Best portfolio management software on Reddit
15 reviews from r/dividends, r/investing, r/ausstocks and 1 more subreddit
15 reviews from
and
By Brand
/By Product
#1
Capitally
5.0
(2)
"Capitally offers a top-notch CSV import and can handle complex portfolios."
"It's the only one that encrypts your data on your device."
#2
Portfolio Performance
4.5
(2)
"Portfolio Performance is fully free and requires just a bit of setup."
"Great app for managing multiple depots, accounts, and currencies."
#3
Microsoft
5.0
(1)
"It has made everything so easy to see in one place and auto-updates."
#4
Snowball Analytics
5.0
(1)
"Snowball Analytics provides a comprehensive view of portfolio performance, factoring in all relevant aspects."
#5
Morningstar
5.0
(1)
"It's free and easy to configure."
#6
Plainzer
5.0
(1)
"It supports CSV import from Charles Schwab and offers multiple portfolios with unlimited holdings."
#7
Allinvestview
5.0
(1)
"Check out Allinvestview, it seems to be what you're looking for."
#8
Portseido
5.0
(1)
"Portseido's got lots of analytics for portfolio. You should try this."
#9
cointracking.info
5.0
(1)
"I've been using cointracking.info for the last 3 years and am happy with it. The portfolio management features during the year are helpful."
#10
EquityStat
5.0
(1)
"You can enter all of your transactions manually. They have a lot of performance metrics you can use to track your stocks. You can also see performance graphs which track your performance over time."
#11
Getquin
4.0
(1)
"Try getquin."
#12
TradingView
4.0
(1)
"Tradingview."
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