That’s just where the financial world is at right now. And rather than burying our heads in the sand and hoping it all blows over, we here at Kubera want to use our wealth of wealth knowledge to help other investors ride out today’s turbulent financial tides.
One of the most important processes for preparing for financial upset is getting your assets in order. Visibility into portfolio performance is pivotal in understanding which assets to sell, which to hold, and where to keep injecting cash to make the most of economic downturns.
So to help you gain the kind of visibility and control you need in times of financial distress, here's our guide to the best stock (and more) portfolio trackers available.
Sharesight: The Stock Portfolio Tracker for Down Under
The Australia-based stock portfolio tracker Sharesight was founded by father-son duo Tony and Scott Ryburn in the mid 2000s.
The idea was born from Tony’s frustrations with keeping the books and understanding investment performance as a DIY investor.
Today, Sharesight is no longer for just self-directed investors. The tracker also serves professionals such as accountants, financial advisors, and even fund managers. They have also developed a program that enables partner companies to license Sharesight’s tech for their own platforms.
What makes Sharesight a good fit for financial pros as well as highly-involved DIY investors? The breadth and depth of its functionality.
Sharesight provides tax reporting ons holding from the stock market to ETFs, cash, and beyond; robust reporting tools; automatic holding updates; and a corporate action processing feature that’s quite innovative among financial portfolio management software even today. In addition, their dividend/distribution tracking system enables investors to manage payments from hundreds of thousands of stocks, ETFs, and mutual funds from around the world.
And of course we can’t forget the pièce de résistance, the portfolio tracking capabilities that lie at the heart of Sharesight!
According to Sharesight’s website, their online portfolio performance tracker enables investors to monitor shares and ETFs from 40 different exchanges, over 100 currencies, unlisted investments (think real estate), and managed funds based in New Zealand and Australia.
While we really love to see financial tools that build features specifically for the land down under — they deserve the love! — this focus does limit Sharesight’s reach a bit and means we’re only comfortable recommending it for folks who invest more locally to NZ and AU.
As for pricing, with Sharesight’s freemium model, it’s free to add up to 10 holdings. If you’d like to grow beyond that, you can upgrade to one of the several paid plans they offer.
Bottom Line: Sharesight is for investors who are into traditional assets — especially those with financial institutions and assets based in New Zealand and Australia.
5 Sharesight Alternatives
Don’t slot neatly into that kinda specific niche that Sharesight serves?
Next up, we’ve got a variety of other great portfolio trackers for keeping an eye on your stocks and beyond.
Kubera: Track Your Diverse Portfolio Beyond Stocks and Borders
First up, we want to introduce you to our most diverse tool of the bunch.
Kubera’s global platform is built by diversified investors — that’s us! — for diversified investors who are into assets of all types, in all locations.
And when we say all, we mean all.
Kubera’s all-in-one personal balance sheet software is a digital platform that can of course track traditional asset classes like stocks, bonds, and cash. But Kubera also tracks alternative investments like:
- Real estate
- Website domains
- Private equity
- DeFi and crypto assets (Bitcoin, etc.)
- Collectibles and antiques
- NFT investments
- Precious metals
- And even your estate planning docs (more on that special feature later)!
Just take a look at some of the many banks, crypto exchanges, and other financial platforms to which Kubera connects.
For those assets and accounts that don’t connect right away, we’ve also built unique tickers that you can add right to your portfolio tracking page — it’s as easy as adding an element to an Excel spreadsheet — to monitor individual stocks and crypto coins.
On top of that, we’ve gone the extra mile to partner with asset experts including Zillow and EstiBot so you always have real-time data on assets like real estate, web domains, and more.
Kubera portfolio getting a little dense? Split it up! We made it easy to create multiple portfolios and chop up your assets in multiple ways, so if you want you can group assets based on category, goal, native currency, and so on.
Of course, that’s not to say we can’t handle multiple currencies all in the same portfolio. We are global, after all! Use Kubera’s currency conversion feature to automatically see the value of any of your accounts or assets in your preferred currency.
But tracking stocks and beyond is just half the battle, right?
To truly have all the info you need in these pre-recession times, you also must know how each asset is performing.
And Kubera has you covered there, too.
The Kubera platform is built to automatically find IRR for investments! Internal rate of return (IRR) is a similar metric to ROI, just more detailed and accurate.
As long as you have value, price, and cash flow plugged in, Kubera will add in holding time and find the IRR for any asset you hold — in your preferred currency! Then, we layer in performance reporting from leading indices and stocks for comparison purposes.
We consider all of this information to be critical in helping our fellow DIY investors see how their assets are performing. It’s the best way to make fast yet informed decisions around rebalancing and what to do with your money to make the most of an uncertain financial climate.
Asset performance is of course huge, but what about portfolio performance over time?
That’s exactly what we thought. So, we built out a recap feature, too.
Our recap screen takes all your data and crunches it to give you a birds-eye view of overall portfolio performance. You can get as detailed as a daily snapshot or as wide-angle as a yearly overview.
Now for the deets on that distinct type of “asset” we mentioned earlier — estate planning resources.
Kubera’s beneficiary management portal is a safe place to stash any wills, trusts, passwords, and other docs and resources associated with your portfolio. All you have to do is assign a beneficiary whom you want to gain access to these resources, and the rest of your Kubera portfolio, when you’re no longer able to supervise them.
This “dead man’s switch” feature ensures your family is never left out in the cold if an unforeseen event makes you unable to manage your portfolio.
Bottom Line: Global asset tracking, portfolio & asset performance recaps, and beneficiary features make Kubera ideal for diversified, modern investors.
Personal Capital: Combining DIY and White-Glove Portfolio Management
As a DIY investor, you’ve very likely heard of — and maybe even dabbled in! — Personal Capital.
Headquartered in California, Personal Capital has made a name for itself by offering free personal finance software where DIY investors can add their accounts and assets to take advantage of a:
- Net worth calculator
- Savings planner
- Budgeting tool
- 30-day cash flow overview
- Planner for retirement and education costs
- Fee analyzer to catch hidden expenses
- Investment check up tool to compare asset allocation
It’s pretty nice to be able to access this investment app for free! However, there’s a catch.
Personal Capital’s stock and portfolio tracker is actually a funnel for their sales personnel. Their goal is to get your information so they can upsell you on personalized investment management from their financial advisors. The cost of Personal Capital’s wealth management service starts around .89% of the value of assets under management (AUM).
Bottom Line: Personal Capital is best for investors who want professional investment advice and management services.
Beanvest: A Sharesight-Like Platform with Expanded Tooling
Developed by a French engineer, Beanvest is another stock portfolio tracker that boasts tons of features and aims to differentiate itself based on its modern, clean, and easy-to-use layout.
And we have to admit that it’s great looking! That might make it a better fit for beginners who are just figuring out their investment workflow, as well.
One of Beanvest’s biggest claims is that it enables DIY investors to track and calculate performance (including dividends, brokerage fees, and more) across hundreds of thousands of stocks, ETFs, mutual funds, and even cryptocurrencies. It’s also committed to helping investors benchmark investment portfolio performance against the S&P 500, get a visual on allocations to understand exposure, and more.
Interested investors can use Beanvest for free, and upgrade to a paid plan if they want to track more portfolios and holdings and access more features.
Bottom Line: Beanvest is for the slightly more diversified investor who prioritizes ease of use and simplicity in financial tools.
Morningstar Investor: Insights for the Hands-On DIY Investor
U.S.-based Morningstar Inc. has been a mainstay for investment research, analysis, reviews, and ratings for decades now.
From Morningstar comes Morningstar Investor, a portfolio tracking tool injected with the investment advice the firm has become known for.
Morningstar Investor is a platform where DIY investors can add and track their investment accounts, take advantage of the Portfolio X-Ray feature to get a deeper understanding of every asset, view investment ratings, receive insights from Morningstar that are tailored to their assets and goals, and create watchlists to keep track of all of these insights.
Bottom Line: Morningstar Investor is best for hands-on investors who are committed to using its guidance to actively choose their own stocks and funds.
Morningstar Direct: An Advisor-Focused Market Analysis Platform
Also from Morningstar Inc. we have Morningstar Direct, a stock portfolio tracker for the other half — investment professionals.
With a suite of tools for building investment strategies that align with client goals and the deep investment knowledge that keeps asset managers abreast of important industry news, Morningstar Direct is laser-focused on helping investment advisors fulfill their clients’ objectives.
In addition, branding, messaging, and customizable reports enable financial professionals to communicate their unique angle and value with their customers — an important element as pre-recession market activity has many investors acting out of emotion instead of logic.
Bottom Line: Morningstar Direct offers client and portfolio tracking and management for today’s investment professionals.
There’s Only One Choice for Diversified, Global Investors
For the investors whose assets, curiosity, and potential know no bounds — there’s really just one choice when it comes to the best portfolio tracker for stocks and beyond.
Working with a financial advisor? That’s no problem. All they have to do is install Kubera’s white-label solution to enable you to work together even more flawlessly.
Get started with Kubera today and find out why it’s the choice of global, diversified investors even during times of financial uncertainty.