How Do You Track Stock Portfolios for Free?


Quick Answer

As of December 2015, Personal Capital, Morningstar and Google Finance all offer free stock portfolio tracking tools, as listed by Forbes. Each tool assists users with understanding monthly contributions, reinvested dividends and rebalancing.

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Full Answer

Personal Capital allows investors to link associated investment accounts, whether retirement or taxable, as Forbes explains. It tracks performance, asset allocation and fees, and the numerous graphs provide a comparison of returns to an index or a snapshot of a portfolio's asset-allocation structure. Common asset allocations include cash, bonds, stocks and alternatives. The tool also provides a 401k fee analyzer that assesses the impact of fees on an investment horizon.

Morningstar provides a tool that monitors performance, investment costs and comparisons to various indexes, notes Forbes. Its advanced features include star ratings and the X-Ray feature. These tools interpret asset allocation, style-box rating, stock sectors, industry sectors and geographic exposure. To access the tools, users must enter their account information manually.

Google Finance offers users the ability to enter portfolio data manually or to upload in several file formats, and it then tracks daily and overall financial performance. As of 2015, the Google Finance tool also links to Google News so that users see headlines related to investment exposure, explains Forbes. Users can view the financial data in an interactive chart, which tracks performance for as long as the previous 10 years. The chart can also track performance against a major stock index.

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