Best Personal PortfolioThe best personal portfolio
Synchronize virtually any investing holding balance, pension and tax included, then keep abreast of power, allocations and charges with easy-to-understand graphics and diagrams. Follow your portfolio by bank area, assets category or securities. Personal Capital's You Index monitors your portfolio and compares its value with key indexes so you can see how your equity, bar, equity, ETFs, and unit trust exposures are performing.
Portfolio Checkup will determine whether you can make savings on your unit trust fee, and Asset Allocation Review will identify ways to diversify. Collaborate with a personal asset manager to meet your needs via FaceTime, e-mail or telephone. You can use the SigFig asset manager's asset manager application to monitor all your asset allocation portfolios free of charge.
SignFig automates your asset management from over 80 U.S. brokerage houses into a unified trading platform to give you a real-time overview of all the stocks, funds, ETFs and options you own. You' ll receive monthly e-mail summary reports of your balance sheet activity, messages that affect your portfolio, and notifications that concentrate on your key winners and loosers.
Your portfolio is analyzed to find concealed charges and overstraining by a particular stock/industry. With SigFig, you can optimise your portfolio and monitor it every day to keep it on course with a rebalance, dividends reinvestments and tax-optimised strategy. With the Ticker application, you can administer several equity Portfolios - think of Wachstums-, Technologie- and bond Portfolio - over a single Dashboard.
Colourful diagrams, graphics and in-depth analysis show real-time accounts, profit/loss, day's profit/loss, money-weighted yield allocations (MWRRR), time-weighted yield allocations (TWRR) and symbolic messages. Manual entry of trading information for equities, foreign exchange couples such as EUR/USD, investment fund and ETF, incl. dividend, split, buy and put orders, ticket icon, trading amount, trading prices, dates and broking charges.
Maintain an overview of multi-monitoring list holdings and generate warnings to alert you when a share is trading above or below a threshold you specify basing on changes in prices, volumes and percentages. Yahoo! financial application has an easy-to-use interface that helps your customers keep abreast of their shares, raw materials, debt and currency.
User receive personalised messages and notifications and can track movement in the markets in near-life. You can customize the observation schedules and receive trading prices while monitoring the portfolio performances. Over 1 million downloads of this personal financial application.