Features investment tools

Ripsaw LLC is a software company. Hit enter to search or ESC to close. Close Search. Tools designed for implementing a disciplined wealth management process for all your assets and liabilities. Play Video. Balance Sheet and Accounts Your Balance Sheet and individual accounts have access to all of your web-based bank, brokerage, tax-deferred and loan accounts through connected accounts. Customizable Benchmark Your uniquely selected set of actual investment funds defines your benchmark risk tolerance strategic asset allocation.

Investment Screener The advanced Investment Screener is designed to be an efficient tool to search and add securities with specific risk exposures and characteristics to accounts in order to achieve your desired wealth portfolio strategy.

Wealth Portfolio Dashboard Monitor your wealth from any of your devices. Daily Performance Breakdown Comparison Compare the changes in value of each of your portfolio holdings with that of your customized benchmark as a source of performance attribution.

Benchmark Deviation Indicator Portfolio benchmark deviation indicators help avoid drifting too far away from your objectives. Configurable Data Views Create custom views , filter and sort, and analyze over 70 reference data and risk exposure dimensions.

Holdings Analysis The Holdings Analysis feature allows the user to view their wealth portfolio by each investment. Revise for Life Events You can simulate adding new assets and liabilities to your portfolio with easy-to-use wizard-based revisions for life events such as an annuity purchase, receiving social security or pension benefits, home and vehicle purchases or sales.

Youll want to make sure whichever investment app you choose offers a quality web-based experience and customer service so that should you decide to expand past your investment apps main platform youll be well served.

To make our selections, we focused on costs and fees, app features, types of accounts available, investment products available, and beginner-friendly features to manage your investment account on the go.

New to investing? Our list of the best brokers for beginners cuts through the noise and offers a curated selection of brokers with low fees, low account minimums and helpful educational resources. Many or all of the products featured here are from our partners who compensate us.

This may influence which products we write about and where and how the product appears on a page. However, this does not influence our evaluations. Our opinions are our own. The investing information provided on this page is for educational purposes only. NerdWallet does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks or securities.

When youre a beginner investor, the right brokerage account can be so much more than simply a platform for placing trades. It can help you build a solid investing foundation functioning as a teacher, advisor and investment analyst and serve as a lifelong portfolio co-pilot as your skills and strategy mature.

Just because youre new to investing doesnt mean youre tight on money. Maybe youre the lucky recipient of an unexpected inheritance or your small start-up finally made it big. Maybe you hit a casino jackpot or just won the lottery. Lots of cash sitting in your bank account loses value over time due to inflation and a concept called the time value of money.

Smart investments can help you lessen your tax burden, earmark money for your heirs and safeguard yourself against economic uncertainty. Experts strongly suggest consulting an accountant or financial advisor if youve recently received a large windfall but have little to no investment knowledge. A good planner can help you explore your options and discover the right solution for you and your family. Stockpile allows fractional share investing and supports the gift of stock through gift cards, which makes it perfect for the youngest investors.

If you are a parent, grandparent, aunt, uncle, or another relative who wants to help a child in your life learn how the stock market works, Stockpile is perfect for your needs. It makes it easy to gift stock and keep tabs on the account of a minor. Strategize: Develop an investing style, such as buy and hold or short-term trading. Find stocks to trade: Analyze news and research to find trading opportunities. Index funds: Consider incorporating low-cost index funds such to gain broad market exposure.

If you want to invest, then you may need to familiarize yourself with mutual funds at some point. Enter John C. Bonus; Personal Capital vs. Mint vs. Quicken — Which One is Best? The best portfolio tracker is the one that works for you.

Personal investing software should handle a growing investment portfolio since setting up an investment tracker takes time, make your decision after thorough review. Some of you might need a complete portfolio analysis tool, others want online investment software, while for many a simple portfolio tracker app is just fine.

YahooFinance Portfolio Tracker — This free investment portfolio tracker allows you to import from a spreadsheet or manually input your portfolio. The portfolio analyzer offers a list of investments with details including fundamentals, performance, news, and risk analysis.

Ticker app — Available for iOS and android devices, offers the opportunity to monitor multiple portfolio with colorful charts and graphs. The free stock tracking app shows positions, profits, losses, and news. Holdings must be manually input. We use it regularly to analyze our investment portfolios. The online portfolio analysis tools include; backtesting, Monte Carlo simulation, tactical asset allocation and optimization and more. Sharesight is a portfolio tracker with automatic holding updates, tax, and performance reporting.

The first ten holdings are free. Sharesight, this investing portfolio management software also checks your dividends and stock splits, providing accurate performance data. Investment management software is a computer program or tracker that allows you to view details about your investments.

Features include purchase, sale, dividends, capital gains, and price data. The software enables you to analyze your investments and find out which are preforming best and those that are lagging.

The best portfolio tracker app depends upon your own personal needs. In fact, many investment brokers offer their own tracker apps.

Although to look at your investments that are owned in several accounts, we like the free portfolio tracker app from Personal Capital, due to the vast number of features. The broad category of investment tools includes many money management apps that span the budgeting, saving, and investing software sphere. Mint is a great starter investment tool. For budgeting, YNAB is quite popular.

To begin investing and learn, consider investigating the best robo advisors. When it comes to sophisticated investment portfolio analysis tools — Personal Capital is best. For basic budgeting and money management, Mint is best. Investment portfolio analysis software is useful to track returns, asset allocations and individual investment performance.

From DIY spreadsheets to robo-advisors , there are many available options. Regardless of which option you choose, the free Personal capital dashboard provides excellent investment insights and is quick to set up. In addition to these best investment portfolio management software, there are many additional low fee robo-advisors for your investment management needs. Check out our ever-growing Robo-Advisor Reviews section. Disclosure: Please note that this article may contain affiliate links which means that — at zero cost to you — I might earn a commission if you sign up or buy through the affiliate link.

Personal Capital is my favorite because it will analyze and track your investment portfolio for free. If you create an account on Personal Capital, expect constant phone calls to your house phone, your smart phone, emails…in other words, prepare to be bombarded. Ryan, I use the free Personal Capital software and receive infrequent calls.

In fact no more than a few times per year. And when I explain that I manage my own investments, they are quite courteous. I really appreciate the free software and think an occasional phone call from the company is a tiny price to pay for this free software.

Hi Curtis, How do you like Personal Capital? Do you find it helpful? I suppose not all investors receive a phone call. I assume that only those eligible for the paid Personal Capital Advisors will be contacted. I just started a Personal Capital account to check them out.

Lots of folks in the personal finance blogging space use them. I never hear bloggers talk about that part.

I agree with you, Barbara. Having this kind of software for free is worth a few contacts. I wanted to see how Personal Capital stacked up on that side. I do, however, want to recommend services like this for people who want to do it themselves.

Money Management Makes you aware about spending trends, upcoming Bills and recurring charges. Expense Tracking See your Income and Expense calculations at one place to easily understand your monthly Cash Flow and create a workable Savings plans for the future.

Calendar View See your spend Trends and Patterns over time. Bills Management Upload and save your receipts of business transactions for tax purposes to the secure document vault.

Reminders Get Reminders in advance about upcoming and recurring Bills so that you don't miss any payments or default on your important Bills.