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Best Investment Tracking Apps of 2021

Best Investment Tracking Apps of 2021
Holly Johnson
Updated October 5, 2021
7 Min Read

Managing all of your investments can feel like a part-time job, and that's especially true if you have quite a few types of accounts. For example, it's not uncommon to have a workplace 401(k) — or even several 401(k)s from different jobs — as well as brokerage accounts with multiple firms. You might even have a traditional IRA, a Roth IRA or both of those accounts on top of that. 

At the end of the day, that could mean having to log into multiple platforms each time you want to see how your investments are doing. Not only is this time-consuming, but it gives you a disjointed and disorganized view of your finances. 

Fortunately, quite a few investment tracking apps let you connect each of your investment accounts all in one place. Most investment tracking apps are also free, or at least they have a free version you can try out. 

If you are tired of keeping track of multiple log-in details or you simply want to see all your investments — and monitor their growth — in one place, investment tracking apps can help. We compared all the best options out there today to help you make the most optimal choice for your portfolio, and the platforms below made the cut. 

Summary of Best Investment Tracking Apps of 2021

Personal Capital

Cost: FREE

Platforms: iOS, Android, Mac and Windows 

[Personal Capital is actually a robo-advisor, meaning they provide investment planning services in exchange for a reasonable fee. However, they also offer a free app anyone can use to monitor their investments and net worth all in one place. This app also lets you connect your credit cards and bank accounts, which helps you monitor and stay on top of your spending over time.

Personal Capital's Retirement Planner can help you create a retirement goal and assess your current chances at success. Their retirement fee analyzer can also help you determine if the fees you're paying to invest are on par with the benchmark or higher than they should be.

We also like the fact that Personal Capital lets you track all of your debts in one place, as well as your total net worth. Since the platform is free to use, you have nothing to lose by opening an account and using their innovative tools. 

Who It's Best For: Anyone looking for a free platform that can help them monitor their investments and net worth

Mint

Cost: FREE

Platforms: iOS, Android, Mac and Windows 

Mint is a free app that lets you monitor your spending, your balances, your credit score and more in one place. You can also use Mint to create a budget or spending plan you can adhere to, or to help keep track of where you're spending money and when.

The free Mint app also lets you connect your investments to your account, which can help you monitor your progress and investment gains over time. Tools within the app also let you find hidden fees you may be paying on your investment accounts. You can even see your asset allocation across all your investment accounts in one place and compare it to various benchmarks. 

Who It's Best For: Consumers who are looking for a free way to track their spending and bills along with their investments

Morningstar

Cost: FREE version, or starting at $199 per year

Platforms: iOS, Android, Mac and Windows 

Morningstar offers comprehensive investment tracking in one place thanks to their two app products — Morningstar Basic and Morningstar Premium. The free "Basic" version lets you see all of your investments in one place, and you'll gain partial access to tools like a portfolio manager as well as Morningstar articles with in-depth analysis from the investment world. 

If you want to pay $199 per year, on the other hand, you can sign up for Morningstar Premium. You can also get started with a 14-day free trial.

The paid version of this app includes the most robust investment tracking tools on the market today including analyst reports, top investment picks and more. The portfolio X-ray tool you get with the premium version also provides a snapshot of your portfolio, with a thorough analysis to help you ensure your investments are properly diversified and on the right track. 

Who It's Best For: Serious investors who want in-depth analysis and help with investment picks

Quicken

Cost: Starting at $35.99 per year, 30-day free trial available

Platforms: iOS, Android, Mac and Windows 

Quicken is a comprehensive budgeting and expense tracking tool that also lets you incorporate your investment accounts. While a 30-day free trial is available, this program will set you back anywhere from $35.99 to $100+ per year depending on the type of account you choose.

Their second tier "Deluxe" plan is the first account they offer that lets you track all your investment accounts in one place. However, you'll really need to upgrade to their Premier plan if you want to do anything other than track your investment accounts. With the Premier plan, you also get access to benefits like Morningstar's Portfolio X-ray tool, analysis of your portfolio and market comparison surveys.

Who It's Best For: Quicken is best for people who want access to robust expense tracking and budgeting tools in addition to investment tracking tools

SigFig

Cost: Free for accounts under $10,000, then .25% billed monthly

Platforms: iOS, Android, Mac and Windows 

SigFig is a robo-advisor that lets users with account balances of $10,000 or less use their app for free. You do need a minimum of $2,000 to open an account in the first place, and individuals with balances over $10,000 are charged account management fees of .25% billed monthly.

This app does offer a lot of incredibly useful tools, including portfolio management tools and assistance, concierge service and automatic rebalancing. The app's technology can automatically reinvest dividends on your behalf, and it can help discover hidden fees you may be paying on your portfolio. 

As a robo-advisor, SigFig will start the process by asking you questions about your current investments, your age, your investment timeline and your tolerance for risk. From there, they suggest a portfolio that can help you reach your goals while minimizing taxes and fees.

Who It's Best For: SigFig is best for consumers who want to pay for professional services and investing advice, or those with account balances of $10,000 or less who can try out the free version

Yahoo! Finance

Cost: FREE version, or starting at $250 per year

Platforms : iOS, Android, Mac and Windows 

Yahoo Finance offers three different versions of their app, all of which let you monitor your investments all in one place. Their free version lets you connect your brokerage accounts and monitor them in one place. You also get interactive charts and performance monitoring, unlimited custom portfolios and watchlists and real-time news and stock quotes.

If you upgrade to their Lite version of the app, you'll need to pay $25 per month or $250 per year. However, you'll get additional benefits like daily trade ideas and analysis, monthly educational webinars, live chat support and enhanced alerts.

Their Essential Plan requires a financial commitment of $35 per month or $350 per year. However, you'll get all the benefits of the other plans plus research reports from Morningstar and Argus, unique company data, an investing newsletter, historical financials and statistics and more. 

Who It's Best For: Yahoo Finance is a great option for day traders who want in-depth analysis and support

Microsoft Excel

Cost: FREE if you have Microsoft Office 365

Platforms: iOS, Android, Mac and Windows 

If you have a Microsoft 365 family or personal plan, you can connect their investment tracker to Microsoft Excel. This tracker lets you monitor and oversee your investments and balances all in one place, and Microsoft will convert it into Stocks data type. 

The main benefit of using Excel is the fact that this app can keep track of your investments as well as their performance. You can also use your own formulas to create various data you hope to have, such as standard deviation or the percentage return on an asset.

Who It's Best For: Investors who want to take a hands-on approach to tracking their own investments; those who are comfortable using spreadsheets and willing to do the upfront work required to get started

How to Choose the Best Investment Tracking App

If you are feeling overwhelmed by the sheer number of investment tracking apps out there, you may want to sign up for a few accounts that offer a free version first. While you won't get access to as many tools and features with the free version of most products, you can get a feel for what they offer and how you might utilize them to grow your investments or improve your total financial picture over time. 

If you really just want to see all your investment accounts in one place, you may even find a free account with Personal Capital or Mint could be more than enough.

Here are some additional steps you can take to find the best investment tracking app for your needs and goals:

  • Decide if you want assistance planning your investments. Some investment apps 
  • (like Personal Capital and SigFig) offer a financial planning component for a fee, which can be immensely helpful if you want assistance crafting your portfolio. Other apps have versions that offer stock picks or in-depth investment analysis, so check for those options if you want this type of expert help.
  • Determine if you want budgeting and expense tracking tools. Where some popular financial apps focus on tracking your investment accounts only, others offer expense tracking and budgeting tools. If you want to track your spending and your investments in one place, consider options like Personal Capital or Mint.
  • Figure out if you want to do any of the work. Finally, decide whether you want to connect your accounts and have the work done for you or put in some time tracking your investments yourself. Where some options like Personal Capital let you "set it and forget it," others like Microsoft Excel require some upfront work on your part. 

Compare Investment Tracking Apps

Free Version AvailableBest ForPlatforms
Personal CapitalYesInvestment Oversight and Tracking Net WorthiOS, Android, Mac and Windows
MintYesBudgeting ToolsiOS, Android, Mac and Windows
MorningstarYesSerious InvestorsiOS, Android, Mac and Windows
QuickenNoBudgeting and Expense TrackingiOS, Android, Mac and Windows
SigFigYes, for accounts under $10,000Professional Investment PlanningiOS, Android, Mac and Windows
Yahoo! FinanceYesDay TradersiOS, Android, Mac and Windows
Microsoft ExcelYes, if you have Microsoft 365Spreadsheet EnthusiastsiOS, Android, Mac and Windows
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