Best Available Software For Portfolio Tracking

Staying organized is crucial in managing investments, and while Excel can help, using dedicated investment software—free, one-time purchase, or subscription-based—makes tracking returns, fees, and assets much easier.

The following are some of the best available software for portfolio tracking:

Personal Capital

Personal Capital is a widely used platform known for its powerful financial tools and easy-to-use dashboard. It allows users to see their entire financial life in one place. Setting up an account is quick, and once you connect your bank, credit card, and investment accounts, the software creates a personalized financial dashboard.