Daily investments App

[taruffi57]

I need a free app that will daily update all of my stocks and IRA accounts automatically, to my iphone. Any links/advice much appreciated.

[retiredguy123]

I need a free app that will daily update all of my stocks and IRA accounts automatically, to my iphone. Any links/advice much appreciated.
I use the Vanguard Investments app. I'm not sure if you need to have an account with them. But, I think most financial investment companies and banks will allow you to add outside investments to your account, and they will automatically track them daily. They will track the net asset value automatically, but if you buy or sell shares, you need to link each asset to the app by providing the user name and password, so the app can also track changes in the number of shares you own.

[Stu from NYC]

I use the Vanguard Investments app. I'm not sure if you need to have an account with them. But, I think most financial investment companies and banks will allow you to add outside investments to your account, and they will automatically track them daily. They will track the net asset value automatically, but if you buy or sell shares, you need to link each asset to the app by providing the user name and password, so the app can also track changes in the number of shares you own.

The info is good to have if you want it but would drive me crazy in a down market seeing how much money you lose every day

[Babubhat]

Quicken but you have to pay around 40 dollars a year to get automatic downloads.

[dewilson58]

"My Yahoo" on my laptop and Yahoo Finance on my phone.....linked together. Free.

[pqrstar]

I use Stock Portfolio & Tracker - Yahoo Finance (https://finance.yahoo.com/portfolios)

It is free.

You will have to enter your investments to set up the portfolio and make the changes when ever you sell or buy.

[retiredguy123]

To me, it seems more logical and safe to use an account that you already have and to add outside investments for tracking. I think that most investment accounts and even checking accounts allow you to link other accounts to your existing online account. And, if you link them with a user name and password, they will access and track all of your account balances automatically, and will display the information in their app. No need to get a third party app.

[JayDub]

The App I use is Barchart you add your investment symbols and it updates as soon as there is a change. Also has futures before the market opens ( its Free )

[MidWestIA]

morningstar

[bowlingal]

Merrill Lynch does that

[richl]

I would be concerned about the security of my information using a cell phone.

[Lynnesail]

I don’t use my cell phone on public WiFi for banking.

[Ruggiero56]

We’ve used Personal Capital for years. It’s a great app and a great website. Highly recommend.

[Pedrocarrasco01@yahoo.com]

I need a free app that will daily update all of my stocks and IRA accounts automatically, to my iphone. Any links/advice much appreciated.

I would be concerned with a “Free” app, too many possibilities including stealing your personal information.
I use Edward Jones and their App is insured, and if any changes happen, I get a notice on a Text. The only people that have access are; my Financial Adviser and me, It works great, I have not used any of the other Apps but the Edward Jones App is great

[zendog3]

On my computer, I use a free app called Stockfolio

[M2inOR]

I've used 3rd party, free apps like Yahoo Finance and others in the past, but was concerned about security.

Once I moved all our investment accounts to Fidelity, we've relied on their app to keep track of everything, as well as for research and news.

For other news, still use Seeking alpha, Yahoo Finance, and WSJ.

The main problem with "free" is that it still costs in indirect ways - your information may be sold to other firms.

And some of those previously free apps and access are now limited, or may ask you to start paying a subscription.

So, in a word, use the app your investment firm offers to keep track of your investments.

[Hiltongrizz11]

"My Stocks Portfolio" is what I use. Input your info and walla! Gives you all your information in real time. Has way more information than I could possibly ever use. Very handy indeed and it's free. Mine is used on my phone and I got it from the Google Play store. I'm assuming it's on Apple but I don't know.

[bp243]

"My Yahoo" on my laptop and Yahoo Finance on my phone.....linked together. Free.
Love Yahoo Finance. You can link it to an account or do it yourself. Checking daily is very easy.

[bp243]

The info is good to have if you want it but would drive me crazy in a down market seeing how much money you lose every day

A downward movement may be the moment to purchase depending on other circumstances in the world. If you really want a particular stock there will almost always be a correction at which time you might consider buying more.

[Ski Bum]

Quicken but you have to pay around 40 dollars a year to get automatic downloads.

Quicken also automatically updates number of shares. So if your account automatically reinvests dividends, Quicken tracks that. I believe with the free apps, only the prices are updated. You would have to enter the reinvestment manually.

[sasman29]

The best and safest way, in my opinion, would be to move all your assets to one brokerage firm.
Any app on your phone would be more subject to hacking than directly going to one site because it would have to login to each of your other accounts to get the feed. It would have to save your passwords to all the other sites.

[SusanKD]

I’m confused my finance persons web site has a web sight that I can go to and sign in and look at my investment and see current value.

[sdfarr]

Charles Schwab has an app, if you have an account, and it is updated throughout the day.

[Hifred]

I need a free app that will daily update all of my stocks and IRA accounts automatically, to my iphone. Any links/advice much appreciated.

Personal Capital has an awesome app. You can link all or some of your portfolio as well as credit cards, banking info etc. The app does not allow any movement of money so you can't buy or sell, move funds etc. Because funds can't be transferred you don't have to be concerned about someone draining your accounts if they get into the app. It sends a daily update that tells you any transaction that has occurred on any credit cards, bank accounts or linked brokerage accounts. Everyday I get a report of what was charged on these cards, how my stock has done that day and updated bank accounts. I find it to very helpful because I see every transaction in one place. There is no charge for the app. They do ask you to do a phone conversation with a stock broker who will try to sell you their investment services. If you say you are not interested they will not hassle you and you can keep the app for free. Here is a link to their site Personal Finance Tools, Software and Tracking | Personal Capital (https://www.personalcapital.com/financial-software?utm_medium=cpc&utm_source=google&utm_campaign=Google_Search_Brand_Brand&utm_content=personal%20capital%20-%20exact&utm_device=c&gclid=EAIaIQobChMI-Njv2bDr8QIVxtrICh2SEQ5xEAAYASABEgJYlvD_BwE)

[dpmers]

Stock spy

[Robnlaura]

The easiest way is yahoo finance it will import your portfolio and it’s all for free

[CoachKandSportsguy]

please pick an app on your cell phone which does not not have account or login information. You might think you are safe with a financial firm app, but you are until you aren't

SIM swap fraud: How to prevent your phone number from being stolen - CNET (https://www.cnet.com/tech/mobile/sim-swap-fraud-how-to-prevent-your-phone-number-from-being-stolen/)

Yes, there is convenience, but there is also risk, albeit low but seldom zero. Please google SIM card swap fraud. . .

finance guy

[retiredguy123]

The best and safest way, in my opinion, would be to move all your assets to one brokerage firm.
Any app on your phone would be more subject to hacking than directly going to one site because it would have to login to each of your other accounts to get the feed. It would have to save your passwords to all the other sites.
That will work if you have individual stocks and bonds. But, if your investments are in mutual funds, you create a taxable event when you move assets to another company.

[dewilson58]

But, if your investments are in mutual funds, you create a taxable event when you move assets to another company.

maybe, maybe not :icon_wink:

[retiredguy123]

maybe, maybe not :icon_wink:
Yes, especially if they are in retirement accounts. But, I would like to move my non-retirement Fidelity funds into Vanguard, but it cannot done without generating a huge tax liability. So, Vanguard tracks and displays my Fidelity funds on their statements.

[retiredguy123]

Quicken also automatically updates number of shares. So if your account automatically reinvests dividends, Quicken tracks that. I believe with the free apps, only the prices are updated. You would have to enter the reinvestment manually.
Not true about free apps. There are many free apps that will update the number of shares that you own and calculate the value of your accounts. But, with any app, you need to provide them with your login username and password so they can access your accounts and transfer the information to the app. I would trust the Vanguard Investments app, where I have investments, more so than a third party app.

[CoachKandSportsguy]

I would like to move my non-retirement Fidelity funds into Vanguard, but it cannot done without generating a huge tax liability.

Sucks to be successful at investing isn't it? tough position for sure. .. :ohdear:

So you think that vanguard with better mgmt fee structure is more valuable than the downside of paying taxes? So how long in Vanguard fee mgmt savings will it take to offset the losses of the taxable event? I bet its not worth the transfer, until you have some other means of offsetting the gains with losses or able to generate a like for like non taxable swap. . .

If you insist, and you don't want to pay any more in taxes as in your current taxable bracket incremental percent, then only take out of Fidelity as much as you can without increasing your current tax bracket. You don't have to take it out all at once. . .

And paying taxes is a buy-product (pun intended) of being successful, whether its from investing or from increased salary from job hopping or from buying early in the villages . . . so do the analysis, and then fully commit to your shot, and the outcome is all about your abilities at execution

finance guy

[CoachKandSportsguy]

Vanguard patented a fund strategy which avoids short term annual taxable events (yeah! great! we all save on annual taxes!) and roll the annual taxes into the long term taxable event at liquidation / sale. . . . sounds great! yahooo!

Except that its in Vanguard's favor to create a huge taxable event to switch out of Vanguard, not necessarily in the customers favor, without asking them or informing them of how the short term annual taxes are shifted into the longer term we you sell, of course, no one knows in the future when they will sell. . or what the taxes will be,

but never assume that everything marketed to you as a financial savings is a long term benefit . . . as a tax preparation colleague of mine with the same problem found out . . taking a bit of medicine each year might be a bit more beneficial than a bigger hit in the future

finance guy

[JayBee]

Yahoo My Portfolios I use as well, but I cant help but think that my holdings are completely private. For that reason I have "modified" my portfolios.I have never been solicited in any way, but cant help but think that they are selling my information. What do you think?

[dewilson58]

Yahoo My Portfolios I use as well, but I cant help but think that my holdings are completely private. For that reason I have "modified" my portfolios.I have never been solicited in any way, but cant help but think that they are selling my information. What do you think?

If you inputted your investments and Yahoo is not linked to your investment accounts "you are private". The investments are safe. There is ALWAYS a possibility others will see your information. Seeing vs. access is significantly different.

[retiredguy123]

One way to track your investments with a single app, without providing the app with your username and password, is to maintain a constant number of shares in each account. With mutual funds, you can do this by changing the "reinvestment" options for dividends and capital gain distributions to "cash", and have the income automatically transferred to your money market account. Then, you will always have the same number of shares. The app can track daily changes in net asset value and use a fixed number of shares to calculate the total value of your assets. No need to log in to do that. Transferring dividends and capital gain distributions to another account does not create an additional taxable event because it is income that will be taxed anyway. I have done this for years and I like knowing that I always have the same number of shares in every mutual fund.