That makes it easy to get a portfolio up and running quickly for those who type in their transactions by hand.
Sharesight has some terrific reports available though it doesn’t have options tools.
Sig Fig is free, but also offers a robo-advisory that puts together portfolios of low-cost exchange-traded funds (ETFs).
The first $10,000 incurs no charge; above that, the fees are 0.25% per year.
Pulling transactions from a brokerage into Sharesight requires a two-step file import function, which requires logging onto a broker’s site and exporting a comma-delimited file (or . Then the user can import the resulting file into Sharesight.
When entering a transaction manually, Sharesight suggests the closing price for the date of the trade.
Google says the new site will let customers monitor industry news and market trends, and maintain a watchlist, but will no longer perform any portfolio analysis.
The Google Finance portfolio tracker was about a half-step above a basic spreadsheet, but quite a few investors used it.
Sig Fig can import transactions from a variety of brokerages and banks, analyze portfolio valuations, and returns (chart 2), and track dividend payouts (chart 3).
But if handing over account credentials to a third party makes you nervous you can import all trades manually.
I’ve tested these websites and apps that import transactions for more than 10 years, and have not had any issues with security.