Best financial investment tracking software [2020 Guide]

Milan Stanojevic
by Milan Stanojevic
Deputy Editor
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financial investment tracking software

The festive season comes with high levels of spending from buying gifts, to traveling, or holidaying at a resort away from home, and food.

Sometimes tracking how much we fork out while merrymaking may not be a top priority because this the season of giving, and receiving.

However, the New Year comes and everyone has resolutions they hope to achieve, the top most being eating healthy, learning a new skill or hobby, and increasing savings or investments.

If you plan to get your finances in order ahead of the New Year, you’ll 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.

Best financial investment tracking software


Personal Capital

financial investment tracking software

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, Personal Capital, which offers free financial tools, 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, assess the health of your current portfolio with the Fee Analyzer or Investment Checkup tools, and 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, Personal Capital offers wealth and 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 so much more.

Sign up for Personal Capital financial investment tracking software



financial investment tracking software

This usually comes second to Personal Capital as another popular financial investment tracking software.

You can sign up for free to join Mint 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 such as 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, including identifying 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 who 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 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.

Sign up for Mint financial investment tracking software



financial investment tracking software

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

With SigFig, you get complete transparency, summary reports, regular updates, thoughtful transition of your assets with cutting-edge fee and tax efficient strategies to reduce commissions and taxes, plus 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, and it also 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 financial investment tracking software



financial investment tracking software

This is a simple and easy to use, yet powerful financial investment tracking software that brings your financial life all together 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, you can fulfil tasks such as tracking your accounts and balances, get expenditure and income reports, 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.

You can also 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, but 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 2018 version has an improved user interface that’s more attractive and easier to read, new tags feature for enhanced categorization and reporting of transactions, monthly comparison report, and drag-and-drop import files, plus so much more.

Get Moneyspire financial investment tracking software



financial investment tracking software

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 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, allocate your money to maximize your future net worth and meet your financial goals, and how 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 financial investment tracking software



sharesight investment tracking software

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. The tool is incredibly simple to use, so you should be able to find the desired data without any issues.

The tool 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.


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

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 with us by dropping your comment in the section below.

Editor’s Note: This post was originally published in December 2017 and has been since revamped and updated for freshness, accuracy, and comprehensiveness.