The 6 Best Investment Tracking Apps For Portfolio Management

Investing in stocks, bonds, and other financial instruments can be an effective way to build wealth. However, managing investments can be a complex task that requires careful monitoring of portfolio performance. Fortunately, investors now have access to numerous investment tracking apps designed to make portfolio management easier. This article examines the best investment tracking apps for portfolio management on the market today.

The first app discussed is Acorns which helps users invest spare change by rounding up purchases to the nearest dollar and investing into ETFs (exchange traded funds). The second app mentioned is Personal Capital which offers free online account aggregation services as well as personalized financial advice from certified advisors. Users are able to track all their accounts in one place and review fees associated with each account.

Lastly, Mint is featured as another great option for budgeting and tracking expenses across multiple accounts. It includes features such as automatic bill pay reminders and custom budgets tailored to individual needs. As these apps illustrate, investors now have many options when it comes to managing their portfolios efficiently and effectively. Read on for detailed reviews of the top 6 investment tracking apps available today.


Overview Of Investment Tracking Tools

Investment tracking is the process of monitoring investments and portfolio performance. It involves keeping track of stock prices, calculating gains or losses, as well as analyzing asset allocations. This type of analysis helps investors make informed decisions about their portfolios. Many investment tracking tools are available for use, allowing individuals to monitor their investments with ease.

These tools can be divided into two categories: desktop applications and mobile apps. Desktop applications generally offer more robust features and greater customization options than mobile apps. Additionally, these programs typically allow users to access real-time market data, providing up-to-date information on stocks and other securities. Mobile apps, on the other hand, have become increasingly popular due to their portability and convenience; they enable investors to keep an eye on their assets while away from home or at work. Both types of software provide a variety of analyses such as risk assessment tools and analytics that help investors assess the performance of their portfolios over time.

In this article we will discuss six of the best investment tracking apps currently available in the market today – Acorns, Robinhood, Mint Personal Finance App, Stash Investing App, E*TRADE Financial & TD Ameritrade’s Thinkorswim app – exploring how each one works and what features it offers its users.


Assessing Your Financial Goals

When considering the best investment tracking app for portfolio management, it is important to assess one’s financial goals. Doing so will allow investors to determine how much money they are willing and able to invest in order to reach their desired outcomes.

There are four key elements that constitute a successful assessment of one’s financial goals:

  • Setting realistic objectives – Investors should set achievable goals based on their current economic situation.
  • Establishing liquidity requirements – This involves understanding how quickly an investor needs access to capital as well as determining if any restrictions exist surrounding withdrawal or transfer of funds.
  • Diversifying investments – Investing in different asset classes reduces risk by providing exposure to various markets with varying levels of return potential.
  • Monitoring progress regularly – Regularly assessing performance allows investors to adjust strategies and make informed decisions about where future investments should be allocated.

By taking these steps into consideration when selecting an investment tracking app, investors can ensure that they have chosen the right tool for meeting their specific goals while minimizing risks associated with investing in the stock market or other assets classes.


Features To Look For In An App

When evaluating an investment tracking app, there are several features to consider. The first is the ability to track multiple investments in different accounts and asset classes across various institutions. Many apps have a built-in portfolio manager that will enable users to compare their performance against market indices such as the S&P 500. It should also provide detailed reports of profits, losses, dividends and other income sources over time. Additionally, investors may benefit from an app with integrated tax preparation software that can help them manage their taxes more efficiently.

Second, it is important for an investment tracking app to offer real-time data updates on stocks and bonds prices so investors can make informed decisions about when to buy or sell assets. Furthermore, some apps provide automated alert notifications when certain events occur in the market such as changes in stock prices or dividend payments. Finally, a good investing tracker should include educational materials like tutorials and videos that explain how to use the platform effectively. Investors should be sure they understand all of its features before committing funds into any particular investment vehicle.


Popular Investment Tracking Apps

Popular investment tracking apps provide users with a range of features and tools to keep track of their investments. Some popular options include:

App  Features 
Acorns  Automated investing, micro-investing, retirement accounts
Stash  Lower fees for account balances over $5,000
Personal Capital  Fee analyzer tool, budgeting tracker 
Mint  Financial goal setting, personalized advice
Betterment  Tax loss harvesting, automated portfolio rebalancing
Robinhood  Commission-free trading platform

Each app offers different advantages that may be appealing to investors depending on individual needs and goals. For example, Acorns allows users to invest in small amounts through its ‘micro-investing’ feature while Stash provides lower fees when the account balance is over $5,000. Similarly, Personal Capital has a fee analyzer tool to help identify unnecessary charges while Mint focuses more on financial goal setting and personalized advice. Additionally, Betterment includes tax-loss harvesting as well as an automated portfolio rebalancing feature and Robinhood is known for commission-free stock trading which can save users significant money. When selecting an investment tracking app it is important to consider all of these features before making a decision.


Reviewing Performance And Making Adjustments

Having reviewed some of the most popular investment tracking apps, it is important to consider how these tools can be used for portfolio management. By reviewing performance and making changes as needed, users can monitor their investments and enhance returns.

Making adjustments may include rebalancing a portfolio or selling off underperforming assets. Some of the apps discussed offer detailed reports on individual stocks and funds which provide insights into trends that could influence decision-making. The data provided by these applications allows investors to track their portfolios over time and adjust accordingly. As well, many of the apps also feature alerts that alert users when they need to review their positions in order to ensure their money is working hard for them. Ultimately, using an investment tracking app can help investors make wiser decisions regarding their portfolio management strategies.


Security Considerations

It is important to consider security measures when managing an investment portfolio. When selecting a tracking app, investors should ensure that their data will be protected:

  • Security Standards: The app should have industry-standard encryption protocols in place and use secure servers to store investor data. Look for apps with at least 128-bit SSL encryption which prevents unauthorized access of private information.
  • Authentication Processes: Ensure the app has two-factor authentication processes or other methods of verifying account holders such as biometric scanners or facial recognition software. This helps protect your investments from potential hackers.

Additionally, some apps may charge fees for additional layers of protection so it’s worth researching these features before committing to a particular service provider. It is also essential to make sure the selected app complies with all relevant legal regulations regarding financial transactions. By taking into consideration these considerations, investors can confidently manage their portfolios while ensuring they are adequately protected against digital threats.



Investment tracking tools are an excellent choice for managing portfolios. They offer features that allow users to assess financial goals, view performance and make adjustments as needed. Security is also taken into consideration with these apps, providing peace of mind when using them. The six best investment tracking apps for portfolio management reviewed in this article provide a comprehensive range of options with various features suitable for individual needs.

Before selecting the app most suited to their requirements, it is recommended to review all available products thoroughly. This includes considering the cost involved, ease of use and customer support offered by each product. Investing time researching different apps will result in finding one which can be used confidently and efficiently on a daily basis without any worries or complications.

Overall, investing tracking tools have become increasingly popular due to their convenience and effectiveness in helping individuals manage their finances better. With so many options now available, everyone should be able to find an appropriate tool based on their preferences and budget. Taking the time to research before committing will ensure the right investment tracking app is chosen for effective portfolio management over the long term.

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