Top 9 Personal Finance Products in Investment Management

The best Personal Finance Products within the Investment Management category - based on our collection of reviews & verified products.

Product categories

Finance Financial Services Financial Services Investments Investing Investment Management Personal Finance Portfolio Management REAL ESTATE INVESTORS SaaS Stock Market Trading iPhone

Summary

The top products on this list are Sharesight, Money Minx, and Portseido. All products here are categorized as: Tools for managing individual or family finances, including budgeting, expense tracking, and financial planning. Platforms for managing investments, portfolios, and assets. One of the criteria for ordering this list is the number of mentions that products have on reliable external sources. You can suggest additional sources through the form here.

Sharesight Landing Page

1

Sharesight

Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.

#Finance #Trading #Stock Charts
Money Minx Landing Page

2

Money Minx

Calculate your net worth and track your investments automatically

#Financial Services Investments #REAL ESTATE INVESTORS #Investment Management
Portseido Landing Page
3

Portseido

Track all investments in one place and get valuable insights to make the best decisions for your portfolio with Portseido
Pricing:
- Freemium
- Free Trial
- $8.0 / Monthly
#Finance #Investing #Investment Management 22 social mentions
Portfolio Performance Landing Page
4

Portfolio Performance

Stock portfolio tracking
Pricing:
- Open Source
#Finance #Investing #Trading 1 social mentions
Snowball Analytics Landing Page
5

Snowball Analytics

Simple and powerful portfolio tracker for investors. Dividend tracker, portfolio performance and quick portfolio rebalancing. Supports thousands of stocks, funds and cryptocurrencies from all over the world.
Pricing:
- Freemium
- Free Trial
- $7.99 / Monthly (1 portfolio, automatic brokerage connection)
#Investing #Personal Finance #Portfolio Management 33 social mentions
My Dividend Calendar Landing Page

6

My Dividend Calendar

Personalised calendar feed with upcoming dividend payments

#Financial Services #Finance #Personal Finance
wallmine Landing Page

7

wallmine

US stock market today: stock quotes, stock screener, stock charts, insider trading, market news, portfolio tracking, and cryptocurrencies.

#Finance #Stock Market #iPhone 1 user reviews
Fidelity Investments Landing Page

8

Fidelity Investments

Get real-time analysis, research, and trading tools in the palm of your hand.

#Finance #Investing #Trading 299 social mentions
Claritus.io Landing Page

9

Claritus.io

NOTE: Claritus.io has been discontinued.

Providing individuals with an easy-to-use solution to track their wealth

#Personal Finance #Financial Services #Finance

Related categories

💰 Finance 💹 Investing 📈 Trading 📂 Financial Services ☁️ SaaS

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If you want to make changes on any of the products, you can go to its page and click on the "Suggest Changes" link. Alternatively, if you are working on one of these products, it's best to verify it and make the changes directly through the management page. Thanks!