Here are 3 of my favorite portfolio trackers, starting with Personal Capital--[ Ссылка ]
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.
————————————
Video Resources
————————————
8 Best Investment Tracking Apps: [ Ссылка ]
Personal Capital: [ Ссылка ]
Morningstar: [ Ссылка ]
Stock Rover: [ Ссылка ]
————————————
Timestamps
————————————
[1:07] Personal Capital
[10:00] Morningstar
[13:23] Stock Rover
————————————
Investing Tools
————————————
Join the newsletter: [ Ссылка ]
My Book (Retire Before Mom and Dad): [ Ссылка ]
📈 Personal Capital (Investment Tracking): [ Ссылка ]-
⛱ New Retirement: [ Ссылка ]
💰 M1 Finance $30 Bonus (IRA & Taxable Accounts): [ Ссылка ]-
📈 OnTrajectory (Retirement Planner): [ Ссылка ]
📊 Morningstar (Fund Research): [ Ссылка ]-
💵 Tiller (Budgeting): [ Ссылка ]-
————————————
Popular Videos
————————————
1️⃣ How to Create a 3-Fund Portfolio: [ Ссылка ]
2️⃣ How I Manage 28 Accounts in One App: [ Ссылка ]
3️⃣ 7-Step Financial Checkup: [ Ссылка ]
#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.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom ([ Ссылка ])
LET'S CONNECT
Youtube: [ Ссылка ]
Facebook: [ Ссылка ]
Twitter: [ Ссылка ]
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.
