Best Stock Portfolio Trackers

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Contributor, Benzinga
Updated: July 13, 2022

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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 listed to find a portfolio tracker today.

Quick Look - 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. 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

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2. Vig.io

Vig.io is one of the more unique platforms you can use for creating your own stock screeners and investing with wisdom. The most interesting part of the platform is that is gamifies everything for you, making investing a little bit more interesting. You can look into stocks, crypto, ETFs, options and daily movers.

As you build your account, you can use real-time data, security comparisons, live charting, watchlists and powerful new indicators. Customize the information you want into a screener so that you never have a hard time reviewing critical investment data while buying, selling or swapping. Because you can see your entire portfolio in one place, it’s easier to make wise investments.

Price: Free trial; Pro, $49.99 per month

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3. 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.

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4. 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

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5. 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.

6. 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.

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7. 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.

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8. Ziggma

Ziggma is the first investing platform that has been specifically designed to help investors track and manage their portfolios better. 

With Ziggma, you can automatically track the true performance of all your investment portfolios in one single place and in real-time. Simply link your bank account(s) and try it for free.

Ziggma brings true innovation to portfolio tracking by letting you monitor portfolio yield, risk, portfolio quality and even ESG scores over time. 

Tired of monitoring portfolio diversification? Ziggma does it for you. All you have to do is set your maximum exposure limit and Ziggma will send you an alert once the limit is broken. 

Price: Portfolio tracking and many features are free.
Premium:  $9.90 per month. 

Get a 50% discount for 3 months with the discount code BENZINGA50

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9. 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.

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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

Q
How frequently should you check your portfolio?
A

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

Q
What are the best portfolio trackers?
A

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