5 Financial Apps for 2014

5 Financial Apps for 2014


Financial Apps, Retirement Planning, Capital Investment AdvisorsOur team recently did an informal survey of our Facebook Fans on Money Matters to determine some of the top financial websites and mobile apps that consumers are using when it comes to financial planning, investing, and advice. Based on the list, here’s ten of the apps that seemed to resonated well.

1. Mint: Mint has continued to increase in popularity by offering a free, user-friendly website and mobile app that allows you to categorize your spending, personal budget, and more. You can sync your personal bank accounts, loans, credit cards, and more to see a daily snapshot of your spending. You can also use it to set financial goals for specific things you want to accomplish.

2. Bankrate: Bankrate is filled with tools for consumers to use and top news on investing. Bankrate has a variety of financial calculators for savings, loans, and more. Many people use Bankrate as a reference to finding the best credit card offers, loan rates, or insurance rates. The site also has a number of tax calculators that come in handy.

3. Yahoo Finance: Yahoo Finance is a quick and easy reference for stock quotes, individual company news, world financial news, and market data. Yahoo offers a mobile app, and both the website and app are customizable to viewing the performance of the stocks you specify.

4. Morningstar: Morningstar provides data on approximately 437,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data.  Morningstar is used by many from inexperienced beginners to sophisticated experts. The premium version of Morningstar offers a more complete analysis of stocks. But here’s a quick tip: Many public libraries subscribe to Morningstar’s premium services if you just want to research something specific.

5. Credit Karma: Credit Karma offers a free credit score and basic monitoring service. Once you create an account, you can log in at any time to review your credit status. You can use the Credit Score Simulator tool to play around with various scenarios that may affect your credit. The site also lists an array of consumer reviews from several categories include credit card offers, auto loans, banks, insurance providers, and more.

Here’s a few more worth mentioning:

Finviz: Finviz, or Financial Visualizations, offers a stock screener that lets you browse through stock data at a glance. You can create lists and specify criteria to have a customized experience.

Wikinvest: Use this to sync all of your investments from various brokerage accounts in one place. It also calculates brokerage fees so you can monitor how much you are paying out.

Sigfig: App available for iPhones, Android phones, and Window phones. This website and mobile app allows you to sync all of your investment accounts, receive a personal and independent analysis, and stay on track with their tools.

*This listing does not endorse any of the websites or apps listed above. We always recommend you consult with an advisor when making decisions for financial planning.


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