What Software Can Track a Daily Finance Portfolio?


Quick Answer

Personal Capital is one example of financial portfolio tracking software. The software is linked to any investment account and tracks performance, asset allocation and fees. It also provides various sorts of graphs.

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In addition, Personal Capital offers a 401k fee analyzer, which calculates the effects of fees on a portfolio over time.

Another program, Morningstar, offers both basic and advanced tracking features. Its advanced tools include star ratings and an X-ray tool, which provides details on a portfolio of mutual funds. These details include a portfolio’s asset allocation, style box rating and stock sectors. A disadvantage of Morningstar is that all investments must be entered manually, Forbes.com writes.

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