Portfolio Trackers

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 worth tracking, investment analysis, and retirement planning capabilities. The platform serves both DIY investors and those seeking professional financial advice.

Research Tools

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 fundamental and technical factors to build systematic investment approaches. It serves both individual investors and financial professionals seeking data-driven portfolio management solutions.

Sharesight is a sophisticated portfolio tracking platform designed for serious investors managing stocks across multiple markets and brokers. It automatically tracks portfolio performance, dividends, and tax obligations while supporting international markets and multiple currencies. The platform is popular among investors seeking detailed performance analytics and tax reporting.

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 crypto assets, providing a unified view across all investments. The app is known for its clean interface, extensive exchange integrations, and real-time price alerts.

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 quotes, interactive charts, portfolio tracking, and original editorial content. The platform serves both beginner investors and active traders with accessible yet powerful financial information.

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, analysis, and earnings information for portfolio stocks. The tool integrates seamlessly with Seeking Alpha's extensive library of investor-contributed research and analysis.

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 alternative assets into a single dashboard with real-time valuations. The platform emphasizes security, privacy, and comprehensive wealth visualization across all asset classes.

Morningstar Portfolio Manager is a comprehensive investment analysis tool from the renowned investment research firm Morningstar. It provides detailed portfolio analysis using Morningstar's proprietary ratings, X-Ray analysis, and extensive mutual fund database. The platform is trusted by individual investors and advisors for its independent research and fund analysis.