3 Best Portfolio Trackers to Monitor Your Stocks, ETFs, Mutual Funds and Crypto

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.

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Video Resources
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Timestamps
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[1:07] Personal Capital
[10:00] Morningstar
[13:23] Stock Rover

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Investing Tools
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Popular Videos
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#portfolio #stocks #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.

[NG-TX]

Way too many calls from Personal Capital. I recommend that you stick with your spreadsheets.

[falsificationism]

I love my personal capital account but it doesn't handle options well. But frankly, nothing does.

[matthewjoo]

Would love to see a TSP or military/federal specific video. I realize this may be more niche than most of your viewers would like but it’s hard to find great resources. Thanks!

[edwardb]

Thanks for your videos. I’ve watched most of them. I bought your book too. You do a great job.

[glendavis]

May I ask do you know of any good program that you can track all your expenses on not just major expenses?
On a separate note I see you answered the question of brokerage pass words and log in, so assume that PC does not use them? So with that said how do they pull the data if there not logging into your account with your log in and password?

[mikecopenhaver]

Great video Rob. I am not as sophisticated in my investing as some. My main use of these portfolio trackers is tracking over all portfolio balance and to use them for rebalancing my asset allocation. Personal Capital will no longer link to my VG accounts so will Stock Rover give me an asset allocation if I link accounts? Morningstar is just too cumbersome to constantly manually update holdings. Are there any other basic trackers that you could recommend for simply tracking asset allocation?

[ImOnUToob]

I like Personal Capital, but just wish they’d stop calling me

[robertryan]

Is there a identity theft concern when linking your accounts to a portfolio tracker? It seems like the portfolio tracker service would have all your user names and passwords?

[bhs-]

"If you don't pay for the product, you ARE the product". How is Personal Capital reimbursed for providing such a valuable tool?

[lese]

Rob, I like Personal Capital, especially the Income and Expenses portion. Alos the Retirement planning. The only hope is if they could add the withdrawal strategy portion. Thanks.

[Sean-jbgi]

You talk about how bad dividend investing is. Is there a Non dividends pay company worth 2T? There is Multiple dividend companies worth 2T

[pauln]

There is no ability to add crypto to Stock Rover. Also I am not able to manually enter purchase price into personal capital. Am I missing something ?

[ltmsimply]

I started adding our personal info into Personal Capitol and I'm comparing with my Charles Schwab platform. I would say it's helpful but I kind of like better Schwabs. Thanks

[taylorhauck]

Does anyone have trouble linking Vanguard to Personal Capital?

[mauihugebong]

I used to really like Personal Capital but over the past few months their product has become disappointing. One current persistent issue is that dividends, interest and capital gain distributions do not show up as “income” in the cash flow function (they did about a year ago). Also the posted balances for some of my savings accounts is incomplete and not up to date- the balance currently listed was the balance months ago (I wonder if this due to 2-factor authentication?). Is anyone else having these issues?

[sunray]

I am trying to link my vanguard and M! account. I am not able to. Any tips? both of them have 2FA. But only info. i get while linking is 'we are having trouble'

[johnandstephanie]

Somehow I was still showing the Doughrollers podcast, and didn't realize it changed to the Rob Berger Show. Back in rotation now. I recommend it for anyone, especially traveling in the car on commutes.

[maxb]

Does capital, update balance after dividend paid ?

[SirAnthony]

My personal capital tracker stopped working, I believe it’s because I won’t use their services. I have updated the apps etc to no avail.