Once configured — always up to date. Works with:. SITG Crypto Portfolio addon helps you track blockchain wallets and exchanges accounts balances in a spreadsheet. Contact us to add other blockchains or exchanges. Exchanges API keys, blockchain addresses and your holdings amounts are stored in your spreadsheet. Trade, move your holdings — all balances changes would be synced. No need to manually enter anything.
Report Flag as inappropriate. Learn more. See your primary Google Account email address. See your personal info, including any personal info you've made publicly available. Report review. Report reply. That is true. Portfolio is generated as if it was new spreadsheet. So to avoid naming conflicts it does spreadsheet cleanup. Thanks for feedback, we have included it in the description.
Hope you were able to restore your sheet. This only retrieves the value of the Wallet Balance from BitMex which isn't very useful. Most people like me want to know the entire value of their portfolio at any given time which would be the Margin Balance, NOT the Wallet Balance.
Of course, Yahoo Finance app users also have fast access to this breaking information and can enable notifications for news, earnings reports, and financial information. A portfolio tracker should help monitor investments within your financial portfolio, including stocks, bonds, mutual funds, and exchange-traded funds ETFs.
Although each investor is unique, some of the key features and benefits for portfolio management apps include:. Most trackers offer a free version of portfolio monitoring and additional fee-based upgrades. If you think you might like other services, such as wealth management or portfolio review, look for apps that offer advisory services. Many offer a free one-time consultation up to a certain amount of assets. Designing a target allocation based on your risk tolerance and time horizon is also important.
For example, retirees would likely have a lower risk tolerance than someone who has 20 years until retirement. As a result, the asset allocation would differ depending on when you need the money. Sometimes market conditions or life events can change your target asset allocation. As a result, an app that allows for rebalancing your portfolio to bring it in line with your long-term financial goals is essential. Being able to sync all of your investment accounts and manage your portfolio from a user-friendly dashboard with access to real-time data is critical when monitoring a portfolio.
Other features include backtesting, which allows you to analyze how your portfolio would have performed if you had a different asset allocation. Also, a critical feature is monitoring your risk levels and determining if the portfolio is overexposed or underexposed to a particular investment or sector. Using a software application app for short can help you monitor your investment portfolio. Portfolio tracking apps can sync and download financial information from your banking and brokerage accounts, including your k.
Most portfolio trackers offer both a free and paid version of their app. The free app usually provides several features, but those with multiple investments might opt for a fee-based app with advanced reporting, real-time data, and tax information. Portfolio management apps track your investments easily from anywhere and at any time. Some apps sync with your existing accounts, while others require you to manually enter information on your holdings. In either case, such apps provide up-to-the-minute information—so you know where you stand now—as well as provide tools to help you get where you want to be in the future.
Personal Capital. Google Play. Portfolio Management. Retirement Planning. Automated Investing. Your Money. Personal Finance. Your Practice. Popular Courses. Table of Contents Expand. Table of Contents. Personal Capital Finance. SigFig Wealth Management. Key Features of a Portfolio Tracker. Portfolio Tracker FAQs.
The Bottom Line. Investing Portfolio Management. Key Takeaways Mobile portfolio management apps can provide information on your investments from k s to IRAs. Some portfolio management apps can sync with your existing accounts, and most are free. Key features include the ability to sync data from financial accounts and measure performance against a benchmark index or fund.
Some portfolio apps offer retirement tracking and planning as well as asset allocation to measure a portfolio's diversification. Although each investor has specific financial goals, key features to look for include: A free version of the app so you can test it out Ability to sync all of your financial accounts A retirement planning tool that includes your k and IRAs Asset allocation to monitor your portfolio's diversification Ability to compare your portfolio's return against a benchmark index.
Article Sources. Investopedia requires writers to use primary sources to support their work. These include white papers, government data, original reporting, and interviews with industry experts. We also reference original research from other reputable publishers where appropriate.
You can learn more about the standards we follow in producing accurate, unbiased content in our editorial policy. Compare Accounts. The offers that appear in this table are from partnerships from which Investopedia receives compensation.
This compensation may impact how and where listings appear. Investopedia does not include all offers available in the marketplace. Related Articles.