5 best portfolio trackers for Q2 2024

A portfolio tracker lets you monitor your different investments, all in one place. Use this guide to find the best portfolio trackers in 2024.
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Updated: Apr 2, 2024
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To be a successful investor, it’s important to know how all your different financial assets are doing at any moment. The best way to do this is with a portfolio tracker, which you can use to store information about everything you own and follow how it has changed in value over time. 

Our team of experts have investigated dozens of portfolio trackers and you can find out which ones rank best on this page. Through a detailed review process, we’ve narrowed our list to find the best 5 portfolio trackers in 2024. Read on to learn more about each, and find beginner friendly tips to help you choose the most suitable option.

What are the best portfolio trackers?

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The answer varies depending on whether you’re looking for a free option or are happy to pay for the service. Our financial experts have combed through the different choices available online to pick five of the best ones which you can find in the table below. Each of them at least offers a free trial alongside a subscription service.

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Top 5 portfolio trackers, reviewed

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1. Sharesight

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Sharesight is a portfolio management tool that has been available since 2008. It links with 40 leading exchanges to display the most up to date price information from those platforms, and lets you import data from most of the leading brokers around the world.

The reason Sharesight earns top spot on this list is that it offers tracking of a number of different assets. Along with regular stocks and shares, you can track some bonds, major cryptocurrencies, and mutual funds from the UK, Australia, and Canada, among other things. Anything particularly unique that you own can be added as a ‘custom’ investment.

There is a free version available, albeit with quite limited tracking features, that lets you follow the fortunes of 10 investments to test out the platform. Then there is a range of subscription options which you have to pay for on a per-month basis.

Sign-up & trade Sharesight

CFD service. 82% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money.

2. Personal Capital

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Personal Capital is a comprehensive wealth management tool that includes account management alongside its portfolio tracking options. You can use the platform simply to see your investments all in one place, or as an advanced planner to prepare for the future.

This tracker is like a ‘traditional’ portfolio manager with a huge amount of money management options available to boot. Along with all your normal financial assets, you can use Personal Capital to track your day-to-day expenses as well. Add your credit cards and bills to the platform to get the best possible view of your overall financial situation.

Anyone can use the website to track their money for free, although some of the more extensive wealth management options come with a fee. If you decide to let Personal Capital help manage your money, then you should expect to have to pay an annual management fee as well.

Sign-up & trade Personal Capital

CFD service. 82% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money.

3. SigFig

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SigFig is another platform that offers a portfolio tracking tool along with a money management service. The tracker is extremely simple to sign up for and use, and it pulls in all your investments from a range of more than 50 brokers that it partners with.

The basic features of the portfolio tracker let you follow the performance of any stock or related financial asset, like a mutual fund or an ETF, that you own. With its more advanced wealth management option, it flags up areas where you might be overexposed to a particular industry, or where you can get better value.

Like with Personal Capital, the portfolio tracker service that SigFig offers is free to all users. It’s the more advanced money management service that you have to pay for, should you want to use it.

Sign-up & trade SigFig

CFD service. 82% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money.

4. Kubera

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Kubera is a comprehensive portfolio tracker that is one of the most modern options on the market. Not only does it let you easily track all of your traditional finance assets, but it can track your cryptocurrency as well.

The platform can pull data from a range of different platforms, from supported brokers to crypto wallets. It also lets you add other assets, like your home, along with details from all of your bank accounts, in order to provide a complete picture of your finances

Kubera is a subscription service that you can pay for via a monthly fee or an annual payment; the latter comes with a slight discount. It does come with a two week free trial option too, however, so you can try the tracker before you commit.

Sign-up & trade Kubera

CFD service. 82% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money.

5. Interactive Brokers

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Interactive Brokers is primarily a stock broker platform but it also offers a portfolio management tool, which it calls Portfolio Analyst. The Portfolio Analyst platform offers an array of financial management services alongside your IB broker account.

The integrations that the service offers aren’t limited to any investments you hold with Interactive Brokers itself. You can connect information from virtually any financial institution in the US, UK, or Canada, and compare your assets’ performance over time with a variety of different analytical tools.

You can sign up for a Portfolio Analyst account for free. As with most platforms, you have to pay to access its more advanced features and in this case, you have to be approved as a client in order to use them.

Sign-up & trade Interactive Brokers

CFD service. 82% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money.

What is a portfolio tracker?

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A portfolio tracker is a digital tool that helps you monitor the performance of your investments. It can be an online platform, a mobile app, or even a downloadable software program. 

These trackers allow you to sync your investment accounts, including brokerage accounts, retirement accounts, and cryptocurrency wallets. 

By doing this, they provide a consolidated view of your entire investment portfolio, including stocks, bonds, ETFs, mutual funds, and cash holdings in bank accounts. This eliminates the need to log in to multiple platforms and lets you see your overall asset allocation at a glance.

How does a portfolio tracker work?

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Portfolio trackers let you manage your investments by aggregating your financial data into a single, user-friendly platform. The best investment portfolio trackers offer different features, but all work similarly. Here’s a breakdown of their core functionality. 

  • Account syncing.  Most portfolio trackers securely connect with your brokerage accounts, retirement accounts, and bank accounts. Once connected, the portfolio tracker automatically imports your investment holdings and transaction history.
  • Data collection. After syncing with your brokerage accounts, the tracker pulls relevant data on your assets, including current prices, quantities held, and historical performance. It may also gather news articles, analyst ratings, and other valuable research to help you make informed investment decisions.
  • Performance tracking. The main aim of these apps and platforms is to track the performance of your investment portfolio. Portfolio trackers calculate the overall value of your investments and track their performance over time. You can monitor individual holdings, asset classes, or your entire portfolio’s performance. 
  • Visualisation tools. Some of the best online portfolio trackers offer insightful charts and graphs that visually represent your portfolio’s performance and asset allocation. These visualisations make it easier to understand your investment diversification and identify any potential risks or imbalances.
  • Alerts and notifications. You can set up personalised alerts for specific events, such as price changes exceeding a certain threshold or upcoming dividend payouts. This can help you stay informed about your investments and make timely decisions.

The above is a brief overview of how the best stock portfolio trackers work, but it’s important to remember that the specific functionality of a portfolio tracker may vary depending on the platform you choose. 

When you use a free portfolio tracker, you will have access to basic tracking features, while paid portfolio trackers provide more advanced tools and management. 

What can I use a portfolio tracker for?

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The main use of a portfolio tracker is to track all your assets in one place. Stocks, bonds, mutual funds, exchange-traded funds (ETFs), crypto, and even precious metals are some of the assets that portfolio tracker apps can track. 

Many portfolio trackers tend to focus on traditional markets like stocks and funds. With the rise of crypto in recent years, lots of crypto portfolio trackers have emerged allowing you to monitor your digital assets under one roof. 

What features do these trackers have?

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Besides simple tracking, portfolio tracker apps offer a wide range of features to streamline your investment experience. Here’s a closer look at the main ones:

  • Investment portfolio management. The main feature of all these trackers is the ability to monitor your portfolio’s performance in real-time. This lets you track individual holdings and asset allocation, helping you to make informed decisions and adjust your investment strategy as needed.  
  • Retirement planning. Many apps integrate with your retirement accounts (IRAs, 401(k)s) to help you stay on track with your retirement goals.  Linking to your retirement account means you can track your progress towards your target retirement pot.
  • Sync multiple portfolios. If you manage investment accounts for yourself and your family, then you can use some apps to sync multiple portfolios in one place. This way, you’ll be able to track all the money you have invested, in one simple portfolio tracker. 
  • Smart alerts. Smart alerts let you stay informed about market news, movements, stock prices, or upcoming dividend payouts. This allows you to react to changing market conditions and potentially capitalise on new opportunities. 
  • Tax reporting. Some portfolio tracker apps can simplify the process by generating tax reports that detail your investment activity, including capital gains and dividends. This can save you time and ensure your tax filings are accurate. Staying ahead of tax season can save you lots of time. 
  • Dividend tracking. You can use divided tracking tools on some trackers to follow your dividend-paying stocks and notify you of upcoming dividend payments. This helps you plan your cash flow and potentially reinvest those dividends to accelerate your investment growth.
  • Investment insights. Advanced portfolio tracker apps go beyond basic tracking and offer additional features like stock screeners and news feeds from industry experts. You can use these tools to gain valuable portfolio insights and identify potential investment opportunities in global markets.

How should I choose a portfolio tracker?

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Choosing the right portfolio tracker can make a big difference and enhance your investment experience. 

We asked our investing experts for some tips and features to look out for when selecting the best trackers for your portfolio. Use the guide below to choose the best portfolio tracker in 2024.

1. Match a tracker’s features to your requirements.

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For the most optimal tracking, don’t settle for a one-size-fits-all solution. Instead, find the features that best fit your investment needs. Do you require basic tracking or in-depth portfolio analysis? 

Are you a seasoned investor seeking advanced tools like portfolio rebalancing, or are you a beginner who simply wants to track basic performance and asset allocation?

The best portfolio trackers offer a range of functionalities, from basic performance tracking to complex analysis. Consider some of the following features:

  • Performance tracking. This allows you to track the overall value and performance of your investments over time, including individual holdings and asset classes.
  • Asset allocation monitoring. You can visualise the diversification of your portfolio across different asset classes like stocks, bonds, and real estate. Monitoring tools can help you identify any potential overexposure to a particular asset class.
  • Investment research integration. Some trackers integrate with investment research platforms, offering valuable tools like analyst reports, news articles, and stock screeners. 
  • Goal setting and tracking. Several portfolio trackers let you set investment goals and track your progress towards achieving them

2. Ensure seamless integration with your investment accounts

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You need to make sure the tracker syncs with your investment account easily. This eliminates manual data entry and provides a holistic view of your entire financial picture. 

The best portfolio trackers seamlessly integrate with most types of investment accounts including brokerage, retirement, bank accounts, and crypto wallets. 

If you have multiple investment accounts, consider using a tracker that allows you to sync and track them all in one place. This simplifies portfolio management giving you a consolidated view of your overall financial investments. 

3. Prioritise security 

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If you’re going to be linking your investment account to a third-party portfolio tracker, make sure you look for a platform with robust security features. This is even more important when tracking multiple portfolios. 

Look for features like two-factor authentication and encryption to help keep your investment information confidential. 

4. Consider costs. Free vs paid portfolio trackers

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Many of the best portfolio trackers offer a free tier which has basic features. For some investors, a free portfolio tracker will provide more than enough tools to easily monitor an investment portfolio. 

If you’re an investor with multiple portfolios spanning different assets, then you may want to consider a paid portfolio tracker. These options offer advanced functionality and in-depth analysis. 

5. Choose a tracker that is easy to use

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A user-friendly interface is very important when it comes to choosing the best investment portfolio trackers. Choose a tracker with intuitive features and navigation. The best portfolio trackers make it easy to track your investments very quickly. 

Should I use a portfolio tracker?

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The greater the variety of financial assets that you have money in, the more useful a tracker becomes. For example, if all you do is buy a few stocks, it’s simple enough to see how they’re doing through your broker’s website and a tracker might not be worth the money.

If you invest through several different avenues, however, then a tracker becomes extremely useful. Say, for example, you have a pension fund, then have some money in stocks, and have bought some cryptocurrency as well.

In that situation, a comprehensive portfolio tracker might be the only way to get a good grip on how your investments are doing.

The convenience of a tracker and the fact it makes it easier for you to see any issues faster than might be possible without one means that it can be worth using.

Only you can decide if it’s useful enough as a wealth management tool to justify the cost, but given the variety of free and cheap options available, it’s worth testing the water to see whether it’s for you.

What are the risks of using a portfolio tracker?

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The risks associated with using a portfolio tracker are quite limited. Most trackers have advanced security features which means your investment accounts are kept secure. 

The benefits of using a portfolio tracker far outweigh the risks, especially when using a free service. Investment portfolio trackers offer the ability to quickly and easily view all of your investments in one place. 

While they can’t ensure your investments will perform well, they can help you monitor and make adjustments based on actionable information. 

Pros

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  • Easily connect multiple accounts to a portfolio tracker
  • View all of your investments in one place
  • Advanced features and insights help you stay on top of your investments
  • Many free portfolio trackers are available

Cons

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What are the fees for using a portfolio tracker?

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The fees for using a portfolio tracker can vary depending on the platform you choose. Many of the best online portfolio trackers and apps offer a free tier with basic functionalities like performance tracking and limited account syncing. 

A free portfolio tracker is a good option for beginners or those managing smaller portfolios. If you require advanced features like analysis and real time data fees, you may need to upgrade to a paid subscription. 

These subscriptions usually come with a monthly or annual fee so make sure you factor this cost into your decision. Fees can range from $20 – $99 per month. Some of the most advanced trackers can be significantly more expensive. 

Bottom line

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A portfolio tracker is an excellent way to manage your investments without having to switch between multiple brokerage accounts, exchanges, or crypto wallets. If you’re an investor with money spread around, using a portfolio tracker can be a good option. 

It’s important to remember that advanced features and tools often come at a cost. So before making your decision, it’s a good idea to weigh up the pros and cons of using a portfolio tracker. As discussed in our guide, free portfolio trackers can usually provide more than enough features for beginners, or novice investors. 

Methodology: How did we choose the best portfolio trackers?

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Helping people make better financial decisions is at the heart of our mission at Invezz. 

We periodically test more than 63 portfolio tracker platforms to provide our users with clear, accessible guidance on the investing options available. All testing is carried out by our panel of stock market experts, analysts, and active traders who sign up to each tracker, conduct research, and score each service.

Our tests are designed to find portfolio trackers that offer a beginner-friendly, secure investing experience at a fair price. To supplement our practical testing and experience, we research each tracker to gather any further relevant information. We read online customer reviews, app reviews on the Play Store and App Store, and conduct user surveys to get feedback from real people about what works, and what doesn’t.

Each portfolio tracker is awarded a final score based on 130+ data points across 8 ranking categories: cost, reliability, user experience, deposit & withdrawals, investing options, range of products/markets, research & analysis tools, and the availability of educational & learning resources.

We work closely with individual brands to ensure all factual information displayed here is accurate. All data is then fact-checked by an independent reviewer. You can learn more about our expert panel and how we test, rate, and review platforms in our review process.

FAQs

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Prash Raval
Financial Writer
Prash is a financial writer for Invezz covering FX, the stock market and investing. For over a decade he has traded spot FX full time while... read more.