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Portfolio Trackers

Track your investments across accounts

8 tools in this category

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Personal Capital

Personal Capital

Free

Personal Capital is a comprehensive wealth management platform combining free financial tools with optional advisory services. It aggregates all financial accounts in one dashboard, providing net wort...

★ 4.3 (567 reviews)
Portfolio 123

Portfolio 123

Free, $25 per month for Non-Professional, Various Professional & Enterprise plans
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Portfolio123 is a sophisticated investment research platform enabling users to create, backtest, and deploy rule-based portfolio strategies. The platform combines quantitative analysis tools with fund...

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★ 4.2 (445 reviews)
Sharesight

Sharesight

Free / $15-35/mo

Sharesight is a sophisticated portfolio tracking platform designed for serious investors managing stocks across multiple markets and brokers. It automatically tracks portfolio performance, dividends, ...

★ 4.2 (156 reviews)
Delta Investment Tracker

Delta Investment Tracker

Free / $9.99/mo

Delta Investment Tracker is a mobile-first portfolio tracking app with particular strength in cryptocurrency and digital asset management. It supports traditional stocks, ETFs, and forex alongside cry...

★ 4.2 (198 reviews)
Yahoo Finance

Yahoo Finance

N/A
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Yahoo Finance is a leading free financial platform delivering real-time market data, breaking financial news, and comprehensive analysis tools. With millions of active monthly users, it provides stock...

★ 4.2 (856 reviews)
Mobile
Seeking Alpha Portfolio

Seeking Alpha Portfolio

Free / $239/year (Premium)

Seeking Alpha Portfolio is the portfolio tracking component of the popular investment research platform Seeking Alpha. It enables investors to monitor their holdings while accessing relevant news, ana...

★ 4.2 (1289 reviews)
Kubera

Kubera

$150/year

Kubera is a modern net worth tracking platform designed for high-net-worth individuals managing diverse asset portfolios. It consolidates traditional investments, cryptocurrencies, real estate, and al...

★ 4.2 (67 reviews)
Morningstar Portfolio Manager

Morningstar Portfolio Manager

Free

Morningstar Portfolio Manager is a comprehensive investment analysis tool from the renowned investment research firm Morningstar. It provides detailed portfolio analysis using Morningstar's proprietar...

★ 3.5 (445 reviews)

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