Investment services have continuously been shifting online in recent years. With the help of mobile investing experience, stock portfolio trading is now simpler and more convenient than ever before. However, having access to simplified investment experience does not necessarily translate to better investment performance.
Common difficulties faced by new and casual retail investors include limited access to market information, inability to assess investment opportunities, and lack of knowledge/tools to analyze complicated data and keep their portfolios well-managed.
Fortunately, there are several stock apps out there that come in handy when making or managing investments.
Stock Trackers Help you Understand Investment Performance
Recommended Free Tools: Excel / Google Sheet, Ticker, Planto
The most traditional stock tracker is Excel or Google sheet. You can manually add data such as stock name, ticker, number of shares, buying/selling price, and fees/commissions, these data will then allow you to calculate the return of each investment.
While Excel / Google sheet option is the most manual and time-consuming, it also gives you the flexibility to include and sort information in any way that you prefer or think is the most useful. Once all the information and calculations are in place, you can do further analysis or plot out trends and examine whether the return is in line with your expectations.
For investors who do not want to manage a spreadsheet or prefer an automated stock tracker, a mobile app called “Ticker” is a popular option among many local investors. With Ticker, users only need to enter information like the ticker, number of shares, buying/selling price, and fees of each transaction, Ticker app will then calculate the realized and unrealized profit of your portfolio automatically. One drawback of the Ticker app however is that it does not provide tracking for U.S. stocks.
If you are looking for the ultimate convenience, Planto app helps you to automatically track all kinds of investment assets including stocks and MPF – simply link your securities or investment accounts to Planto, then the system will automatically convert your Hong Kong and U.S. stock portfolio into charts, making it easy for you to understand your performance at a glance.
Planto app currently supports more than 20 investment providers including SoFi HK, Futu, Aqumon, Interactive Brokers, HSBC, Citi Bank, Bank of China (Hong Kong), and many more.
Stock tracking tool
Adding of transaction(s)
Supporting instrument
Ease of use
Excel / Google sheet
Manual
Hong Kong stocks, U.S. stocks and any other asset
Relatively complex
Ticker
Manual
Hong Kong stocks
Simple
Planto
Automatic
Hong Kong stocks, U.S. stocks, time deposit, MPF etc.
Simple
Ticker is a stock tracking app that is popular among Hong Kong stock investors. Planto provides automatic solutions for stock tracking (supports both Hong Kong and U.S. stock). The app goes beyond a stock tracker by automatically recording and analyzing deposits, MPF, insurance and credit card expenditure.
Access News & Information on the Stock Markets
Recommended Tools: Futu Securities and other Major Financial Information App
Hong Kong investors typically use AASTOCK, HKET, and other apps/websites for information on the market and stock trends, however contents on such channels mostly focus on local trends and opinions. While the primary function of mobile applications from securities brokers such as Futu Securities and Valuable Capital is to facilitate stock trading, these mobile applications are also equipped with comprehensive news, intelligence, and stock screening features. Such mobile apps also have social features that allow investors to communicate and learn from each other, making them convenient platforms for accessing information.
For investors who mainly focus on the U.S. stock market, they may find local information platforms lacking as information is typically updated less frequently during trading hours which is caused by time zone difference. If you are looking for a reliable source of real-time information on the U.S. market, international platforms that focus on the global financial market may be more suitable for you.
If you do not mind paying subscription fees, Bloomberg can offer real-time information, news, and content on the financial markets globally. Bloomberg also has a Watchlist feature which can help you to build and track stocks in Hong Kong, U.S., Japan, U.K. and many more, this feature from Bloomberg is free and is easy to use. Bloomberg’s alternatives include Reuters and Investing.com.
Apart from news and market trends, Bloomberg also has a Watchlist feature which helps investors to track stocks from many markets.
Compare U.S. Investment Brokers
HK Market
US Market
Robo Advisors
Futubull
Other Fee
N/A
Avg. Trade Cost
HKD 15
Welcome Offer: Enjoy up to HK$1,800 welcome offer
Register a new account on or before 31st July 2024 by using Planto exclusive promo code “PLANTO” can enjoy the below rewards:
1. Planto exclusive offer : Enter promo code “PLANTO” BEFORE account opening can enjoy HK$200 cash coupons
2. Lifetime commission-free for HK stocks and US stock LV2 real-time streaming quotation services
3. Open an account, deposit a total of HK$10,000 or above into the Futu HK account.Maintain 60 days daily average asset* of HK$10,000 or above to receive : Alibaba (NYSE:BABA) - 1 share or HK$400 supermarket e-voucher
4. Open an account, deposit a total of HK$80,000 or above into the Futu HK account. Maintain 60 days daily average asset* of HK$80,000 or above to receive : Nvidia (NYSE:NVDA) – 1 share
Redemption procedures : Download Futu app; Register an account and go to Activity Centre; Enter “PLANTO” in redemption centre before account opening.
All rewards can be stacked. As of the closing price on 11 June 2024, Alibaba (NYSE: BABA) stock price was US$77.97/share As of the closing price on 11 June 2024, Nvidia (NYSE: NVDA) stock price was US$125.2/share
Asset calculation method: Sum of the everyday assets/60 days; Including Cash/ Stocks/ Funds/ Options/ Futures
Investment involves risks. The fund price may move up or down. Investor should thoroughly study the funds' offering documents and other related documents (including risk disclosure statements).
Transaction Fees: For HK stocks, there are no commissions - just HKD 15 / trade as a platform fee.
For a HKD 10,000 trade, that's: HKD 15 per transaction (excl. mandatory costs by the HK Exchange, etc.).
Tiered pricing also available for people with larger number of trades (min. HKD 1 / trade)
Futu will provide users with free LV1 real-time streaming quotation services (including Hong Kong stocks, options, and futures)
Products Available: HK, US and China stocks and ETFs. Selected funds available via Futu MoneyPlus.
Margin Trading: Annual interest rate as low as 3.98% (for advanced investors)
License: Registered member of the HKEX and licensed by the SFC (Type 1, 2, 4, 5, 7, 9)
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Futubull
Other Fee
N/A
Avg. Trade Cost
HKD 15.5
Welcome Offer: Enjoy up to HK$1,800 welcome offer
Register a new account on or before 31st July 2024 by using Planto exclusive promo code “PLANTO” can enjoy the below rewards:
1. Planto exclusive offer : Enter promo code “PLANTO” BEFORE account opening can enjoy HK$200 cash coupons
2. Lifetime commission-free for HK stocks and US stock LV2 real-time streaming quotation services
3. Open an account, deposit a total of HK$10,000 or above into the Futu HK account.Maintain 60 days daily average asset* of HK$10,000 or above to receive : Alibaba (NYSE:BABA) - 1 share or HK$400 supermarket e-voucher
4. Open an account, deposit a total of HK$80,000 or above into the Futu HK account. Maintain 60 days daily average asset* of HK$80,000 or above to receive : Nvidia (NYSE:NVDA) – 1 share
Redemption procedures : Download Futu app; Register an account and go to Activity Centre; Enter “PLANTO” in redemption centre before account opening.
All rewards can be stacked. As of the closing price on 11 June 2024, Alibaba (NYSE: BABA) stock price was US$77.97/share As of the closing price on 11 June 2024, Nvidia (NYSE: NVDA) stock price was US$125.2/share
Asset calculation method: Sum of the everyday assets/60 days; Including Cash/ Stocks/ Funds/ Options/ Futures
Investment involves risks. The fund price may move up or down. Investor should thoroughly study the funds' offering documents and other related documents (including risk disclosure statements).
Transaction Fees: For US stocks, commissions of US$0.0049 per share (min. US$0.99), and platform fees of US$0.005 per share (min. US$1).
For a US$1,000 trade with 5 shares, that's about: US$2 (excl. mandatory costs by the SEC, etc.).
Tiered pricing also available for people with larger number of trades
Products Available: HK, US and China stocks and ETFs. Selected funds available via Futu MoneyPlus.
Margin Trading: Annual interest rate as low as 3.98% (for advanced investors)
License: Registered member of the HKEX and licensed by the SFC (Type 1, 2, 4, 5, 7, 9)
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Webull
Other Fee
N/A
Avg. Trade Cost
HKD 10
Welcome Offer: During the promotion period, new customers who apply via Planto, successfully open a Webull account, and complete some simple tasks can enjoy rewards valued up to HK$1,000:
- Successfully open an account, deposit HK$10,000, and retain it for 60 days to receive a HK$1,000 supermarket voucher. (Complete Planto reward redemption to receive the offer)
Terms and conditions apply.
Pros & Cons
Basic Info
Transaction Fees: No commissions - just a HKD 10 platform fee per trade.
For a HKD 10,000 trade, that’s: HKD 10 per transaction
Products Available: Hong Kong and US stocks, A shares, ETFs, warrants, IPOs and odd lot shares
Real-time market information: Free real-time quotes for Hong Kong stocks (BMP quotes) and quotes from major global exchanges
Margin Trading: Unavailable
License: Licensed with the Securities and Futures Commission of Hong Kong (CE No. BNG700) for carrying out type 1 regulated activity (“dealing in securities”).
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Webull
Other Fee
N/A
Avg. Trade Cost
HKD 0
Welcome Offer: During the promotion period, new customers who apply via Planto, successfully open a Webull account, and complete some simple tasks can enjoy rewards valued up to HK$1,000:
- Successfully open an account, deposit HK$10,000, and retain it for 60 days to receive a HK$1,000 supermarket voucher. (Complete Planto reward redemption to receive the offer)
Terms and conditions apply.
Pros & Cons
Basic Info
Transaction Fees: No commissions - just a HKD 10 platform fee per trade.
For a HKD 10,000 trade, that’s: HKD 10 per transaction
Products Available: Hong Kong and US stocks, A shares, ETFs, warrants, IPOs and odd lot shares
Real-time market information: Free real-time quotes for Hong Kong stocks (BMP quotes) and quotes from major global exchanges
Margin Trading: Unavailable
License: Licensed with the Securities and Futures Commission of Hong Kong (CE No. BNG700) for carrying out type 1 regulated activity (“dealing in securities”).
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Tiger Brokers
Other Fee
0
Avg. Trade Cost
HKD 0
Welcome Offer: Successfully open an account through Planto’s exclusive link then complete certain tasks until 31st July 2024 to enjoy up to HK$2,300 worth of reward:
- Exclusive HK$400 supermarket vouchers from Planto after depositing HK$10,000 , plus:
1. Time-limited Commission-Free Rewards*
- 0 Commission for HK stock trading (Lifetime)
- 0 Platform fee for HK stock trading (until 30th September 2024)
- NYSE Arca Level 2 Deep Quote streaming for US stocks (until 30th September 2024)
- 0 Commission for US stock option trading (until 30th September 2024)
- US Stock Option Lv1 Real-time Quotes (until 30th September 2024)
2. New clients account opening awards, fund more for 45 consecutive days to get more (please refer to T&Cs for detailed quolifications)
- Net deposit* HK$10,000 or US$1,500 or above : to activate HK$300 stock voucher (3x HK$100 vouchers) and 3-month free HK Stock Lv1 streaming quote
- Net deposit* HK$50,000 or above : to activate HK$600 stock vouchers (6x HK$100 vouchers)
- Net deposit* HK$100,000 or above : to activate HK$1,200 stock vouchers (12x HK$100 vouchers)
3. Complete 5 non-forex trades with each trade amounting to or exceeding HK$100 within 60 days after successful account opening (applicable to both Hong Kong and US stocks) : to activate HK$700 stock voucher (7x HK$100 vouchers)
* Net deposit = deposit amount - withdrawal amount, excluding the part of asset increase or decrease due to normal transactions.
^Daily cumulative net deposits = (from the account opening date) cumulative deposit amount - (from the account opening date) cumulative withdrawal amount, excluding asset fluctuations caused by normal trading activities
Welcome Offer: On or before 31 July 2024, apply via Planto, successfully open an account and deposit HK$10,000 to receive up to HK$2,000 worth of rewards:
Planto exclusive HK$200 supermarket coupon
Choose from one of the below 2 offers :
A. Up to HK$1,500
* Up to 41% APR for deposit (Limited to HK$20,000 maximum for 60 days to enjoy interest approximately HK$1,366) [Usual APR is 5% while new clients can enjoy extra 30%]
* Total worth of HK$200 stocks cash coupon (HK$100 x 2)
B. Total worth up to HK$1,800
* Total worth of HK$800 stocks cash coupon
* Total worth of HK$1,000 cash rebate (upon 15 tradings)
Terms and conditions
Pros & Cons
Basic Info
Transaction Fee: For HK stocks, commissions of 0.03% per trade (min HK$3), and platform fees of HK$15 per trade (0 commission during promotion period)
For a HKD 10,000 trade, that's: HKD 15 per transaction (excl. mandatory costs by the HK Exchange, etc.).
Product available: HK and US stocks and ETFs
Margin trading: Annual interest rate of 6.5%
License: Licensed by the SFC (Type 1, 4, 9)
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LONGBRIDGE
Other Fee
N/A
Avg. Trade Cost
HKD 8
Welcome Offer: On or before 31 July 2024, apply via Planto, successfully open an account and deposit HK$10,000 to receive up to HK$2,000 worth of rewards:
Planto exclusive HK$200 supermarket coupon
Choose from one of the below 2 offers :
A. Up to HK$1,500
* Up to 41% APR for deposit (Limited to HK$20,000 maximum for 60 days to enjoy interest approximately HK$1,366) [Usual APR is 5% while new clients can enjoy extra 30%]
* Total worth of HK$200 stocks cash coupon (HK$100 x 2)
B. Total worth up to HK$1,800
* Total worth of HK$800 stocks cash coupon
* Total worth of HK$1,000 cash rebate (upon 15 tradings)
Terms and conditions
Pros & Cons
Basic Info
Transaction Fee: For US stocks, commissions of US$0.0049 per share (min. US$0.99), and platform fees of US$0.005 per share (min. US$1) - 0 commission during promotion period.
For a US$1,000 trade with 5 shares, that's about: US$2 (excl. mandatory costs by the SEC, etc.).
Product available: HK and US stocks and ETFs
Margin trading: Annual interest rate of 4.8%
License: Licensed by the SFC (Type 1, 4, 9)
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Saxo Hong Kong
Other Fee
N/A
Avg. Trade Cost
0.05%
(min. HKD 18)
Welcome Offer: Enjoy up to 4.27%* on cash deposits amount US$10,000 or higher
*the interest rate figure is for reference, it could change with the market condition
Pros & Cons
Basic Info
Transaction Fees: For HK stocks, there is a 0.05% commission, with a minimum fee per trade of HKD$ 18. However there is no other trade or platform fee involved.
For a HKD$ 10,000 trade, that’s HKD$ 18 per transaction as HKD$ 18 minimum is higher than HKD$ 10,000 * 0.05% (excl. mandatory costs by the HK Exchange, etc.)
Custodian Fee: No custodian fee will be applied to Hong Kong client owning Hong Kong stocks
Products Available: 40,000+ investment instruments including stocks, ETFs, bonds, mutual funds etc. across 37 global exchanges such as Hong Kong, U.S., U.K., Japan, Singapore and many more
Margin Trading: From Hibor+1.62%
License: Licensed by the SFC (Type 1, 2, 3)
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Saxo Hong Kong
Other Fee
N/A
Avg. Trade Cost
From HKD 0.039 / share
(min. from HKD 23)
Welcome Offer: Enjoy up to 4.27%* on cash deposits amount US$10,000 or higher
*the interest rate figure is for reference, it could change with the market condition
Pros & Cons
Basic Info
Transaction Fees: For US stocks, there is a USD$ 0.005 - 0.008/share fee, with a minimum fee per trade of USD$3 (depending on your Saxo account tier). However there is no other trade or platform fee involved.
Charge is based on the number of US stocks you buy, regardless of how much they were bought for. (excl. mandatory costs by US stock exchanges, etc.)
Custodian Fees: There is no custodian fee
Products Available: 40,000+ investment instruments including stocks, ETFs, bonds, mutual funds etc. across 37 global exchanges such as Hong Kong, U.S., U.K., Japan, Singapore and many more
Margin Trading: From Libor +1.5%
License: Licensed by the SFC (Type 1, 2, 3)
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uSMART Securities
Other Fee
N/A
Avg. Trade Cost
HKD 8
Welcome Offer: April special offer, Open an account with uSmart to earn:
• 2024 promotion : US$1.5 transaction fee per trade for US stock, 0 commission and platform fee for HK stock
• Real-time streaming quotation for HK stocks (Terms and conditions apply)• Lifetime free U.S. stock commission (only for standard accounts)
• HK$20 cash coupons X8
#For HK stocks, you can enjoy 0 commission and platform fee by trading the designated 16 ETF. For US stocks, you can enjoy US$1.5 transaction fee per trade when the value of each trading of main board stocks equals or higher than US$100.
Transaction Fees: 0% commission rate per US stock transaction for Standard Account users only, with a fixed US$0.005 platform fee per share
Investment product available:: HK, US and China stocks, ETFs and warrants. Selected funds available via Smart Fund platform.
Investment service available:: Discretionary Investment Management Account, Professional Investment Advisory
Margin Trading: 2.98% margin rate
License: Licensed by the SFC (Type 1, 4, 9)
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Interactive Brokers
Other Fee
N/A
Avg. Trade Cost
0.05% of Trade Value
Welcome Offer: Earn up to 4.83% annual interest rate on positive settled cash balance for accounts with total NAV of US$100,000 or higher. *Accounts with NAV of less than US$100,000 receive interest at rates proportional to the size of the account
**Interest rate if for reference only, it may change any time according to market condition
Pros & Cons
Basic Info
Transaction Fees: For HK stocks, commission fee of 0.08% to 0.015%
Product available: Stocks, options, futures, currencies, bonds from 150 exchanges in 34 regions including the U.S., Canada, Mexico, Israel, Germany, Netherlands, Japan, Hong Kong, Taiwan, Singapore and India
Margin Trading: as Low as 5.637%
Hong Kong SFC license: SFC license Type 1,2,3
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Interactive Brokers
Other Fee
N/A
Avg. Trade Cost
US$0.005 / share
(min. from US$0.35)
Welcome Offer: Earn up to 4.83% annual interest rate on positive settled cash balance for accounts with total NAV of US$100,000 or higher. *Accounts with NAV of less than US$100,000 receive interest at rates proportional to the size of the account
**Interest rate if for reference only, it may change any time according to market condition
Pros & Cons
Basic Info
Transaction Fees: For US stocks, commission fee of US$0.005 / share to US$0.0005 / share
Product available: Stocks, options, futures, currencies, bonds from 150 exchanges in 34 regions including the U.S., Canada, Mexico, Israel, Germany, Netherlands, Japan, Hong Kong, Taiwan, Singapore and India
Margin Trading: as Low as 5.3%
Hong Kong SFC license: SFC license Type 1,2,3
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Syfe
Account Funding Requirements
HKD 10,000
Fees
0.35%-0.65% AUM
Pros & Cons
Basic Info
Minimum investment amount: No minimum investment requirement
Fees: 0.35% to 0.65% of total assets (annual)
Portfolio creation: U.S., China stocks and ETFs, including direct indexed and thematic portfolios
Account opening: 100% online account opening through Syfe mobile app
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Stashaway
Account Funding Requirements
HKD 10,000
Fees
0.2%-0.8% AUM
Welcome Offer: New customers who successfully open a StashAway account via Planto’s link can enjoy 3 months of free management for up to HK$50,000.
Pros & Cons
Basic Info
Minimum investment amount: No min investment amount
Fees: 0.2-0.8% of the total assets (Annual)
Portfolio creation: 12 types of portfolios, covering 33 US ETFs, 14,000 securities assets and 20 different markets
Account opening: 100% online
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Aqumon
Account Funding Requirements
HKD 10,000
Fees
0.5%-0.8% AUM
Pros & Cons
Basic Info
Minimum investment amount: USD 10 for Safe Haven Portfolio
Fees: 0 commission, 0 platform fee. Advisory fee based on AUM
Investment involves risks. This information is intended to be educational and is not tailored to the investment needs of any specific investor. This information does not constitute investment advice and should not be used as the basis for any investment decision nor should it be treated as a recommendation for any investment or action. Past performance is no guarantee of future results. The value of investments and the income from them can go down as well as up, so you may not get back what you invest.
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