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.

"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.

Love Yahoo Finance. You can link it to an account or do it yourself. Checking daily is very easy.

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.

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.

Stocks
 

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.

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.

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

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

Stock spy

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

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

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

finance guy

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.

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.