A portfolio tracker helps you keep track of all of your different investments in one place.
Understanding Portfolio Trackers
Your portfolio might consist of several different types of investments, such as stocks, bonds, commodities, crypto and more. Keeping track of all these different types of assets can be challenging. Portfolio trackers help you staying up to date on your investments and provide valuable insights.
Important Functions of Portfolio Trackers
Good portfolio trackers provide a set of functions that help you as an investor.
- Broad collection of securities
To be able to track all of your assets in one place, it's important that your portfolio tracker supports many different security types and exchanges. Preferably globally.
- Insights and analytics
Good portfolio trackers help you understand your investments. They show give you information about diversification and other insights.
- Important events
Helping you keep up with important events such as ex-dividend dates and earnings is also a task good portfolio trackers should do.
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This information is educational only and not a recommendation to buy, hold, or sell an investment or financial product, or take any action. This information is neither individualized nor a research report, and must not serve as the basis for any investment decision. All investments involve risk, including the possible loss of capital. Information is from sources deemed reliable on the date of publication, but Stock Events does not guarantee its accuracy.