![\"Portfolio](\"https:\/\/thecollegeinvestor.com\/wp-content\/uploads\/2020\/06\/TWFBBETTER_PORT.jpg\" "\\"portfolio")
<\/span><\/div>\n<\/div>\nTracking and analyzing your investments can be a complicated and time-consuming task. Between expense ratios, dividend yields<\/a>, management fees, tax planning, and asset allocation<\/a>, there can be a lot of moving parts to keep track of.<\/p>\n But thankfully there are now many powerful portfolio analysis tools that can save you time and headache. Some tools are free, while others cost money. Some offer deep insights while others keep the analysis at a higher level.<\/p>\n While it’s great that there are now many options available for investors who want to evaluate their portfolios, it can be difficult to tell which ones are the best. Don’t worry. We’ve done the homework for you. Keep reading to see which companies made our short list of the best portfolio analysis tools available today.<\/p>\n Related: <\/strong>Check out our list of the best retirement calculators too!<\/a><\/p>\n<\/div>\n Here’s our top 4 picks for portfolio analyzer tools. If you’re not using one of these analyzers, we strongly encourage you to check them out for your portfolio planning needs.<\/p>\n<\/div>\n Kubera<\/a> is a premium net worth and portfolio tracking tool that probably has the most banking, investment, and even cryptocurrency connections available today.<\/p>\n In fact, if you own alternative assets (cryptocurrency, private equity, and more), Kubera is one of the few asset tracking platforms available that actually works with the rest of your portfolio. It’s also one of the only tracking platforms that can track your DeFi assets.<\/p>\n Kubera has quickly become our personal favorite because, along with valuing your alternative assets alongside your equities, they value privacy. It is a premium product, but as a result of paying, your information is not being sold for marketing purposes.<\/p>\n They also have some differentiated features, such as a heartbeat check to send information to your beneficiaries, insurance tracking, and a file vault.<\/p>\n Read our full Kubera review here<\/a>.<\/p>\n<\/div>\n \t Empower<\/a> is a free portfolio analysis tool that gives a “mosaic” plot chart to help you visualize the composition of your portfolio (note, Empower was previously known as Personal Capital). It breaks down your portfolio into stocks<\/a>, bonds<\/a>, international, domestic, and other important categories. <\/p>\n Empower made our list of the best portfolio analysis tools primarily because of the huge variety of calculators and charts that it offer. In addition to the mosaic chart, Empower can track your net worth, cash flow, and will provide personalized investing recommendations and insights.<\/p>\n Although Empower<\/a> is a free tool, there are a few strings attached. It serves as an advertising platform for Empower’s advisory services. When you first sign up, you may receive a few calls from financial advisors looking for your business.<\/p>\n Read our full Empower review here<\/a>.<\/p>\n<\/div>\n \t Portfolio Visualizer<\/a> is one of the most robust portfolio analysis tools on the market. It specializes in Monte Carlo simulations (which give the probability of a portfolio lasting a specified period of time), backtesting, and various forms of asset allocation analysis. The tool also provides some insights into timing strategies.<\/p>\n Portfolio Visualizer is ideal for investors who enjoy tinkering with their portfolio. But you’ll also want to be someone who’s committed enough to your basic investing strategy that you won’t be tempted to dump it every time you come across a new tool in Portfolio Visualizer.<\/p>\n Read our full Portfolio Visualizer review here<\/a>.<\/p>\n<\/div>\n \t Morningstar is one of the premier portfolio analysis tools for everyday investors looking to understand more about their investment portfolio. Morningstar’s Portfolio Manager<\/a> is a free tool that gives details on stocks, ETFs<\/a> and mutual funds. <\/p>\n The X-Ray tool also gives a deep dive into each mutual fund<\/a> or ETF to give details that other analysis tools might miss. For example, it uncovers hidden fees and shows whether you may be accidentally over-invested in a single stock due to a fund’s allocation.<\/p>\n Read our full Morningstar Review here<\/a>.<\/p>\n<\/div>\n Editor’s Note for Morningstar’s Premium version<\/strong><\/p>\n<\/div>\n Morningstar Premium has rebranded as Morningstar Investor<\/strong>. According to the company, these changes were made due to feedback from Premium users. <\/p>\n <\/p>\n You’re in luck if you’re a student—you can enjoy $25<\/a><\/strong> for the entire year, a 90% discount! <\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\nTop 4 Picks For Portfolio Analyzer Tools<\/h2>\n<\/div>\n
Best Net Worth Tracking: Kubera<\/h3>\n
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\n\t<\/a>\n<\/div>\nBest High-Level Visualizations: Empower<\/h3>\n<\/div>\n
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\n\t<\/a>\n<\/div>\nBest Probability-Based Tool: Portfolio Visualizer<\/h3>\n<\/div>\n
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\n\t<\/a>\n<\/div>\nBest For Mutual Fund And ETF Investors: Morningstar Portfolio Manager<\/h3>\n<\/div>\n
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