Thanks for the suggestions. I am an opensource enthusiast. But I find a big problem with Open Source Sw. They are usually aesthetically unpleasing. How can we do that better? Hey guys! What a great post!
I'm currently building a small and simple tool for visualizing certain investment scenarios in advance. What do you think? Looking to get a better handle on your personal finances? These five Linux-friendly open source tools will help you achieve your financial goals. Image by :. Get the highlights in your inbox every week. Do you use open source personal finance software to help manage your money? Choices Yes. More Linux resources. Topics Alternatives.
About the author. Jason Baker - I use technology to make the world more open. Linux desktop enthusiast. Raspberry Pi tinkerer. Data analysis and visualization geek. Occasional coder. Web maker.
Red Hatter since More about me. Recommended reading Run containers on Linux without sudo in Podman. Send desktop notifications and reminders from Linux terminal.
Create bookmarks for your PDF with pdftk. Open source file sharing with this Linux tool. David Both on 07 Jan Permalink. Thanks for this great article. Luis Rojas on 07 Jan Permalink. Bruno Coudoin on 08 Jan Permalink. Junaid on 09 Jan Permalink. Jure Repinc on 10 Jan Permalink. Chris Hermansen on 12 Jan Permalink. Thanks for the great article, Jason! I haven't tried the mobile app, thanks for that pointer.
Thanks again! Jason Baker on 12 Jan Permalink. DScott33 on 12 Jan Permalink. Owen Branley on 13 Jan Permalink. Jason Baker on 13 Jan Permalink. Don Watkins on 23 Jan Permalink. Jason Baker on 23 Jan Permalink. That's awesome, thanks for sharing that Don!
What is your impression so far? Lucas on 24 Jan Permalink. Phil Oldfield on 30 Oct Permalink. Tomut on 30 Oct Permalink. Jason Baker on 31 Oct Permalink. Not currently, but I like the idea and I'll flag it for a possible future feature request.
Most people are drawn to the software and service with the most features. However, which of those services are you actually going to use? With the right investment tracking app, you can log into one account and see a comprehensive overview of your investments. This will make it easier for you to manage your finances, set goals, and make decisions for the future. She writes for a number of other well-known financial sites, including Credit Karma, Quicken Loans, and Bankrate.
Her work has also been featured in Yahoo Finance and Business Insider. Personal Capital 2. SigFig Wealth Management 3. Stock Rover 4. Mint 5. Morningstar 6.
Yahoo Finance 7. Ticker 8. Sharesight 9. Delta Personal Capital. Pros The app is easy to set up and use The company offers a variety of free tools, with no hidden fees Comprehensive investment management tools The app uses two-factor authentication, so you know your information is secure.
Stock Rover. Pros Can link brokerage accounts Model portfolios Robust stock screener. Cons Many research tools require paid subscription Platform can be more complex than other tools Can be better for fundamental research than technical analysis. Pros The company provides budgeting and goal setting features The software automatically syncs with your various financial accounts.
You can track your credit score and monitor any changes. Cons Mint offers limited investing features compared to some of its competitors. Mint no longer provides a bill pay feature. Cons The tools in the free service are relatively limited.
Pros Free tracking and research tools Can link brokerage accounts for tracking Access to third-party research reports. Cons Premium plan can be expensive Basic charting tools.
Pros Advanced research tools Customizable data feeds Screen stocks by premade investment strategies. Cons Expensive Limited portfolio tracking tools Free version has minimal data. Pros Links to international brokerage accounts Can receive price alerts Tracks total investment performance. It is another capable open source portfolio management software that you can also use to just track stock markets of many different countries.
Chart Geany is yet another free open source portfolio management software for Windows. It is compatible with stocks, mutual funds, futures, and indices. Using it, you can easily create and manage multiple portfolios along with other associated data. Apart from the management of portfolios, it can also be used to track stocks of various different companies. To manage stocks, it provides a dedicated Portfolio Manager menu. It is feature rich open source portfolio management software that you can use to manage multiple portfolios without much hassle.
TradeTrax is the next free open source portfolio management software for Windows. It is a web-based software that needs a web browser to work. It is also one of the simplest and easiest to use portfolio management software.
In it, you can easily create multiple portfolios, add one or more stocks in different portfolios, and buy or liquidate your stocks. To create and manage stocks, this software provides a Tradecentre menu. To begin investing and learn, consider investigating the best robo advisors.
When it comes to sophisticated investment portfolio analysis tools — Personal Capital is best. For basic budgeting and money management, Mint is best. Investment portfolio analysis software is useful to track returns, asset allocations and individual investment performance.
From DIY spreadsheets to robo-advisors , there are many available options. Regardless of which option you choose, the free Personal capital dashboard provides excellent investment insights and is quick to set up. In addition to these best investment portfolio management software, there are many additional low fee robo-advisors for your investment management needs. Check out our ever-growing Robo-Advisor Reviews section. Disclosure: Please note that this article may contain affiliate links which means that — at zero cost to you — I might earn a commission if you sign up or buy through the affiliate link.
Personal Capital is my favorite because it will analyze and track your investment portfolio for free. If you create an account on Personal Capital, expect constant phone calls to your house phone, your smart phone, emails…in other words, prepare to be bombarded.
Ryan, I use the free Personal Capital software and receive infrequent calls. In fact no more than a few times per year.
And when I explain that I manage my own investments, they are quite courteous. I really appreciate the free software and think an occasional phone call from the company is a tiny price to pay for this free software. Hi Curtis, How do you like Personal Capital? Do you find it helpful? I suppose not all investors receive a phone call. I assume that only those eligible for the paid Personal Capital Advisors will be contacted.
I just started a Personal Capital account to check them out. Lots of folks in the personal finance blogging space use them. I never hear bloggers talk about that part. I agree with you, Barbara. Having this kind of software for free is worth a few contacts.
I wanted to see how Personal Capital stacked up on that side. I do, however, want to recommend services like this for people who want to do it themselves. I love the free Personal Capital software. I have our entire family portfolio linked and the reports and features are wonderful.
Yes, I receive regular calls from a Personal Capital financial advisor. Since I manage our own investments, I do not use their paid service.
What was the name of an online financial management tool that was discontinued 2 or more years ago? I really like Personal Capital,and also use Quicken. NonK — Review a portfolio and make suggestions of securities that might be a better investment. For your security research. That is a difficult question, as individual security selection requires study and analysis. If you enjoy researching and studying individual securities, then you need to devote time to learn this process.
If seems to be a really misleading strategy suggestion to direct people into traditional IRAs and Ks without any warning about the future tax rates gotcha. You can probably get the gist by now and I just did not see any modeling software descriptions in your top-7 which seemed like they would help in this modeling any better than what one can do in EXCEL.
Please let me know if I am wrong. Hi Steve, You raise a really good and often neglected point. The reality of future tax rates could be a major problem for wealtlhier investors. Please keep me posted on this topic and whether you uncover an existing software that can handle future tax consequences modeling. Regards, Barbara. Do any of the above portfolio tools allow for hypothetical portfolios that include historical data?
If I want to construct a proposed portfolio for a client I too am a financial advisor and show them the historical performance, can this software accomplish this?
I looked at a different package Qwanti in this past, but this was quite pricey. Any suggestions? Hi David, I like the portfolio visualizer. Give it a try and let me know what you think. I tried Portfoliovisualizer is it Great to try out. And very granular detailed it need it to be.
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