best financial software for tracking investments

And just as importantly, the layout of the site and the way in which information about your investments is displayed is the best I’ve seen (note, the image is not of my personal investments): Personal Capital does a great job of tracking investments real-time. In fact, they offer what is called a Cash Manager that lets you see all of your spending in one place. While I use Personal Capital primarily for my investments, you can also track your checking and savings accounts. The Dashboard is the one place you’ll find high level information about all your finances. And once all of your accounts are connected, the fun begins.

I had no trouble connecting accounts from Citi, Capital One 360, Vanguard, Scottrade and Fidelity. Once you have access to the site, you can connect just about all of your bank and investment accounts into Personal Capital. To get started, you simply create an account with your email address and password. I’ve enjoyed the tool so much, that I thought a detailed review was in order.

It offers retirement income calculations and projections based on your investments, projected social security, pensions, annuities, and other retirement income sources.

It alerts me when my asset allocation is over or under-weighted as compared to a target asset allocation model determined based on my age and tolerance for risk and.

It provides detailed asset allocation data for my investments, much like the X-Ray feature of Morningstar.

It tracks the fees I’m paying for each mutual fund and ETF I own.

It automatically links to my investment accounts, keeping my holdings updated throughout the trading day.

Personal Capital is the best investment tracking tool that I’ve ever used. And that brings me to a site I’ve recently starting using called Personal Capital. But they don’t help you understand your asset allocation or investing expenses in any meaningful way. Sites like Mint do allow you to link your investment accounts. But one thing that’s been missing is a robust tool to automatically track your investments. With websites like Mint and now Power Wallet, tracking your finances for free online is a snap. The internet has done wonders in the world of Investment Tracking. This content has not been provided by, reviewed, approved or endorsed by any advertiser, unless otherwise noted below.

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Best financial software for tracking investments