Recommendations on portfolio tracker? - Seedly
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Anonymous

Asked on 27 Dec 2019

Recommendations on portfolio tracker?

Do you have any recommendation on any portfolio tracker excel template or app? Preferably free!

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Choon Yuan Chan
Choon Yuan Chan
Level 9. God of Wisdom
Answered on 15 Jan 2020

If you sign up for brokerages, under the portfoilo tab they track the prices of the stocks you purchased. This is a free feature

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I highly recommend stocks.cafe.

Cheapest stock portfolio tracker that has a ton of features.

You can easily view all your dividends, XIRR performance, profit/loss, yields, and many other metrics.

Try out the free trial to get a feel of it.

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Sharon
Sharon

15 Jan 2020

I agree. Also, we are supporting our very own local talent, who developed and continued to improve the platform. Although he has a full-time job, the fees collected go towards the site / software maintanence. Membership is $39 per year. If you have a member referral, you pay only $35.
pat
pat
Level 7. Grand Master
Answered on 19 Jan 2020

Just use your brokerage platform. It already listed all your trades, losses and profit. They should allow you to export over to excel if necessary.

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Karan Malhotra
Karan Malhotra
Level 5. Genius
Answered on 15 Jan 2020

Yahoo Finance - Free, comprehensive information on instruments, and let's you change the currency you view it in, create multiple sub portfolios and shows payout info.

Folks have recommended stocks cafe which is decent but the free tier only allows a fixed number of holdings beyond which the fee is 39/year

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Billy Ko
Billy Ko
Level 7. Grand Master
Answered on 15 Jan 2020

Stocks.cafe automatically tracks your dividend payout too! Really smart platform, however, to operate such a smart platform one is required to pay fees. That being said, there is a free trial you could try before committing!

Alternatively, you could use the free one's on Bloomberg, CNBC, and Investing.com (one of the most exhaustive finance app there is with various asset classes on it!)

I also chanced upon simplywall.st and really enjoy the interface, very visually-appealing. However, it tracks a limited number of stocks and would require you to pay should you have more stocks to track.

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Takingstock @
Takingstock @
Level 6. Master
Answered on 15 Jan 2020

I second stocks cafe. The data I can gather from it becomes essentially part of my own financial tracking process (which is still mainly excel).

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Bjorn Ng
Bjorn Ng
Level 9. God of Wisdom
Answered on 15 Jan 2020

Hey there, you can try using Investing.com app, or at least for Android, there is this My Stocks Portfolio app which I am using. Pretty sleek and great!

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C
curious_moo
Level 3. Wonderkid
Answered on 03 Jan 2020

I have been using sharesight, pretty good tool for tracking my portfolio.

its free but that is a cap for showing up to 15 counters only though. you will have to get the premium subscription if you needed more.

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Kenneth Lou
Kenneth Lou, Co-founder at Seedly
Level 9. God of Wisdom
Answered on 03 Jan 2020

Many people are saying stocks cafe.

Here is a rave review about it I saw recently in our community:

"After talking to XYZ, I gave Stocks Cafe a shot. Now I'm damn tempted to move away from Investment Moat's Stock Blueprint Google Sheet to a paid subscription on Stocks Cafe. Damn you XYZ 不不不 Has anyone subscribed to Stocks Cafe yet?"

https://stocks.cafe/

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Charles Ng
Charles Ng
Level 3. Wonderkid
Answered on 03 Jan 2020

Can try stocks.cafe

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Stanley Lim
Stanley Lim, Co-founder at Value Invest Asia
Level 4. Prodigy
Answered on 03 Jan 2020

I have been using Yahoo Finance, they are pretty good if you just want to keep track of the current status of your portfolio. But they do include dividend returns

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Personally, I tracked mine via a customised excel sheet.

There have been some reviews on Stock Cafe. Give it a shot.

Here is everything about me and what I do best.

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