Now that Google closed down it’s portfolio service, I know people are searching around for an alternative to Google’s Finance Portfolio.
If you searched this on Google, you know that big finance blogs such as Million Dollar Journey have already mentioned this.
What they mention as an alternative are the most popular alternatives such as Morningstar or Yahoo!. But, one up and coming site that I came across is: Portfoloo – Stock Portfolio Management.
A short introduction from a mutual friend and I was excited to meet the developer and founder who could do websites using some of the latest technology and languages.
I signed up and took a look at the site. Some of the features, which are all free right now include:
- Unlimited stock portfolios
- Unlimited stocks in each portfolio
- Portfolio balance for each portfolio
- Canadian or US dollar reporting which you can choose for each portfolio. So that not all your portfolios have to be the same currency
- Integration with Trading View, an awesome technical analysis software
- Upload your data via Excel
- Input buy and sell dates
- Share holdings
- Dividend payout dates
- All US and Canadian stocks
- Economic calendar
- Constant updates to features as the developer incorporates feedback from users
As Million Dollar Journey notes, both Morningstar and Yahoo! do not allow importing of your portfolios. That’s pain point for many investors wishing to switch. And that’s something Portfoloo heard and addressed.
Another issue with Morningstar that Million Dollar Journey notes is that many pages do not load.
And one thing I noticed when I went to the site is that it’s not mobile friendly. I didn’t even bother logging in because I can’t be bothered with websites that aren’t mobile friendly.
These are all non-issues with Portfoloo. It’s responsive (mobile-friendly), fast-loading, and constantly updated for bugs by the founder. Just send him a note and he’s on it!
So, if you’re interested in checking out a up and coming portfolio management service, then check out Portfoloo.