Here are 3 of my favorite portfolio trackers, starting with Personal Capital–
A portfolio tracker helps to manage multiple investment accounts, including retirement and taxable accounts, as well as HSAs. The best portfolio trackers are free or low cost, offer an easy user interface, and provide useful information about your portfolio.
My favorite is Personal Capital. It's free, offers excellent tools to evaluate asset allocation, investment fees and retirement readiness. And its combination of charts and tables make understanding the data very easy. It tracks my dividends and interest. And while I don't own crypto, Personal Capital can track the value of digital tokens for those who own Bitcoin, Ether, and other coins.
There are other options, of course. In this video I cover 3 of the better investment trackers. In the article linked to below, I go over 8 options.
8 Best Investment Tracking Apps:
[1:07] Personal Capital
[13:23] Stock Rover
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While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I'm also the author of Retire Before Mom and Dad–The Simple Numbers Behind a Lifetime of Financial Freedom ( )
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
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