Organization is of utmost importance to have a hassle-free life. When the subject of concern is financial, it is important for one to have clarity over how their funds flow and in which direction. Technology has made life a lot easier by introducing tools to organize finances and present us with utmost clarity. Investment tracking software not only organize all financial details but also gives you an access to all the information at a glance, right from the original purchase price to current market values and the rate of return on your investments. Given the many benefits of investment tracking software, here are some of the best ones available in the market:
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Quicken Premier 2018
The software has recently added an annual subscription model that works with the desktop application installed on the computer. The software also has an online app and a portal that enables on-the-go money management. You can sync your debt, saving, checking, and investment accounts with this software, after which you can access a comprehensive financial management portal. The software provides investment management reports with options of deep-level customization, investment account downloading, and tracking of income, dividends, fees, and a lot more.
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SigFig
This software comes with a free portfolio tracker. Multiple functions are performed by this software, like syncing of investment account, reporting dashboards, and external portfolio analysis. The software helps all its investors track over $350 billion in assets. The software has partnered with companies like Schwab, Fidelity, and Ameritrade to improve the algorithmic investment strategies to improve portfolios.
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FutureAdvisor
This software provides a 3-month free trial after which the investment management fee charged is about 0.5% of assets under management. Similar to most of the other funds, one can also find low underlying exchange-traded fund management charges. The features of this software include tax loss harvesting, access to licensed financial advisors and service specialists, a portfolio dashboard that gives you the overview of all your previous performances, trades, and holdings, and a grading of the portfolio health on the basis of performance, fees, diversification, etc.