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Personal Finance Tools

*Below are platforms that I personally use or highly recommend!*

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Empower

Empower helps you track spending, manage investments, and plan for retirement. It also offers budgeting tools, net worth tracking, and personalized insights by connecting financial accounts to show everything in one place. Best part of all, it's completely free!

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Boldin

Boldin, formerly known as NewRetirement, is a financial planning platform that helps you understand your current position and provides success metrics toward achieving your goals. Great platform that I personally use. The software is also very affordable and you can get a 14 day free trial!

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Morningstar

Morningstar is a very credible platform for researching stocks, ETFs, and mutual funds. They provide in-depth analysis, ratings, tools, and many other features to improve financial decisions. Try out a 7-day free trial and save $50 on your first year using the link below.

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StockRover

Stock Rover offers deep stock, ETF, and mutual fund analysis. It’s packed with screeners, comparison tools, and other tools for long term investors. It has a slight learning curve, but once you become familiar, it can be very powerful. Try the 14-day free trial using the link below!

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Snowball Analytics

Snowball Analytics lets you create, import, and test portfolios, receive updates, and export data. The platform allows you to see everything related to your investments whether that be dividend income, particular allocations, and many more all in one place. Try the 14-day free trial using the link below.

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Tailor Brands

Tailor Brands helps businesses form an LLC as well as many other marketing materials and legal documents. They also offer services like website building and business management to support entrepreneurs. On top of that, they offer an Amazon gift card bonus after launching an LLC with them. 

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Capitalize

Capitalize helps you find, consolidate, and optimize retirement accounts. The company is famously known for managing rollovers from a 401(k) into an IRA, completely for free!

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Rakuten

Rakuten is a free platform that allows you to earn extra cash back when you shop through their partnered stores. You can use their website or have an automatic plugin (what I use). You also get a $30 when you buy something over $30 when you sign up using the link below. 

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PortfolioVisualizer

Portfolio Visualizer is an investment analysis tool that helps users backtest portfolios, analyze asset allocation, and evaluate investment strategies. It provides data-driven insights to optimize portfolio performance using historical market data and risk metrics.​

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ETF Overlap Tool

My go-to tool whenever I want to compare ETFs and see the overlap between them. For example, VOO and VTI have a 87% overlap. SCHD with VOO has a 7% overlap. Very important to know!

Please know that I may earn a commission from some of the links above.

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