Portfolio management software can track your portfolio ... In terms of wealth management, Personal Capital offers robo-investment services as well as real human financial advisors.

As an example, let's say two people start with $20,000 and have a 10-year time horizon. Person A earns an average annual ...

How do I monitor my investment portfolio? You can track your portfolio yourself with a pen and paper or a spreadsheet, but it's easier and more convenient to use portfolio management software.