6 Best Stock & Portfolio Trackers [Investment Tracking Software]

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.

What is a Stock Tracker?

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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 Apps at a Glance

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The best stock tracking app for you isn’t necessarily the perfect app for someone else. Your best choice is likely one of the following:

• The best stock tracking platform for you isn’t necessarily the perfect portfolio tracker for someone else. Your best choice is likely one of the following:
  • Best stock portfolio tracker housed on your device: StockMarketEye
  • 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 management software [+ budgeting]: Personal Capital
  • 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. StockMarketEye: Best Stock Portfolio Tracker Housed on Your Device

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• Available via desktop, tablet, iOS and Android
• Price: $74.99/year (Free 30-day trial)
• Sign up here

Are you caught up in the market, checking several different sources to track performance? Instead of constantly refreshing multiple apps or browser windows, keep tabs on all your investments in one place and stay on top of the markets with StockMarketEye.

Use this powerful, clean-looking portfolio management software to leverage financial information at the convenience of your fingertips—all without having to spend time learning software. Instead, use that time focusing on your trades and portfolio performance.

Why Use StockMarketEye?

Are you caught up in the market, checking several different sources to track performance? Instead of constantly refreshing multiple apps or browser windows, keep tabs on all your investments in one place and stay on top of the markets with StockMarketEye.

Use this powerful, clean-looking portfolio management software to leverage financial information at the convenience of your fingertips—all without having to spend time learning software. Instead, use that time focusing on your trades and portfolio performance.

Why Use StockMarketEye?

StockMarketEye has a wide range of capabilities designed to track and drill down into your portfolio’s performance, allowing you to:

• Easily monitor all your portfolios in one place
• Quickly analyze gains, losses and performance
• Investigate potential investments
• Track stocks, mutual funds, ETFs, currencies and more from around the world.

Looking closer into StockMarketEye’s features, it offers three primary categories investors find helpful:

1. Manage Portfolios

• Get started quickly by importing transactions and positions from brokerages or entering them manually
• Manage all of your investment accounts in one place
• You can group portfolios and categorize your investments for a complete overview of what you have going on
• Compare your assets to a benchmark to see how well they’ve performed to date or in the past
• Run reports for complete analysis-everything is at a click!

2. Organize Watchlists

The days of collecting stock watchlists are over. With StockMarketEye, you have bundled access to hundreds of securities in one convenient location within the application.

With real-time stock quotes and data available for some exchanges, stay on top of important activities without having to do the hard work tracking down the data yourself.

Get live quotes and graphs to see how your investments perform; use the built-in alerts that will send you an email or text letting you know when changes occur with any security (or combination) listed in your watchlist(s).

StockMarketEye makes investing smarter and easier to track and follow—leveling up your investing game.

3. View Stock Charts

StockMarketEye is a stock price tracker that offers end-of-day and 1 & 5-day charts to provide perspective on your stocks.

Its 14 technical indicators can help you make better decisions as an investor with improved analysis.

You can tap into its built-in and comparison charting features for superior insight. That way, you know what’s going on in the market, allowing you to find the best opportunities and trade confidently.

How to Get Started with StockMarketEye

Getting started with StockMarketEye is easy. Import your transactions from select brokerages directly into the software or use the Advanced Brokerage Import tool for brokerages in the U.S., UK, Canada, Australia, India and more.

You can also opt for using standard investment files used by industry participants like QIF, OFX/QFX or CSV file formats. If this isn’t your style, you can also add your transactions manually.

Once imported, you can see your current asset allocation and understand your portfolio performance through these brokerage services.

One major differentiator for StockMarketEye compared to many of its competitors is accessing and using the software.

Namely, you install the software directly on your platform or device, and you don’t store your data in the cloud. Instead, the data resides on your machine, providing privacy over your brokerage transactions and portfolio holdings.

If StockMarketEye sounds like a stock tracking platform worth trying, consider installing the software for a 30-day trial directly on your machine.

Try out the functional features and see if it makes your investing more accessible for you. After 30 days, you can purchase a license on StockMarketEye’s website.

 

2. Seeking Alpha: Best Stock Tracker w/Investment Research + Stock Recommendations

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• Available: Sign up here
• Price: Free; $19.99/mo billed annually for Premium (or $29.99/mo monthly); $199.99/mo billed annually for Pro (or $299.99/mo monthly); contains ads and in-app purchases

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 14-day Free Trial to take advantage of the service without cost and see if it makes sense for your needs.

 

3. Motley Fool Stock Advisor: Best Stock Tracker for Long-Term Investors

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• Available: Sign up here
• Price: $99/year for 1st year

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.

The company also offers a growth stock-oriented service called Motley Fool Rule Breakers. Of the two, Stock Advisor remains my pick because it doesn’t go for moonshots, just steady outperformers.

The investment newsletter 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 Fools CAPS community.

 

4. Sharesight: Best for Tracking Investment Performance Online [Including Dividends]

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• Available via desktop, tablet or mobile device.
• Sign up here

Sharesight has an award-winning performance and tax reporting platform which empowers you to track shares and ETFs from over 40 exchanges worldwide.

The robust platform also allows for tracking 67 global currencies and following unlisted, alternative investments such as fixed-interest and investment properties. And the best part? Everything features within an easy-to-use online portfolio tracker.

The service prides itself on being a spreadsheet replacement—something you look for in portfolio management apps—offering you the ability to know your proper performance of all listed holdings as well as the ability to track multiple asset classes in a single place.

With powerful sorting features and the option to exclude closed positions, you can actively compare the true performance of your holdings to numerous benchmarks of your choosing.

And even better, you 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.

You can use the website’s Taxable Income Report to see a running total of all your dividends, distributions and interest payments over any period, broken up by local and foreign income.

This leaves knowing dividend dates, payments and timing to the service—not something to get miscalculated in a formula error in a spreadsheet. You can also use the platform to project expected dividend income based on announced dividend payments.

These income-generating assets provide a powerful source of passive income for investors, and getting their amounts right is essential.

And 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 over 170 brokers worldwide and can readily add ones not yet available to the service with a simple request.

To get started, you can visit the Sharesight website and start a free trial to see how you like the service. The free trial allows you to track up to 10 holdings in one portfolio.

From there, you’d need to consider one of their paid packages to track your entire portfolio. They offer discounted annual plans by visiting their page through this link.

Related: 8 Best Stock Trading Apps & Platforms for Beginners [2021]

5. Personal Capital: Best Portfolio Management Software [+ Budgeting]

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• Available via desktop, Apple iOS and Android App on Google Play.
• Sign up here

Personal Capital has almost two million users. Some of those use the Free Financial Dashboard version, while others use the Wealth Management service.

The Free Financial Dashboard from Personal Capital 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.

Personal Capital also provides investment analytics tools in the free app version that displays your asset allocation and total portfolio balance among your investment portfolios (retirement and taxable accounts) and makes recommendations for adjusting your asset allocation to improve your investment portfolio performance.

The Wealth Management plan from Personal Capital is preferred by those who want more hand-holding from their investment services. This service provides both automated tools and human management.

After entering your risk tolerance, goals, time frame, and personal preferences, Personal Capital creates recommended model portfolios inclusive of stock, ETF, mutual fund and other investment options.

Personal Capital portfolios are diversified across multiple asset allocation options and rebalance 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 as well, meaning you can choose to invest only in companies that have positive environmental and social impacts.

Conveniently, Personal Capital’s financial advisors are available 24/7 by phone, live chat, email, or web conference.

Each user has two dedicated financial advisors to help make various financial decisions, from retirement planning to college savings to stock options and more.

The Wealth Management plan has a minimum initial investment of $100,000 or $200,000 if you want a retirement planner or financial advisor. There are extra benefits for people who invest over $1 million.

Related: How to Invest Money: 5 Steps to Start Investing with Little Money

6. Kubera: Best Portfolio Tracker for All Assets

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• Available via desktop.
• Sign up here

Kubera is the most advanced and contemporary portfolio tracker on the market. With thousands of bank connections, more global currencies than any other service, and detailed information about your investments—it doesn’t get more comprehensive than Kubera.

Kubera is the ideal product for young professionals, homeowners, real estate professionals and savvy crypto investors—among many others. Keep track of your comprehensive portfolio holdings and analyze data from markets around the world.

With Kubera, you could see your total portfolio balance and net worth in one place from any of the thousands of financial institutions around the world.

You can also track other property, including homes, autos or rental units, among other assets like precious metals, domain names, cryptos, forex and more.

But this also includes your traditional assets like stocks, bonds, mutual funds and more. In short, this service offers several functions of portfolio management apps in one place.

For your non-traditional investments, you can see their values and even an estimated resale value at any given time without having to search through the complicated paperwork. It’s never been easier than now with Kubera!

Explore Kubera—the World’s Most Modern Portfolio Tracker—now to see if it is right for you. Start with a risk-free 14-day trial to see if it’s right for you.

You can choose to upgrade to a monthly or annual plan if you think it fits your needs.

 

7. Stock Rover: Best Stock Tracker & Research Tool [Stocks, ETFs, Mutual Funds]

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• Available via desktop, mobile and tablet
• Sign up here

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.

 

The Power of Seeing all Your Investment Accounts in One Place

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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.