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You’re managing your investments. How do you know which financial management tools are the best?

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You’re managing your investments. How do you know which financial management tools are the best? Whether you’re a beginner or an expert, you need to have a clear strategy, a realistic budget, and a reliable way to track your performance. In this article, we’ll explore some of the most popular and useful financial management tools that can help you achieve your investment goals.

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Raj Sukkersudha

Principal & Founder, Denver Capital

1 Financial planning software

One of the first steps to successful investing is to create a financial plan that aligns with your objectives, risk tolerance, and time horizon. Financial planning software can help you do that by providing you with a comprehensive overview of your income, expenses, assets, liabilities, and net worth. You can also use it to set up savings goals, plan for retirement, and simulate different scenarios. Some examples of financial planning software are Quicken, Mint, and Personal Capital.

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Maharsh Patel

CPA | VISAFAST Migration Consultancy
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You can also start with MS Excel. You can get a lot of free excel based financial planning templates/calculators if you are new with Excel or just lazy to create your own. There are also many softwares. But Excel is the best as you have control over your data rather than sharing it with any 3rd party platforms.

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2 Investment platforms

Once you have a financial plan, you need to choose where and how to invest your money. Investment platforms are online services that allow you to buy, sell, and manage various types of securities, such as stocks, bonds, mutual funds, ETFs, and more. They also offer different features, such as research tools, robo-advisors, portfolio analysis, and customer support. Some examples of investment platforms are E-Trade, Fidelity, and Robinhood.

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3 Portfolio trackers

After you make your investments, you need to monitor how they are performing and whether they are meeting your expectations. Portfolio trackers are tools that help you keep track of your holdings, returns, fees, and diversification. They also help you identify opportunities and risks, and adjust your strategy accordingly. Some examples of portfolio trackers are Morningstar, Yahoo Finance, and SigFig.

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4 Financial calculators

Sometimes you need to do some quick calculations to make informed decisions about your investments. Financial calculators are tools that help you estimate various financial outcomes, such as compound interest, future value, inflation, tax impact, and more. They also help you compare different options and scenarios, and see how they affect your goals. Some examples of financial calculators are Bankrate, NerdWallet, and The Motley Fool.

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5 Financial podcasts

One of the best ways to learn more about investing and stay updated on the latest trends and news is to listen to financial podcasts. Financial podcasts are audio programs that cover a wide range of topics, such as market analysis, investment strategies, personal finance tips, and interviews with experts. They also offer different perspectives, insights, and opinions that can inspire and challenge you. Some examples of financial podcasts are The Money Guy Show, The Dave Ramsey Show, and Motley Fool Money.

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6 Financial blogs

Another great way to expand your knowledge and skills in investing is to read financial blogs. Financial blogs are websites that publish articles, guides, reviews, and opinions on various aspects of finance and investing. They also offer a platform for interaction and discussion with other investors and bloggers. Some examples of financial blogs are The Balance, Investopedia, and Mr. Money Mustache.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Raj Sukkersudha

Principal & Founder, Denver Capital
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In my opinion, one of the most important aspects of managing investments is thorough research and due diligence. Regardless of the financial management tools you use, a solid foundation of research allows you to make informed decisions about your investments. This involves understanding the market conditions, assessing the potential risks and returns of different assets, and staying informed about economic trends. While financial tools can provide valuable insights and analysis, a proactive and informed approach to research remains paramount in navigating the complexities of the financial landscape and achieving your investment goals.

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You’re managing your investments. How do you know which financial management tools are the best?

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1 Financial planning software

2 Investment platforms

3 Portfolio trackers

4 Financial calculators

5 Financial podcasts

6 Financial blogs

7 Here’s what else to consider

Financial Management

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