Quick Overview
- 1#1: Empower - Offers a free comprehensive dashboard for tracking investments, net worth, retirement planning, and financial health across all accounts.
- 2#2: Quicken - Provides robust desktop software for detailed investment transaction tracking, performance analysis, tax reporting, and portfolio management.
- 3#3: Sharesight - Automates portfolio tracking and performance reporting by syncing with over 700 brokers worldwide for stocks, ETFs, and funds.
- 4#4: Stock Rover - Delivers advanced stock research, screening, charting, and portfolio analytics for investors seeking in-depth market insights.
- 5#5: Morningstar Portfolio Manager - Provides professional-grade portfolio X-ray analysis, asset allocation, performance metrics, and risk assessment tools.
- 6#6: Kubera - Tracks net worth and investments across diverse assets like stocks, crypto, real estate, and bank accounts in a secure dashboard.
- 7#7: SigFig - Automatically tracks portfolios, analyzes fees and performance, and offers free personalized investment advice.
- 8#8: Delta - Multi-asset tracker for real-time monitoring of stocks, crypto, NFTs, and DeFi positions with profit/loss calculations.
- 9#9: Yahoo Finance - Free online platform for creating customizable portfolios with real-time quotes, news, and basic performance tracking.
- 10#10: TradingView - Features advanced charting, technical analysis, and portfolio tracking integrated with a global trading community.
Tools were selected based on a blend of feature depth, user-friendliness, data reliability, and overall value, ensuring they cater to diverse investor needs, from casual trackers to seasoned professionals.
Comparison Table
This comparison table examines popular investment tracking software, featuring tools like Empower, Quicken, Sharesight, Stock Rover, and Morningstar Portfolio Manager, to guide readers in finding solutions that match their financial monitoring and management goals. It highlights key features, usability, and suitability for various investor profiles, from casual users to active traders, offering a clear overview of each software's strengths.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Empower Offers a free comprehensive dashboard for tracking investments, net worth, retirement planning, and financial health across all accounts. | specialized | 9.7/10 | 9.8/10 | 9.5/10 | 9.9/10 |
| 2 | Quicken Provides robust desktop software for detailed investment transaction tracking, performance analysis, tax reporting, and portfolio management. | specialized | 8.7/10 | 9.2/10 | 7.8/10 | 8.1/10 |
| 3 | Sharesight Automates portfolio tracking and performance reporting by syncing with over 700 brokers worldwide for stocks, ETFs, and funds. | specialized | 8.7/10 | 9.2/10 | 8.0/10 | 8.5/10 |
| 4 | Stock Rover Delivers advanced stock research, screening, charting, and portfolio analytics for investors seeking in-depth market insights. | specialized | 8.4/10 | 9.2/10 | 7.6/10 | 8.1/10 |
| 5 | Morningstar Portfolio Manager Provides professional-grade portfolio X-ray analysis, asset allocation, performance metrics, and risk assessment tools. | enterprise | 8.2/10 | 9.0/10 | 7.5/10 | 8.0/10 |
| 6 | Kubera Tracks net worth and investments across diverse assets like stocks, crypto, real estate, and bank accounts in a secure dashboard. | specialized | 8.4/10 | 8.7/10 | 8.2/10 | 8.0/10 |
| 7 | SigFig Automatically tracks portfolios, analyzes fees and performance, and offers free personalized investment advice. | specialized | 7.9/10 | 7.5/10 | 8.8/10 | 9.2/10 |
| 8 | Delta Multi-asset tracker for real-time monitoring of stocks, crypto, NFTs, and DeFi positions with profit/loss calculations. | specialized | 8.4/10 | 8.7/10 | 9.1/10 | 7.8/10 |
| 9 | Yahoo Finance Free online platform for creating customizable portfolios with real-time quotes, news, and basic performance tracking. | other | 7.8/10 | 7.2/10 | 8.5/10 | 9.8/10 |
| 10 | TradingView Features advanced charting, technical analysis, and portfolio tracking integrated with a global trading community. | specialized | 8.2/10 | 9.1/10 | 8.4/10 | 8.7/10 |
Offers a free comprehensive dashboard for tracking investments, net worth, retirement planning, and financial health across all accounts.
Provides robust desktop software for detailed investment transaction tracking, performance analysis, tax reporting, and portfolio management.
Automates portfolio tracking and performance reporting by syncing with over 700 brokers worldwide for stocks, ETFs, and funds.
Delivers advanced stock research, screening, charting, and portfolio analytics for investors seeking in-depth market insights.
Provides professional-grade portfolio X-ray analysis, asset allocation, performance metrics, and risk assessment tools.
Tracks net worth and investments across diverse assets like stocks, crypto, real estate, and bank accounts in a secure dashboard.
Automatically tracks portfolios, analyzes fees and performance, and offers free personalized investment advice.
Multi-asset tracker for real-time monitoring of stocks, crypto, NFTs, and DeFi positions with profit/loss calculations.
Free online platform for creating customizable portfolios with real-time quotes, news, and basic performance tracking.
Features advanced charting, technical analysis, and portfolio tracking integrated with a global trading community.
Empower
specializedOffers a free comprehensive dashboard for tracking investments, net worth, retirement planning, and financial health across all accounts.
Investment Checkup tool that automatically detects hidden fees, allocation issues, and optimization opportunities
Empower (formerly Personal Capital) is a comprehensive personal finance platform specializing in investment tracking, aggregating data from thousands of financial institutions into a unified dashboard for real-time net worth and portfolio monitoring. It offers advanced tools like asset allocation analysis, performance benchmarking, fee optimization, and retirement planning simulations. Ideal for hands-off tracking, it automatically syncs bank, brokerage, and retirement accounts without manual entry.
Pros
- Seamless aggregation of 14,000+ institutions for complete portfolio visibility
- Powerful free analytics including fee analyzer and retirement planner
- Real-time performance tracking with customizable benchmarks
Cons
- Aggressive promotion of paid advisory services
- Limited customization for advanced portfolio views
- Occasional sync delays with certain smaller institutions
Best For
Investors and high-net-worth individuals wanting automated, holistic tracking of diverse portfolios without ongoing costs.
Pricing
Free for core dashboard and tools; optional wealth management advisory fees 0.89% AUM (under $1M) to 0.49% (over $10M).
Quicken
specializedProvides robust desktop software for detailed investment transaction tracking, performance analysis, tax reporting, and portfolio management.
Advanced tax-optimized investment reporting with detailed cost basis methods and Schedule D export
Quicken is a comprehensive personal finance software with robust investment tracking capabilities, allowing users to connect to thousands of brokerage accounts for automatic transaction downloads and portfolio monitoring. It provides detailed performance analysis, including returns, cost basis tracking, realized/unrealized gains, and customizable charts. Beyond investments, it integrates budgeting, bill tracking, and tax reporting, making it a full-suite solution for financial oversight.
Pros
- Extensive investment tracking with IRR/XIRR calculations, tax-lot management, and capital gains reports
- Direct connections to 14,000+ financial institutions for seamless data import
- Customizable portfolio views, projections, and historical performance analysis
Cons
- Desktop-focused interface feels dated compared to modern web apps
- Steep learning curve for advanced features
- Subscription model with limited free tier and mobile app lags behind desktop
Best For
Individual investors seeking in-depth portfolio analysis integrated with personal budgeting and tax planning.
Pricing
Quicken Premier (investment-focused) at $7.99/month or $71.88/year; other plans from $3.99/month, with 30-day free trial.
Sharesight
specializedAutomates portfolio tracking and performance reporting by syncing with over 700 brokers worldwide for stocks, ETFs, and funds.
Automated tax-optimized reporting for dividends and capital gains across international holdings
Sharesight is a robust investment tracking platform designed for investors with portfolios spanning multiple brokers, exchanges, and countries. It automatically imports trades from over 200 brokers worldwide, tracks performance metrics like IRR and time-weighted returns, and generates detailed tax reports for dividends, capital gains, and foreign income. The software excels in multi-currency handling and supports stocks, ETFs, funds, and some cryptocurrencies.
Pros
- Automatic syncing with 200+ brokers globally
- Comprehensive tax reporting for multiple jurisdictions including Australia, US, and UK
- Advanced performance analytics with benchmarks and multi-currency support
Cons
- Free plan limited to 10 holdings
- Interface feels somewhat dated compared to newer competitors
- Limited native cryptocurrency support and no robust mobile app
Best For
International investors with complex, multi-broker portfolios needing precise tax and performance reporting.
Pricing
Free (up to 10 holdings); Standard $19 USD/mo (100 holdings); Premium $29 USD/mo (unlimited holdings); Advanced $39 USD/mo (additional tools).
Stock Rover
specializedDelivers advanced stock research, screening, charting, and portfolio analytics for investors seeking in-depth market insights.
Advanced stock screener with 650+ financial metrics, boolean screening, and peer universe comparisons
Stock Rover is a robust investment research and portfolio tracking platform tailored for stock investors seeking deep analytics. It excels in portfolio management by allowing imports from over 1,000 brokers, performance tracking with risk metrics, correlations, and peer comparisons. The software also features advanced stock screening, charting, backtesting, and research tools to support informed decision-making.
Pros
- Powerful screening with 650+ metrics and custom boolean logic
- Comprehensive portfolio analysis including risk, returns, and holdings overlap
- Extensive historical data and backtesting capabilities
Cons
- Steep learning curve for beginners due to dense interface
- Limited mobile app functionality compared to web version
- Full features require higher-tier subscriptions
Best For
Experienced individual investors and active traders needing advanced research and portfolio optimization tools.
Pricing
Free plan (limited); Essentials $7.99/mo, Premium $17.99/mo, Premium Plus $27.99/mo (billed annually for discounts).
Morningstar Portfolio Manager
enterpriseProvides professional-grade portfolio X-ray analysis, asset allocation, performance metrics, and risk assessment tools.
Portfolio X-Ray, which provides a detailed breakdown of true asset allocation, sector exposure, and style drift regardless of how holdings are structured.
Morningstar Portfolio Manager is a robust web-based tool from Morningstar.com designed for tracking and analyzing investment portfolios with access to their renowned research database. Users can manually enter or import holdings to view performance metrics, asset allocation via the unique X-Ray tool, risk analysis, and star ratings for thousands of funds and stocks. It integrates deep market insights, making it ideal for detailed portfolio oversight beyond basic tracking.
Pros
- Exceptional research depth with star ratings and analyst reports
- Powerful X-Ray tool for uncovering hidden portfolio overlaps and allocations
- Free basic version with solid core tracking capabilities
Cons
- Primarily relies on manual data entry with limited broker syncing
- User interface feels dated and clunky compared to modern apps
- Advanced features locked behind expensive premium subscription
Best For
Serious long-term investors seeking in-depth research and analysis who don't mind manual updates.
Pricing
Free basic access; Morningstar Premium at $34.95/month or $249/year for advanced portfolio tools, unlimited saves, and ad-free experience.
Kubera
specializedTracks net worth and investments across diverse assets like stocks, crypto, real estate, and bank accounts in a secure dashboard.
Holistic net worth aggregation that tracks financial and non-financial assets like homes, cars, and collectibles in one place
Kubera is a comprehensive net worth tracking platform that aggregates data from over 20,000 banks, brokerages, crypto exchanges, and other financial institutions worldwide. It enables users to monitor investments, real estate, vehicles, collectibles, and even custom assets in a single, secure dashboard with real-time updates and visualizations. Focused on privacy, Kubera does not sell user data or display ads, making it ideal for holistic wealth oversight.
Pros
- Broad asset support including stocks, crypto, real estate, and custom items
- Global coverage of 20,000+ institutions with automatic syncing
- Privacy-first approach with no data selling or ads
Cons
- No permanent free tier, only a 14-day trial
- Limited advanced portfolio analytics like tax optimization or rebalancing tools
- Some assets require manual entry or uploads
Best For
Investors with diverse, multi-asset portfolios including alternatives like crypto and real estate who need a unified net worth view.
Pricing
$15/month or $150/year (billed annually), with a 14-day free trial.
SigFig
specializedAutomatically tracks portfolios, analyzes fees and performance, and offers free personalized investment advice.
Instant portfolio health score with personalized improvement roadmap upon account linking
SigFig is a free investment tracking platform that allows users to link brokerage, retirement, and bank accounts for comprehensive portfolio monitoring and analysis. It provides key insights like a portfolio health score, diversification analysis, performance tracking, and fee breakdowns to help optimize holdings. While the core tracker is free, users can upgrade to SigFig's robo-advisor for automated rebalancing and tax optimization.
Pros
- Completely free portfolio tracking and analysis
- Quick account linking with strong security
- Actionable insights like diversification score and improvement plans
Cons
- Limited advanced tools like detailed tax tracking or scenario modeling
- Heavy promotion of their paid robo-advisor services
- Primarily focused on US accounts with limited international support
Best For
Casual investors seeking a simple, no-cost tool for basic portfolio health checks and optimization suggestions.
Pricing
Free for core tracking; robo-advisor fees of 0.25% AUM (first $10K managed free).
Delta
specializedMulti-asset tracker for real-time monitoring of stocks, crypto, NFTs, and DeFi positions with profit/loss calculations.
Seamless unified tracking of traditional finance (stocks/ETFs) and crypto/DeFi/NFTs in one intuitive dashboard
Delta (delta.app) is a mobile-first investment tracking app that unifies portfolios across stocks, ETFs, cryptocurrencies, NFTs, and DeFi assets into a single dashboard with real-time pricing and performance analytics. It offers customizable watchlists, advanced charts, transaction logging, and cross-device syncing for iOS, Android, Mac, and Windows users. Ideal for diversified investors, it emphasizes a sleek interface and alerts but reserves some pro tools for subscribers.
Pros
- Comprehensive multi-asset tracking including stocks, crypto, NFTs, and DeFi
- Intuitive, visually appealing interface with seamless mobile and desktop sync
- Robust real-time alerts, P&L calculations, and customizable dashboards
Cons
- Key features like unlimited portfolios and advanced analytics behind Pro paywall
- Limited automatic brokerage syncs compared to competitors
- Reported occasional sync delays or data inaccuracies for niche assets
Best For
Diversified retail investors seeking a user-friendly mobile app to track stocks and crypto in one place without complex setup.
Pricing
Free basic plan; Delta Pro: $8.49/month, $59.99/year, or $199.99 lifetime.
Yahoo Finance
otherFree online platform for creating customizable portfolios with real-time quotes, news, and basic performance tracking.
Real-time interactive charts with technical indicators and historical data spanning decades
Yahoo Finance is a free web-based platform offering real-time stock quotes, financial news, interactive charts, and portfolio tracking tools for investors. Users can create customizable watchlists, monitor holdings across stocks, ETFs, mutual funds, and cryptocurrencies, and view performance metrics like gains/losses and dividend tracking. It serves as a central hub for market data and basic investment management without requiring downloads or subscriptions.
Pros
- Completely free with robust real-time data and news
- Intuitive watchlists and portfolio trackers
- Extensive historical charts and global market coverage
Cons
- Ad-heavy interface can be distracting
- No automatic brokerage sync or transaction imports
- Limited advanced analytics or tax reporting
Best For
Casual investors seeking a no-cost, accessible tool for basic stock tracking and market monitoring.
Pricing
Free (ad-supported); premium Yahoo Finance Plus available at $34.99/month for ad-free experience and advanced tools.
TradingView
specializedFeatures advanced charting, technical analysis, and portfolio tracking integrated with a global trading community.
Advanced interactive charting with community-shared scripts and ideas
TradingView is a comprehensive charting and social platform that doubles as an investment tracking tool, allowing users to monitor portfolios, track performance, and analyze assets across stocks, forex, crypto, and more. It features watchlists, alerts, and a portfolio tracker for manual position entry with P&L calculations and performance charts. While renowned for technical analysis, its tracking capabilities suit active traders rather than passive long-term investors.
Pros
- Exceptional charting tools with thousands of indicators and custom Pine Script
- Real-time data, alerts, and multi-asset watchlists
- Active social community for shared ideas and strategies
Cons
- Portfolio tracking requires paid Pro+ or Premium plans
- Manual position entry without direct brokerage integration
- Steeper learning curve for beginners due to advanced features
Best For
Active traders and technical analysts seeking robust charting alongside portfolio monitoring.
Pricing
Free basic plan; Essential ($14.95/mo), Plus ($29.95/mo), Premium ($59.95/mo), with annual discounts.
Conclusion
The reviewed investment tracking software caters to varied needs, with Empower emerging as the top choice, offering a free comprehensive dashboard for unified investment and financial health management. Close behind, Quicken stands out for its robust desktop tools focused on detailed transactions and tax readiness, while Sharesight excels in automated portfolio analysis and global broker syncing. Each tool has its strengths, but Empower’s all-encompassing features make it the clear leader.
Take charge of your finances by trying Empower’s free dashboard—an essential step toward streamlined, effective investment tracking.
Tools Reviewed
All tools were independently evaluated for this comparison