With the rise of personal investing, having a good investment dashboard to track your holdings has become increasingly important. A decent investment dashboard allows you to see all your investments in one place, monitor performance, and make data-driven decisions. However, many quality investment dashboards have hefty subscription fees. This leaves many personal investors searching for the best free investment dashboard. In this article, we will compare the top free investment dashboards and examine their key features.
Personal Capital offers powerful free investment tracking
Personal Capital offers one of the most fully-featured free investment dashboards. It syncs with over 15,000 financial institutions to automatically track all your investment accounts and transactions in one place. The intuitive dashboard allows you to see your asset allocation across account types, monitor investment performance, and analyze fees. Personal Capital also provides useful tools like retirement planning, net worth tracking, and cash flow analysis. The free tier provides nearly all the functionality of Personal Capital’s paid advisory services. The only limitation is lack of one-on-one guidance from a human advisor. Overall, Personal Capital stands out as a top choice for DIY investors wanting a robust yet free investment tracking solution.
SigFig delivers solid fundamentals tracking for free
SigFig is another leading free investment dashboard. It connects to over 10,000 financial institutions to automatically sync your external accounts. The dashboard provides an at-a-glance view of your asset allocation and investment performance. You can drill down to analyze risk, returns, fees, and other fundamentals across your holdings. SigFig also includes useful retirement planning and net worth tools for free users. The platform is easy to use with a clean, minimalist interface. The main limitations are lack of tax-optimization and cash flow analysis features. But overall, SigFig covers the core fundamentals for most personal investors at no cost.
Mint provides basic investment tracking for free
Mint is a popular free personal finance app that also offers investment tracking capabilities. It connects to your financial accounts to automatically track balances and transactions. The investment section of Mint’s dashboard shows your holdings across account types. It also tracks investment performance over time and categorizes your assets into stocks, funds, and other groups. However, investment analysis is limited compared to Personal Capital and SigFig. There are no advanced features for analyzing risk, returns, or fees. Mint also lacks retirement planning and cash flow analysis tools. So while Mint provides sufficient basic investment tracking for casual investors, serious investors may want a more powerful solution.
Personal Capital, SigFig, and Mint are three leading free investment dashboards for personal investors. Personal Capital stands out as the most fully-featured, providing robust tracking and analysis comparable to paid platforms. SigFig offers solid fundamentals tracking with a clean and simple interface. And Mint provides sufficient basic tracking for casual investors on a budget. The best free investment dashboard depends on your specific needs and level of analysis required.