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Top 5 Best Portfolio Trackers Q1 2025
In this guide
- 1. Top 5 Best Portfolio Trackers Q1 2025
- 2. What are the best portfolio trackers?
- 3. Top 5 portfolio trackers, reviewed
- 4. What is a portfolio tracker?
- 5. How does a portfolio tracker work?
- 6. How should I choose a portfolio tracker?
- 7. Should I use a portfolio tracker?
- 8. Bottom line
- 9. Methodology: How did we choose the best portfolio trackers?
- 10. FAQs
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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 2025. 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?
Copy link to sectionThe 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.
Top 5 portfolio trackers, reviewed
Copy link to sectionWe found 5 portfolio trackers for users based in
1. Sharesight. Best for tracking a range of assets
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Overview
Sharesight is a portfolio management tool that has been available since 2008. With Sharesight, you can track stocks, ETFs, mutual funds, cryptocurrencies, and even unlisted investments such as property or collectables. 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 platform’s powerful reporting tools are one of its standout features. You can generate detailed performance reports that include cap gains, dividends, currency fluctuations, and tax implications. You can use these reports to make informed decisions and optimize your portfolio.
On Sharesight, there is even an option for automated dividend tracking and benchmarking allowing you to maintain up to date records. Its user friendly interface and easy integration with various brokers make it easy to synchronize transaction data.
The fees: 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. These start from $6 per month up to $18.
Highlights
| No. of tradable assets | |
| Min. Deposit | |
| ID verification required | No |
| Free demo account | No |
| Supported assets | |
| Mobile trading app | No |
| Web trading platform | No |
| Regulatory bodies |
2. Coinstats. Best crypto tracker
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Overview
Coinstats is a cryptocurrency portfolio tracker that allows you to track an impressive number of coins. There are thousands of different coins you can track using Coinstats providing comprehensive coverage of the crypto market.
The platform also offers detailed analytics and real time market data. Just a few of its features include price movement insights, trading volume information, and historical performance. You’ll also be able to integrate Coinstats with your preferred exchange or wallet, as it’s compatible with almost all.
One of the best features of Coinstats is the ability to use artificial intelligence to help maximize your gains. The system uses advanced algorithms to help analyse prices and determine the best time to exit the market. Its AI capabilities also offer price predictions for a wide range of cryptocurrencies.
The fees: If you just want to test out Coinstats, you can use its free version which allows you to track 10 portfolios. Paid versions start from $13.99 per month up to $62.91. Paid plans offer additional features and more portfolio tracking.
Highlights
| No. of tradable assets | |
| Min. Deposit | |
| ID verification required | No |
| Free demo account | No |
| Supported assets | |
| Mobile trading app | No |
| Web trading platform | No |
| Regulatory bodies |
3. Kubera. Best for tracking your net worth
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Overview
Kubera is one of the most comprehensive and intuitive platforms for tracking your net worth. It is an excellent tool for anyone wanting to manage their finances and not simply budget. With Kubera, you can link and monitor several assets including bank accounts, investments, real estate, cryptocurrencies, and even vehicles.
Kubera’s approach to portfolio tracking and management offers a holistic view of your financial landscape allowing you to see your total net worth in one place. One of its standout features is the ability to integrate with thousands of financial institutions. This makes it very easy to get started, for just about anyone.
The platform also supports manual entries, which means you can add assets not linked to financial institutions. There are also varios tools, visualizations, and customizable reports that make tracking your financial health quick and easy. In addition to net worth tracking, Kubera includes features like a digital value, for storing important documents.
The fees: A Kubera personal account costs $150 per year. For HNIs, Companies and Single Family Offices Kubera Black is available for $999 annually. There is also a 14 day trial for $1.
Highlights
| No. of tradable assets | |
| Min. Deposit | |
| ID verification required | No |
| Free demo account | No |
| Supported assets | |
| Mobile trading app | No |
| Web trading platform | No |
| Regulatory bodies |
4. Seeking Alpha: Best for stock signals to grow your portfolio over time
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Overview
We love Seeking Alpha because it’s all about long term wealth appreciation. The Alpha Picks service is run by a team of quants, with plenty of stock market experience, and uses the latest cutting-edge tech to scan thousands of assets and find trades.
Alpha Picks is for those who are after a long term strategy that outperforms the market over a number of years. To find these investments they look at lots of data, including how much a company is worth, how fast it’s growing, and how much money it’s making. They also consider what experts think will happen in the future.
All that adds up to a buy, sell, or hold rating for every asset, and a signals strategy that’s outperformed the market significantly over many years.
The fees: Seeking Alpha’s ‘Alpha Picks’ cost $499 per year. It’s a one-off subscription payment, so you’re committed to the year once you buy.
Highlights
| No. of tradable assets | |
| Min. Deposit | |
| ID verification required | No |
| Free demo account | No |
| Supported assets | |
| Mobile trading app | No |
| Web trading platform | No |
| Regulatory bodies |
Fees & Costs
| Basic Account | Free |
| Premium Account | $299 yearly |
| Pro Account | $2,400 yearly |
| Alpha Picks | $499 yearly |
Pros & Cons
5. Stock Rover. Best screener for customization
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Overview
Stock Rover offers exceptional customizability which makes it one of the top platforms to use for anyone wanting to tailor their research and analysis tools to specific requirements. Stock Rover’s customizable features are substantial and include dashboards, screeners, and watchlists.
When you use Stock Rover you can easily set up your dashboard to display the most relevant market data and metrics. There’s no need to filter or scroll through unnecessary information as you can customize your platform to your liking.
One of Stock Rover’s biggest strengths is its advanced screening capabilities. You can create detailed and highly specific screens based on a wide range of financial metrics and criteria. The flexibility of the platform makes it easy to identify stocks and other investments that meet your unique strategies and goals.
The fees: Stock Rover offers 4 types of plans. A free plan, an essentials ($7.99 per month), Premium ($17.99 per month), and Premium Plus ($27.99 per month).
Highlights
| No. of tradable assets | |
| Min. Deposit | |
| ID verification required | No |
| Free demo account | No |
| Supported assets | |
| Mobile trading app | No |
| Web trading platform | No |
| Regulatory bodies |
What is a portfolio tracker?
Copy link to sectionA 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?
Copy link to sectionPortfolio 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?
Copy link to sectionThe 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?
Copy link to sectionBesides 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?
Copy link to sectionChoosing 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 2025.
1. Match a tracker’s features to your requirements.
Copy link to sectionFor 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
Copy link to sectionYou 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
Copy link to sectionIf 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
Copy link to sectionMany 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
Copy link to sectionA 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?
Copy link to sectionThe 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?
Copy link to sectionThe 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
Copy link to section- 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
Copy link to sectionWhat are the fees for using a portfolio tracker?
Copy link to sectionThe 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
Copy link to sectionA 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?
Copy link to sectionHelping 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.