

It also doesn't come with a retirement planner or fee analyzer. Unlike Personal Capital, however, it does not provide any meaningful data on asset allocation. It connects to major cryptocurrency exchanges, and provides a feature to keep track of insurance policies. It does allow you to track the value of a variety of assets, such as domain names. You can connect investment accounts and it will bring in your positions and balances.

It is a paid tool ($15 a month), but has a fairly limited set of features. I've included Kubera in the list more for its potential than its current feature set. For those who want to monitor a portfolio of funds, including their asset allocation, Delta is not an ideal fit. It does support connections with about 20 crypto exchanges, not helpful to me since I have no positions in Bitcoin or other crypto currencies.Īs such, Delta is best for those who want to track Bitcoin and other digital currencies or a stock portfolio. As such, most investments must be entered manually. The app indicates that this feature is coming, but it's not clear when that will happen. The big drawback to Delta is that it cannot connect to brokerage accounts. The app can track cryptocurrencies, stocks, funds, commodities, currencies, futures or bonds. It has a 4.8 out of 5 star rating in the App Store.
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The Delta Investment Tracker comes as an iOS or Android app only. This is the one tool on the list I've not used extensively. No cash balance or cash flow is included in the calculation.While EquityStat doesn't come with a robust set of features, it has an excellent user interface that makes tracking a portfolio's performance easy. Please note all regulatory considerations regarding the presentation of fees must be taken into account. Backtested results are adjusted to reflect the reinvestment of dividends and other income and, except where otherwise indicated, are presented gross-of fees and do not include the effect of backtested transaction costs, management fees, performance fees or expenses, if applicable. Actual performance may differ significantly from backtested performance. Further, backtesting allows the security selection methodology to be adjusted until past returns are maximized. Since trades have not actually been executed, results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity, and may not reflect the impact that certain economic or market factors may have had on the decision-making process. Specifically, backtested results do not reflect actual trading or the effect of material economic and market factors on the decision-making process. Backtested performance is developed with the benefit of hindsight and has inherent limitations. This information is provided for illustrative purposes only. No representations and warranties are made as to the reasonableness of the assumptions. Certain assumptions have been made for modeling purposes and are unlikely to be realized.

Changes in these assumptions may have a material impact on the backtested returns presented. General assumptions include: XYZ firm would have been able to purchase the securities recommended by the model and the markets were sufficiently liquid to permit all trading. Backtested results are calculated by the retroactive application of a model constructed on the basis of historical data and based on assumptions integral to the model which may or may not be testable and are subject to losses. The results reflect performance of a strategy not historically offered to investors and does not represent returns that any investor actually attained. Backtested performance is not an indicator of future actual results. Disclaimer: The TipRanks Smart Score performance is based on backtested results.
