![]() ![]() This can include a fund or company's name, its price, performance, and its expense ratio.įor those that don't want to create their own, I've created a free investment tracking spreadsheet that you can use. Using the Google finance function, you can pull in data on mutual funds, ETFs and stocks. Because of its rich features, there is a learning curveįor those who don't want to connect their financial accounts to an app, Google Sheets is ideal.It requires an annual fee, although a reasonable one.Countless charts to evaluate any investments.Connects to your brokerage and retirement accounts. ![]() It also offers pre-set portfolios you can use for evaluation purposes. Alternatively, you can enter your portfolio manually. The app enables you to connect all your investment accounts for automatic updates. And it also offers countless ways to evaluate individual investments or your portfolio as a whole. Stock Rover provides a wealth of data on stocks, ETFs and mutual funds. There is a learning curve to this tool, but they provide video guides and plenty of help.
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