portfolio Tracking & Performance Reporting

Controllability, visibility, and insight into your investments are the key advantages Robo Advisors, or Automated Investing services, bring to the independent investor.

You can easily see your portfolio’s value, gain, and return.

M1 allows you to report the performance on a single portfolio or all of your portfolios.

Portfolio Research & News

Within the M1 investing platform, you can access company profile information and basic financial metrics. It does not have a tremendous level of detail like Stock Rover, but the information helps you get an overview of the company’s finances and expectations.

Portfolio Weighting & Rebalancing

The ability to rebalance your portfolio is essential, as M1 says:

“Rebalancing restores an investment portfolio to its original target allocations. As prices of securities change over time, a user’s initial target allocations will drift. Drift may result in a portfolio that no longer aligns with your risk profile or investing style. Rebalancing allows you to reallocate funds to align your portfolio with your accepted risk tolerance and financial goals. Remember that any time you rebalance your portfolio, you will generally initiate a series of buy and sell transactions. Usually, every sale of security has a tax effect, which may be a gain or a loss.”

Portfolio Asset Allocation

You can instruct the M1 advisor to assign your money to specific assets based on your preferences, whether specific ETFs, sectors, or even bonds.

Broker Integration

M1 is essentially a fully integrated broker, so to enable the automated maintenance of your portfolio, they execute your trades with their preferred liquidity providers. There is no fee for any of the transactions conducted on your behalf.

Future Income & Dividend Reporting

With M1, you can decide if you want to reinvest or have your dividend income transferred t your current account. M1 also provides visibility into your expected dividend earnings for the year.

Automated Portfolio Management

The unique selling point and the best feature of M1 Finance is the fully automated management of your portfolio. If you want to build your assets or invest for retirement but do not have the time to manage your portfolio, M1 is the perfect solution. M1 won our review and comparison of the best Robo Advisors, and they have over $4 Billion in assets under management. A fully regulated and secure M1 is a great choice for an automated advisor.

Visit M1 Finance

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6. TC2000: Real-time Stock Portfolio Trading

TC2000 enables very flexible portfolio tracking through its endlessly configurable watchlists, add to that real-time scanning and stock trading, and is worthy of consideration.

TC2000 Rating	4.2/5.0
🔍 Portfolio Tracking	✓
📰 Research & News	✓
💸 Profit & Loss Reporting	✓
📈 Performance Reporting	X
⚖ Weighting & Rebalancing	X
🏹 Portfolio Asset Allocation	X
🖱 Broker Integration	✓
🎯Future Income & Dividend Reporting	X
🤖 Automated Portfolio Management	X
💰 Price /mo	$0-$59
🎮 Free Trial/Discount	30-Day Trial
⚡ Review Summary	Get TC2000 Free

TC2000 will take care of real-time scanning of the markets and track your stocks. Using the TC2000 Brokerage, automatic portfolio reporting and tracking will be included.

Account Pricing

TC2000 is competitive on pricing with all premium stock market analysis software vendors; it is a leader in pricing, with only TradingView offering a similar price point. TC2000 has been voted the best software for 25 years by the readers of the Technical Analysis of Stocks & Commodities Magazine.

You can download TC200 completely for free. A few limitations are unlocked with the premium version we discuss below. However, the Free version is extremely useful and packed with all the essential features to track your stock portfolio.

Portfolio Tracking

With TC2000, your watchlists are incredibly powerful. With hundreds of configurable columns for technical and fundamental financial indicators, whatever you want to build will be covered. Another great feature of the watchlist is that you have integrated market scanning, meaning you can sort and list your potential stocks based on if they meet certain criteria. For example, if you are looking for stocks with an EPS % increase of more than 20%, you can.

Research & News

TC2000 does not have integrated research reports like Stock Rover or Firstrade.  But it does enable you to scan the market for core financial data such as P/E, EPS, Earnings, Emplyees, or even insider Ownership.

TC2000 is perfect for scanning the entire market in a few seconds for the best fundamental setups of any company. In the Liberated Stock Trader PRO Training, I show how to find the best companies using TC2000.

Portfolio Profit & Loss Reporting

TC2000 does enable you to report on the profit and loss of individual stocks, including information on the purchase date, shares owned, and profit/loss. When reporting on your entire portfolio profit and loss, the capability is there when you use the TC2000 brokerage.

Portfolio Rebalancing & Management with TC2000

Concerning portfolio performance reporting, rebalancing, asset allocation, and future income reporting, the functionality is not there with TC2000. TC2000 specializes in excellent technical analysis, charting, and entire market scanning based on your criteria. The stock watchlists are very good and provide solid tracking, but tracking on a portfolio level is missing.

Broker Integration

TC2000 Brokerage is a relatively new offering from Worden Brothers Inc. This well-established company offers one of the best stock market analysis software packages. The logical step for Worden Brothers was to expand into the Brokerage side of the business.

And boy, they did a good job. They offer Stock Trade commissions at $1, and their Options trade fare even better at $1 + $0.65 per contract.

They surprisingly lead the pack in Margin Interest Rates. When you buy a stock with a margin, you can leverage that stock with borrowed money. This is traditionally where brokerage firms make a lot of profit through this lending.

However, TC2000 Brokerage does not take advantage of the client in this area and offers very low interest rates on margin loans.

The icing on the cake is that you trade directly from the charts with TC2000. TC2000 enables real-time fundamental and technical screening of the entire stock markets, including ETFs, and lets you easily create indicators from market conditions. Not only that, but the Options trading in TC2000 is arguably one of the best in the industry.

TC2000 Brokerage only offers trading in Stocks, Options, and ETFs, but if this is all you need, this is a first-class operation that should meet your needs.

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7. Yahoo Finance Portfolio Tracker

The Yahoo Finance portfolio tracker includes broker integration and reasonable free screening but lacks useful portfolio management tools. If you manage a large portfolio, Yahoo Finance will cost you time and effort.

Yahoo Finance Portfolio Rating	3.9/5.0
🔍 Portfolio Tracking	✓
📰 Research & News	✓
💸 Profit & Loss Reporting	✓
📈 Performance Reporting	✓
⚖ Weighting & Rebalancing	X
🏹 Portfolio Asset Allocation	X
🖱 Broker Integration	✓
🎯Future Income & Dividend Reporting	X
🤖 Automated Portfolio Management	X
💰 Price /mo	$0-$35
🎮 Free Trial/Discount	14-Day Trial
⚡ Visit	Visit Yahoo

Account Pricing

You will need a Yahoo account to get started with watchlist tracking. Once registered, you will get free access to good basic watchlists and portfolio tracking functionality. Yahoo offers a premium service that provides additional reporting and analysis, but nothing compared to our winners, Stock Rover & M1 Finance.

Yahoo Premium costs $49.99 per month, which is extremely expensive compared to Stock Rover’s $27.99 monthly.

Portfolio Tracking

Yahoo has updated its interactive charting experience. It is a clean experience with 114 different technical indicators, and you are well covered with Yahoo Finance. The interactive charts allow you to draw trendlines, linear regressions, and quadrant lines.

Yahoo now provides real-time quotes and charts via the BATS system, a nice new addition. Yahoo Finance is working hard to make its charting system a worthy alternative to other free vendors.

They have done something quite innovative. You can now trade stocks through the Yahoo Finance charts. Yahoo has partnered with “Trade.It”, which provides an interface to transport trade requests to many mainstream US brokers.

Using Yahoo, you can trade stocks with your broker. It is a nice feature, but if you have a brokerage account, you will already have access to real-time data, charts, and quotes and can trade directly with them, so it seems a little redundant but still a step forward.

Portfolio Research & News

Yahoo Finance provides a news aggregation engine and contributes original news via the Yahoo Finance news team. If you opt for Yahoo Finance Premium, you will get a good selection of analyst research reports. These static reports could be useful, but again for the price tag of $49.99 per month, it might not be worth it because most mainstream brokers offer research reports for free. Firstrade offers free stock trades and research reports from both Zacks and Morningstar.

Profit & Loss & Performance Reporting

Yahoo Finance can connect to a wide variety of brokers. It can then download your stock position data and perform analytics on your portfolio, but you will require the overpriced Yahoo Premium subscription. There is no functionality in Yahoo Finance Premium for portfolio weighting and rebalancing or automated portfolio management.

However, they provide reporting on your Portfolio Asset Allocation per industry sector and dividend income reporting.

Best Stock Screeners Review

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What is the Best Stock Portfolio Tracker?

Our research and tests suggest Stock Rover is the best free and paid stock portfolio tracker. Stock Rover has unique portfolio correlation, management, and rebalancing features. With Broker integration, research reports and a powerful stock/ETF screener with a 10-year financial database are built-in.

M1 Finance provides, by far, the best-automated portfolio investing and management solution. If you are looking for free stock trades and a great Roth IRA solution, Firstrade is your choice. TC2000 offers entire market scanning and a powerful watchlist solution for free. Finally, Yahoo Finance offers a simple free watchlist tracking service for less demanding investors.

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Important Features a Stock Portfolio Tracker Needs

A good stock portfolio should have performance, profit/loss, and asset allocation reporting. The best portfolio trackers will have broker integration, rebalancing, and future income reporting.

1. Account Pricing & Services: Many services offer free stock portfolio tracking, usually with premium accounts that provide more powerful features.
2. Stock Portfolio Watchlist Tracking: The ability to see the up-to-date stock pricing, win/loss per stock & position sizes.
3. Research & News: Services offering news & research reports on your stocks provide a clear advantage when managing your portfolio & making investment decisions.
4. Profit & Loss Reporting: Can you report on the overall profit & loss of your entire stock portfolio
5. Stock Portfolio Calculation & Performance Reporting: Portfolio analytics will allow you to evaluate the portfolio’s risk and rate of return annually & throughout the portfolio’s lifecycle.
6. Portfolio Weighting & Rebalancing: Features to enable you to calculate the weight of the stocks in your portfolio and assist you with rebalancing the weightings.
7. Portfolio Asset Allocation: The ability to report on the asset allocation in your portfolio allows you to assess if you are over-exposed to a particular industry or sector.
8. Broker Integration: A service with broker integration enables you to report & track your actual positions and even execute trades during rebalancing or tax-loss harvesting.
9. Future Income & Dividend Reporting: Can the service help predict and estimate your future dividend income based on your existing or planned portfolio structure?
10. Automated Portfolio Management: Can the service automatically create your ideal portfolio, buy & sell the stocks, rebalance your portfolio & perform tax-loss harvesting?

 

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