The 3 Better Tools Out There That Make It Easy To Aggregate Your Investment Accounts

The Reviewer
Aug 9, 2017 · 2 min read

It’s easy to get lost playing with the myriad of tools, apps and money managers in an attempt to find the perfect investment aggregator. This guidepost is for those who, in the end, find overwhelmed with choices and want a clear-cut suggestion. And for those who don’t want to spend time evaluating the different tools themselves. So, we did the hard work of evaluating dozens of options in the market and have shortlisted the best three among them. You simply need to pick one and call it done.

Personal Capital

Personal Capital has one of the most inclusive investment aggregators in the market today. Their aggregator helps you manage not just your investments in stocks and mutual funds but also 401k, IRAs, and other investments scattered across institutes. Both beginners and experts find the tool easy to use. We can’t recommend Personal Capital highly. Sign up for your free account.

Stockal

Stockal is the new kid on the block and its feature set is most comprehensive and perfect for value investors. It monitors the buzz on social media, keeps track of expert opinions, computes market confidence, offers curated reports and has other insight oriented features. Stockal signals the inventive use of big data to financial investments. If you get Stockal today you pay just $99 for a lifetime license. Worth giving it a shot.

Wikinvest

Wikinvest is another trusted platform for managing your investments. After you sign up for a free account, you link the brokerages that house your investments. Once done, you can track the performance of your portfolio, vis-a-vis industry benchmarks, from a single dashboard. Besides being a web app, Wikinvest is also available for iOS, Android and Blackberry devices.

Verdict

Stockal is probably the most suitable tool if your broker is someone like Fidelity, E-Trade, Scottrade, or OptionsHouse (they have about 10 brokers on their platform as of now). Good thing about Stockal is that it goes beyond aggregation and offers investing signals, curated analyst articles, breaking news and social media indicators. This make it the tool of choice on the web and iOS platforms.

The Reviewer

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Clock is ticking. Write mostly on fintech and usability

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