The Alternatives to Google Finance (Since it’s Shutting Down)

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.

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FT

FT is the founder and editor of Million Dollar Journey (est. 2006). Through various financial strategies outlined on this site, he grew his net worth from $200,000 in 2006 to $1,000,000 by 2014. You can read more about him here.
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Thomas
2 years ago

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.

Chris
3 years ago

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)

Keith
3 years ago

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.

Kris
3 years ago

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.

Cedric Liem
3 years ago

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.

Gwen nelson
3 years ago

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.

Charlie Mongar
3 years ago

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.

Anselmute
3 years ago

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).

Dunny
3 years ago

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).

BMoney
3 years ago

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.