Portfolio Monitor - personal 401k finances tracker 1.0

Portfolio Monitor – Freeware – iOS
out of 3 votes

Portfolio Monitor serves as a comprehensive tool for overseeing retirement investment accounts, specifically tracking the performance of mutual funds and 401k stock portfolios. The application delivers daily updates on account status, offering users a clear view of their investments.

One of the notable features of Portfolio Monitor is its color-coded performance indicators—Green, Yellow, and Red—which effectively communicate the health of the overall portfolio as well as individual investment positions. This visual representation aids in quickly assessing areas that may require attention.

Additionally, the app provides optional access to professional financial planners for those seeking expert advice or consultation regarding investment strategies. This feature enhances the overall user experience by merging monitoring with professional guidance.

Overview

Portfolio Monitor - personal 401k finances tracker is a Freeware software in the category Business developed by Portfolio Monitor.

The latest version of Portfolio Monitor - personal 401k finances tracker is 1.0, released on 01/09/2025. It was initially added to our database on 01/09/2025.

Portfolio Monitor - personal 401k finances tracker runs on the following operating systems: iOS.

Users of Portfolio Monitor - personal 401k finances tracker gave it a rating of 4 out of 5 stars.

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