The best software for keeping an eye on your investments

If you have a complicated portfolio, these software packages could help you keep track and monitor your performance.

If you have a simple portfolio or you use a single stockbroker for all your investments, keeping track of your finances isn't difficult. You can see everything you need to by logging into your account and if you want to do some extra analysis, a straightforward spreadsheet will be enough.

But if you're an investing enthusiast with money spread across different strategies at multiple brokers, you may feel that you need a better way to monitor what you hold and how well you're performing. Unfortunately, most personal finance programs treat investing as an afterthought. They may be able to tell you what your assets are worth, but not give you much insight into whether you're doing a good job of managing your money and how you could do better.

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Cris Sholto Heaton

Cris Sholto Heaton is an investment analyst and writer who has been contributing to MoneyWeek since 2006 and was managing editor of the magazine between 2016 and 2018. He is especially interested in international investing, believing many investors still focus too much on their home markets and that it pays to take advantage of all the opportunities the world offers. He often writes about Asian equities, international income and global asset allocation.

Cris began his career in financial services consultancy at PwC and Lane Clark & Peacock, before an abrupt change of direction into oil, gas and energy at Petroleum Economist and Platts and subsequently into investment research and writing. In addition to his articles for MoneyWeek, he also works with a number of asset managers, consultancies and financial information providers.

He holds the Chartered Financial Analyst designation and the Investment Management Certificate, as well as degrees in finance and mathematics. He has also studied acting, film-making and photography, and strongly suspects that an awareness of what makes a compelling story is just as important for understanding markets as any amount of qualifications.