Investment Tracking Software

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I’m struggling to track both US and CAD holdings in one tool. Wondering if you or other members have any recommendations? The features with my current broker ScotiaiTrade seems limited in scope. I’ve looked at Morningstar but it appears you would need both a US and a CAD account.

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Asked on December 17, 2020 6:13 am
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In terms of "tracking" what exactly do you mean? Does iTrade not allow you to track both your CAD and USD stock returns in one area?

Questrade is good enough for me that I've never needed to venture elsewhere, but it does have quite a better system than iTrade.

We do use Stockrover for a lot of charting/graphs and will eventually be transitioning our portfolios to it, but Stockrover is not free for the data we get.

However, from what I'm noticing, they DO have a free plan that states you can track portfolios. If this is true, it's a very, very good tool to do so.

https://www.stockrover.com/plans/free/

Let me know if it helps. I've never seen the free version.

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Posted by Dan Kent
Answered on December 17, 2020 1:30 pm
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