Having digital information at the ready is no novel concept in 2023. But if your stocks, 401k, bonds, assets, savings account, and IRA are in different places, then is it really as simple as just logging in? And don’t get me started on clunky, disjointed reporting. In this StockMarketEye review, I will show you how this platform fills in these gaps by streamlining everything related to your investments.
Is it that easy to sign into one place, organize all your investment portfolios, and get unified reporting? We are going to take an honest look at this online portfolio software by digging into all of its features, nuances, and drawbacks.
Will it stack up to the competition or fall short? Read our review to find out.
StockMarketEye Review Highlights
| Features | Portfolio Tracking, Charts, Alerts |
| Operating System | Windows, Mac, Linux |
| Subscription | Yearly |
| Regions | US |
| Designed For | US Stock, ETF, Mutual Fund, & Option Investors |
| Free Trial | 14-day Free Trial |
About StockMarketEye
StockMarketEye is portfolio-tracking software that consolidates all your investments into one convenient platform.
It covers the basics and, in some cases, goes above and beyond the norm.
Its versatility lets you easily import investment data, track securities, run reports, analyze asset allocation, and set stock alerts. You can even organize all of your portfolios and holdings in a customizable way.
But is it the perfect tool?
Depending on your needs, it may not be.
This StockMarketEye review gets into the details so you can judge for yourself.
StockMarketEye Features
Portfolio Tracking
StockMarketEye consolidates multiple brokerage accounts in one location and allows you to manage entire portfolios.
Actually, the ability to import as many accounts as you want is one of the standout functions of this software.
That may sound a bit chaotic, but StockMarketEye’s portfolio manager brings organization to your limitless securities, assets, mutual funds, 401ks, and stock accounts with portfolio groups and investment categories.
Portfolio Groups
With portfolio groups, you can create clusters of information across multiple investment portfolios however you see fit.
It essentially allows you to create virtual portfolios. In this respect, it is very similar to Ziggma.
Then you can run reports and get a panoramic view of your groupings. On top of that, you have the ability to put groups within groups to build out infinite branches on your stock portfolio(s) tree.
Investment Categories
The investment categories feature zooms in on the details.
It lets you organize your securities into customizable groups giving you another unique way to look at your investments. You can even create categories within portfolios and portfolio groups.
The possibilities are endless.
StockMarketEye Comparison Charting
StockMarketEye has several chart options for analyzing your investments. The standard candlestick, bar, and line charts are super easy to use, whether looking at individual stocks or comparing them against each other.
Does the comparison charting offer anything new and different that other software doesn’t?
No, nothing really stands out here. However, it’s simple, effective, and familiar to most investors. If you’re looking for a more comprehensive charting platform, I would recommend Metastock, TC2000, or TrendSpider instead.
Stock Alerts
StockMarketEye gives you the ability to set up an unlimited number of stock alerts for most stock exchanges worldwide.
You can create customizable watchlists that notify you of changes according to the last price, volume, or P/E. Again, this software’s strength in organization saves you time by bringing the categories feature to watchlists as well.
It’s a solid, straightforward tool for monitoring the basics, like the loss and gain of stock prices.
However, it probably won’t be enough for day traders needing minute-by-minute technical indicators. It’s also worth noting that you cannot use this tracker to buy and sell holdings.
StockMarketEye Portfolio Reports
The portfolio management software has six different reports to help you track and analyze your investments.
The Allocation Report
Lets you see where all of your assets sit and can help you determine where you might need to make some tweaks.
It paints a good picture of your risk and shows you a breakdown of your assets as slices of a pie chart.
We like how clean and easy this one is to read.
The Summary Report
Gives you a rundown of your portfolio’s performance over a chosen amount of time. Think of this one as a zoomed-out view of the selected group.
Back in Time Report
This feature is really neat. It gives you the power to see what your portfolio would have looked like at bell close of any date in the past, including before you purchased the things in it. It’s a great comparison tool that helps you know if your investment has historically proven effective.
The Transaction Report
This one is a pretty simple itemized list of your buys and sells. We found the fees and totals useful for accounting at times.
The Gain and Loss Report
This report matches each buy with a sell and shows you exactly how that share or lot performed. It’s a pretty granular look at your investments but can give you insights on things like how long to hold and whether you’ve bought or sold at good times.
The Total Return Report
Let’s say you buy ten shares and sell them for a $20 loss, but next year you decide to buy 20 more shares and sell them at a win. This unique report shows you the total return of this investment and also breaks down each holding period separately. It’s a really powerful feature that we ended up liking a lot.
When you consider that you can apply all of these reports to any of your groups or categories, the data potential is astounding.
Layout & Functionality
What we love about this portfolio tracker is the intuitive interface that accomplishes a lot without cluttering things up like other software we’ve tried. It feels clean and doesn’t have much of a learning curve.
When it comes to handling your holdings, the last thing you want is a complicated tool. Perhaps the best resource of all was that everything is well documented in their user guides with images and examples. We thought we’d run into complicated cases, but their support documentation online prevented hangups almost entirely.
The groupings, categories, and familiar organization certainly help improve the overall ease of use. Their level of customization let us set up the tracker in a way that worked best for us, but we imagine there are limitless configurations.
Does StockMarketEye Have a Mobile App?
StockMarketEye has a newly updated mobile app for Android and Apple iOS devices.
While the two stay in sync automatically, the mobile app isn’t designed to replace the desktop version. It’s more of a companion app that provides basic functionality for viewing your portfolio at a glance, checking on watch lists, cash balance, and getting a quick look at each of your accounts.
StockMarketEye Pricing
The desktop software is subscription-based and costs $74.99 a year. It’s compatible with Windows, Mac, and Linux. If you want to try it before committing to a whole year, you can sign up for a 14-day free trial.
For me personally, $75 feels like a deal for all the powerful reporting, organization, and insights you can gain. It’s especially valuable in terms of saving time when you have several brokerages that you’re manually compiling. As we all know, time is money, so this is $75 well spent.
What Sets StockMarketEye Apart?
The key takeaway is that this software accomplishes your goals and then some. It’s uncomplicated, clean, and full of features that investors of all levels can use.
Perhaps the largest standout is importing and tracking an infinite number of assets, accounts, brokerages, bank accounts, and retirement accounts and grouping them logically. Doing it all so easily was enjoyable.
Who Should Use StockMarketEye?
StockMarketEye is a dynamic tool for individual investors and asset managers that want to save time by using organization and a single set of login credentials. It’s perfect for those with multiple portfolios and securities in various brokerages.
Long-term investors may get more out of this software than short-term ones, as it lacks some of the data needed for technical analysis. Its feature set makes it particularly well-suited for retirement planning and keeping track of everything that’s coming and going.
Pros
- Organize your securities the way you want with portfolio groups and investment categories
- Importing brokerage data is a breeze
- Interpreting investment movement is simple through multiple types of charts
- Run six various reports on any portfolios, groups, or categories
- Mobile app for Apple iOS and Android devices
- Easy to navigate interface
- Valuable cost for what you get
Cons
- Day traders will want more technical analysis tools
- You cannot buy and sell securities through this software
- The mobile app isn’t full-featured
StockMarketEye Review Summary
The main takeaway from our StockMarketEye review, was that this is a powerful portfolio tracker that fits most investors’ needs. With the capability to monitor your holdings, run reports, get alerts, analyze data, and customize your securities, we think it covers all the bases and then some.
While it doesn’t blow all other options out of the water, it’s still a very effective tool with hardly any learning curve that should accomplish all of your goals.