SigFig Portfolio Tracker 

SigFig offers robo-advisor-like services, helping investors put in place an investment plan based on how risk averse you are, just like other robo-advisors. Additionally, SigFig also has a Portfolio Tracker, which is free of charge and supported by the money made from their managed accounts. The tool lets you sync all of your brokerage accounts from over 80 sources, either automatically or manually, so everything is in one coherent place. Then, you’re able to see the growth, in aggregate or as separate accounts, and news relating to your investments. Even better, syncing your accounts to SigFig is made simple by the user-friendly platform.

Personal Capital Finance

This application offers several specialized tools:

• Investment checkup: making sure that your investments are on track by indicating portfolio re-balancing suggestions, target recommendations, comparison, and projects
• 401 (k) fee analyzer: the average American loses up to $155,000 to 401k fees over a lifetime. Personal capital lets you see how much you’re losing to hidden fees
• You index: combines the performance of all your individual accounts into a single number
• Retirement calculator: calculates your expected monthly income and projected Social Security distributions

Schwab Workplace Retirement

This one is best for consumers who already bank at Schwab and/or just want straightforward retirement account tracking. The Schwab Workplace Retirement app is a straightforward tool in the form of a spreadsheet rather than an interactive experience. So if you want a simple process in tracking your retirement account performances in one place, this is what you need.

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