Portfolio Tracking (Account Aggregation)
How to track your portfolio using an online tool
Once you have a portfolio setup at a brokerage, you may wish to track its performance and see reports related to you asset allocation. The tools below can securely pull your data from multiple bank and brokerage accounts and create a single view of your holdings. All of these services will total your account balances, and some will also calculate your investment returns.
These services can be grouped into two categories:
- Personal Portfolio Tracking for investors. These services allow individuals to consolidate their account data into one view.
- Professional Data Aggregation for Advisors and Planners. These services are designed for financial industry professionals who manage multiple client portfolios. These services can give an advisor a complete view of a clients assets so that they can design a better investment strategy.
Listing of Online Portfolio Tracking Tools
(also called "Account Aggregation")
Yodlee MoneyCenter
category Personal description a way to see all your accounts in one place. Includes financial goal tracking. Also available as data aggregation platform for financial services companies. calculates investment returns? No cost Free mobile apps? No reconciliation-ready reports? No year launched 1999 contact info 650-980-3600 website yodleemoneycenter.com
Mint.com
category Personal description organizes and categories your spending and investment accounts. Owned by Intuit. calculates investment returns? No cost Free mobile apps? Yes: iOS, Android, Windows reconciliation-ready reports? No year launched 2006 contact info twitter.com/mintsupport website www.mint.com
Personal Capital Dashboard
category Personal description an online service to track your investments by account, asset class, or individual security. Also calculates the percentage of each asset class within your portfolio. calculates investment returns? Yes cost Free mobile apps? Yes; iOS, Android reconciliation-ready reports? No year launched 2009 contact info 855-855-8005 website www.personalcapital.com
Jemstep Portfolio Manager
category Personal description an online service to automatically pull in and evaluate your investment and retirement accounts. Investment recommendations are available using their Premium Account. calculates investment returns? No cost Free for Basic Account; Premium Account is $18 to $70 per month mobile apps? No reconciliation-ready reports? No year launched 2008 contact info 650 799 1434 website www.jemstep.com
SigFig
category Personal description a service to track all your accounts in one place, and get simple weekly updates. Also offers an Asset Manager program for automated investing. calculates investment returns? Yes cost Free mobile apps? Yes: iOS, Android, Windows reconciliation-ready reports? No year launched 2013 contact info www.sigfig.com/l/contact website www.sigfig.com
NextCapital
category Personal description a service to help you organize, analyze, optimize, and manage your portfolio. Connects to 5,500 banks and brokerages using Open Financial Exchange (OFX). calculates investment returns? Yes cost Free mobile apps? No reconciliation-ready reports? No year launched 1997 contact info [email protected] website www.nextcapital.com
Mvelopes
category Personal description a spending management systems that also aggregates bank and investment account information from over 14,000 sources. Also provides financial management advice. calculates investment returns? No cost Free for up to 4 accounts; $10 per month for unlimited accounts mobile apps? Yes; iOS, Android reconciliation-ready reports? No year launched 1999 contact info my.mvelopes.com/support/chat/chat_window.php website www.mvelopes.com
Learnvest
category Personal description online financial planning with account aggregation calculates investment returns? No cost $19 per month, plus setup fee of $89 or $299 or $399 mobile apps? Yes; iOS reconciliation-ready reports? No year launched 2009 contact info 855-582-5392 website www.learnvest.com
Aqumulate
category Professional description data accumulation services that allow financial advisors and planners to consolidate their clients' accounts into a single view. calculates investment returns? Yes cost starts at $150 per month mobile apps? No reconciliation-ready reports? Yes year launched 2013 contact info 888-623-7189 website www.aqumulate.com
Fiserv AllData Aggregation
category Professional description an account aggregation services helping financial institutions support their clients. Integrates data from over 13,000 sources. Formerly named CashEdge. calculates investment returns? No cost quotation upon request mobile apps? No reconciliation-ready reports? No year launched 1984 contact info 212-478-6026 website www.fiserv.com/customer-channel-management/account-aggregation-services/alldata-aggregation.aspx
ByAllAccounts
category Professional description an account aggregation service for advisers, asset manager, and broker-dealers. Owned by Morningstar. calculates investment returns? Yes cost quotation upon request mobile apps? No reconciliation-ready reports? Yes year launched 1999 contact info 781-376-0801 website www.byallaccounts.com
BlueLeaf
category Professional description portfolio monitoring and client reporting. Online consolidation tool for advisors which allows them to see custodial and held-away accounts in one place and allows the advisor's clients to see all their account data in one place calculates investment returns? No cost starts at $195 per month mobile apps? No reconciliation-ready reports? No year launched 2009 contact info 617-855-5323 website www.blueleaf.com
eMoney 360
category Professional description client reporting tool for advisors and planners that includes account aggregation calculates investment returns? No cost quotation upon request mobile apps? No reconciliation-ready reports? No year launched 2000 contact info 888-362-4612 website www.emoneyadvisor.com