Sharesight works with you. See All Partners Become a Partner. See what our customers are saying on Trustpilot. Sharesight — we're real people, filling a real need. Learn more about Sharesight…. Hi Curtis, How do you like Personal Capital?
Do you find it helpful? I suppose not all investors receive a phone call. I assume that only those eligible for the paid Personal Capital Advisors will be contacted. I just started a Personal Capital account to check them out.
Lots of folks in the personal finance blogging space use them. I never hear bloggers talk about that part. I agree with you, Barbara. Having this kind of software for free is worth a few contacts.
I wanted to see how Personal Capital stacked up on that side. I do, however, want to recommend services like this for people who want to do it themselves. I love the free Personal Capital software. I have our entire family portfolio linked and the reports and features are wonderful. Yes, I receive regular calls from a Personal Capital financial advisor. Since I manage our own investments, I do not use their paid service. What was the name of an online financial management tool that was discontinued 2 or more years ago?
I really like Personal Capital,and also use Quicken. NonK — Review a portfolio and make suggestions of securities that might be a better investment. For your security research. That is a difficult question, as individual security selection requires study and analysis. If you enjoy researching and studying individual securities, then you need to devote time to learn this process.
If seems to be a really misleading strategy suggestion to direct people into traditional IRAs and Ks without any warning about the future tax rates gotcha. You can probably get the gist by now and I just did not see any modeling software descriptions in your top-7 which seemed like they would help in this modeling any better than what one can do in EXCEL.
Please let me know if I am wrong. Hi Steve, You raise a really good and often neglected point. The reality of future tax rates could be a major problem for wealtlhier investors. Please keep me posted on this topic and whether you uncover an existing software that can handle future tax consequences modeling. Regards, Barbara. Do any of the above portfolio tools allow for hypothetical portfolios that include historical data?
If I want to construct a proposed portfolio for a client I too am a financial advisor and show them the historical performance, can this software accomplish this? I looked at a different package Qwanti in this past, but this was quite pricey. Any suggestions? Hi David, I like the portfolio visualizer. Give it a try and let me know what you think. I tried Portfoliovisualizer is it Great to try out. And very granular detailed it need it to be. It helped me make my own portfolio back testing it that beat the SP about six times.
But trying to find money to make use of my plan! Financial people knock backtesting but I am sure they use it too. And probably had supercomputers to do highlevel views of sentiment of the public, corp earning changes, political and world influences, job less rates etc. Thanks for writing in. Hi Barbara, this is a great and thorough analysis. I am looking for a very specific use case and hoping you know of a tool that could help. In this example, we can use Microsoft as the stock.
I have a portfolio of around 40 etfs. My ETFs have much crossover in holdings but vary enough to hold multiple. For example, how much Microsoft do I own or what percentage of my total etf portfolio reliant on Microsoft. I also know that ETFs are occasionally rebalanced or adding and removing stocks. I would check out Morningstar xray. They may be able to tell you how much of an overlap you have in your holdings. Good luck, Barbara.
It covers a wide variety of investment types and handles investments in different currencies well poor multi-currency capabilities tend to be one of the biggest weaknesses in many portfolio trackers.
The software doesn't yet have some of the more advanced reporting and analysis tools available in other programs, although it produces a good portfolio performance summary report.
That said, this is a relatively new programs compared to the other two with new features being added regularly and what it does already will be enough for most users.
There are also mobile apps for iPhone and Android that can sync your portfolio data from the desktop app. If you're looking for a program with more powerful analysis functions, Investment Account Manager offers the next step up. To give one example, it can produce a graphical overview of your portfolio's asset allocation , compare that to your target asset allocation and work out which trades you need to make to rebalance back to the target.
Investment Account Manager definitely has more of a learning curve than StockMarketEye, although it's not too steep. I felt it was a little more geared towards American investors, while StockMarketEye made an effort to seem more international. However, that's more to do with how it is set up by default than any limitations in its underlying capabilities. One feature missing from Investment Account Manager compared to both StockMarketEye and Fund Manager see next column is the ability to graph the performance of your portfolio.
But this should be added in a new version 3 of the software, due for release in the next few months, along with a number of other features and improvements. It provides very flexible portfolio monitoring, powerful charting and in-depth performance reporting and analysis. The flipside to this is that there is definitely a learning curve. Fund Manager is well designed, but it is also feature-packed and you will need to spend some time getting to grips with all the options.
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