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RBS 079: 3 Best Portfolio Trackers to Monitor Your Stocks, ETFs, Mutual Funds and Crypto


Episode 79


Here are 3 of my favorite portfolio trackers, starting with Personal Capital--https://robberger.com/go/personal-cap...

A portfolio tracker helps to manage multiple investment accounts, including retirement and taxable accounts, as well as HSAs. The best portfolio trackers are free or low cost, offer an easy user interface, and provide useful information about your portfolio.

My favorite is Personal Capital. It's free, offers excellent tools to evaluate asset allocation, investment fees and retirement readiness. And its combination of charts and tables make understanding the data very easy. It tracks my dividends and interest. And while I don't own crypto, Personal Capital can track the value of digital tokens for those who own Bitcoin, Ether, and other coins.

There are other options, of course. In this video I cover 3 of the better investment trackers. In the article linked to below, I go over 8 options.


Published on 2 years, 4 months ago






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