How to track your stock market gains without Excel and for free?

Tracking your stock market gains can be complicated if you have multiple portfolios on multiple platforms. Some people use Google Sheets, which are still archaic. It’s good, but far from sufficient for me and the needs of investors. A Google Sheet is too complicated and sometimes quite buggy. Since I like to be as close as possible to my stocks, I decided to use a free online tool with useful features. You’ll have to pay a fee to access all the available features. This platform, which is very pleasant to use and, above all, unique in France, and even in Europe, is therefore making way. I self-proclaim it the best analytics site for tracking your stock market investments in the world.

In this article, I will introduce you to the Moning tool with its powerful features. Once you’ve used the free version, you won’t be able to do without it. Introducing Moning – The Best Platform for Tracking Your Investments Moning is a site that allows you to do two things very simply: stock market analysis

and portfolio tracking

Tracking your profits will truly become a pleasure and no longer a chore! Stock Market Analysis

• Stock market analysis consists of presenting you with all the important information you need for any stock. To analyze the company’s fundamentals, we discuss the evolution of revenue, margin, dividend, etc. In short, everything that matters, while remaining easy and quick to consume so you can invest with confidence.
• Portfolio Tracking

The portfolio tracking section allows you to create a stock portfolio to simply track its performance, your dividend income, and its evolution over time, and much more. In short, you’ll have the visibility you need to invest with clarity rather than blindly. You can even build portfolios with specific features, allowing you to gain an expert perspective. Moning’s other features will allow you to easily track your stock market gains.

You can filter stocks according to several very important criteria on Moning – The Smart Investor

Screener Overview

I’ll show you all this with screenshots. Basically,

Moning

It’s completely free and you don’t even need an account to use this section. So, overall, it looks like this: you have all the stocks sorted by market capitalization. The first is Apple, the second is TotalEnergies, Realty Income, and Coca-Cola.

You can see on the left that you can search for stocks using filters. You can search by yield, by payout ratio, by different sectors, and by country. Currently, there are eight countries, but more will be added soon. So, we have the eight main countries: the United States, the main European countries, Canada, etc. On Moning, you can really find all the useful information you need to make investment decisions – The Smart Investor

The first use of Moning

It’s a stock analyst site, meaning you can click on each stock. By default, you’re given information on the annual dividend yield. The yield per year, how long the dividend has been paid without interruption, for example.

In Apple’s case, it’s had the same dividend payout ratio as its earnings for ten years. Apple’s stock price performance over one year has increased by more than 95%. That is, it’s doubled since last year, so you can click on it. A mega pop-up will open with all the interesting and useful information for analyzing the stock. We can then see the price in the top right corner, then we have a very interesting summary box. It’s possible to find, among other things, the stock’s dividend yield and a dividend safety score. This is a brand new feature. A growth score, a growth potential score, we’ll come back to that right after. Then we have the average dividend growth over the last five years, the stock’s market capitalization. The pillar ratio, beta, represents volatility for those who know. Earnings per share, then we find the stock price over the last ten years.

You can compare the stock to different indices in the sector it represents. So, Apple over one year and five years compared to the S&P 500 or compared to the technology sector and compared to the NASDAQ. Next, we have the dividend history curve, which covers the last ten years since the date of the first dividend. The platform will simply track the dividend’s evolution. Below, we see the number of years without interruption, the payment frequency (including four times a year), the annual amount, the previous dividend, and the last previous dividend. Then, we have a graph that will track revenue, including the revenue history over the last ten years. For example, with Apple, we can see that from 2012 to 2021, we can clearly see that revenue has only increased. You can get a complete overview of the company’s activity, including revenue figures for previous years – The Smart Investor Then, free cash flow per share, earnings per share, revenue growth as a percentage, operating margin, net margin, return on equity, etc.

Debt to equity, and then below that, we have some interesting multiples, including price to book, price to sail, etc.

To return to the dividend score, this is a brand new feature reserved for pro accounts. Personally, I took the plunge and subscribed to the pro offer! I don’t regret it at all!

Concretely, these scores are scores out of 20, ranging from 0 to 20, for each stock. The platform’s algorithm analyzes all the fundamentals and data available on the stock to generate this score. If the stock pays a dividend, we have a dividend score. Basically, the closer we get to 20, the safer the dividend. That is, there’s a very low chance they’ll be cut. You can hover your mouse over it and you’ll see that for Apple, there’s a score of 19 out of 20, which is essentially very safe. There’s a very, very low chance that Apple will cut its dividend in the near future.

Then we have the growth score; in Apple’s case, it’s 13. This score is a growth potential that shows you the company’s future growth potential compared to the stock’s sector. You can view the dividend safety and growth scores on Moning – The Smart Investor

For example, if I go to Microsoft, you see a dividend safety score of 19 and a growth score of 13. This is where we start to move into the good potential category.

Growth scores are always compared to stocks in their same sector. What we clearly see is that in the technology sector, Microsoft has slightly more growth potential than Apple. When you think about it, it’s quite logical!

For the Meta Platform stock (formerly Facebook), the growth score is 15. For Tesla, the growth score is 18, which is in the dark green range. There is a notion of strong potential, meaning that Tesla has strong growth potential compared to its sector.

Track your stock market gains very easily with Moning

I now suggest you move on to the second part. The one that interests us is how to track your stock market gains with the second major feature of Moning. It allows you to track your various investment portfolios. In this case, simply click on “portfolio” just above “my portfolios.” You will then simply create an account; it’s free. To make things easier, you can create it with Google or by email.

I just logged into my account. In my case, I already have three portfolios that most of you are familiar with. So, I have my PEA portfolio with Bourse Direct, my CTO portfolio with Trade République, and a final portfolio with my cryptocurrencies spread across Binance and Bybit.

How to create a portfolio for free on Moning?

Step 1: Register for free on the platform

How to create a portfolio on Moning? – The Smart Investor

Step 2: Name your portfolio

You can name your portfolio whatever you like. Easily create a portfolio based on the different uses you want to give it – The Smart InvestorStep 3: Fill your portfolio with stocks

stocks you’ve purchased. To do this, simply go to the screener.

Manage multiple portfolios with the Moning Pro platform – The Smart Investor

I won’t show you everything, but adding a stock is relatively simple! All you have to do is easily track your gains on the platform.

Easily add the number of stocks you own on Moning – The Smart Investor

You can add the number of shares you’ve purchased directly in the “My Shares” section. Simply enter the number of shares you own.

What is the average price?

The average price allows me to have a comparison between the average price and the current share price. Once you start owning several stocks, you’ll be able to see the sector breakdown of your portfolio.

You’ll also have the option to sort by default, alphabetically, by descending value, and by the value of my investments.

Discover the dividend calendar offered by the Moning platform – The Smart Investor

The main feature is the dividend calendar. To access it, simply click on “dividend projection” at the top of your portfolio. It’s a calendar that gives you visibility into the future. Basically, it simply takes into account all the dividends from all the dividend-paying stocks in my portfolio. Since we know their payment history, we can predict their future payments for the coming year. This gives you the ability to quickly and easily track your stock market gains!

For each portfolio you create, you have the choice between making it private or public.

This means that they are only accessible to you via your account, but you can also make them public if you wish to share them with your family, friends, or a community of investors around you. This will allow you to receive feedback or simply to help people around you. You will therefore have the opportunity to track the profits of people who have shared their portfolio.

Forum Feature

The forum allows you to create a post that people can view and comment on your portfolio. They will also be able to give you feedback, tell you what’s good and what’s not so good, and perhaps even inspire others by suggesting new features. In the forum, you can find expert advice allowing you to better track your profits in the stock market or even crypto! What does the pro version of moning offer? For those who want to go further, you can subscribe to the premium account called

moning pro

. This pro account gives you access to some of the features we’ve discussed, including: Dividend scores, Growth scores, Dividend payment schedule, The ability to add average purchase prices, View investment performance, your portfolio’s performance, your overall return, and your annual dividend income. The ability to create as many portfolios as you like, and many other exclusive features in the pipeline.

The Moning team wanted to offer this pro account at an affordable price for all budgets.

Moning Pro Pricing

It costs €13.90 per month with no commitment. This means you can cancel at any time. You also have the option to pay for the entire year for a total price of €89. This saves you a little capital that you can reinvest! And because we

Moning

allows you to democratize the stock market for as many people as possible! Tracking your gains is quick and you can even make predictions for your future income!

For investing, I recommend two platforms.

Trade République

where you can invest fractions of shares in the form of a securities account. The second platform is

Bourse Direct

, the manager of your PEA (Share-Investing Plan) allowing you to invest in European stocks. By using my links, you can get either a free share with Trade République or 50 free with Bourse Direct. Moning Highlights AspectDetails

• Introduction
• I highlighted the complexity of tracking stock market gains across multiple platforms and presented Moning as an online tool offering useful features to simplify this task. While a free version is available, full access to the features requires a paid subscription.
• Key Features
• –
• Stock Analysis
• : I have access to a detailed overview of each stock with crucial investment information.

– Portfolio Tracking : I can create and track the performance of my stock portfolios, including dividend income.

– Screener : I can filter stocks, ETFs, and cryptocurrencies according to various criteria (yield, sector, country, etc.) without the need for an account.

– Dividend and Growth Scores

: Indicators of dividend safety and growth potential, reserved for my professional account. Using Moning The platform allows me to easily create investment portfolios, add specific stocks, and view sector allocations as well as the upcoming dividend calendar. The free version offers a general overview, while the pro version (€13.90 per month or €89 per year) unlocks advanced features such as dividend scores, average purchase price tracking, and a more detailed analysis of my portfolio’s performance. Advantages of Moning– A pleasant and easy-to-use user interface for me.

– Features for tracking and in-depth analysis of my investments.

– Ability to share and discuss my portfolios in a community forum.	– Affordable pricing for pro access with a no-obligation cancellation option for me.
Financial Recommendations	I recommend using Trade République for investing in fractional shares via a securities account, and Bourse Direct for managing my PEA (Share-Only Savings Plan), which offers links to benefits upon registration (a free share or €50 offered).