Thanks to advances in software and technological accessibility, you no longer need to rebuild every trade you’ve ever made in some elaborate spreadsheet to track your investment portfolio.
Today, FinTech advancements let you trade stocks from free mobile apps, gather all your investments in a single place, watch their progress and sell on your own when it’s time.
Building on this foundation, several companies have created powerful trackers to follow your portfolio performance and offer other value-added services like research, stock recommendations and more.
I’ve gathered a list of the best stock and portfolio trackers on the market and explain which are ideal for different investors.
Best Investment Tracker and Online Portfolio Tracker Options—Top Picks
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Best for Net Worth & Portfolio Tracking
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Best for Stock Research + Recommendations
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Best Portfolio Tracker for Broker Support
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4.7
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4.8
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4.7
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Free
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Premium: 7-day free trial, then $269/yr. ($30 discount)* Pro: 1 month for $99, then $2,400/yr.**
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Free to $21/mo. (billed annually)
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What Is a Stock Tracker?
A stock tracker allows you to monitor stocks you’ve purchased as well as others you are interested in following. Most of the time, but not always, these trackers are also stock trading apps.
These stock market apps can also be helpful stock news apps, investment websites or software and stock analysis apps.
The features of stock trackers vary, so it’s essential to choose one that has the tools you need.
Best Stock Tracking Software at a Glance
The best stock tracking software for you isn’t necessarily the perfect stock portfolio tracker app for someone else. Your best choice is likely one of the following:
- Best portfolio management software [+ budgeting]: Empower
- Best investment tracker for high-net-worth-individuals: Vyzer
- Best stock tracker with investment research + stock recommendations: Seeking Alpha
- Best for buy-and-hold investors: Motley Fool Stock Advisor
- Best for tracking investment performance online [including dividends]: Sharesight
- Best portfolio tracking app for all assets: Kubera
- Best stock tracker & research tool [stocks, ETFs, mutual funds]: Stock Rover
Let’s look deeper into these picks (listed in no particular order) and the features of each.
1. Empower (Best Portfolio Management Software With Budgeting)
- Available: Sign up here
- Platforms: Web, mobile app (iOS, Android)
Empower (Personal Capital is now Empower) has over 19 million users, some of whom use free tools such as the Personal Dashboard, and some of whom use the Wealth Management service.
Empower’s Free Tools
The free Personal Dashboard makes it easy for people to add all their financial accounts in one place, including credit cards, savings, checking, loans, and tax-advantaged investment accounts.
Empower also provides a free Investment Checkup tool to assess your portfolio risk, analyze past performance, and get a target allocation for your portfolio. The tool will help you identify overweight and underweight sector investments (perhaps you have too much allocated to utilities, and not enough to healthcare, for example) and assess your diversification.
You can even compare your portfolio to both the S&P 500 and Empower’s “Smart Weighting” Recommendation, which suggests that investors more equally weight their portfolios across size, style, and sector—unlike the S&P 500, where the biggest stocks have the most effect on the portfolio, and there are huge differences in how much each sector is weighted.
The Empower Fee Analyzer helps you examine the fees you pay in your accounts, whether that’s advisory fees, sales charges, expenses, and other costs.
Other investing and personal finance tools include a Savings Planner, Retirement Planner, Financial Calculators, and more.
These services, of course, are also available with Empower’s full-service Wealth Management account—along with a number of other perks.
Empower’s Wealth Management Services
The Wealth Management plan better suits investors who want a fuller advisory experience. The service pairs automated tools with human management.
After you enter your risk tolerance, goals, time frame, and personal preferences, Empower creates a recommended portfolio. The portfolios are diversified across multiple asset classes and rebalanced when necessary. The six asset classes include:
- U.S. stocks
- International stocks
- U.S. bonds
- International bonds
- Alternative investments
- Cash
Customers have the option to incorporate socially responsible investing (SRI) into their investments, too. In short, that means you can choose to invest only in companies that have positive environmental and social impacts.
Investors enjoy access to financial advisors who can help them make various financial decisions, from retirement planning to college savings to stock options and more. Empower’s financial advisors are available 24/7 by phone, live chat, email, or web conference.
Note that the Wealth Management plan has a minimum initial investment of $100,000. Investors with between $100,000 and $250,000 have access to a team of financial advisors. Those with more than $250,000 have access to two dedicated financial advisors. There are extra benefits for people who invest over $1 million, including lower fees.
Wealth Management Annual Fee Tiers
- $100,000-$1,000,000: 0.89%
- $1,000,001-$3,000,000: 0.79%
- $3,000,001-$5,000,000: 0.69%
- $5,000,001-$10,000,000: 0.59%
- $10,000,001-plus: 0.49%
Regardless of how much money you bring to the table, if you sign up, you will be given the option to schedule an initial 30-minute financial consultation with an Empower advisor.
- Empower (formerly Personal Capital) offers both a free set of portfolio, net worth, and cash flow tracking tools, as well as paid asset management service.
- Link Empower to your bank and investing accounts, credit cards, and more to see a single view of useful information and data, including your net worth.
- Empower Wealth Management offers unlimited advice and retirement planning help, as well as managed ETF portfolios, for accounts with between $100,000 and $250,000 in assets. Higher asset tiers include access to dedicated financial advisors, retirement specialists, and more investment options (including stocks, options, real estate, and private equity).
- Free portfolio tracker
- Free net worth, cash flow, and investment reporting tools
- Dedicated investment advisor
- Free tax-loss harvesting
- Dividend reinvestment
- Automatic rebalancing
- 5-day-a-week live customer support, 24/7 email support
- High minimum for investment management ($100k)
- High investment management fee (0.89% AUM)
Related: How to Invest Money: 5 Steps to Start Investing with Little Money
2. Vyzer (Best Investment Tracking App for High-Net-Worth Individuals)
- Available: Sign up here
- Platforms: Web (Windows, macOS), mobile app (iOS, Android)
Vyzer represents the best investment tracking app for high-net-worth individuals found on this list. It offers investment portfolio tracking, financial planning tools, and wealth management solutions for both public and private investments.
The digital wealth management platform also distinguishes itself by serving as the only service that combines public and private investment performance tracking. Vyzer keeps tabs on all of your investments in one place, providing a comprehensive view of your entire portfolio so you can easily monitor its performance. It supports all of the following accounts and asset classes:
- Real estate (syndications, funds, rental properties)
- Private equity funds (venture capital, hedge funds, debt funds)
- Private companies (startups and small-to-mid-sized enterprises)
- Investment accounts (Brokerage accounts, pension plans, 401(k), IRA, Roth IRA)
- Bank accounts (18,000+ banks worldwide)
- Crypto (Binance, Coinbase, BTC + ETH addresses, and more)
- Precious metals
- Collectibles
You can even track investments you co-hold with others, and organize your investments under different holding entities.
Vyzer is designed for investors with diverse portfolios and multiple sources of income. It allows users to forward or upload any financial documents (think spreadsheets, investment documents, Schedule K-1s, quarterly statements, and more) and have the platform translate them into new assets or liabilities or update existing ones. After you link your bank accounts to the platform, Vyzer analyzes your transaction data with artificial intelligence to identify which transactions link to which assets or liabilities you’ve added to your account. This feeds the system’s cash flow tools.
Once you load all of your assets and liabilities into the dashboard, you can produce a cash flow forecast based on scheduled distributions, capital calls, expenses, and more.
Curious about how your peers handle their investments? Vyzer members can anonymously view each other’s portfolios to understand the financial products and funds they’ve invested in.
Empower, found earlier on this list is the closest comparison to Vyzer. The platform is different from Empower in four main ways:
- Vyzer doesn’t offer active wealth management.
- Vyzer can track more asset classes than Personal Capital (Empower)
- Vyzer offers more flexibility in adding new data to your account, and requires less effort.
- Vyzer charges a flat monthly fee (or a discounted annual fee) that you pay from outside with your investments, say with a credit card. Personal Capital takes its fees from portfolio performance.
If you are a sophisticated investor with a complex portfolio to track, consider using Vyzer to follow everything in a single platform. You can open an account for free for 30 days to see if the service is right for you. There’s no commitment and you can cancel at any time.
Read more in our Vyzer review.
- High-net-worth (HNW) investors can keep track of public and private investments with Vyzer, which provides portfolio tracking, wealth management, and financial planning tools.
- Enjoy comprehensive, holistic insight into your investment portfolio.
- Platform includes robust cash flow planning tools to make the most of your cash.
- Find new opportunities by seeing what other high-net-worth investors within the Vyzer community are doing.
- Can track a portfolio of public and private investments
- Can generate easy-to-view data from uploaded documents and linked bank accounts
- Fair fees under new tiered fee structure
- No active wealth management offerings
- Free Starter tier is heavily limited and has no mobile app access
Related: Best Personal Capital Alternatives (Empower)
3. Seeking Alpha (Best Stock Tracker w/Investment Research + Stock Recommendations)
- Available: Sign up here
- Platforms: Web, mobile app (iOS, Android)
Seeking Alpha Premium caters to the needs of intermediate and advanced investors looking for an affordable, all-inclusive, one-stop shop for their investing needs.
Seeking Alpha Premium acts as an all-in-one investing research, stock tracker and recommendation service that offers insightful analysis of financial news, stocks, and more—all designed to help you make better investing decisions.
Whether you’re looking to invest on the go or dedicate time for more in-depth research and analysis, Seeking Alpha provides features that meet your needs.
No other site provides what Seeking Alpha does, providing unlimited access to everything from:
- Earnings call transcripts
- Seeking Alpha Author Ratings and Author Performance metrics
- Ten years worth of financial statements
- Ability to compare stocks side-by-side with peers
- Access to dividend and earnings forecasts and much, much more.
Why Subscribe to Seeking Alpha?
In short, Seeking Alpha distills down the relevant financial information for you, so you don’t have to—making it easy for anyone interested in self-directed investments to have a chance at outperforming the market. Now’s your chance with Seeking Alpha’s Paid Plans!
Consider starting a free trial to take advantage of SA’s Premium services and see if they make sense for your needs.
- Seeking Alpha Premium and Pro help you find profitable investing ideas, improve your portfolio, research stocks better and faster as well as track the news to find investing opportunities.
- Receive up to 15 investing newsletters filled with stock research and analysis, commentary and recommendations.
- Get access to the world's largest investing community.
- Use Seeking Alpha Premium's Seeking Alpha Stock Ratings to find stocks likely to outperform and make you money.
- Seeking Alpha Premium's proprietary quant records have an impressive track record leading to massive market outperformance.
- Special offer on Premium: New subscribers through our link receive a $30 discount off the price of Seeking Alpha Premium in their first year.*
- Special offer on Pro: New subscribers through our link receive one month of Pro for $99.**
- Active community of engaged investors and analysts
- Stock screeners, quantitative tools for stock analysis
- Strong track record of market outperformance on stock ratings
- Minimal mutual fund coverage
Related:
- Seeking Alpha Review: Are the Premium or Pro Plans Worth It?
- Best Seeking Alpha Alternatives [Competitors’ Sites to Use]
4. Motley Fool Stock Advisor (Best Stock Tracker for Long-Term Investors)
- Available: Sign up here
- Platforms: Web, mobile app (iOS, Android)
Simply put, Motley Fool’s signature product, Stock Advisor, aims to provide you with one thing: top stock picks for market-beating stocks from the site’s co-founders. The service espouses my favorite, plain vanilla trading style: buy-and-hold.
It also keeps track of their recommendations across time and provides you with a community of engaged investors keen on earning outsized returns.
This makes it a great stock tracking platform to include on this list because it not only follows stock price movements, it provides engaging commentary from the service and investors themselves.
The latter commentary comes from an active and engaged community honed in on following stocks. The community, called Motley Fool CAPS, works to help you identify the best stocks at the best times to buy them—and which stocks to avoid.
Why Motley Fool Stock Advisor and CAPS are Different
The options listed above provide real-time insight and analytics, but Motley Fool’s Stock Advisor and CAPS community provide that more valuable insight: due diligence and depth.
Not discounting the above for their valuable data-driven tracking abilities, but this stock advice service and tracking app provides qualitative and quantitative features for tracking your stocks.
Likely of little interest to many day traders, this long-term orientation can produce exciting longer-term returns that outperform several trading strategies when invested in the right stocks. It does so with little active portfolio management beyond doing your research upfront.
Stock Advisor recommends “Steady Eddies” and potential high-flying stocks the service believes provide financially sound fundamentals.
Preferring to stick with companies that outperform steadily over time, Stock Advisor offers stock picks with investment rationales, research and information to inform you of your investments.
Consider subscribing and joining the Motley Fool’s CAPS community, or read more in our Motley Fool Stock Advisor review.
- Motley Fool Stock Advisor is a stock service that provides recommendations for both "steady Eddie" and high-flying stocks, as well as a few ETFs for investors who want diversified holdings, too.
- Just getting started? Stock Advisor provides 10 "Foundational Stocks" you can use to anchor your portfolio.
- You're not alone! Stock Advisor membership also gives you access to a community of investors who also want to outperform the market and love talking shop.
- Enjoy access to GamePlan: Motley Fool's financial planning hub, which includes advice on personal finances, taxes, retirement, and more, as well as calculators and other financial tools.
- Limited-Time Offer: Get your first year with Stock Advisor for $99 (vs. $199 usual value)—a 50% discount for new members!
- Discounted introductory price
- Strong outperformance above S&P 500
- High overall average return for stock picks
- High renewal price
- Not every stock is a winner
Related: Motley Fool Rule Breakers Review
5. Sharesight (Best for Tracking Investment Performance Online [Including Dividends])
- Available: Sign up here
- Platforms: Web, mobile app (iOS, Android)
Sharesight has an award-winning performance and tax reporting platform that empowers you to track stocks and exchange-traded funds (ETFs) from more than 60 exchanges worldwide. It also allows investors to track more than 100 global currencies and follow unlisted, alternative investments such as fixed interest and investment properties.
All of this and more are available via Sharesight’s easy-to-use online portfolio tracker.
The service prides itself on being a spreadsheet replacement, allowing you to know the true performance of all listed holdings, across multiple asset classes, in a single place.
With powerful sorting features and the option to exclude closed positions, you can actively compare the performance of your holdings to numerous benchmarks of your own choosing. You also can see the impact of capital gains, dividends and currency fluctuations (if investing internationally) on your portfolio and against your benchmark.
These reasons alone qualify Sharesight to make this list, but where it truly excels is its dividend-tracking capabilities.
Income-generating assets are a powerful source of passive income for investors, but it’s important to know exactly how much cash they’re sending you. You can do that via the website’s Taxable Income report, which allows you to see a running total of all your dividends, distributions, and interest payments over any time period. It can even break up distributions by local and foreign income. You can also use the platform to project expected dividend income based on announced dividend payments. And no more digging for dividend dates.
All you need to do is upload your holdings by either connecting to your broker or stock trading app, uploading a spreadsheet or manually entering your trading history or opening balance. Sharesight integrates with more than 200 online brokers worldwide and can readily add ones not yet available to the service with a simple request.
To get started, visit the Sharesight website. You can join the Free plan, which allows you to track up to 10 holdings in one portfolio, and also provides a demo portfolio you can use to explore Sharesight. To track your full portfolio, you’ll need to upgrade to one of Sharesight’s paid subscriptions, which are discounted if you buy them on an annual basis through our link.
- Performance and tax reporting to track your shares and ETFs from more than 60 exchanges worldwide.
- Automatically track more than 100 global currencies and unlisted investments in an easy-to-use portfolio tracker.
- Automatically track dividends and distributions from more than 240,000 global stocks, exchange-traded funds, and mutual funds, going back up to two decades.
- More than 500,000 users from over 100 countries with 3 million individual holdings tracked and 200+ brokers supported rate it as 4.1 / 5 stars on Trustpilot.
- Tracks investments across multiple accounts
- Creates Dividend Income Report to forecast distributions
- Powerful tax reporting feature
- High customer ratings
- Limited support for crypto beyond major options
- Pricey solution for some investors
Related: 9 Best Stock Trading Apps & Platforms for Beginners
6. Kubera (Best Portfolio Tracker for All Assets)
Kubera
- Available: Sign up here
- Platforms: Desktop, web, mobile app (iOS, Android)
Kubera is one of the most advanced portfolio trackers on the market. It boasts thousands of bank connections, more global currencies than any other service, and detailed information about all of your investments.
Kubera is the ideal product for young professionals, homeowners, real estate professionals, and even cryptocurrency investors, among others. It allows you to keep track of your comprehensive portfolio holdings and analyze data from markets around the world.
The service is ideal for customers with international holdings, too. The service boasts connectivity to more than 20,000 banks, brokerages, and other investment institutions around the world. You can track global stocks—Kubera supports major stock exchanges in the U.S., Canada, U.K., Europe, Asia, Australia, and New Zealand—bonds, mutual funds, foreign exchange, precious metals, cryptocurrencies, NFTs, and more. You can also track real estate, automobiles, even domain names.
The platform allows you to view your holdings’ values and even estimated resale values at any given time without having to search through complicated paperwork.
In short: This service offers the functions of several portfolio management apps all in one place.
Want to explore Kubera to see if it’s right for you? Start with a risk-free 14-day trial; after that, you can choose a monthly or annual plan.
- Kubera tracks all your assets in one place—traditional & crypto.
- Can access financial information from 20,000+ global banks, brokerages, and financial institutions.
- Keeps all details in one place to build a complete view into your net worth as simple as a spreadsheet.
- Easy to use
- Connects to more than 20,000 financial institutions around the world
- Values a high assortment of assets
- No financial planning tools
- Above-average cost
- No mobile app
Related: 10 Best Non-Stock Investments [Alternative Options to the Stock Market]
7. Stock Rover (Best Stock Tracker & Research Tool [Stocks, ETFs, Mutual Funds])
- Available: Sign up here
- Platform: Web
Stock Rover helps you keep tabs on your portfolio with detailed performance information, email performance reports, in-depth portfolio analysis tools, correlation tools, trade planning and rebalancing facilities.
The web-based applet works well as a stocks portfolio manager for Windows and functions on Mac, mobile, and tablets.
You can subscribe to this service for several applications, but it provides a comprehensive alerting facility, allowing you to find out immediately when something happens that you need to know.
The stock screener can also find instances where companies trade below their perceived fair value, signaling opportunities to buy stocks with a built-in margin of safety.
Stock Rover’s “Brokerage Connect” provides an investor with a read-only data feed of their portfolio holdings, providing you a comprehensive view of your portfolios spread across numerous investment accounts.
When you connect your Stock Rover account to your brokerage accounts, details for each portfolio get delivered to Stock Rover for analytics and tracking purposes.
Consider signing up for Stock Rover with a free 14-day trial. From there, you can decide if you’d like to upgrade to the service’s premium plans for more robust tracking and analysis.
- A complete service for investors looking to use screeners, investment comparisons, real-time research reports, model portfolios, chart and more
- Use this top-rated investment analytics service to identify stocks worth buying and outperforming the market
- Hundreds of screening metrics
- Proprietary scoring systems
- Real-time executive summary research reports
- No mobile app
- No crypto or forex data
- US markets only
The Power of Seeing all Your Investment Accounts in One Place
Consider reviewing the best stocks portfolio manager and tracker options listed above. When employed correctly, they can deliver unparalleled insight into your overall risk exposure, asset allocation and view of your financial situation. Breaking these holdings down by asset class across stocks, bonds, alternatives and more can lead to superior results for your money and place you on a sustainable path to wealth creation.
Combined with good personal finance skills, strong dedication to investing (whether in a portfolio of individual stocks or a mutual fund), and persistence, you can learn how to build wealth. Consider starting with free versions of each portfolio and stock tracker (where available) and demoing their products.
