![]() ![]() We are in set it and forget it mode right now, where I just track our net worth and make regular contributions. The answer is the one that meets your needs. You might not be surprised to hear that I get asked all the time – “what is the best investment portfolio management software?” I don’t analyze my portfolio every day (that’s overkill) but these software packages can give you a quick peek very easily, whenever you want. There was very little analysis of your portfolio because they were really just trying to sell you their wealth management and investment services. They used aggregators like Yodlee to scrape your accounts and showed your holdings in a simple dashboard. ![]() I had several brokerage accounts and it was a challenge to see my asset allocation and track my portfolio’s performance in one place.Īnd back then, the tools were fairly simple. When I first started investing, I tried almost every investment portfolio management software out there. ![]()
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