VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Marketlog Review, Pricing, and Features
Marketlog
Marketlog tracks portfolios on web and mobile through manual or broker-connected holdings, dividends, goals, target allocation, benchmarks, forecasts, alerts, market pages, calendars, and portfolio sharing. It is useful for monitoring positions and behavior, not for brokerage, advice, execution, or a public market-data API.
Best for
- Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.
- People comparing free and paid portfolio trackers by connection support, history, and analysis features.
- People who need broker and bank aggregation with mobile monitoring rather than deep security research.
Watch out
- Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
- Free access includes unlimited portfolios, holdings, and transactions, but tracking is manual and price history is limited to 5 years.
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Pricing
Free • From $79.99/yr · 7-day trial · 3 plans
Free
Free manual portfolio-tracking plan for starting users.
Plus
Paid plan for aspiring investors who need automated tracking and higher portfolio limits.
Pro
Paid plan that unlocks Marketlog's higher portfolio limits and advanced features.
Key features
- Portfolio tracking for stocks, ETFs, options, bonds, funds, forex, crypto, indices, and other assets on web, iOS, and Android.
- Enter transactions manually or connect supported brokerage and bank accounts through Marketlog's data provider.
- Broker and bank connectivity for 2,000+ supported institutions, with examples such as Fidelity, E*TRADE, Vanguard, Schwab, Interactive Brokers, and Robinhood.
- Monitor gains, drawdowns, returns, diversification, goals, target allocation, benchmarking, and daily or weekly portfolio email updates.
- Automatic dividend tracking, dividend calendars, upcoming payment alerts, and yield notifications.
- Corporate and macro calendars for dividends, earnings, splits, IPOs, economic releases, GDP, inflation, jobs data, and central-bank decisions.
- Sharing tools for public or private portfolios with controls over visible values, history, goals, and invite links.
- Public investor and portfolio pages filtered by gain, drawdown, profitability, age, recent activity, and visibility.
- Non-compounding, compounding, and Pro-plan Monte Carlo forecasts with downloadable forecast chart images.
- The free plan uses manual tracking. Paid plans add automated tracking, longer price history, and advanced analysis. Connected data depends on Yodlee and institution coverage.
Data partners
Brokerage/bank aggregation provider used for connected portfolio data; Marketlog states that Yodlee provides the trading-history feed and that connected brokerage credentials are not accessible to Marketlog.
Marketlog terms state that financial market data is sourced from third-party data licensors and licensed to Marketlog rather than sold to end users.
FAQ
Is Marketlog free?
Not entirely. Marketlog includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing. A 7-day free trial is available on select plans.
Who is Marketlog best for?
Marketlog is built for Retail Traders, Pro Retail, Long-term Investors, Dividend Investors, Day Traders, and Swing Traders. It suits beginner, intermediate, and advanced users.
What platforms and connections does Marketlog support?
You can use Marketlog on Web and Mobile. Integrations include Yodlee, Fidelity Investments, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers + 1 more.
Which markets does Marketlog cover?
Marketlog covers North America, Europe, APAC, LatAm, Middle East, and Africa. Examples include US, AR, MX, CA, BR + 21 more. It tracks Stocks, ETFs, Options, Bonds, Funds, Currencies + 2 more. Identifiers include Ticker and CUSIP.
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Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.