Essential Tools for Stock Portfolio Tracking and Understanding Investment Performances

Essential Tools for Stock Portfolio Tracking and Understanding Investment Performances

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August 06 • 3 min read

語言: 廣東話

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.

👉Download and try the stock tracking Google Sheet we have made.

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 toolAdding of transaction(s)Supporting instrumentEase of use
Excel / Google sheetManualHong Kong stocks, U.S. stocks and any other assetRelatively complex
TickerManualHong Kong stocksSimple
PlantoAutomaticHong 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
uSMART Securities
Custodian Fee
HKD 0
Avg. Trade Cost
HKD 8
Welcome Offer: Apply via Planto before 20 April and be eligible for: • Successful account opening with first time deposit, and fulfil certain requirements will be eligible to redeem a maximum of HK$2,000 welcome reward • Exclusive offer to receive 4 shares of Nongfu Spring (0966.HK) • Successful eDDA account activation with $500 or more deposit will be eligible to redeem an extra HK$50 cash coupon • Other lifestyle uSMART rewards include BowtieGo outpatient medical annual pass and hket.com subscription benefit
See more
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SoFi Hong Kong
Custodian Fee
HKD 0
Avg. Trade Cost
HKD 0
Welcome Offer: • Get a free US$50 fractional share of Amazon or Tesla upon a successful account opening. Offer ends on 30th April 2021.
See more
See more
uSMART Securities
Custodian Fee
HKD 0
Avg. Trade Cost
HKD 12
Welcome Offer: Apply via Planto before 20 April and be eligible for: • Successful account opening with first time deposit, and fulfil certain requirements will be eligible to redeem a maximum of HK$2,000 welcome reward • Exclusive offer to receive 4 shares of Nongfu Spring (0966.HK) • Successful eDDA account activation with $500 or more deposit will be eligible to redeem an extra HK$50 cash coupon • Other lifestyle uSMART rewards include BowtieGo outpatient medical annual pass and hket.com subscription benefit
See more
See more
See more
Webull
Custodian Fee
HKD 0
Avg. Trade Cost
HKD 10
Welcome Offer: New customers applying via Planto is entitled to enjoy the below welcome offer: • Between now until 30 April 2021, 2 Alibaba stocks (HKG:9988) and 2 Xiaomi stocks (HKG:1810) in total worth HKD508 as of 24 March 2021. • $0 commission available for all products such as Hong Kong stocks, A shares, ETFs, warrants, IPOs and odd lot shares • Free real-time quotes for Hong Kong stocks (BMP quotes) and quotes from major global exchanges
See more
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Fuyuan Securities
Custodian Fee
HKD 0
Avg. Trade Cost
HKD 0
Welcome Offer: New customer via Planto is entitled to enjoy the below welcome offer:
See more
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Fuyuan Securities
Custodian Fee
USD 0
Avg. Trade Cost
HKD 15.5
Welcome Offer: New customer via Planto is entitled to enjoy the below welcome offer:
See more
See more
See more
Futu Securities
Custodian Fee
HKD 0
Avg. Trade Cost
HKD 15
Welcome Offer: Apply via Planto and be eligible for HKD 100 supermarket coupon and 1 free share of Coca Cola after depositing HKD 10,000 [Stock transfer offer] New customers who successfully transfer stock into their Futu accounts are eligible for HKD300 supermarket coupon.
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Futu Securities
Custodian Fee
HKD 0
Avg. Trade Cost
HKD 15.5
Welcome Offer: Apply via Planto and be eligible for HKD 100 supermarket coupon and 1 free share of Coca Cola after depositing HKD 10,000 [Stock transfer offer] New customers who successfully transfer stock into their Futu accounts are eligible for HKD300 supermarket coupon.
See more
See more
Valuable Capital Limited
Custodian Fee
HKD 0
Avg. Trade Cost
HKD 15.5
Welcome Offer: Between 1st April 2021 and 30th April 2021, the following benefits will be allocated by Valuable Capital to new users who have completed online registration and account opening through Planto's link*: • HKD700 Parknshop Supermarket cash coupon* • HKD50 IPO Cash Subscription voucher • Trade without commission • Real-time streaming quotes (worth HK$288/m) for HK stocks for 30 days • After 30 days, the real-time streaming quotes continue if your average assets or month-end assets reached HK$50,000, and traded 10 times per month in HK market • 95% margin service with least 1.6% interest rate for IPO subscriptions
See more
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See more
Valuable Capital Limited
Custodian Fee
HKD 0
Avg. Trade Cost
HKD 15
Welcome Offer: Between 1st April 2021 and 30th April 2021, the following benefits will be allocated by Valuable Capital to new users who have completed online registration and account opening through Planto's link*: • HKD700 Parknshop Supermarket cash coupon* • HKD50 IPO Cash Subscription voucher • Trade without commission • Real-time streaming quotes (worth HK$288/m) for HK stocks for 30 days • After 30 days, the real-time streaming quotes continue if your average assets or month-end assets reached HK$50,000, and traded 10 times per month in HK market • 95% margin service with least 1.6% interest rate for IPO subscriptions
See more
See more
See more
Saxo Markets
Custodian Fee
HKD 0
Avg. Trade Cost
0.08%
(min. HKD 40)
See more
See more
Saxo Markets
Custodian Fee
From 0.06% p.a.
(min. HKD 38)
Avg. Trade Cost
From HKD 0.05 / share
(min. from HKD 23)
See more
See more
Charles Schwab, Hong Kong, Ltd.
Custodian Fee
USD 0
Avg. Trade Cost
USD 0
See more
See more

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Important information:

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.

#stock app
#stock portfolio tracking
#stock tracer
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