5 Apps to Track Your Investments (3 are Free)

Today, we look at five apps you can use to track your investments. Three of them are free, and two are paid. All of them are excellent tools depending on the features you want.

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#tracking #investing #robberger

ABOUT ME

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.

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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.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

[shaynebowen]

I love all the tools that you bring to us. I like that you also demonstrate them. The variety and scope of the information that you provide is very valuable. thank you so much!

[moodcst]

Hi Rob. Unrelated comment. Love your you tube channel. Also just finished reading your book. Excellent! I’m going to persuade our 20 year old son to read it now. He’s in college at BU so pretty busy. Nonetheless now’s the time…. Thanks again for all your content. Without question I’m a better investor now given your ongoing information share.

[polymath]

@Rob Berger my favorite is a modified version of your investment tracking spreadsheet.

[MrJpsullivan]

Great video. You save the best for last, your Google tracking sheet is fantastic.

[dwights]

Great video, as always Rob. By the way, 1973 was when Nixon was president . He resigned in 1974 and Gerald Ford, his VP, became president.

[NK-ddqf]

Great video. Is there a way to track value of treasury securities and other bonds which have a CUSIP number?

[bstevens]

Thanks for the tool videos. Empower ( formerly Personal Capital ) can't classify many of my investments ( calls them "unclassified" ) even though they are standard such as corporate bonds, baby bonds, treasury bills and notes etc. It handles equities, preferreds, ETFs just fine. I remember having this same problem years ago when Personal Capital first started.

[ansonturley]

Great videos. Could you do one on whole life / universal life policies? I have had one for the last thirty years and now realize I was duped. Is there a way to stop throwing good money after bad? Keep up the good work.

[gscottfuller]

Thanks Rob: Do any track unrealized interest on Treasuries?

[pware]

Would LOVE a bond tracker for a portfolio of individual bonds, preferreds, baby bonds, and the like.. Would like to have it analyze my duration, avg yield to maturity and yearly income payout. But one does not exist I guess.. Empower did not recognize any of my income portfolio .

[leeward]

In the investment tracker google sheet, is there a way to copy and insert the copied rows instead of adding one line at a time? Tia

[johndeacon]

Do anu of there apps allow you to keep your data local? Or are they all in the cloud?

[Desuetus]

Do you know an inflation tracking app? I am looking to enter prices of my regular purchases over 3 years to see if official inflation matches real inflation (I suspect inflation is larger than what we are told).

[Lukionest]

Rob, it looks like you need to correct the spelling of the word in cell H4 on the "By Asset Class" tab. I also noticed that the Plan vs Actual chart shown at 14:35 in this video does not appear on my local copy of the spreadsheet after I initially opened it in Google Docs (where I do see that chart) and then did a File, Download and saved it in Excel .xlsx format. I don't know why the chart would disappear when the file is opened in Excel on my Windows PC instead of via Google Docs.

[huigao]

Have any track software available in Canada? Thank you, Empower is not work in Canada

[robertfairbanks]

Does Empower have a Dividend Tracking feature?

[billl]

Rob, first time viewer - -I was looking for stock portfolio management SW. I use excel now, but it does not track purchase date and tax exposure of the total portfolio. Also on graphics, I can use RMS lines, but only for the whole graph, it is a lot of manual changes to track all of this. Do you know of any that do the tax liability tracking, (obvious reasons) and graphical segment tracking? I need something a little more full featured. ?

Thanks again for this effort.

[dhamrenjr]

I need these! :) the thought of all my very personal info/assets/account numbers being out there with god-knows-who... how should I look at this problem? Any Advice?? THANK YOU

[dhmagicman]

I watched a 3 yr old video of yours about 3 fund portfolio and you recommended M1 finance. Do you still like M1 or someone better?

[benlwong]

I never heard of the other tools besides Empower (formerly Personal Capital). Thanks for sharing. However, I am wondering if there is a tool out there that can tell you how much of a specific stock you own (% or $) from all the index or mutual funds you have. For example, let's say I have 10, 000 shares of the S&P 500 and 20, 000 shares of another mutual fund. Is there a tool that will quickly tell me how much AAPL I own ($ and %)? Nice to know if one is overexposed to a specific stock.