Best Portfolio Tracker App's
Technology has always been at the forefront of financial markets, and finding the best portfolio tracker is simple. Hedge funds used algorithms and automation long before Amazon and Google.
Computers fully manage our money today at firms like TD Ameritrade and Personal Capital.
But technology isn’t just for the “set it and forget it” crowd. Investors who want to accurately (and instantly) track the market can benefit from portfolio tracker platforms. Use our list to find a portfolio tracker today.
The Best Free Portfolio Trackers:
What’s a Portfolio Tracker?
A portfolio tracker is a program or service that allows you to trace the movements of your individual holdings.
You can see how your current allocation stacks up with your long-term goals and get an idea of how your portfolio is doing compared to the rest of the market.
You can add portfolios from your investment accounts or create manual portfolios to test out particular strategies.
Remember, checking your investments too frequently can lead to excessive trading, but if you want to keep your asset allocation on the right path, a portfolio tracker is a simple and effective way to monitor it.
Most brokerages have some sort of tracking and research tool, but you can only use accounts affiliated with that broker.
If you have a 401(k) with TD Ameritrade and an IRA with Vanguard, you’ll get access to great research, but you won’t be able to combine the accounts and form an overall snapshot.
With a portfolio tracker, you can better analyze your total allocation and formulate a more pointed strategy.
Qualities of Great Portfolio Trackers
Great portfolio trackers have a large pool of investment tickers to draw from and provide great research tools.
Here are the criteria we used to determine our favourites:
Cost
All the portfolio trackers on this list have a free option to get started. Some have add-ons that can be purchased to enhance the experience, but a free method for new users is a must.
A high number of trackable assets.
What good is a portfolio tracker if you can’t follow the funds you own?
A good tracker will let you follow all types of investments, from stocks and bonds to ETFs. There are even crypto portfolio trackers.
Speed
You obviously want a tracker that loads quickly on your phone or laptop, but speed is also required for price updates.
A tracker should post real-time (or close to it) stock quotes. You can’t trade if you’re getting prices more than 15 minutes old.
User-friendly interface.
A portfolio tracker should be easy to use and simple enough that your parents (or grandparents) can operate it.
Best Portfolio Trackers
All 10+ of the best top portfolio trackers have a free service of some kind, but many do offer premium subscriptions for extra perks.
Delta is an iOS and Android app with a minimalistic look and an attractive “dark mode” that’s useful for low-level lighting as well as users with visual limitations.
Delta Investment Tracker allows you to get live access to the price movements of all popular stocks, cryptocurrencies, ETFs, indices, mutual funds, bonds, futures, and options.
Follow your favourites and get notified when a significant change has happened for an asset you follow. No delays, always in the know.
Delta also offers a clear overview of your total portfolio balance, profit & loss during various time periods.
You can see your investments and trends in one place, regardless of whether you have just one portfolio or more.
Moreover, with its dynamic capabilities, it does not matter whether you are fully invested in stocks, crypto or ETFs, Delta adapts itself to you.
Delta’s asset information views push the boundaries of what other investment trackers are offering. Your current position, market value, % change, (un)realized gains all available at your disposal.
All your portfolio holdings, integrated into a beautiful view of the core market detail
Sharesight truly revolutionized the online portfolio tracking space. It’s a frequent award winner, including placing in Best Financial Advisor or Wealth Management Platform.
With Sharesight, you can automatically track the true performance of all your listed stocks from over 30 global stock exchanges. You will also be able to track multiple asset classes such as currency (including top cryptocurrencies), private equity, alternatives, bonds, property and other custom investments in a single place using their custom groups feature.
Sharesight makes it easy to benchmark your portfolio and see how you are performing compared to others. Plus, it keeps track of all your dividends, making tax time a breeze.
Price: $12 per month, premium plans available for sophisticated investors
Available on: Desktop, iOS for iPhone, iPad, Apple Watch, Google Play and Amazon.
We like to think of Personal Capital as Mint with an investing kick. Personal Capital monitors not only your portfolios but your bills, bank accounts and credit card statements.
This all-inclusive snapshot makes managing and funding your investments easy since you’ll know where every dollar you make goes.
Personal Capital will survey your risk profile and keep your asset allocation on target.
You’ll get everything that Mint offers, plus an extra focus on investing. And it’s free to use on iOS, Android, and desktop.
Price: Free
Available on: Desktop, iOS for iPhone, iPad, and Apple Watch and Google Play
Commissions FREE automated investing
Account Minimum
$100 for regular accounts, $500 for retirement accounts
M1 Finance shows your holdings as slices of a pie. All you need to do is assign a percentage to each slice, fund your Pie and have a portfolio of stocks.
You also have the option to take advantage of M1’s Expert Pies feature. It has an in-house asset management team for those who prefer to invest passively but maximize returns.
This feature is great for investors who are transitioning from a Robo-advisor.
And M1 Finance has no brokerage commissions and fees.
Ziggma’s portfolio management tool is dubbed the fastest stock and ETF screener on the market. You’ll get:
- An intuitive portfolio analysis
- Monitoring tools
- Ability to link your investment accounts
- A portfolio quality check with Ziggma’s personal methodology
- Model portfolios to benchmark and find inspiration
Wondering if Ziggma is right for you?
Here’s who Ziggma is best for:
- Active investors
- Investors who buy and hold
- Investors who seek opportunity
- Beginners
- Check out Ziggma.
Manage your finances, see how you compare with peers and get advice anonymously with Status Money. You can even earn cash rewards while improving your finances.
Download the Status Money app on iOS or Android and see how you compare with your peers. You’ll be able to track and manage your entire financial life using your peers as a benchmark.
Examine your spending and find out if you’re overspending, paying high interest rates or not saving enough. Your comparisons are anonymous.
Ask questions and share knowledge privately, or get the latest financial news and insights from the community.
With Status Money, you can get recommendations and earn cash rewards. To earn rewards, simply refer your friends. There’s no limit on how much you can earn, and your rewards never expire.
PortfolioAnalyst is Interactive Brokers‘ online performance analysis and reporting tool.
Use PortfolioAnalyst to evaluate the performance of your portfolio by creating and saving reports based on a set of measurement criteria and optionally comparing your data to selected industry benchmarks.
You can also view the performance of your accounts held at any financial institution, including Interactive Brokers (if you have an IBKR account) and investment and non-investment accounts. Then drill down to see accounts, asset classes, positions and transactions.
Kubera claims to be the world’s most modern portfolio tracker. The platform tracks all your assets — both traditional and crypto — in a single place.
A snapshot of your net worth is at your fingertips once you enter all your investments and assets. Connect your online brokerage accounts or add individual stocks to track their value in real-time.
Get the latest balances from your crypto wallets and exchange accounts, or simply add the coins to track the value of your crypto portfolio in your native currency.
Kubera lets you connect to over 20,000 banks worldwide to link your accounts, and you can also add your home value, as well as any vehicles or web domains you own. Easily add assets by just adding a new row like a spreadsheet.
Choose achee to keep tracking your investment performance simple. You can track investment costs, corporate actions and the performance of your investment portfolio in your preferred currency, and see your gain/loss against a base currency.
You can also compare your portfolio performance to major benchmarks and get a portfolio health check and suggestions on areas to improve performance. The platform easily tracks and organizes your entire stocks, cryptocurrencies, fixed assets and cash accounts.
It covers 170,000+ stock tickers, collected from 70 global exchanges, including Nasdaq, NYSE and more. You can choose from 7,000+ cryptocurrencies and all the major currencies in the world.
And achee uses the latest encryption technology standards to protect your sensitive personal information.
Using Stock Rover is like drinking from a fire hose. Its combination of research and portfolio tools can be a bit overwhelming at first. With Stock Rover, you get access to a wealth of data on stocks, ETFs and mutual funds.
You can connect your investment accounts, automatically download position and balance data, and then evaluate your portfolio.
The tool also comes with predefined portfolios (like the 3-fund portfolio) you can use as a comparison to your own investments.
I use Stock Rover for its research tools and to compare my portfolio's performance to several benchmarks.
Stock Rover offers a free plan as well as paid plans with more features.
It also offers a 14-day free trial of its Premium Plus plan.
This free tool doesn't offer the features of Personal Capital or Stock Rover, but it does a great job of tracking a portfolio. Investments must be entered manually, although it does allow for an import of data via a CSV file. It shows the current value of positions and performance.
It can also generate IRS tax form 8949.
While EquityStat doesn't come with a robust set of features, it has an excellent user interface that makes tracking a portfolio's performance easy.
Finally, Google Sheets makes it easy to track a portfolio. With Google finance functions you can pull in information on stocks, ETFs and mutual funds.
For example, it's easy to pull in fund names, expense ratios, current price and performance. Here's a free spreadsheet one can use to track their investments.
I use the spreadsheet primarily for rebalancing purposes. It's easy to see which asset classes are significantly above or below the target allocation.
It even indicates exactly how much needs to be moved to or from each asset class to rebalance back to the target allocation.
Before picking an app or website to track your stocks and other investments, it's important to understand what you are trying to accomplish.
As an initial matter, decide whether you want to connect your brokerage accounts with the app.
From there, consider whether you just want to track balances and performance, or if you want additional features such as asset allocation tools, retirement planning and fee analysis.
From here you should be able to find an investment tool to meet your needs.
