Here are some of the best portfolio management software tools available in 2024:
- Quicken Premier:
- Founded in 1982, Quicken is one of the oldest portfolio management software platforms. It caters to both beginners and advanced investors, allowing you to track a wide range of assets, including stocks, mutual funds, options, bonds, ETFs, and real estate. Quicken provides customizable reports, extensive retirement planning tools, and an all-inclusive budgeting feature.
- Fidelity Active Trader Pro:
- Fidelity’s Active Trader Pro offers robust portfolio management features. It’s suitable for active traders and investors, providing tools for analyzing investments, tracking performance, and managing accounts.
- eMoney Advisor:
- eMoney Advisor combines financial planning with portfolio management. It’s designed for financial advisors and offers comprehensive features for investment tracking, goal planning, and client communication.
- Personal Capital:
- Personal Capital caters to high-net-worth individuals. It provides a holistic view of your finances, including investment accounts, net worth, and retirement planning. The platform also offers a free version.
- Delta Investment Tracker:
- Delta is suitable for both beginners and sophisticated investors. It allows you to track your investment portfolio, analyze gains and losses, and manage risk.
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