With the development of technology, more and more excellent personal investment dashboard apps have emerged, which can help investors better track, analyze and manage their investment portfolio. This article recommends the top 4 best free personal investment dashboard apps, including features, pros and cons, suitable investors, etc., with the goal of assisting investors in selecting suitable investment analysis tools.
Personal Capital – Comprehensive investment tracking and tax-optimized portfolio
Personal Capital offers a free, easy-to-use dashboard to track all your investments across accounts in one place. It provides clear analysis of your asset allocation, fees, performance etc. The dashboard can also generate tax-optimization strategies for your portfolio. With advanced features like retirement planning, Personal Capital suits more sophisticated investors who desire a holistic view of their finances.
SigFig – Automated investment tracking and analysis
SigFig can automatically pull all your investment accounts into one dashboard. It provides analysis like returns, fees, holdings breakdown and custom benchmarks. The dashboard is simple and clean. With automated syncing and tracking, SigFig is great for beginner investors who want an easy way to see all their investments.
Sharesight – Specialized platform for stock investors
Sharesight focuses specifically on stock portfolios and tax reporting for stock investors. It can integrate directly with brokers to auto-import trade data. The dashboard provides realized/unrealized gain/loss breakdowns, performance attribution and tax reports. With its specialized capabilities for stocks, Sharesight best suits stock investors looking to simplify tax preparation.
Delta – Intuitive investment tracker app
Delta provides a well-designed mobile app to manually track your portfolio. It offers intuitive charts and analysis of gains/losses, asset allocation, value breakdowns over time etc. As a mobile-first solution, Delta is great for casual investors who want easy tracking of their investments on the go.
In summary, Personal Capital, SigFig, Sharesight and Delta are recommended as the top free investment dashboard apps, each catering to different types of investors with unique needs. Matching your needs to the app capabilities is key to finding the best investment tracking solution.