AAII's Guide to Top Web Sites
| Portfolio Tracking |
| Portfolio tracking services allow the user to monitor a portfolio. Typically, these websites will send email alerts as portfolio holdings or holdings in a watchlist fluctuate in value or as relevant news becomes available. The top sites track a large number and wide range of securities and holdings, update their data frequently and send timely alerts. Certain sites provide the ability to sync with your brokerage accounts, making it unnecessary to manually update transactions. |
 Morningstar.com |
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www.morningstar.com
FREE-$185/yr. (free 14-day trial)
Where to Find:
Choose Portfolio.
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Morningstar allows you to import portfolios using Quicken, Excel and websites such as MSN Money and Yahoo! Finance. Tracks the current price, price change, shares held, market value, percentage weight and Morningstar rating in the summary page. Also provides news and opinions, gain/loss tables, fundamentals and insights. Four different views with 75 data points are available, along with a section that charts performance. The X-Ray function, a Premium feature, reports your portfolio's weaknesses in asset allocation, and the Stock Intersection Analyzer lists any stock overlap in your mutual funds. The Risk Analyzer evaluates how your securities interact and measures overall portfolio risk. A nightly email is tailored to your alert settings, such as changes in ratings, estimates and financials; news; actions such as splits and dividends; performance; and price movements. Portfolio views are printable. A comprehensive help section that includes data definitions is now available. A comprehensive report can be printed on your portfolio as a whole that incorporates several Premium features (only available to Premium subscribers).
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| SmartMoney.com |
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www.smartmoney.com
FREE-$58/yr. (free 14-day trial)
Where to Find:
Click on Tools and then click on Portfolio.
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Track total portfolio value and the day's gain/loss, along with a breakdown showing the cost, price, current value and gain/loss of each holding. Transactions page lists the commissions, total shares, average cost and total amount of each holding. Also tracks buys, sells and dividends. Portfolio transactions can be imported from Quicken and Microsoft Money and exported as a CSV or Excel file. Offers several analysis tools including performance chart and map, allocation chart and benchmark comparison. Email alerts can be sent as a daily summary or more frequently with intraday price movements. Current view can be customized and printed. At the bottom of your portfolio, relevant news items and press releases are listed.
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| wikinvest |
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www.wikinvest.com
FREE |
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Portfolio tracker can synchronize with all major brokerages such as Vanguard, Scottrade, Fidelity and TD Ameritrade. The tracker provides a real-time picture of your combined portfolio performance. The dashboard consists of news, summary, performance and fundamentals. You can customize each to display data of personal interest. Performance is represented as time-weighted returns in accordance with Global Investment Performance Standards, meaning cash deposits or withdrawals will not impact portfolio performance. The portfolio tracking tool also offers portfolio briefing emails and breaking news alerts. One of the top free websites available for portfolio tracking, but in order to sync it with your brokerage accounts, you must provide your login and password information. Make sure you are comfortable with providing this information to a third party before using this site.
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