best portfolio tracking

How to Pick the Best Portfolio Tracker – 10 Must-Have Features.

What is a portfolio tracker?

The best portfolio trackers go full circle

Best portfolio tracker covers all stages of the investment process

Portfolio insights

Portfolio optimization

Portfolio monitoring

The 10 must-have features in a portfolio tracker

1. Investment account aggregation

2. Portfolio-level analytics

3. Performance at Portfolio and Holdings Level

4. Dividend Tracker

5. Stock research tools

6. Portfolio monitoring tools

7. Transactions

8. Pricing

9. Overview of the market action

10. Customer support and community insights

Conclusion: Don’t settle for anything less than the best portfolio tracker

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