What’s the Best On-Line Portfolio Manager to Track my Investments, part 5 of 5

It’s been a week since we last talked, and I bet you were waiting with tense anticipation for the final instalment! Well, it would seem that my birthday celebrations, mother’s day, and the fact my Bachelors of Arts degree left me with absolutely no artistic ability what-so-ever have come together against me.

So here, in all its glory – but without any cool infographics – is the conclusion. Enjoy!

To summarize what I’ve discussed over the past couple weeks I’ve put together the table below. Remember that on line portfolios are offered by portal sites, news outlet‘s web sites, financial web sites, and your broker‘s web site. There are different styles of portfolios: Full portfolios let you track holdings and even transactions; whereas Watchlists only let you list a stock. Most of these sites contain ads, but some are less intrusive and others are more.

The rating scale is out of 10 and is highly subjective and compounded by the fact it entirely my opinion, not anyone else’s or an average of several people’s. Data is an evaluation of the completeness of the data; Use is an evaluation of the ease of use; UI is a first impression of the look & feel of the web site; and Total is the sum of the previous parts, out of 30.

Type Style Ads Data Use UI Total
Google Finance Portal Full portfolio Bearable 7 10 10 27
MSN Portal Full portfolio Intrusive 4 5 5 14
Yahoo Finance Portal Full portfolio Bearable 5 7 7 19
Bloomberg News Outlet Full portfolio Excessive 9 6 4 19
Canadian Business News Outlet Full portfolio Excessive 6 3 3 12
Financial Post News Outlet Watchlist only Intrusive 7 6 4 17
Financial Times News Outlet Full portfolio Bearable 10 10 7 27
Globe Investor News Outlet Watchlist only Intrusive 9 4 8 21
MarketWatch News Outlet Watchlist only Intrusive 9 10 9 28
Barchart Financial Services Full portfolio Bearable 4 7 5 16
Morningstar Financial Services Full portfolio Bearable 6 4 8 18
TMX Money Financial Services Watchlist only Excessive 4 7 5 16
BMO Investor Line Broker Live portfolio None 10 5 5 20
Qtrade Broker Live portfolio None 10 8 7 25
RBC Direct Investing Broker Live portfolio None 10 5 5 20

You can also see this table in all it’s Google DocsDrive glory!

What’s clear from the table is that Google Finance, the Financial Times, and Market Watch have the best on-line portfolio managers. So if you’re going to spend the time to set one up and maintain it, then one of those three would be your best bet.

Part 1 – Introduction
Part 2 – Calculating Returns and The Portals
Part 3 – News Outlets
Part 4 – Financial Services and Brokerages
Part 5 – Comparison Table and Conclusion

Cross-posted on 2FatDads

Disclaimer The material in this article does not constitute advice and you should not rely on any material in this article to make any decision or take any action.

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