top of page

Best Portfolio Tracking Methods: Mint, Personal Capital, and Yahoo Finance

Keeping track of your investments is crucial for managing your portfolio effectively. Here, we compare Mint, Personal Capital, and Yahoo Finance based on ease of use, features, and overall user experience.






Mint


Overview: Mint is a free budgeting tool that also offers basic portfolio tracking features.


Pros:


  • Free to use

  • Integrates with various financial accounts

  • Budgeting and expense tracking


Cons:


  • Limited investment analysis

  • Ads can be intrusive


Rating: ★★★☆☆



Personal Capital


Overview: Personal Capital offers robust investment tracking and financial planning tools, making it ideal for serious investors.


Pros:


  • Comprehensive investment tracking

  • Retirement planning tools

  • Fee analyzer


Cons:


  • High fees for advisory services

  • Limited budgeting tools


Rating: ★★★★★



Yahoo Finance


Overview: Yahoo Finance provides extensive market data and portfolio tracking tools, suitable for those who want detailed financial information.


Pros:


  • Free to use

  • Extensive market data

  • Customizable portfolio tracking


Cons:


  • Ads can be distracting

  • Requires manual data entry for some accounts


Rating: ★★★★☆



Method

Ease of Use

Features

Overall Rating

Mint

4/5

3/5

★★★☆☆

Personal Capital

5/5

5/5

★★★★★

Yahoo Finance

4/5

4/5

★★★★☆


Comments


Commenting has been turned off.
bottom of page