The 5 Best Portfolio Analysis Tools for 2022

The 5 Best Portfolio Analysis Tools for 2022: If you have multiple accounts for your investment portfolios, you understand how difficult and time-consuming it can be to keep track of everything. Fortunately, various robust portfolio analysis tools can significantly simplify your financial management.

Several of these tools are available for free, while others need payment. With so many analysis tools available, it can be difficult to determine which one is the best. Continue reading to discover the top portfolio analysis tools.

The 5 Most Effective Portfolio Analyzer Tools

If you’re looking to organize your investment portfolio, you can consider using one of the following portfolio analysis tools.

1. Personal Capital

Personal Capital is one of the greatest tools for portfolio analysis available. One of its selling features is that it is completely free to open an account. Additionally, it allows you to connect all of your accounts. Additionally, you may view an aggregated view of all your financial data directly on your dashboard. Personal Capital provides insight into all of your investments and the fees you pay by categorizing them by asset class and organizing your investment data.


  • The simplest version is completely free.
  • You gain access to all of your financial information in one location.
  • Provides access to financial advisors who are experts in their fields

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  • By subscribing to the free version, you agree to receive targeted advertisements.
  • Their tracking features are less advanced than those offered by other portfolio analyzers.

2. Quicken Premiere

Quicken has been in the financial services industry for decades. Quicken Premier enables you to consolidate and analyze all of your financial accounts in one location. This software is not only designed to follow the performance of your investments, but also to offer suggestions on whether to buy or sell stock.

Quicken Premier enables you to minimize investment-related taxes. Additionally, you have the option of customizing their management reports regarding your performance, rates of return, and capital gains. Quicken Premier is a convenient application that you may access by mobile device or the web.


  • Transactions can be exported to Excel.
  • Instant X-Ray gadget from Morningstar
  • It assists you in minimizing investment taxes.
  • Money-back guarantee of 30 days


  • Subscription-based service
  • Comes packaged with numerous financial services that you will not require as an investor

3. Morningstar portfolio Manager

Morningstar Portfolio Manager includes a number of analysis tools to help you keep track of all your investments. This solution is well-suited for mutual funds in particular. Morningstar’s tools can assist you in narrowing down the list of stocks in order to locate the specific stock you’re looking for. Additionally, you receive basic information about your investments, such as daily fluctuations and current pricing.

Morningstar is particularly well-known for its Instant X-Ray feature, which is included in the company’s premium subscription. This tool provides detailed information about the asset allocation of your portfolio.


  • Instant X-Ray provides comprehensive analysis.
  • Advertisements are limited.
    Money-back guarantee of 14 days


  • Expensive at $199 per year
  • The free edition has a limited number of features.

4. Portfolio visualizer

Portfolio Visualizer is a feature-rich application that provides a plethora of services. It may seem scary at first because to its technical nature, but it is simple to use and understand. Monte Carlo simulations are one of its strongest techniques. They provide backtesting allocations to assist you in determining the optimal asset allocation for you.

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This analysis tool will perform a comprehensive study of nearly all of your securities and asset classes. Portfolio Visualizer enables you to examine alternate asset allocations such as real estate, gold, and a variety of other precious metals.


  • It is completely free.
  • At the very least, you’ll receive eight optimization strategies.
  • The backtest portfolio examines performance over the preceding two years.


  • A little technical for first-time investors
  • Customer help is available only via email.

5. Kubera

Kubera can assist you in keeping track of your net worth and investment portfolio. It’s an excellent financial tracking tool for anyone involved in alternative assets, such as cryptocurrencies. Kubera is one of the greatest portfolio analysis tools available. Additionally, it provides privacy.


  • Beneficial for alternative assets, such as cryptocurrencies
  • Customizable
  • Confidentiality assured


  • There is no smartphone version.
  • There is no free plan.


Managing your investment portfolio does not have to be a hassle any longer, thanks to the availability of numerous portfolio analyzer tools. While many of these solutions are free or include free features, examine the potential value of each service for managing your specific investments.

By outsourcing investment management to analysis tools, you may streamline the process. Additionally, these tools enable you to obtain expert financial advice regarding your investments.

So far we have been able to see a comprehensive list of the The 5 Best Portfolio Analysis Tools for 2022

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