I’m a big believer in long-term investing and taking advantage of compounding returns to build wealth.  While 95% of my investible assets are in long-term positions, as my internet handle implies, however, I’m also a fan of shorter-term swing trading. I find trading to be fun but I’m set on only using a small percentage of my overall portfolio – in other words, my play account.  I consider the markets to be a lifelong educational endeavor, and even with 20 years under my belt, it still feels like I’m only scratching the surface.

Regardless of whether I’m investing for the long-term, or making a short-term trade, I routinely log in to my Google Finance account when the stock market opens at 9:30 am EST during the week.  I use the portfolio feature to see how my accounts (especially trading positions) are doing and to compare my long-term returns against various index benchmarks (a really great feature).  There are some bugs with the interface (like adding positions and sometimes not showing up in the portfolio list), but since I’m heavily integrated with Google products, the pros heavily outweigh the cons.

All was well until October 2017 when users received a message from Google Finance that they were closing down their portfolio functionality (message as circled above).  I was disappointed in the news, but I realize that things change often, especially in the world of technology.  The good news though is that Google Spreadsheets stock quote functionality will remain which is what I use to track my dividend portfolios (here’s how to create a dividend portfolio watchlist with google spreadsheets).

Digesting the news, my thoughts turned to alternative solutions to Google Finance portfolios.  Ideally, free solutions that worked relatively well.  With this search, I came up with two viable free solutions.

1. Morningstar


First, I think that Morningstar is missing a huge opportunity by not adding an “import” feature.  It would be great if I could simply export my Google portfolio transactions and import them into my Morningstar account.

However, let’s start with what I like about the Morningstar portfolio (link):

  • News specific to portfolio positions.
  • Creating custom views/tables (lots of options which is a big plus).
  • Performance measuring, including comparing against index.

What needs work:

  • Often, pages will not load (could be specific to my PC) which can be frustrating.

2. Yahoo Finance

Like Morningstar, Yahoo does not have a feature to import portfolios. However, I’ve been told that the Yahoo App allows for importing portfolio transactions, but I have not tried the app yet.

What I like about Yahoo Finance Portfolios (link):

  • Financial history of individual stocks.  While this functionality is more of a Yahoo Finance feature rather than specifically their portfolio, it is extremely useful in checking dividend history and calculating returns manually (if you are into that).
  • Customized views/tables, however, not as elaborate as Morningstar.

What needs work:

  • As mentioned above, it needs more options for custom views.
  • Cannot measure portfolio performance against index benchmarks.
  • Simply not as comprehensive as Morningstar.

 Final Thoughts

In my search for alternatives to Google Finance Portfolios, I came up with two decent free solutions: Morningstar Portfolios and Yahoo Finance Portfolios.   Both have their pros and cons, however, both do not allow importing (I’ve been told Yahoo app allows importing).   As of right now, I’m leaning towards Morningstar to handle my daily watchlist needs as I find the interface more robust with more options.

Let me know what you use to track your portfolio or if you have any additional ideas.


  1. Leo Ly @ isaved5K.com on November 27, 2017 at 11:35 am

    I know that I am pretty old school as I just use my excel spreadsheet to track both my net worth and portfolio. I take a snapshot of my net worth and portfolio every quarter and annually. I currently have almost ten years of history of my portfolio and my net worth. From time to time, I would go back into my portfolio history and try to reflect and analyze what I did well and what I did poorly.

    The best part of having this history is to be able to learn from my mistakes and try not to repeat the same mistake twice. I would encourage all readers to take snapshots of their finances on a regular interval to ensure that their net worth and self worth are growing consistently.

    • Chris on November 28, 2017 at 9:45 am

      Agreed and I do the net worth and portfolio update using a few Excel spreadsheets on the 1st of every month. Takes less than 10 minutes and my favourite day of the month (as long as there wasn’t any big correction in the previous 4 weeks). Started this in 2009 when I got serious about building wealth. Net worth up several million since then :) One of the things about taking an honest look at your financial position is you tend to want to eliminate the debt and increase your investing accounts more when you look at those numbers all the time and compare to the past. Has certainly been motivating for me.

      • Leighton on November 30, 2017 at 12:34 pm

        Hi Chris,
        Wow, up several million since 2009! Would you be willing to share what your portfolio is made up of? Are you strictly a stock investor or do you have other assets such as property and such. Thanks for the info. It’s always nice to get advice from others who have found a strategy that works.

      • FT on November 30, 2017 at 3:56 pm

        Same here Chris, would like to hear more about your story!

    • Dunny on February 5, 2018 at 12:17 pm

      Dion, thanks for this idea. I will investigate Investing.com. I too used to love Yahoo Finance for the ability to see all charts on one page and also track the highest market price since I bought my stock compared to current price using high and low limit (which used to show a green or red arrow). I still use Yahoo Finance but also have my holdings set up in TMXMoney for the charts on one page, and on Globe and Mail to check returns YTD and 1 year. I set up all my holdings in all accounts in one portfolio and check it throughout the day. Check charts about once a week.

    • Dunny on February 5, 2018 at 12:27 pm

      I am an Excel fan — most reliable over the decades. I use it to track net worth, and do projections. Tracking net worth and all sources of wealth and income is very motivating I agree. I have my individual stocks set up as a combined portfolio on Yahoo Finance (not nearly as good as it used to be). I check stocks every morning and at after closing bell and throughout the day if I am at home, but when travelling just monitor as best I can. I record balance daily from my broker account on my Excel spreadsheet. Not individual stock prices, just totals for stocks and cash in each account. I invest in individual stocks only. I do not worry about dividends although most pay dividends. I have also used Globe and Mail portfolio and still do but their newsfeed is mostly behind a pay wall now.

  2. Joseph on November 27, 2017 at 1:34 pm

    TakeStock 2
    Made by a fellow Canuck.
    Really nice guy, very responsive.
    Very good software.
    I use it for portfolio and holding tracking for my margin and registered accounts.

  3. Dion on November 27, 2017 at 2:10 pm

    I’ve been using Investing.com’s portfolio and watch list functionality since I got fed up with Yahoo Finance. I like the ability to have multiple portfolios (TFSA, RRSP, etc) and multiple watchlists. I can report $ P/L in Canadian dollars even if the security is in American or otherwise. They have some great funtionality built in with TradingView which allows more detailed charting and the ability to view all your holding’s charts on one page. I recommend you check it out.

  4. GYM on November 27, 2017 at 5:38 pm

    That’s so sad! I don’t have a Google Finance account but I use Google Finance to look at my stocks :( My husband is a big fan of using Yahoo Finance, so I’ll probably switch to that.

  5. Gurjit Sidhu on November 27, 2017 at 5:44 pm

    I find Globe Investor portfolios to be pretty good

  6. Dash2Retire on November 29, 2017 at 1:42 pm

    I have used both Morningstar and Yahoo Finance. My current go-to is the Yahoo Finance app on my phone. I have set up my watch list for the individual stocks we own (TFSA in Canada,) as well as individual stocks in the Dow and TSX in our accounts dedicated to dividends, and our mutual funds (in our US IRAs.) I also use it to track USD vs CAD – which I watch very closely. Just waiting for the loonie to rebound!
    I have used Morningstar in the past to track our entire portfolio, but it wasn’t easy. I did like the x-ray feature, however. Perhaps Morningstar portfolio tracker has gotten better since I tried it last.

  7. martin on November 30, 2017 at 10:32 am

    thanks a lot for this

    I was using TMX money which is a free option as well but i like Morningstar much better!

  8. Jamie on December 1, 2017 at 8:22 am

    I’m planning to sign-up with Questrade. I know they have a watchlist feature. Is it not common to have this feature with-in a self direct account?


  9. Matthew on December 2, 2017 at 11:58 am

    If you’re looking to roll your own Google Sheets has a GOOGLEFINANCE function which can retrieve a variety of fields – https://support.google.com/docs/answer/3093281?hl=en

    As a programmer I looked at writing something but wasn’t able to find free data sources.

  10. Derek on December 3, 2017 at 1:56 pm

    I’ve always tracked my portfolio in a spreadsheet. I’d originally entered prices manually, then learned how to link to the Yahoo Finance API to bring prices in automatically. Then Yahoo shut that feature down at the beginning of November, so I was back to entering prices manually. Now Google has changed things so that I found it harder to get a quickly organized list of prices, so I have now started experimenting with the Alpha Vantage API to try to bring prices back in automatically into my Excel sheet. Changes suck, but at least I’m learning some new things about excel.

  11. Jimmy @ CC Bank on December 6, 2017 at 12:24 pm

    I’ve actually been using Yahoo! Finance this whole time. Who would’ve ever thought it would outlive Google Finance? I’d even considered switching to Google at one point – guess it’s a good thing I didn’t.

  12. WealthManager on December 7, 2017 at 2:12 pm

    I prefer Morningstar as it provides the time weighted total return for watch lists – one of my primary gripes with Google Finance. I use this to compare portfolios and individual stocks to various benchmarks.

    To get my money weighted return, I just use my brokerage’s capability – they have all the data and calculate automatically. Unfortunately, this is only provided at the portfolio level, thus if I wanted money weighted returns at the individual level, I would have to painstakingly enter all my transactions into Quicken, spreadsheets, Morningstar etc. For buy and hold positions, the time weighted returns provided by Morningstar are a sufficient enough proxy.

    I don’t like tedious entry of transactional data!

  13. Dividends on the Prairie on December 14, 2017 at 3:25 pm

    I’ve been a long time user of Globe Investor’s Watch List (supplemented with my own spreadsheets) however they’ve really been disappointing me lately. They’ve removed so many of the free services they used to provide – you can no longer even look at a longer term stock chart without a paid subscription. Ridiculous! They’ve also stopped updating their Globe Investor Watch List app so it can’t be used once you update to iOS 11….so I’ve delayed updating (for now).
    Needless to say I’m looking for other options so I appreciated this article. I especially like the functionality of an app. I’m interested in hearing what others have found to be the best alternative.

    • FT on December 19, 2017 at 11:00 am

      I’ve been using Morningstar over the last little while and after some customization, I’m liking it! What I miss about google finance is the real-time updating of quotes without having to refresh the screen. Beggars can’t be choosers!

  14. Jeannie on December 23, 2017 at 11:51 pm

    I am quite upset with the changed Google finance, I like seeing the dividend/distribution date and amount on the performance chart. None of the other alternatives (Yahoo, morningstar etc. ) I look at is quite what I want unfortunately. Anyone else with good alternative websites to use?

  15. BMoney on January 4, 2018 at 2:53 pm

    I’ve moved to sharesight (http://sharesight.com). Its the only site with a free option that shows my Canadian value investing holdings and trades in a simple way.

    I’ve actually come to like it better than google finance.

    I’ve done the spreadsheets, tried most of the online financial portfolio sites, but the easy historical visualization of sharesight and focus on Canadian dividend stock investors is the best I’ve seen so far.

  16. Dunny on February 5, 2018 at 12:51 pm

    FT, thanks for this article, very much needed. Ever since Yahoo Finance ditched many of its best features (charts on one page, my personal high limit and low limit compared to market price) that I routinely used to boost profits, I have been looking for an alternative.
    Just a comment if I may regarding your 5% fun account (swing trading), I do not regard any of my hard earned assets as play money. My philosophy with investing is “always make money” and “always increase net worth”. Hence no lottery tickets or Las Vegas gambling trips for me. I buy stocks that are working and sell stocks that are not working. Buy and hold, dividend investing, and indexing are not for me. I withdraw part of my profits each year to spend on travel (my idea of fun).

    • FT on February 6, 2018 at 10:21 am

      Good points Dunny! For me, I have a “play” account not just for the potential for higher returns, but I actually find trading stocks to be fun (strange I know). But good idea to spend some of that money on experiences, we are on the same page there.

  17. Anselmute on February 18, 2018 at 8:43 pm

    Thank you for a good and timely article. I appreciate a discussion as well.
    Wondering how MSN Money compares to other tools reviewed here. Have been using it not so much for portfolio progress tracking, rather for research on businesses and watchlist of potential “buys”. Their info on company, ownership and most important, financials is prettyneatly presented. Would be nice to see more than just four years (Globe and Mail has it, but again lack some details available through msn).

  18. Charlie Mongar on March 16, 2018 at 12:42 pm

    The person responsible for the new Google Finance should be fired. The person approving it should be fired.

    Unfortunately Morningstar has made its “new” site worse by an order of incredible magnitude in order to “improve the customer experience”.
    When I listen to the marketing speak, I usually get pretty uptight. Welcome to the new world of the internet giants: some programmer kid with no experience designs new stuff and it gets stuffed down the user´s or customer´s throat.

  19. Gwen nelson on March 16, 2018 at 4:06 pm

    I was very happy with Globe investor watchlist until last week when they “improved” it. They took away many of their best functions including making it difficult to quickly access NEWS and announcements. I was paying for full service and I’m not impressed. Searching for a new option.

  20. Cedric Liem on March 20, 2018 at 11:46 pm

    I met the owner of Portfoloo at an entrepreneur seminar. He has a great site with unlimited lists and unlimited stocks in each list. It’s free and has a premium component for stock analysis and economic news.

  21. Kris on April 9, 2018 at 11:25 pm

    I absolutely dislike what Google has turned their finance page into. It was once a powerful, insightful, investor resource tool. Not much more than news tabs now. I had used google since it was a junior player.

    I suggest that anyone who feels the way I do, that they send there feedback by clicking on the left upper corner tab / send feedback from the Google Finance Page.
    I find the new Google Finance is a big disappointment and major drawback from what it was.

  22. Keith on April 16, 2018 at 5:02 pm

    Yahoo Finance is one that I used for a long time. Recently however, when I use it, crypto miner viruses are invading my browser. It’s so persistent I had to quit using it. Feb 2018. Chrome browser eventually was permanently broken, reinstalling from scratch and getting rid of all my data didn’t even fix it. Now I use firefox and I won’t go near Yahoo Finance. I want to know my weekly, daily and monthly returns on each ETF, Fund or Stock I have in each of my account for free, but it I can’t find that on on-line sites, that do that any more. Does anybody have one that does it. The other thing that would be nice would be a sector allocation chart.

  23. Chris on April 21, 2018 at 1:22 pm

    Nice article! I help run a start-up company looking to fill the void Google Finance has left behind: https://stockers.ca

    We are a small team but are working on a number of initiatives over the next few months such as:
    – making the site entirely free (removing the paid Premium option)
    – expanding the exporting/reporting abilities
    – support for tax forms

    Current features which may be of use:
    – history of stock prices for individual equities
    – automatic dividend transactions
    – works on mobile devices
    – sharing of portfolios publicly or privately (at the user’s choice)

  24. Thomas on February 2, 2019 at 11:16 pm

    After google finance I moved to yahoo then an excel spreadsheet (too much mucking about). I have recently moved to a desktop program https://www.stockportfolioorganizer.com/ a bit of a learning curve but so much better! Yahoo and google are fine if you just want to keep an eye on the return of your holdings but are severely limited especially when you start having to deal with dividends and trust distributions or want to see past trades.

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