Top 7 Most Popular Portfolio Tracking Softwares | Dec 2024

Here are the top 7 most popular portfolio tracking softwares as derived from our TpSort Score which is a continually popular score, it denotes an estimated popularity of a software.

1. StockBase

StockBase StockBase is a website providing research tools to investors for monitoring companies and ensuring they stay up to date with news relevant to their portfolio.......

2. Frano

Frano Frano is a simple portfolio tracking in the vein of Finance Yahoo Portfolios and Google Finance Portfolios. Fully functional demo page available on the front page. Sign up using Open ID and import from various popular brokerages.Undergoing development and improvements.......

3. Investoscope

Investoscope Investoscope is a portfolio tracker for the individual investor built exclusively for Mac OS X. With a compelling and intuitive one window user interface, Investoscope lets you monitor the performance of your investments in stocks, bonds, mutual funds and other securities. Futhermore, Investoscope's built-in reports removes the pain of preparing......

4. Unicorn Bay

Unicorn Bay Unicorn Bay uses math methods to develop portfolio finance tools to help non-professional investors manage and optimize portfolios.We wanted to make a highly personalized yet fully automated online service catering to the non-professional investor, developing a small but targeted collection of investment optimization tools. Our advice is based on advanced......

5. Morpheus Trading Group

Morpheus Trading Group Educational financial blog that teaches a proven stock trading system for swing trading stocks and ETFs...since 2002.......

6. SoFi

SoFi Wealth management for $5 per month for each $100K.Free for SoFi borrowers. We’ll manage your first $10K for free. Then the management fee is just $5 per month for each $100K invested. Invest Your Money (in 5 minutes)Define Goals: We help you figure out goals and how much you can......

7. Wealthfront

Wealthfront Have you invested the right way?Portfolio Review will analyze your current investment portfolio. It provides data-driven, actionable recommendations to improve net-of-fee, after-tax, risk-adjusted return. Have a world-class investment team in your corner.With financial experts such as Burton Malkiel and Charles Ellis, Wealthfront’s investment team accumulates more than 200 years of......