11 investor toolkits to keep track of assets, home and abroad
Investing across borders is exciting, but it also comes with its own set of complexities.
Keeping track of everything, from fluctuating currency values to the different ways assets behave in global markets, can be overwhelming.
The right toolkit doesn’t just help you monitor your assets; it empowers you to grow them strategically.
Here’s a deeper, sharper, and more well-rounded look at the tools you need.
1. Personal Capital: A financial GPS
For: Big-picture thinkers who want to track everything.
Personal Capital is essential the moment you buy your first property. It is simply a must-have for serious investors.
This tool aggregates all your accounts, from stocks to savings to real estate, into one easy-to-navigate dashboard.
It even includes features like expense management and retirement planning.
Why it’s powerful:
- Breaks down complex portfolios into digestible data.
- Includes a fee analyser that shows you if your investment fees are eating into your profits.
Global edge:
Perfect for international investors as it supports foreign currency conversion.
2. YNAB: Budgeting but fun
For: Investors who know every dollar counts.
YNAB (You Need A Budget) isn’t just a budgeting tool; it’s a mindset shift.
It helps you proactively assign every cent in your budget, ensuring you don’t overspend or under-save, which is essential for maintaining liquidity while investing globally.
Why it’s powerful:
- Excellent for managing the fine line between everyday expenses and funding your next investment.
- Seamless integration with banks worldwide.
Hot tip:
If you’re funding overseas investments (e.g., the Parktown Residence), use YNAB to balance currency fluctuations in real-time.
3. Robinhood: Stock market simplified
For: Mobile-first investors who crave simplicity.
Robinhood makes stock trading as simple as swiping on your phone.
While its zero-commission trades have disrupted the industry, the app’s real charm lies in its minimalist design and instant updates.
It’s ideal for managing U.S.-based stock portfolios or dabbling in ETFs.
Why it’s powerful:
- Push notifications alert you to real-time price shifts.
- Offers crypto options, giving you diversified investment opportunities in one app.
Caution:
Robinhood doesn’t currently support international stocks—pair it with global platforms for full coverage.
4. Stessa: A landlord’s best friend
For: Real estate aficionados managing properties far and wide.
Owning property is one thing; managing it is another.
Stessa automates every step, from tracking rental income to calculating annual returns.
For cross-border landlords, it’s the ultimate assistant, especially during tax season.
Why it’s powerful:
- Visual dashboards show your portfolio’s ROI at a glance.
- Integrates with mortgage accounts to keep tabs on balances.
Bonus:
Ideal for Airbnb hosts managing short-term rentals.
5. Mint: The trusted veteran of finance apps
For: Anyone juggling multiple financial priorities.
Mint has been around for a while, but its reliability is unmatched.
Whether you’re splitting expenses, saving for a down payment, or monitoring your credit score, Mint’s intuitive platform ensures nothing slips through the cracks.
Why it’s powerful:
- Tracks assets and liabilities, giving you a true net worth calculation.
- Multi-currency support for global users.
Pro tip:
Use Mint’s alerts to avoid late payments on overseas mortgages.
6. CoinTracker: Because crypto is here to stay
For: Digital asset collectors.
If you’re part of the crypto revolution, CoinTracker is a must-have.
It doesn’t just monitor your coins; it syncs with wallets and exchanges to provide real-time insights into your holdings.
Why it’s powerful:
- Simplifies tax reporting for crypto investors.
- Tracks 10,000+ cryptocurrencies, from Bitcoin to the most obscure altcoins.
Global edge:
Handles multi-currency crypto conversions like a pro.
7. Morningstar Portfolio Manager: Data-driven investment
For: Serious investors with an eye for analytics.
Morningstar goes beyond tracking.
It evaluates your portfolio based on performance, risk, and diversification.
If you like to nerd out on stats before making a move, this is your playground.
Why it’s powerful:
- Detailed analysis of mutual funds and ETFs.
- Instant alerts for news that impacts your investments.
Insider tip:
Use its “x-ray” tool to check if your portfolio is as diversified as you think.
8. Notion: Build your tracker
For: Customization addicts.
Notion is the Army knife of productivity tools. You can create templates to track anything from your art collection’s value to your REITs’ performance.
The creative freedom is unparalleled.
Why it’s powerful:
- Perfect for multi-asset investors who like visual organisation.
- Integrates seamlessly with tools like Google Sheets.
Pro move:
Create a “weekly dashboard” to consolidate all your asset updates in one view.
9. Quicken: Old-school but reliable
For: Investors who like a classic interface.
Quicken has a reputation for being old-school, but don’t let that fool you.
Its robust functionality covers everything from investment tracking to rental property management, making it perfect for investors with diverse portfolios.
Why it’s powerful:
- Tracks real estate alongside traditional investments.
- Detailed reporting helps with tax preparation.
Global edge:
Supports multiple international currencies and accounts.
10. Xero: Accounting + investment tracking
For: Investor-entrepreneurs.
Xero isn’t just for businesses.
Its robust accounting features make it a strong contender for tracking your investments and their impact on your overall financial health.
Why it’s powerful:
- Syncs with financial institutions globally.
- Real-time reporting for smarter decision-making.
Bonus:
Excellent for tracking rental income from overseas properties.
11. Trust folio: For high-net-worth individuals
For: Investors with assets worth flexing.
This high-end platform caters to serious wealth management needs.
Whether you’re tracking art collections, yachts, or multiple global properties, Trustfolio ensures every asset is accounted for.
Why it’s powerful:
- Personalised concierge services for tailored financial advice.
- Comprehensive risk analysis for every asset category.
Insider perk:
Their exclusive network connects investors to unique opportunities worldwide.
Takeaway
Tracking investments doesn’t have to feel like a second job.
With these 11 tools, your every need as an investor can be met.
Pair them wisely to cover all your bases—and watch your portfolio thrive!
