It displays real-time balance data from your Fidelity accounts and linked outside investment accounts, showing a holistic view of your portfolio performance over time. Best for Sophisticated Insights Without an Advisor: Fidelity Full Viewįidelity Full View is a free add-on to your Fidelity investment account. More than a dozen portfolio analysis and research tools, including buy/sell optimizer, buy/hold comparison, investment watchlists, and moreĤ.Option to link private investments, such as equity or stock options in privately held companies.Chart visualization for actual and target portfolio allocations (pictured) to show you how far off-balance your portfolio might be.Quicken Premier has some additional features included in the monthly price: These include personalized insights to maximize tax savings and automatically generated tax reports that help active traders corral dozens, hundreds, or even thousands of cost basis figures come tax time. One standout capability is its robust tax management tools. Unlike Mint, Quicken Premier is not free - you’ll pay about $6 per month to use it - but its investment tracking interface is much more sophisticated. Quicken Premier is another piece of high-octane budgeting software that lets you track your investments in real time. A bill negotiation service that could trim your fixed expensesģ.A spend tracker that automatically tracks your cash flow in real time.Personalized insights that may help you find extra cash to save or invest.Customizable budgets that let you create your own categories and spending limits.Mint has some other useful features for folks looking to increase their financial literacy and well-being: Those might include nudges to contribute more to tax-advantaged investment accounts, ideas for managing investment risk, or suggestions about financial products that might fit your needs. Alongside your investment positions and allocations, you’ll see insights and tips to improve your financial capacity and literacy (pictured). Where Mint really stands out, though, is in its approach to user education. You can sync virtually any outside account with your Mint account, including your investment portfolios, and gain real-time insights into market movements, allocations, and more. Today, Mint is still free, but it’s now much more comprehensive than the spreadsheet-based app of yore. Mint got its start as a humble piece of free budgeting software - one that spawned dozens of imitators and sparked a revolution in personal finance. Best for Increasing Your Financial Literacy: Mint Bespoke services for high-net-worth individuals and families, starting at $1 million under managementĢ.Financial calculators for loan payments, compound interest, and more.Hands-on wealth management services for users with at least $100,000 to invest - this is how Personal Capital makes money.Personal Capital has some additional features worth noting too: ![]() A fee analyzer that shows how much you’re really paying to manage your portfolio.An asset allocation chart that shows how your portfolio breaks down by asset type, sector, and other factors.A retirement simulator (pictured below) that shows how much you’re on track to retire with and your chances of reaching your financial goals in retirement.You can also take advantage of some super-useful tools that pull from your synced accounts: ![]() ![]() Once that’s done, you’ll have a real-time view of your account balances, positions, and asset allocations. You can sync virtually any U.S.-based investment account to your Personal Capital account. It’s built to give you a single-screen view of your entire net worth: your bank account balances, investment positions, loan balances, cash value life insurance positions, real estate equity and mortgages, even car equity and auto loans. ![]() Personal Capital’s position is further strengthened by its comprehensiveness. And there’s no fee to use its investment tracking capabilities. Personal Capital earns the top spot on this list thanks to a constellation of features that make it appropriate for all sorts of investors - from seasoned day traders to committed index investors.
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