Are there any good apps for tracking portfolio diversity across multiple accounts?

General
1

I own a 401(k) through Schwab, a brokerage through Schwab, and a Roth IRA through EJ. Each contains a variety of investing options. Managing the distribution and variety of the accounts is a hassle.

For instance, I am looking for an app that will allow me to link these brokerages and have it automatically inform me what percentage of my portfolio is in large cap stocks, international stocks, bonds, small cap stocks, etc. AND (or), what percentage is the real estate, technology, medical, etc., sector?

I imagine there’s an app like this?

6 Likes
2

Check out Range, it is a larger fixed fee wealth management platform. That is precisely what their investment module does.

5 Likes
3

The desktop Quicken app will do this.

4 Likes
4

I just use Yahoo Finance, but there are probably more advanced options available.

3 Likes
5

You can check out some of this work that is done by eToro’s Delta. It is far from perfect, so be advised.

2 Likes
6

Google Sheets is free and configurable, but it is not an app. The main benefit is that you don’t provide your information to apps.

1 Like
7

You can try Wealthfront