Investment Tracker Tools: Stay on Top of Your Portfolio with these Innovative Apps

Looking for the best investment tracker tools to manage your portfolio? Look no further! Our article highlights the top innovative apps that can help you stay on top of your investments and make informed decisions.

Investing in the stock market can be a lucrative way to grow your wealth. However, managing an investment portfolio can be overwhelming, especially when you have multiple investments across various accounts. That’s where investment tracker tools come in. These apps provide an effective way to manage all your investments in one place, ensuring you get a clear overview of your portfolio performance at all times.

Why Investment Tracker Tools are Essential for Investors

Investment tracker tools are designed to simplify portfolio management for investors. Here are some reasons why these tools are essential:

Simplifying Portfolio Management

All your investment accounts can be synced with investment tracking apps, making it easier to manage your portfolio, even if you have investments across different brokers or platforms. Once you link your investment accounts, you can monitor your portfolio’s performance without logging in to individual accounts. This means that you can save time and effort by having all your investment information in one place.

Investment tracker tools also provide you with a comprehensive view of your portfolio, allowing you to analyze your investments and identify any gaps or areas that need improvement. With this information, you can make informed decisions about how to allocate your assets and which investments to focus on.

Real-time Monitoring and Alerts

With investment tracker apps, you will receive real-time updates on your portfolio’s performance. These apps can alert you to market changes and investment opportunities, ensuring that you stay on top of your investments. You can set up alerts for specific stocks or funds, so you can be notified when they reach a certain price or when there is a significant change in their performance.

Real-time monitoring also allows you to react quickly to market changes or news that may impact your investments. You can make changes to your portfolio as needed, without having to wait for your broker to make the changes for you.

Informed Decision Making

Investment tracking apps offer insights into your portfolio performance, including your gains, losses, and asset allocation. With this information, you can make informed decisions about when to buy or sell investments. You can also use this information to evaluate the performance of your investments over time and make adjustments to your portfolio as needed.

Additionally, investment tracker tools can provide you with research and analysis on specific stocks or funds. This can help you make informed decisions about which investments to add to your portfolio or which ones to avoid.


Investment tracker tools are essential for investors who want to simplify portfolio management, stay informed about their investments, and make informed decisions about their portfolio. With real-time monitoring, alerts, and insights into portfolio performance, these tools can help you achieve your investment goals and maximize your returns.

Top Investment Tracker Apps to Consider

Investing your money can be a great way to build wealth over time. However, it can be challenging to keep track of all your investments, especially if you have multiple accounts. Luckily, there are several investment tracking apps available that can help you manage your portfolio and stay on top of your investments. Here are some of the top investment tracking apps that are worth considering:

Personal Capital

Personal Capital is a popular investment tracking app that offers a comprehensive view of your investments, allowing you to track both your investment and retirement portfolios. The app updates your portfolio’s performance every 15 minutes so that you get real-time performance updates. In addition to investment tracking, the app has a net worth calculator, a budgeting tool, and retirement planning features. With Personal Capital, you can get a complete picture of your financial health.


Mint is another popular personal finance app that offers free investment tracking. It integrates with various financial institutions, making it easy to sync your investment portfolio with the app. Mint offers personalized investment advice, alerts and notifications, and budgeting tools. The app also provides suggestions for ways to save money and reduce your expenses, which can help you free up more money to invest.

Morningstar Portfolio Manager

The Morningstar Portfolio Manager is a powerful investment tracking app, providing you with a complete view of your investments across multiple accounts. You can track your investments, monitor stocks, and access real-time market data. The app offers a global investment view and helps investors assess the impact of fees on their investments. Morningstar also provides research and analysis on various investment opportunities, which can help you make informed decisions about your portfolio.

SigFig Wealth Management

SigFig offers a high-quality investment tracking app, which allows you to track your investment portfolio’s performance and optimize your holdings. The app includes performance reporting, research tools, and alerts. It also offers a digital advisor service that provides recommendations to help investors improve their portfolio’s performance. With SigFig, you can get personalized investment advice and insights that can help you achieve your financial goals.


Sharesight is an investment tracking app that tracks stocks, ETFs, and mutual funds across multiple platforms and accounts. The app generates detailed performance and tax reports, provides real-time updates on portfolio performance, and offers insights into global stocks and markets. Sharesight also offers a range of portfolio management tools, including automatic dividend tracking and performance attribution analysis. With Sharesight, you can stay on top of your investments and make informed decisions about your portfolio.

Overall, there are many investment tracking apps available that can help you manage your investments more effectively. By using one of these apps, you can get a complete view of your portfolio, track your investments’ performance, and make informed decisions about your financial future.

When it comes to investing, it’s important to keep track of your portfolio’s performance and make sure that you are optimizing your investments. This is where investment tracker apps come in handy. Not only do they allow you to keep track of your investments, but they also offer a range of features that can help you make informed decisions about your portfolio.One of the key features to look for in an investment tracker app is portfolio performance analysis. This feature provides you with a comprehensive overview of your portfolio’s performance, including performance charts, gains, losses, and asset allocation. With this information, you can make informed decisions about which investments to hold onto and which ones to sell.Another important feature is asset allocation and diversification. This is essential to reducing investment risk. The app should allow you to track your portfolio diversification and suggest ways to improve it. By diversifying your portfolio, you can spread your risk across multiple investments, reducing the impact of any one investment’s performance on your overall portfolio.Tax optimization tools are another important feature to look for in an investment tracker app. These tools can help you optimize your taxes, including tax-loss harvesting and tax-efficient investing. By minimizing your tax liability, you can maximize your investment returns.Customizable alerts and notifications are also important. The app should allow you to customize alerts and notifications, so you stay informed about market changes and investment opportunities that matter to your portfolio. This can help you make timely decisions about your investments, ensuring that you are always ahead of the curve.Finally, integration with other financial tools is important. Investment tracker apps should integrate with other financial tools, such as budgeting, retirement planning, and digital advisor services, to provide you with a complete financial overview. By having all of your financial information in one place, you can make informed decisions about your investments and financial future.In conclusion, choosing the right investment tracker app can make a big difference in your investment strategy. By looking for key features like portfolio performance analysis, asset allocation and diversification, tax optimization tools, customizable alerts and notifications, and integration with other financial tools, you can ensure that you are making informed decisions about your investments and maximizing your returns.

How to Choose the Right Investment Tracker App for You

Investing can be a great way to grow your wealth, but keeping track of all your investments can be overwhelming. That’s where investment tracker apps come in handy. These apps can help you monitor your investments, track your portfolio performance, and make informed investment decisions. But with so many investment tracker apps available, how do you choose the right one for you?

Assessing Your Investment Goals and Needs

The first step in choosing the right investment tracker app is to assess your investment goals and needs. Ask yourself what you want to achieve with your investments. Do you want to grow your wealth over the long term? Are you saving for a specific goal, like retirement or a down payment on a house? Understanding your investment goals will help you choose an app that aligns with your needs.

Once you’ve identified your investment goals, consider the features you need in an investment tracker app. For instance, a long-term investor may need an app that offers retirement planning features, while a short-term investor may require an app that provides real-time performance updates.

Comparing Costs and Fees

Investment tracker apps come with varying costs and fees. Some apps are free to use, while others charge a monthly or annual subscription fee. Some apps may also charge a fee for certain features, like tax-loss harvesting or portfolio rebalancing. Ensure that you compare the costs and fees of different apps before settling on one.

Remember, the cheapest app may not always be the best option. Consider the value you’re getting for your money. A more expensive app may offer more features or better customer support, which could be worth the extra cost.

Evaluating User Experience and Interface

The investment tracker app’s interface and user experience should be easy to use and access. A complicated app may be frustrating for the user to navigate and deter the user from using it. Look for an app with a clean and intuitive interface that makes it easy to view your portfolio performance, track your investments, and make trades.

You may also want to consider whether the app has a mobile version or is only available on desktop. If you prefer to manage your investments on-the-go, a mobile app may be a better choice.

Considering Security and Privacy Measures

Investment tracking apps should have strong security and privacy measures to ensure that your investment data is protected from hackers and unauthorized access. Look for an app that uses 256-bit SSL encryption to protect your data and offers two-factor authentication for added security.

You may also want to consider whether the app is regulated by a financial authority, like the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). Regulated apps are required to follow strict security and privacy guidelines to protect their users.

Choosing the right investment tracker app can help you stay on top of your investments and make informed decisions about your portfolio. By assessing your investment goals and needs, comparing costs and fees, evaluating user experience and interface, and considering security and privacy measures, you can find an app that meets your needs and helps you achieve your investment goals.

Tips for Maximizing the Benefits of Investment Tracker Tools

Investment tracker apps are a great way to keep track of your investments and make informed decisions. However, to get the most out of these tools, it’s important to use them to their full potential. Here are some tips for maximizing the benefits of investment tracker tools:

Regularly Update and Monitor Your Portfolio

One of the most important things you can do to maximize the benefits of investment tracker tools is to regularly update and monitor your portfolio. This means checking in on your investments on a regular basis and keeping track of how they’re performing over time. By doing so, you can identify trends and make informed decisions about when to buy or sell.

It’s also important to regularly update your portfolio with any new investments you make. This will ensure that your tracker is always up-to-date and giving you an accurate picture of your overall investment portfolio.

Utilize In-App Educational Resources

Many investment tracking apps offer educational resources, such as articles and videos, to help you make informed investment decisions. These resources can be a great way to learn more about investing and stay up-to-date on the latest trends and news.

Make sure to take advantage of these resources by reading articles and watching videos on a regular basis. This will help you stay informed and make better investment decisions over time.

Set and Track Personal Financial Goals

Setting financial goals can be a great way to stay focused and motivated when it comes to investing. Many investment tracking apps offer goal-setting features that allow you to set and track your progress towards specific financial goals.

When setting goals, it’s important to make them specific, measurable, and achievable. This will help you stay focused and motivated over time. And by tracking your progress towards these goals, you can see how far you’ve come and adjust your investment strategy as needed.

Stay Informed about Market Trends and News

Investment tracking apps offer real-time market data and news updates, which can be a great way to stay informed about market trends and news. By staying up-to-date on the latest developments in the market, you can make informed investment decisions and adjust your strategy as needed.

Make sure to check your app regularly for updates and news alerts. And don’t be afraid to dig deeper into the data to get a better understanding of what’s happening in the market.

By following these tips, you can get the most out of your investment tracking app and make informed decisions that will help you achieve your financial goals over time.


Investment tracker apps provide investors with a simple way to manage their investment portfolios and maximize their investment returns. In choosing an app, it’s essential to select one that aligns with your investment goals and needs. By utilizing the app’s key features and following the tips shared in this article, you can stay on top of your portfolio, make informed decisions, and grow your wealth.



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Mojek Money is a powerful personal finance tracker engineered for growth. Mojek helps you to bring all your finances in a single platform by directly connecting it to your banking and investment  and provide insights on investments and spending behavior.

Made with ❤️ in India | Copyright © 2023, Mojek Money

What is Mojek Money?
Mojek Money is a brand new personal finance and wealth management app designed to help you easily stay on top of your money and reach your financial goals with confidence! Mojek Money brings together everything from investments, spending, balances, your credit score and more. Access your financial life in one powerful app.

Is Mojek Money a bank?
No, Mojek Money is not a bank and does not have its own bank charter but works with industry leaders across the financial and technology industry to bring the best of both worlds to create what we believe is a radically better way to bank and manage your finances. Mojek Money is primarily a personal finance and wealth management app.

How does Mojek Money work?
Mojek is easy to use and get started. Create an account using your email and mobile number, and you’re ready to go! Securely link your accounts from banks, investments to loans. Get 24/7 access to all your financial data, so you can reach your financial goals with powerful tools, personalized insights, and more.

Why should you use a personal finance or wealth management app like Mojek Money?
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Is Mojek Money free to use?
Mojek Money is currently free to use. However, in the future, we may decide to activate a premium plan in order to sustain our business and provide top class service and application to you. If you’re concerned about taking the plunge, don’t be—currently Mojek Money is complete free so you can make sure we’re the right fit for you.

How is Mojek Money different from other personal finance apps?
Mojek Money lets you see your entire financial picture at a glance. Create categories so you can follow your investments and spending habits in real-time. Set up savings goals to reach your dreams of financial freedom.There are too many great features to list them all, but here are a few highlights:
Mojek Money is the best of both worlds. Get a consolidated view of all your bank accounts, loans, credit cards, and investments in a dashboard that’s clean, simple, and easy to understand.
FLEXIBILITY: Mojek Money is designed to let you see your money the way you want to. Set up your own categories, limits, watchlists, and spending plan without getting bogged down in the details. It’s the app that’s tailor-made just for you.
A POSITIVE APPROACH: Mojek Money’s glass-half-full attitude helps you meet the goals you set, encouraging you along the way and celebrating your success.

What are the various platforms Mojek’s is linked with?
Mojek Money currently is linked with various financial institutions – Banks, equity(stocks), mutual funds, and cryptocurrency. Mojek Money is working closely with other financial and wealth management apps. Mojek Money currently links with the following applications:


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Is Mojek Money available as a mobile app?
Mojek Money is currently available for Android and iOS on the Google and Apple store in India only.

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