7 Best financial investment tracking software

Milan Stanojevic
by Milan Stanojevic
Deputy Editor
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Affiliate Disclosure

  • If you’re looking for the best financial investment tracking software, Personal Capital is worth a close look.
  • BankTree and Mint also earned a fair place next to the world’s largest investment software.
  • Tracking several accounts is not an impossible mission. Just use our Financial management section and learn to master this challenging task.
  • Bookmark our Accounting & Tax Software Hub too and become an experienced investor.
financial investment tracking software tools

Many people deal with high levels of spending from buying gifts to traveling or holidaying at resorts away from home.

Sometimes tracking how much we fork out turns into a challenging task. If you plan to make a change and get your finances in order, we’re here to help you out.

You basically need the best financial investment software to create a budget and track your finances and portfolio of stocks, mutual funds, bonds, and real estate among other investments.

We checked out the most popular options you may want to consider when deciding on the best you can use today.

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What’s the best financial investment tracking software?

Personal Capital

try out Personal Capital

This financial investment tracking software is the best among its rival brands and is the most popular software you can use to track investments.

With over 1 million users, tracking assets worth more than 226 billion dollars, it makes it easy to manage your entire financial life in one platform.

Personal Capital lets you link all your accounts to the dashboard so you can see your net worth and assess the health of your current portfolio with the Fee Analyzer or Investment Checkup tools.

You may even plan your future using the Retirement Planner or meet an advisor to discuss your investing strategy.

One of the benefits of using this software over having a broker is that your broker could be costing you thousands of cash from retirement savings in hidden costs, preventing you from retiring earlier.

The Fee Analyzer helps you spot such hidden fees in your accounts and funds.

For investors who need a long-term plan or high net worth private clients who want a robust financial plan and personalized services, it offers data-driven portfolio management.

From your dashboard, you can view your net worth, cash flow, portfolio balances and allocations, top gainers and losers, reports, spending, investment returns, and not only.

Personal Capital

Personal Capital

That's your chance to join investors around the world who already use this top finance software!

BankTree

try out BankTree

You can also take charge of your finances with BankTree. The online web application, desktop software tool, and intuitive mobile app are all part of a complete personal finance package.

This financial investment tracking software has a comprehensive interface, so you’ll find it easy to record income/expenditure and gain complete control over your investment tracking.

Those who use BankTree not only get easy to understand reports access but they can even pay bills in time by using the robust bill reminder calendar, as well.

Therefore, it seems to be the winning combination for all those looking for a personal and business all in one application.

First-class investment features of BankTree include:

  • 2048-bit secure connection
  • Incredibly easy dashboard navigation
  • Real-time budget stats
  • Customizable interactive reports with intuitive charts
  • Up-to-date market values for all your investments
  • BankTree Mobile app data easily synced with the desktop platform
  • Comprehensive video tutorials
BankTree

BankTree

There's one place to manage all your finances with ease! Use BankTree and you won’t regret your choice!
$40.00/year Buy it now

Looking for the best home finance software for PC to keep your budget in check? Here you’ll find our top picks!


Mint

try out Mint

This usually comes as another popular financial investment tracking software. You can sign up for free and use it to track and manage your financials all from one single screen.

Mint lets you compare your portfolio and finances to market benchmarks, and instantly see your asset allocation across investment accounts.

This includes 401(k), mutual funds, brokerage accounts, and IRAs. It also gives you advice and tips so you can know your investment style with the right tools.

To be more precise, it helps you identify unnecessary fees like those from investment advisors, brokerages and 401(k) providers, which reduce your investments’ long-term growth.

Once you sign up and sync your bank account, you’re only seconds away from financial freedom.

In terms of security, Mint puts your mind at ease first because it comes from the makers of TurboTax and QuickBooks.

These are trusted household names in the finance sector, plus it uses VeriSign to scan and ensure security for sensitive data transfer.

Another security feature is its multi-factor authentication designed to help you protect access to your account.

It does so by using a 4-digit code which only you can use to view your account, instead of just a login and password, plus you’re notified of account changes.

Touch ID is available if you prefer it, and if your device gets lost or stolen, you can delete all your account info remotely.

Get Mint here

SigFig

try out SigFig

This is a fairly new name in the financial investment tracking software industry, but it is a clever software tool that guides you towards better investment decisions.

With SigFig, you get complete transparency, summary reports, regular updates, a thoughtful transition of your assets with cutting-edge fee and tax-efficient strategies to reduce commissions and taxes.

Even more, you can share your investment goals in a simple questionnaire that lets the team get to know you and what you want to achieve.

You can also review your recommended investment portfolio that is tailored to you based on your goals and risk preferences.

SigFig also monitors your investments daily, rebalances automatically whenever you have extra dividends or interest or even cash.

On top of all these, it designs an optimal portfolio allocation to maintain diversification benefits across multiple asset classes, while considering tax implications.

With the mobile app built natively for your smartphone, you can check on your investments from wherever you are.

If you wish to speak to a human advisor, they’re also a phone call away.

Get SigFig here

Moneyspire

try out Moneyspire

This is a simple and easy to use, yet powerful financial investment tracking software that brings your financial life altogether in one place, without costly subscriptions or forced upgrades.

You can easily move from other finance applications, and you don’t have to put your data online.

With Moneyspire, feel free to fulfill tasks such as tracking your accounts and balances and get expenditure and income reports.

You may also enjoy reminders for bills and deposits or upcoming payments, generate detailed reports and charts to see where your money is going plus ease filing of tax returns.

Therefore, set budgets, forecast future account balances, reconcile banking statements, and use the mobile app to stay on top of your investments and finances anywhere from any device.

Moneyspire’s optional online banking functionality allows you to directly connect to your bank and automatically download transactions and pay bills.

If your bank doesn’t support this direct connection, Moneyspire Connect will come in handy.

Your data is stored encrypted on your hard drive and is never transmitted, plus you can optionally store your data in the cloud and work on your finances from anywhere.

The latest version has an improved user interface that’s more attractive and easier to read, new tags feature for enhanced categorization.

No less important, reporting of transactions, monthly comparison reports, and drag-and-drop import files are here included too.

Get Moneyspire here


Interested in similar software tools? Here you’ll find the best tax software for small business to make better decisions.


WeVest

try out WeVest

WeVest is a financial investment tracking software that brings all your accounts together and forecasts your entire financial future.

You can track your net worth, get your finances in order, optimize your savings, own your financial goals such as retirement planning, or buying a house.

Do so by simply telling WeVest what you want and they’ll tell you how to get there.

WeVest is safe and secure with 256-bit SSL encryption and AES-256 database encryption, plus they don’t store your address, credit card, or social security number.

They don’t even need your real name. When you join WeVest, you’ll learn how your net worth stacks up compared to other people like you.

You’ll also become better at allocating your money to maximize your future net worth and meeting your financial goals.

Your net worth will grow based on default recommendations or the custom plan you build yourself.

Investment accounts can be hard to compare and prioritize but WeVest focuses on net worth benefits and practicality of your different account options so you can make the right choices.

Get Wevest here

Sharesight

try out Sharesight

If you’re looking for a good financial investment tracking tool, perhaps you’ll be interested in Sharesight.

This is an online tool, and it provides automatic and comprehensive tax and performance reports. It is incredibly simple to use, so you should be able to find the desired data without any issues.

Sharesight allows you to import your trading history, so you can easily monitor corporate actions.

In order to keep a close eye on your investments, there are daily price and currency updates along with detailed reports.

If needed, you can also receive email alerts in order to keep a close eye on your stocks. It’s worth mentioning that this tool supports sharing, so you can easily share your tax reports with others.

This is great if you need to quickly share your information with your accountant for example.

Sharesight comes in several packages, and the Free plan gives you access to 1 portfolio and 10 holdings.

This package comes with automatic dividends and price alerts and it offers limited reporting.

If you want to get access to more advanced features and get full reports, you’ll need to purchase a monthly subscription.

Overall, Sharesight is a great tool if you want to monitor your finances, so you might want to try it out.

Overview:

  • Automatic Dividends & Adjustments
  • Email alerts
  • Mobile app
  • Broker email imports
  • Record unlisted investments
  • Portfolio sharing

Get Sharesight here

So, which one of these financial investment tracking software sounds good for your investments? Or do you have one you’re currently using that’s not listed here?

Share your opinion with us by dropping your comment in the section below.

FAQ: Learn more about the best financial investment tracking software

  • What is the best investment tracking software?

Personal Capital, BankTree, and Mint are all top choices, but there are many other options to pick from. You’ll find them all in this dedicated list.

  • What software do investors use?

Most investors rely on Personal Capital to track investments and manage their financial life with precision. They also use these top picks to track net worth.

  • Which is better Personal Capital or Mint?

Even if Mint is one of the most popular budgeting apps, Personal Capital is better thanks to features such as Personalized Investment Strategy and Full Financial Planning.

Editor’s Note: This post was originally published in December 2019 and has been since revamped and updated in June 2020 for freshness, accuracy, and comprehensiveness.