Investment Tracking Tools

The Best Investment Tracking Tools

Maximize Your Investments Using Tracking Tools

In the era of mobile banking and commission-free trading, managing diversified investment portfolios can become a full-time job demanding diligent oversight. But what if robust analytics dashboards could consolidate scattered holdings into unified views – distilling volumes down to digestible insights powering decisions through market turbulence?

Investment tracking tools are software or applications that help individuals monitor and analyze their investment portfolios. They provide insights into performance, asset allocation, and market trends to inform better investment decisions.

Advancements in fintech place performance optimization firmly within reach. Progress begins by selecting ideal platforms granting 20/20 vision on personalized positions, enabling investors to cut through noise and direct dollars deliberately. From set-and-forget index funds to concentrated stock picking, portfolios demand monitoring – ensuring balances grow as intended.

Let’s explore Australia’s leading web and app-based tracking systems built to empower shareholders, cryptocurrency traders and casual fintech users alike through aggregated data integration, custom notifications, portfolio balancing tools and tax reporting.

Take control of investments and direct returns relentlessly through leveraging proper portfolio visibility. Time in the market beats timing it. But pursued together, rewards compound amplifying opportunities for global asset allocation aligned with individual risk tolerances and liquidity needs. Portfolio tracking clears the fog so conviction can cascade into discipline when tested by inevitable cycles.

Looking for investment tracking tools to manage your portfolio?

  • Sharesight seamlessly consolidates ASX trading data from all major Australian brokers for unified portfolio monitoring and tax reporting.
  • CommSec Pocket conveniently invests spare change into diversified Aussie ETFs aligned to risk tolerance, making sound investing frictionless.
  • IG Markets’ web platform packs customizable market scanners, technical indicators and L2 data for experienced traders without overcomplicating.

Monitoring Investments Down Under: Aussie Platforms Following the Money

From set-and-forget index funds to concentrated stock picking, diverse portfolios demand oversight ensuring holdings align with goals as markets pivot. Let’s review Australia’s leading web and app-based systems granting investors 20/20 vision on positions so more informed adjustments keep performance on point.

Purpose built for antipodean shareholders, Sharesight seamlessly consumes trades and dividends data from every major broker and bank supporting Australian exchanges into unified dashboards and tax reporting – monitoring up to 10 holdings free then unlocking unlimited tracking capabilities from $330 AUD yearly.

CommSec Pocket micro-invests spare change into diversified ETFs aligned to risk profiles making sound investing remarkably frictionless for beginners. While scale remains constrained, convenience warrants consideration especially when bundled with Commonwealth Bank membership perks.

And for direct share enthusiasts seeking comprehensive market scanners, Level 2 data and technical indicators, IG Markets’ next-gen web platform packs robust customizable tools experienced traders rely on sans the feature bloat overwhelming novices. Sophistication needn’t break the bank.

While scores of global fintech apps allow basic watchlists and portfolio balancing, homegrown solutions tailored to ASX dynamics better serve Australians mastering money movements from down under. Take control and direct dollars deliberately.


Empower is a free investment portfolio management tool that provides comprehensive tools for sophisticated, cost-sensitive investors.

With Empower, you can take control of your investments and make informed decisions. One of the key strengths of Empower is its user experience. The platform is designed to be intuitive and user-friendly, allowing you to easily navigate and access the information you need.

Additionally, Empower offers integration with financial institutions, allowing you to sync nearly any investment and bank account, including credit cards, retirement, and taxable accounts. This integration ensures that you have a complete and accurate view of your finances, making it easier to manage your portfolio and track your progress.

Simplifi by Quicken

If you’re looking for a budgeting and personal finance app with basic portfolio management features, Simplifi by Quicken is a great option to consider. This app is ideal for beginning investors with modest portfolios.

Simplifi provides a unified view of your total investment portfolio balance and a dashboard that shows balance changes over time. It also offers a complete list of your holdings and a customizable investment tracking chart. With Simplifi, you can easily keep track of your investments and make informed decisions.

The app is available for a subscription cost of $3.99 per month, and there’s a one-month free trial available. Simplifi by Quicken is a valuable tool for portfolio management and financial planning.

Quicken Premier

Quicken Premier offers a comprehensive suite of investment management tools to help you track and optimize your portfolio.

With Quicken Premier, you can set asset allocation goals and compare them to your actual allocation, ensuring that your investments align with your desired strategy.

The tool also allows you to track investment opportunities and create stock watch lists, giving you the freedom to explore potential investments that align with your goals.

Additionally, Quicken Premier includes a top-notch retirement planner, helping you plan and strategize for your future.

You can also generate investment activity reports, providing you with a clear overview of your investment performance.

Quicken Premier integrates with Morningstar’s Instant X-Ray tool, offering in-depth portfolio analysis to help you make informed decisions.

Morningstar Instant X-Ray

Now let’s explore Morningstar Instant X-Ray, a powerful tool for mutual fund investors seeking detailed portfolio analysis.

With Morningstar Instant X-Ray, you can analyze the various assets owned within each fund, evaluate cross-fund asset allocation, sector weightings, and geographic distribution.

This tool allows you to compare your mutual fund investments to an ideal portfolio and identify any asset overlap among different funds.

Additionally, Morningstar Instant X-Ray provides expense ratio fee comparison, valuation ratios, and is particularly beneficial for those who need portfolio analysis for multiple portfolios.

If you want a comprehensive understanding of your mutual fund investments and want to make informed decisions, Morningstar Instant X-Ray may be the perfect tool for you.


Ziggma is a portfolio tracking tool designed for sophisticated stock pickers and investors, offering comprehensive analysis and monitoring capabilities. With Ziggma, you have access to a dashboard that provides total yield, stock analysis, risk metrics, and fundamental stock metrics.

The platform also allows you to customize alerts based on risk, diversification, and fundamentals. Additionally, Ziggma offers virtual portfolios and backtest strategies for testing investment ideas. This tool suits those who prioritize thorough stock evaluation and monitoring within their portfolios.

This content is intended for informational purposes only and should not be interpreted as financial advice or recommendations. The focus is on sharing experiences and insights gained, rather than advising on specific recommendations. Please consult a qualified financial advisor for personalized financial advice.

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