9 Best & Free Portfolio Analyzer with Features & Benefits [2022]

Last Updated on 2 years by Anoob P T

Are you trying to find the Best Portfolio Analyzer? Here are 9 Best & Free Portfolio Analyzer with Features & Benefits in 2022.

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.

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9 Best & Free Portfolio Analyzer with Features & Benefits [2022]

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 

URL: https://www.quicken.com/

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 

URL: https://www.mint.com/

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 

Yahoo makes our list of best portfolio analyzer because thier 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

Frequently Asked Questions about Best Portfolio Analyzer

What is portfolio analysis tool?

A portfolio Analyzer helps you analyze the performance of your aggregate portfolio against self-selected benchmarks to arrive at decisions.

How can I evaluate my portfolio?

You can use any of the 9 best and free Portfolio Analyzer to evaluate your portfolio.

Does fidelity have a portfolio analyzer?

Yes Fidelity does have a portfolio analyzer for customers. You can find official link of Fidility Portfolio Analyzer here.

What is a lazy portfolio?

A Lazy portfolio is a portfolio designed to perform well in most market conditions for an extended period of time without changing asset allocation.

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