★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Marketlog Review, Pricing, and Features
Marketlog is a web and mobile portfolio tracker for retail investors and active traders who want manual or broker-connected portfolios, dividend tracking, goals, target allocation, benchmarking, forecasts, alerts, market pages, calendars, and public or private portfolio sharing. It is useful for monitoring holdings and portfolio behavior across asset types, especially when users want mobile access and community portfolio browsing. It is not a broker, exchange, fiduciary, investment adviser, or public market-data API.
Best for
- Retail investors who want manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarking, and sharing.
- Users comparing Marketlog with Sharesight, Portseido, Snowball, Getquin, Delta, and Stock Unlock across explicit free and paid limits.
- Users who need broker/bank aggregation and mobile portfolio monitoring more 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 is capped at 1 portfolio, 12 holdings, 100 transactions, manual tracking, and 5 years of pricing data.
Community votes (overall)
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Pricing
Free • From $79.99/yr · 7-day trial · 5 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
- Tracking portfolios across 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.
- Monitoring gains, drawdowns, returns, diversification, goals, target allocation, benchmarking, and daily or weekly portfolio email updates.
- Tracking dividends automatically with dividend calendars, upcoming payment alerts, yield notifications, and a broad symbol universe.
- 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.
- Browsing access to public investor and portfolio pages filtered by gain, drawdown, profitability, age, recent activity, and public or private status.
- Non-compounding, compounding, and Pro-plan Monte Carlo forecasts with downloadable forecast chart images.
- Limits: the free plan is small, paid plans add automated tracking and higher limits, and connected data quality depends on Yodlee and third-party 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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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
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