Download now Sometimes tracking how much we fork out turns into a challenging task. If you plan to make a change and get your finances in order, we’re here to help you out. You basically need the best financial investment software to create a budget and track your finances and portfolio of stocks, mutual funds, bonds, and real estate among other investments. We checked out the most popular options you may want to consider when deciding on the best you can use today.

What’s the best financial investment tracking software?

You can easily move from other finance applications, and you don’t have to put your data online. With Moneyspire, feel free to fulfill tasks such as tracking your accounts and balances and getting expenditure and income reports. You may also enjoy reminders for bills and deposits or upcoming payments, generate detailed reports and charts to see where your money is going plus ease the filing of tax returns. Therefore, set budgets, forecast future account balances, reconcile banking statements, and use the mobile app to stay on top of your investments and finances anywhere from any device. Moneyspire’s optional online banking functionality allows you to directly connect to your bank and automatically download transactions and pay bills. If your bank doesn’t support this direct connection, Moneyspire Connect will come in handy. Your data is stored encrypted on your hard drive and is never transmitted, plus you can optionally store your data in the cloud and work on your finances from anywhere. The latest version has an improved user interface that’s more attractive and easier to read, new tags feature for enhanced categorization. Other key features of Moneyspire include:

Budgeting setup Available for all regions and world currencies Compatible with all major operating systems

No less important, reporting of transactions, monthly comparison reports, and drag-and-drop import files are here included too. With over 1 million users, tracking assets worth more than 226 billion dollars, it makes it easy to manage your entire financial life in one platform. Personal Capital lets you link all your accounts to the dashboard so you can see your net worth and assess the health of your current portfolio with the Fee Analyzer or Investment Checkup tools. You may even plan your future using the Retirement Planner or meet an advisor to discuss your investing strategy. One of the benefits of using this software over having a broker is that your broker could be costing you thousands of cash from retirement savings in hidden costs, preventing you from retiring earlier. The Fee Analyzer helps you spot such hidden fees in your accounts and funds. For investors who need a long-term plan or high net worth private clients who want a robust financial plan and personalized services, it offers data-driven portfolio management. Other key features of Personal Capital include:

Mobile and desktop applications Net worth calculator Newsroom

From your dashboard, you can view your net worth, cash flow, portfolio balances and allocations, top gainers and losers, reports, spending, investment returns, and not only. This financial investment tracking software has a comprehensive interface, so you’ll find it easy to record income/expenditure and gain complete control over your investment tracking. Those who use BankTree not only get easy-to-understand reports access but they can even pay bills in time by using the robust bill reminder calendar, as well. First-class investment features of BankTree include:

2048-bit secure connection Incredibly easy dashboard navigation Real-time budget stats Customizable interactive reports with intuitive charts Up-to-date market values for all your investments BankTree Mobile app data easily synced with the desktop platform Comprehensive video tutorials

Therefore, it seems to be the winning combination for all those looking for a personal and business all-in-one application. Mint lets you compare your portfolio and finances to market benchmarks, and instantly see your asset allocation across investment accounts. This includes 401(k), mutual funds, brokerage accounts, and IRAs. It also gives you advice and tips so you can know your investment style with the right tools. To be more precise, it helps you identify unnecessary fees like those from investment advisors, brokerages and 401(k) providers, which reduce your investments’ long-term growth. Once you sign up and sync your bank account, you’re only seconds away from financial freedom. In terms of security, Mint puts your mind at ease first because it comes from the makers of TurboTax and QuickBooks. These are trusted household names in the finance sector, plus it uses VeriSign to scan and ensure security for sensitive data transfer. Another security feature is its multi-factor authentication designed to help you protect access to your account. It does so by using a 4-digit code which only you can use to view your account, instead of just a login and password, plus you’re notified of account changes. Other key features of Mint include: SPONSORED

Mintsights automatically ffins savings you missed Custom spending habits goals Bill negotiation feature

Touch ID is available if you prefer it, and if your device gets lost or stolen, you can delete all your account info remotely. ⇒ Get Mint With SigFig, you get complete transparency, summary reports, regular updates, a thoughtful transition of your assets with cutting-edge fees, and tax-efficient strategies to reduce commissions and taxes. Even more, you can share your investment goals in a simple questionnaire that lets the team get to know you and what you want to achieve. You can also review your recommended investment portfolio that is tailored to you based on your goals and risk preferences. SigFig also monitors your investments daily, rebalances automatically whenever you have extra dividends or interest or even cash. On top of all these, it designs an optimal portfolio allocation to maintain diversification benefits across multiple asset classes, while considering tax implications. With the mobile app built natively for your smartphone, you can check on your investments from wherever you are. Other key features of Sigfig include:

Interactive user experience with personalized tips and recommendations Intutive financial management platform Compatible with financial institutions around the world

If you wish to speak to a human advisor, they’re also a phone call away. ⇒ Get SigFig You can track your net worth, get your finances in order, optimize your savings, own your financial goals such as retirement planning, or buying a house. Do so by simply telling WeVest what you want and they’ll tell you how to get there. WeVest is safe and secure with 256-bit SSL encryption and AES-256 database encryption, plus they don’t store your address, credit card, or social security number. They don’t even need your real name. When you join WeVest, you’ll learn how your net worth stacks up compared to other people like you. You’ll also become better at allocating your money to maximize your future net worth and meet your financial goals. Your net worth will grow based on default recommendations or the custom plan you build yourself. Other key features of Wevest include:

Support for  business equity crowdfunding Marketplace to list your business Informative online community

Investment accounts can be hard to compare and prioritize but WeVest focuses on net worth benefits and practicality of your different account options so you can make the right choices. ⇒ Get Wevest This is an online tool, and it provides automatic and comprehensive tax and performance reports. It is incredibly simple to use, so you should be able to find the desired data without any issues. Sharesight allows you to import your trading history, so you can easily monitor corporate actions. In order to keep a close eye on your investments, there are daily price and currency updates along with detailed reports. If needed, you can also receive email alerts in order to keep a close eye on your stocks. It’s worth mentioning that this tool supports sharing, so you can easily share your tax reports with others. This is great if you need to quickly share your information with your accountant for example. Sharesight comes in several packages, and the Free plan gives you access to 1 portfolio and 10 holdings. This package comes with automatic dividends and price alerts and it offers limited reporting. If you want to get access to more advanced features and get full reports, you’ll need to purchase a monthly subscription. Overview:

Automatic Dividends & Adjustments Email alerts Mobile app Broker email imports Record unlisted investments Portfolio sharing

Overall, Sharesight is a great tool if you want to monitor your finances, so you might want to try it out. ⇒ Get Sharesight So, which one of these financial investment tracking software sounds good for your investments? Or do you have one you’re currently using that’s not listed here? Share your opinion with us by dropping your comment in the section below. Tracking several accounts is not an impossible mission. Just use our Financial management section and learn to master this challenging task. Bookmark our Accounting & Tax Software Hub too and become an experienced investor. SPONSORED Name * Email * Commenting as . Not you? Save information for future comments
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