Best Stock Portfolio Trackers

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Contributor, Benzinga
April 8, 2024

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 Charles Schwab 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 Stock Portfolio Trackers

All of Benzinga’s top trackers have a free service of some kind, but many do offer premium subscriptions for extra perks.

1. Best for International Investors: Sharesight

Sharesight truly revolutionized the online portfolio tracking space. It's a frequent award winner, including placing in Benzinga’s 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


  • The low price is perfect for those who are managing large portfolios and require functionality without passing on massive costs to your clients
  • You can even track private investments, which is very helpful for those who buy into their local communities


  • While benchmarking is very useful, it cannot account for your personal strategy or tastes

2. Best for Dividend Investors: Snowball Analytics

Snowball Analytics works well for beginners, professional investors and portfolio managers that need a quality solution for portfolio tracking. You gain several benefits, including: 

  • In-depth dividend reporting and analysis
  • Easy linking to your brokerage accounts 
  • Automatic updates
  • Performance tracking for all your tradable instruments

You can connect automatically with over 1,000 brokers worldwide in the U.S., U.K., Europe and Asia. You can look into pretty much any stock, ETF or mutual fund globally, review crypto performance and make use of a massive array of innovative tools that allow you to see historic and realtime data, informing your rebalancing efforts, allocation of current assets and benchmarking for future review.

You can also join the community on the site to learn more, share ideas and grow as an investor. It’s easy to import data, and even fund managers or financial advisors can utilize this platform to help their clients without spinning their wheels with manual calculations. In short, you can track trends, learn how to handle your portfolio and use Snowball as your one-stop shop for all the investment info you require.


  • You can see the performance of individual assets, which makes it easier to understand the totality of your portfolio
  • This app can show you trends based on how the markets are moving


  • With so many broker connections, there’s no way to know if your preferred brokerage is there

3. Best for Portfolio Tracking: Kubera

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 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.


  • Linking all your accounts in one place is better for an overall idea of where your money is
  • Because you can add crypto here, it’s easier to track digital assets and save time


  • Connecting to your bank account could, at times, give you outdated information

4. Best for Long Term Investors: Magnifi

Magnifi is a marketplace that allows you, as the investor, to use common brokerage tools and AI to make the best decisions for your portfolio. Because you can pull up all the information you need on a given asset, you can easily invest in the assets that will give you the results you deserve and better match your strategy.

Search for the investment options that meet your needs, invest in specific categories or scan for assets in a price range that’s affordable for you.

Best for long-term investors and those who require a bit of client support, you can also learn more about investing from this platform, utilize the AI-powered investing assistant, enjoy commission-free investing, try the mobile app and take advantage of over 15,000 possible investment options. This makes Magnifi a good place to trade for both seasoned and novice traders.


  • The AI portion of this app can give you quick insights when you don’t have time to research
  • Novice traders can learn on this app as they trade or review their assets


  • There are competitors will more investing options

5. Best for All-in-One Investment Information: InvestorsObserver

In keeping with their theme of simplifying investing, InvestorsObserver created a portfolio tracker that lets you see allyour brokerage accounts in one view. Not only do you see the basic price, p&l, and other basic brokerage stats, you also get personalized analysis on your holdings. IO gives your entire a portfolio a score on 7 different analysis points. This allows you to get a quick glimpse of how your holdings match your investing goals at any given time. You can then see what individual stocks in your portfolio are bringing your scores up or down. If you are looking for objective portfolio analysis that keeps you on track with your goals, look no further.

IO has many other tools and features including:

  • Stock screener
  • Unlimited stock watchlists and alerts
  • Stock comparison tool
  • Sector & industry analysis
  • Market news
  • An app on iOS and Android


  • Because you can create your own watchlists and screeners, it’s much easier to file away assets for later
  • The comparison tool is perfect for those who don’t know where to do a deep dive on an asset


  • At times, this app may seem overwhelming to new investors

6. Best for High Net Worth Individuals: Personal Capital

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


  • The snapshot feature is extremely helpful for those who need an overview and don’t want to do it on their own
  • This is a good app to use if you’re trying to track debts or plan to pay off debt


  • Personal Capital monitors everything for you, but it may seem cluttered

7. Best for Long-Term Investing Wisdom: Simply Wall Street

Simply Wall Street is designed to help you use long-term investing wisdom that will help you, as they say, “think in decades not months”. You can learn about any business, get trading ideas, track assets and review current events updates.

You can start with a free account, and other account options in Premium for $10 per month and Unlimited for $20 per month, depending on how much information you feel you need.


  • Portfolio tracking for all assets that interest you
  • Trading ideas from experts
  • Real-time information on all the assets you want to research


  • You may not feel you need to upgrade to get the information you need

8. Best for Tracking All Investments: AssetDash

When you use AssetDash, you can track your crypto, NFTs, stocks and other investments all in the same place. At one time, you might have had all your assets spread across several different locations, but you can solve that problem with just one download. Because AssetDash brings all your money into one portfolio tracker, you can see the big picture and make better financial decisions.

The platform connects to major exchanges like Binance, Robinhood, Coinbase and more. Plus, it offers:

  • A powerful mobile app
  • Affordable prices
  • Lots and lots of information

You can sign up in just moments, add all your financial information and you will discover that it’s easier to build wealth and grow your net worth. Tracking stocks is just one step in the process, but you can complete that process with AssetDash, bringing everything together and even inspiring you to invest in other assets in the future.


  • This platform keeps prices low so that you can reinvest in your portfolio
  • You can even track NFTs, making it easier for you to get a handle on all your digital assets


  • Even though you can connect with many exchanges, you preferred exchange may not be featured

9. Best for Tracking Investments: getquin

Founded in 2020, getquin offers investors leading portfolio management tools that help you gain financial independence. Built for new investors, those with a diverse portfolio and dividend investors who wish to track payouts, getquin offers:

  • Real-time analysis of your portfolio
  • Several free features
  • A personal dividend calendar
  • Bank-level security features
  • High-level financial data

Aside from these unique benefits, you will find that getquin has one of the best communities on the web, allowing you to learn more about your investments, strategies, dividends and assets. Though getquin is new on the scene, it allows you to take money management to a whole new level. 


  • The platform makes it easy for you to adjust your personal strategy
  • Because the platform has many free features, you can get to know your portfolio before diving in deeper


  • Some people may find that they need more robust options because they manage several portfolios

10. Best for Sophisticated Investors: Interactive Brokers

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.


  • You can access global trading opportunities and all the assets you need in one place
  • IBKR allows you to truly review your portfolio while also trading freely on this platform


  • While IBKR is quite powerful, many of its more complex attributes may be confusing for newer investors

11. Best for Beginning and Sophisticated Investors: Delta Investment Tracker

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.


  • You can use this platform to cover all the assets you own
  • You can calculate several metrics on this platform without trying to do the math yourself


  • While the visualizations on the platform are powerful, they are not as powerful as some of the app’s competitors

12. Best for Portfolio Optimization: Ziggma

Ziggma is on a mission to empower self-directed investors to own the best portfolio possible. Ziggma achieves this by combining unique portfolio insights and tracking with technology-enabled stock research. 

The main portfolio view is centered around the Ziggma dashboard. The dashboard lets you track performance, portfolio quality, yield and risk in one single view. Charts let you track these values through time helping you to continuously make your portfolio better.  

You can link all your brokerage and retirement accounts to Ziggma from over 11,000 institutions. Ziggma’s consolidated accounts view lets you see all your investments combined into a single portfolio.

As another unique tracking feature, Ziggma lets you track your portfolio stocks business performance over the holding period. When one of your stocks’ underlying fundamentals deteriorate, it becomes immediately visible.

When it comes to investment research, the following features stand out:

  • Quantitative stock scorecards (Ziggma Stock Scores)
  • Top 50 stock list
  • Strengths and weaknesses lists
  • Peer comparison

Free: Portfolio tracking, stock and ETF screener, stock research tools, stock comparison    

Premium: From $7.50 per month. Link unlimited accounts, portfolio simulator, top 50 stock list, Ziggma Stock Scores, model portfolios 


  • Unique dashboard for a 360° portfolio view
  • Consolidate unlimited investment accounts into a single portfolio
  • Portfolio simulator
  • Dividend tracker


  • Covers the US market only
  • Very limited information on mutual funds

13. Best for Professional Investors: Stock Rover

Stock Rover makes it simple to track your portfolio, connect with all your brokerage accounts and see the big picture of your investments. When you log into Stock Rover, you can use a free account or pay a small amount every month for the level of service that’s provided.

When you start using Stock Rover, you can connect all your accounts and add stock screening criteria as needed. There are over 6500 options, and you can review more than 8000 stocks, 40,000 mutual funds or 4000 ETFs.

You can deploy powerful portfolio analysis tools, and you can make wise decisions at any time. Because you hold the entirety of Stock Rover in your hand with a mobile phone or tablet, you get the same information when you are on the move.

If you need to learn more about the markets, check out Stock Rover’s interactive videos, learning modules and FAQs.


  • With access to most of the assets you might ever want to see, you can manage your portfolio here without opening other accounts
  • Using this platform on the move is much easier for many people who travel or simply don’t have time to sit down and review their investments


  • You may feel as though you need more functionality if you have a massive portfolio or work with clients

14. Best for Tracking Your Portfolio: Cova

Cova bills itself as a “smart asset register” that helps you track your portfolio and fully understand your financial situation. Using this platform, you can collaborate with different platforms or professionals, including online brokerages, exchanges, financial planners, accountants and attorneys. This means that you can truly see all your investments in one place and all the stakeholders in those investments will know what is going on.

Plus, you can set up a beneficiary with the Lifecheck feature, dictating who will be alerted in the event that you pass away suddenly. This is important because your beneficiaries will not need to fight for access to these funds (as they are likely part of your will.)

You can also track liabilities like credit cards and loans. Plus, there is a new version of a business tracker coming that will help you make the same wise decisions for your company. Completely secure, this platform also allows for document management so that you can keep track of all the odds and ends related to your finances. With a premium package costing just $10 per month, you can take control of your finances right away.


  • This is a simple place to track debts along with finances
  • The low price makes this an accessible platform for those who simply want to get a hold on their finances


  • The platform may not be robust enough for some planners or advisors

15. Best for Saving, Spending & Investing: Fierce

As you use Fierce, you can manage your money and track your investments all in one place. Use this platform when you want to quickly fund your investments, look over the assets you’re holding and check your balance at the same time. Yes, the platform also offers savings options when you’re trying to plan for future, but it also allows you to quickly take advantage of market movement, withdraw your earnings and improve your financial position.


  • Fierce is a hub where you can watch all your money in one place
  • Many people can research here and invest slowly so that they can expand and perhaps open larger accounts larger


  • Fierce doesn’t offer the wide array of assets that some investors might be looking for

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’s the criteria we used to determine our favorites:

  • 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.

Frequently Asked Questions


How frequently should you check your portfolio?


You should check your portfolio for short to medium-term investments once a month and three months for long–term positions. 


What are the best portfolio trackers?


There are several great portfolio trackers including Sharesight, Personal Capital, and M1 Finance to name a few. 




What is a portfolio tracker?


A portfolio tracker allows investors to keep track of their individual holdings.

About Dan Schmidt

Dan Schmidt is a finance writer passionate about helping readers understand how assets and markets work. He has over six years of writing experience, focused on stocks. His work has been published by Vanguard, Capital One, PenFed Credit Union, MarketBeat, and Fora Financial. Dan lives in Bucks County, PA with his wife and enjoys summers at Citizens Bank Park cheering on the Phillies.