Portfolio tracking sw/app

[JohnnyDoe]

Let’s review some portfolio tracking solutions. I am particularly focused on dividends management, as you can see from my portfolio here https://www.offshorecorptalk.com/threads/the-johnny-doe-ibkr-portfolio.43488/
Xls remains a solid option, but you need to know how to use it and it’s not mobile friendly.
Right now I’m enjoying https://snowball-analytics.com/ , it’s not perfect but seems reasonably accurate. I don’t like the lack of proper classification of most of the smaller instruments (and some bigger ETFs), which are put under the “other” category and ruin the balance/analysis/allocation goals functions.
I also tried https://www.getquin.com/ and https://www.portseido.com/ but they seem inferior to snowball.
Of course Bloomberg might work but I managed to get rid of it years ago and I want to remain sober.

 

[Nicholas Van Orton]

SnowBall is hands down the best in terms of price/quality relationship, ease of use interface and features. I personally am not looking at anything else at the moment, as it more than covers my needs (it says it targets retail investors, but 7-(low 8)figure portfolios are well covered, too, unless you deal in sophisticated/complex products). Will be happy to know of better alternatives, but I'm not holding my breath.

NVO

 

[aniglo22]

Built my own based on : https://github.com/maybe-finance/maybe .
Extended functionalities myself for in-depth performance/portfolio tracking/management via IBKR Api and https://polygon.io/ for data .
And also added the same for my crypto holdings .
So I have everything at one place .