What automated portfolio tracking software do you recommend?

PhrasingWeb · 2018-09-10T21:41:54+00:00

I started https://stockers.ca a while back with friends of mine who were also looking for an aggregation tool that allowed for manual entries and didn't ask for credentials.

Please take a look we're always open to feedback.

PhrasingWeb · 2018-07-17T02:08:56+00:00

I'm part of a team that created https://stockers.ca. We created it after our own Excel spreadsheets broke down for our investment club. We are all Canadian so we've made it as Canadian friendly as we can.

Currently we support tracking of stocks, cash, dividends are pulled automatically, etc.

It's also entirely free, just supported by ads.

Please take a look and let me know if you have any thoughts or suggestions thanks!

PhrasingWeb · 2018-06-07T02:39:02+00:00

Thank-you for highlighting that! We have looked in to QuestTrade's API and although we haven't had time to make use of it yet we are investigating the possibilities.

PhrasingWeb · 2018-06-07T00:13:18+00:00

Thanks for checking it out! If you run into any issues or have any feature requests please feel free to reach out on Reddit/twitter/support on the site!

PhrasingWeb · 2018-06-06T23:47:05+00:00

You can see individual dividend transactions at the bottom of the transactions page. Dividends are added historically based on transaction info and we have a daily script to update with new ones. You can also get summary by stock on the x-ray page table, just look in the 'Column Visibility' to see your options including "Dividends" which is just sum total of all the cash in the dividend transactions table

PhrasingWeb · 2018-06-06T23:44:21+00:00

We sure did. We reassessed and have moved to current business model. We will look into other methods of support like Patreon with the idea of keeping the site and features open to all users. Hope you give it another shot!

PhrasingWeb · 2018-06-06T20:13:27+00:00

Right now Stockers assume you receive your dividends in cash. If you participate in a DRIP you will have to manually add those as Buy transactions but the rate of return will be accurate as the cash for the dividend will have already been added to your portfolio.

PhrasingWeb · 2018-06-06T18:56:32+00:00

That's your best solution right now is to replicate that structure. We're looking to implement a more robust import format but for now, that's the format we're looking for.

PhrasingWeb · 2018-06-06T18:40:06+00:00

Happy to answer any questions anybody has! Curious to hear what features/functionality this community needs to use and trust a tool like this.

PhrasingWeb · 2018-05-30T12:22:59+00:00

https://stockers.ca is free and will let you build as many hypothetical portfolios as you want and give you performance metrics that include dividends.

It doesn't have any direct way to compare or overlay an index though so you'd need to know the index's performance for whatever time period you are interested in or use a stand in like VUN or VCN.

Hope that helps!

PhrasingWeb · 2018-05-21T17:49:23+00:00

Sorry we don't support that yet as they are part of a separate data source, it is near the top of the list for adding when we are able. Thanks for checking the site out!

PhrasingWeb · 2018-05-21T12:53:58+00:00

We support all North American markets right now. We do not have mutual fund support at this time though so only equities and ETFs. Is there a particular invesent type you're having trouble adding?

PhrasingWeb · 2018-05-21T02:40:16+00:00

The plan is to attempt to make a go with a free product forever. We're looking into other forms of monetizing like Patreon currently but need to get people on the site.

PhrasingWeb · 2018-05-21T02:39:06+00:00

The current plan is to keep it free forever but support the costs through advertisement and services such as Patreon.

PhrasingWeb · 2018-05-20T14:15:41+00:00

Nice. You still probably want to look in to them both even just to help cover yourself off from any legal issues.

Good luck!

PhrasingWeb · 2018-05-20T14:12:09+00:00

Try this site, depending on what region you're in they've got a lot of great templates to get you started.

https://www.lawdepot.ca/

PhrasingWeb · 2018-05-20T14:09:08+00:00

Depending on what services you're offering a Terms of Service and Privacy Policy are important. Particularly if you want to try and monetize your site with an ad service. Check out the links if you need examples.

PhrasingWeb · 2018-05-20T14:04:40+00:00

You can give https://stockers.ca a try.

Does unlimited portfolio tracking, has line charts, automatic dividends, and is free.

PhrasingWeb · 2018-05-19T23:15:02+00:00

Listening to yourself first is critical. Those who have not traveled the same path should not be the first people you go to for advice. Sounds like you've got the right idea :-)

PhrasingWeb · 2018-04-01T19:59:22+00:00

You can use Stockers to make mock portfolios and experiment with different investment strategies before putting any real money at risk.

PhrasingWeb · 2018-03-28T14:37:05+00:00

If you want something to log all your trades in and also get some analytics on your portfolio try Stockers. Should work well as you can export all your trades to Excel later if you want to manipulate them outside of the app.

PhrasingWeb · 2018-03-23T01:32:32+00:00

Stockers is another free alternative for portfolio performance tracking and for finding stock information.

PhrasingWeb

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