Top 3 Financial Tracking Tools to Simplify Your Investments
Discover the top three investment tracking tools designed to streamline your financial management. These platforms offer comprehensive features, including account syncing, detailed reports, and expert advice, enabling you to monitor and optimize your investments effortlessly. Enhance your financial clarity and make informed decisions with these user-friendly tools suited for investors of all levels.
Top 3 Financial Tracking Tools to Simplify Your Investments
Staying organized is key to managing finances smoothly. When it comes to investments, clarity on fund flows and current values is essential. Modern technology offers powerful tools to help monitor and organize your investments effectively. Investment tracking software consolidates all financial data, providing instant insight from purchase costs to current market values and return rates. To help you choose the best options, here are three top investment management tools available today:
- Quicken Premier 2018
This platform now offers an annual subscription plan compatible with its desktop version, along with a mobile app and online portal for on-the-go financial management. You can link your debts, savings, checking, and investment accounts for comprehensive oversight. The tool provides detailed investment reports with extensive customization options, investment account downloads, and tracking of income, dividends, fees, and more.
- SigFig
This free portfolio tracker supports syncing multiple investment accounts, generating detailed dashboards, and analyzing external portfolios.
- FutureAdvisor
This service offers a three-month free trial, after which an advisory fee of approximately 0.5% of assets under management applies. It features tax-loss harvesting, access to licensed financial advisors, a detailed portfolio dashboard, and assessments of portfolio health based on performance, costs, and diversification.
