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A Portfolio Analyzer is a platform through which investors can measure profits from various investments based on different perspectives.
Different portfolio analyzers use different models to give results to users and here we are listing 9 best Portfolio Analyzer you can use.
9 Best Portfolio Analyzer with Features, Benefits & Pricing [2021]
Personal Capital
Personal capital is a great tool to use to get a broader perspective about your financial situation. It has varied software technologies that guide you through your investments.
Features
- Cash flow inspection for both credit and debit transactions
- Calculates your net worth
- Charts out a suitable retirement plan for you
- Reviews and analyzes your assets
- Appropriate allocation of assets through softwares
- You can have multiple accounts with multiple investments for no cost
Benefits
- It shows you a balanced perspective of both risk and returns
- Both the website and app for Personal capital are simple to navigate
- Technical tools are used to interpret and safeguard you from risks
- It is completely free to use
URL: https://www.personalcapital.com
Morning Star
Morning Star provides great assistance and customizes portfolios according to your data and interests.
Features
- Provides a choice between free and premium membership
- Offers systematic analysis of portfolios using latest softwares
- Utilizes Visual aids for data representation
- It alerts you about all the price changes in the market
- Performs regular risk management strategies
Benefits
- You do not have to manually input your data, your investment will be updated automatically
- Provides you with guided assistance to improve your asset allocation
- Application of filter based stock screeners
- Provides you a means to Import transactions and investments easily
- Has an efficient tracking software for price changes
URL: https://www.morningstar.com/
Portfolio Visualizer
Portfolio Visualizer is a helpful tool that is more suited for investors who already have experience and want to expand their portfolio.
Features
- Helpful for those looking at foreign investments
- Provides technical advice by experts
- Offers more than seven strategies for you to optimize your finances
- Offers a regular check up on your investments
Benefits
- Gives you a choice to pick tools according to your investing experience
- You also test your previous portfolios to understand where you were lacking
- Provides various simulations that you can test
- You can review all your budget allocation and opt for changing them too
URL: https://www.portfoliovisualizer.com/
SigFig
SigFig is a free portfolio analyzer that also offers guided assistance for investments
Features
- Provides you with the means to find out discrepancies in your portfolio
- Helps you diversify your investments from property investments to gold etc
- The robo-advisor provides accurate investment management
- It offers different strategies that lead you through tax deductions
- You can sync your investment accounts while using SigFig
Benefits
- The SigFig Mobile App make portfolio access easy
- You can adjust your profile according to risk tolerance factors
- It provides insulation from risk
- Keeps a regular track on your spending levels
- You don’t have to pay any extra commission for the management of your portfolio
URL: https://www.sigfig.com/site/#/home/am
Quicken Premier
Quicken provides members to choose from the Starter, Premier, Deluxe and Home and Business options based on their investment requirements
Features
- You can track your trade options
- Investment options based on careful analysis of risks and returns
- It has various version that can be used according your level of expertise
- You can sync your account with the stocks you have invested in
- It updates you on the performance of your investment regularly
Benefits
- They have a retirement planner tool that curates a plan according to your data
- Extremely customizable report feature
- It moulds your portfolio according to market change
- Its X-ray tool is beneficial for the diversification of your portfolio
- Tracing is done with the cost factor in the forefront
- The Quicken app allows you to keep a check on your investment easily
Mint
Mint is an online portfolio analysis tool that connects you to financial institutions all over the United States
Features
- Caters to make investing easier for beginners
- Provides you with recommendations based on the data you enter
- If you are a new investor then you can use mint to navigate through the intricacies of financial institutions
- It alerts you about potentially damaging investments
Benefits
- No fee required to access this tracker, iit is completely free to use
- The Mint mobile app allows you to easily access your portfolio on the go
- You also get additional credit score for free
- You do not need to manually update your transactions
- High tech security to prevent fraudulent activity
Investment Account Manager
Investment Account Manager only helps you with investments and does not provide budgeting or other financial facilities.
Features
- It has two versions, one for individual use and another for professional use
- Ratio analysis tool for the stock market
- Comparisons of financial benchmarks
- Download and input your data easily
- You are assisted to make the most lucrative investments
Benefits
- It keeps a look out for varied financial assets
- It provides a complete and in depth analysis of your transactions
- There is no limit for the amount of portfolios you can track
- You get a free trial for three months
- Prompt tech support is provided for any grievances
URL: https://www.investmentaccountmanager.com/
Master Investor 6
With Master Investor 6 you can manage all your investments easily and also keep track of your assets.
Features
- Provides a variety of technical indicators
- Offers latest trend analysis synopsis
- Investment returns are calculated automatically
- Allocates assets according to your preferences
Benefits
- Detailed reports of asset allocation
- It calculates your net-worth automatically
- Individual investors can avail the facility of a personal portfolio manager
- You can customize your reports depending upon your interests
- One month free trial
URL: http://www.owlsoftware.com/mi2k.htm
Yahoo! Finance
This tracking tool is easy to use and offers a list of options to optimize your portfolio.
Features
- Available for both Android and iOS users
- The sophisticated investment analysis tool helps you to make profitable deals
- It updates you on the latest developments of the stock market
Benefits
- Great tool for beginners
- You do not have to go through the tedious process of manually updating your data and can import it instead
- It provides easy and quick investment check ups
- The Yahoo finance tool is completely free to use
URL: https://mobile.yahoo.com/finance
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