Quick Overview
- 1#1: Empower - Comprehensive online platform for tracking net worth, investments, and retirement planning with advisor access.
- 2#2: Sharesight - Automatic portfolio tracking, performance reporting, and tax optimization for stocks worldwide.
- 3#3: Stock Rover - Advanced research, screening, and portfolio analytics tool for investors.
- 4#4: Koyfin - Investment dashboards and portfolio tracking with customizable charts and data.
- 5#5: YCharts - Professional-grade charts, screening, and portfolio management for in-depth analysis.
- 6#6: Morningstar Portfolio Manager - Detailed portfolio analysis, asset allocation, and performance benchmarking tool.
- 7#7: Delta - Multi-asset portfolio tracker supporting stocks, crypto, and other investments across exchanges.
- 8#8: SigFig - Portfolio tracking and optimization service with automated rebalancing suggestions.
- 9#9: Snowball Analytics - Dividend-focused portfolio tracker with performance metrics and projections.
- 10#10: Portfolio Visualizer - Free online tool for backtesting, optimization, and Monte Carlo simulation of portfolios.
Tools were evaluated based on feature depth, user experience, reliability, and overall value, ensuring the ranked options deliver the most effective and comprehensive portfolio management solutions.
Comparison Table
Online portfolio management software simplifies investment tracking, and this comparison highlights tools such as Empower, Sharesight, Stock Rover, Koyfin, YCharts, and more, helping readers understand features, usability, and suitability to match their needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Empower Comprehensive online platform for tracking net worth, investments, and retirement planning with advisor access. | specialized | 9.5/10 | 9.7/10 | 9.3/10 | 9.8/10 |
| 2 | Sharesight Automatic portfolio tracking, performance reporting, and tax optimization for stocks worldwide. | specialized | 9.2/10 | 9.5/10 | 9.0/10 | 9.1/10 |
| 3 | Stock Rover Advanced research, screening, and portfolio analytics tool for investors. | specialized | 8.7/10 | 9.5/10 | 7.2/10 | 8.4/10 |
| 4 | Koyfin Investment dashboards and portfolio tracking with customizable charts and data. | specialized | 8.2/10 | 9.1/10 | 8.0/10 | 8.3/10 |
| 5 | YCharts Professional-grade charts, screening, and portfolio management for in-depth analysis. | enterprise | 8.1/10 | 9.2/10 | 7.4/10 | 6.8/10 |
| 6 | Morningstar Portfolio Manager Detailed portfolio analysis, asset allocation, and performance benchmarking tool. | enterprise | 8.4/10 | 9.2/10 | 7.8/10 | 8.5/10 |
| 7 | Delta Multi-asset portfolio tracker supporting stocks, crypto, and other investments across exchanges. | specialized | 7.6/10 | 8.2/10 | 9.1/10 | 8.0/10 |
| 8 | SigFig Portfolio tracking and optimization service with automated rebalancing suggestions. | specialized | 8.1/10 | 7.9/10 | 8.5/10 | 8.8/10 |
| 9 | Snowball Analytics Dividend-focused portfolio tracker with performance metrics and projections. | specialized | 7.8/10 | 8.2/10 | 8.5/10 | 7.4/10 |
| 10 | Portfolio Visualizer Free online tool for backtesting, optimization, and Monte Carlo simulation of portfolios. | other | 8.2/10 | 9.2/10 | 7.4/10 | 9.5/10 |
Comprehensive online platform for tracking net worth, investments, and retirement planning with advisor access.
Automatic portfolio tracking, performance reporting, and tax optimization for stocks worldwide.
Advanced research, screening, and portfolio analytics tool for investors.
Investment dashboards and portfolio tracking with customizable charts and data.
Professional-grade charts, screening, and portfolio management for in-depth analysis.
Detailed portfolio analysis, asset allocation, and performance benchmarking tool.
Multi-asset portfolio tracker supporting stocks, crypto, and other investments across exchanges.
Portfolio tracking and optimization service with automated rebalancing suggestions.
Dividend-focused portfolio tracker with performance metrics and projections.
Free online tool for backtesting, optimization, and Monte Carlo simulation of portfolios.
Empower
specializedComprehensive online platform for tracking net worth, investments, and retirement planning with advisor access.
Free personalized portfolio reviews from certified financial planners based on your aggregated data
Empower (formerly Personal Capital) is a comprehensive online platform for portfolio management and personal finance tracking, allowing users to link all investment, banking, retirement, and credit accounts for a unified dashboard view. It provides detailed analytics on asset allocation, performance benchmarking, fee analysis, and retirement planning projections. Users also gain access to tools like the Investment Checkup and free consultations with certified financial planners (CFPs) for personalized advice.
Pros
- Seamless multi-account aggregation for a holistic portfolio overview
- Advanced analytics including fee analyzer, asset allocation, and Monte Carlo retirement simulations
- Free access to CFP advisors for portfolio reviews and planning
Cons
- Premium advisory services charge fees based on assets under management
- Linking numerous accounts can raise data privacy concerns
- Less suitable for active traders needing real-time trade execution
Best For
Individuals and families seeking a free, all-in-one platform for long-term portfolio tracking, optimization, and professional financial guidance.
Pricing
Core tools and dashboard free; Empower Advisory fees 0.89% AUM on first $1M, 0.79% on next $3M, 0.69% thereafter.
Sharesight
specializedAutomatic portfolio tracking, performance reporting, and tax optimization for stocks worldwide.
Sophisticated tax reporting engine that automatically calculates foreign tax credits, withholding taxes, and generates country-specific reports.
Sharesight is a powerful online portfolio management platform that tracks investments in stocks, ETFs, mutual funds, cryptocurrencies, and forex across global markets. It automates performance calculations, dividend tracking, and trade imports from over 200 brokers worldwide. The tool excels in generating detailed reports, including customizable charts and comprehensive tax summaries tailored to jurisdictions like Australia, the US, UK, and New Zealand.
Pros
- Automatic broker imports and dividend tracking reduce manual entry
- Robust multi-currency support and international tax reporting
- Intuitive dashboard with mobile app for on-the-go access
Cons
- Free plan limited to 10 holdings, pushing users to paid tiers
- Pricing billed in AUD, which may fluctuate for non-AUD users
- No built-in trading execution or advanced algorithmic tools
Best For
International long-term investors and dividend-focused portfolios needing precise tax reporting and performance analytics.
Pricing
Free for up to 10 holdings; Standard at A$19/month (100 holdings), Premium A$29/month (unlimited), Advanced A$39/month (enhanced analytics); annual discounts available.
Stock Rover
specializedAdvanced research, screening, and portfolio analytics tool for investors.
Portfolio X-Ray for uncovering hidden risks, style drift, and holdings overlap across funds and stocks
Stock Rover is a robust online platform specializing in stock research, screening, and portfolio management for individual investors and advisors. It enables users to import portfolios from brokerages, track performance across multiple accounts, and perform advanced analytics like correlation analysis, backtesting, and asset allocation reviews. The tool stands out with its extensive historical data and customizable dashboards for in-depth investment insights.
Pros
- Powerful screening engine with over 600 metrics and historical data back to 1980
- Comprehensive portfolio analytics including X-Ray for overlap, sector exposure, and risk assessment
- Seamless brokerage integrations for real-time tracking of multiple accounts
Cons
- Steep learning curve due to dense interface and advanced features
- Limited mobile app; primarily web-based with basic mobile support
- Free version lacks key premium tools like backtesting and advanced charting
Best For
Experienced investors and financial advisors seeking advanced research and detailed portfolio analysis.
Pricing
Free plan available; Essentials ($7.99/mo), Premium ($17.99/mo), Premium Plus ($27.99/mo) billed annually with discounts.
Koyfin
specializedInvestment dashboards and portfolio tracking with customizable charts and data.
Highly customizable dashboards blending portfolio analytics with macroeconomic and fundamental data overlays
Koyfin is a web-based financial analytics platform that doubles as an online portfolio management tool, enabling users to build and track investment portfolios with real-time performance metrics, asset allocation breakdowns, and risk analysis. It provides extensive market data, customizable charts, screeners, and dashboards for stocks, ETFs, bonds, and macroeconomic indicators. While strong in research and visualization, it relies on manual entry or CSV imports for portfolio data rather than automatic broker syncing.
Pros
- Comprehensive real-time data and advanced charting for in-depth analysis
- Customizable portfolios with P&L tracking, allocation pies, and performance attribution
- Free tier offers solid basic functionality for casual users
Cons
- No direct broker integrations or automated syncing, requiring manual updates
- Steep learning curve for advanced customization and features
- Limited mobile app experience compared to web version
Best For
Active investors and financial analysts needing integrated research tools with portfolio tracking.
Pricing
Free plan (basic features); Pro $39/user/month (billed annually); Pro+ $79/user/month (billed annually); Enterprise custom.
YCharts
enterpriseProfessional-grade charts, screening, and portfolio management for in-depth analysis.
Excel Add-In enabling direct data pulls and dynamic charting within spreadsheets
YCharts is a comprehensive financial research and data visualization platform that doubles as an online portfolio management tool, allowing users to track holdings, monitor performance, and generate detailed reports. It provides access to extensive market data, advanced charting, and portfolio analytics for stocks, ETFs, funds, and economic indicators. Ideal for professionals needing deep insights alongside basic portfolio oversight, it integrates research tools with tracking capabilities.
Pros
- Vast library of financial data and customizable interactive charts
- Robust portfolio tracking with performance attribution and peer comparisons
- Excel Add-In for seamless data export and analysis
Cons
- Expensive pricing geared toward professionals, not retail investors
- Steeper learning curve for advanced features and customization
- Lacks automated rebalancing or direct trading integration
Best For
Financial advisors and institutional investors seeking integrated research, analytics, and portfolio reporting tools.
Pricing
Starts at $299/user/month for Essential plan; Pro at $599/user/month; Enterprise custom pricing.
Morningstar Portfolio Manager
enterpriseDetailed portfolio analysis, asset allocation, and performance benchmarking tool.
Portfolio X-Ray tool for unique breakdowns of hidden risks, sector exposure, and style drift
Morningstar Portfolio Manager is a robust online platform for investors to build, track, and analyze their investment portfolios using Morningstar's extensive research database. It offers performance tracking, asset allocation breakdowns, risk assessment via the Portfolio X-Ray tool, and access to star ratings and analyst reports. Users can manually enter holdings or link brokerage accounts for automated updates, making it suitable for detailed portfolio oversight.
Pros
- Exceptional research quality and star ratings from Morningstar analysts
- Powerful Portfolio X-Ray for deep risk and style analysis
- Free basic access with brokerage linking options
Cons
- Dated interface that feels clunky compared to modern apps
- Limited automation and syncing for some international brokers
- Advanced tools locked behind premium subscription
Best For
Serious long-term investors seeking in-depth research and analytical tools rather than simple tracking.
Pricing
Free basic version; Morningstar Premium at $249/year or $34.95/month for full features and ad-free experience.
Delta
specializedMulti-asset portfolio tracker supporting stocks, crypto, and other investments across exchanges.
Comprehensive auto-import of transactions from 300+ exchanges and wallets with DeFi/NFT tracking
Delta (delta.app) is a mobile-first portfolio tracking app designed primarily for cryptocurrency investors, allowing users to monitor holdings across hundreds of exchanges, wallets, NFTs, and DeFi protocols. It automatically syncs transactions, calculates real-time profit/loss, and provides advanced charts, alerts, and performance analytics. While powerful for digital assets, it lacks support for traditional investments like stocks, bonds, or real estate, making it niche within broader portfolio management.
Pros
- Seamless auto-sync with 300+ exchanges, wallets, NFTs, and DeFi platforms
- Stunning visualizations, real-time alerts, and detailed P&L analytics
- Clean, intuitive mobile interface that's beginner-friendly
Cons
- No support for stocks, ETFs, bonds, or traditional assets
- Advanced features like unlimited portfolios require Pro subscription
- Web dashboard lags behind mobile app in functionality
Best For
Crypto enthusiasts and DeFi users managing multi-platform digital asset portfolios.
Pricing
Free basic plan; Pro at $7.99/month or $59.99/year for unlimited watchlists, custom alerts, and exports.
SigFig
specializedPortfolio tracking and optimization service with automated rebalancing suggestions.
Free, in-depth portfolio analyzer with a proprietary SigFig Score for optimization recommendations
SigFig is an online robo-advisor platform that provides automated portfolio management, including diversified ETF portfolios, automatic rebalancing, and tax-loss harvesting. Users can start with a free portfolio analyzer that links external accounts, scores their investments, and suggests improvements. It also offers basic financial planning tools and low-cost managed accounts for hands-off investing.
Pros
- Very low 0.25% annual management fee
- Free portfolio analysis and optimization score
- Automatic rebalancing and tax-loss harvesting
Cons
- Limited to ETFs with no individual stocks or alternative investments
- Basic financial planning lacks depth compared to competitors
- Customer service can be slow and email-only
Best For
Beginner to intermediate investors seeking low-cost, automated ETF portfolio management without minimums.
Pricing
Free portfolio analysis; managed portfolios at 0.25% AUM annually with no account minimum.
Snowball Analytics
specializedDividend-focused portfolio tracker with performance metrics and projections.
Cross-platform competitor tracking with side-by-side performance comparisons
Snowball Analytics is a content performance tracking tool designed for creators, marketers, and agencies to monitor their online content portfolio across social platforms like Twitter, LinkedIn, Reddit, and YouTube. It aggregates metrics such as impressions, engagements, and growth rates into customizable dashboards, enabling data-driven optimization of posting strategies. The platform also includes competitor analysis and AI-powered insights to help users benchmark and improve their content performance.
Pros
- Multi-platform tracking for Twitter, LinkedIn, Reddit, and more
- Competitor analysis for benchmarking performance
- Intuitive dashboards and quick setup
Cons
- Limited to social media; no support for blogs or email
- Advanced AI insights and unlimited accounts require higher plans
- Reporting exports could be more customizable
Best For
Social media managers and content creators managing performance across multiple platforms.
Pricing
Free plan available; paid plans start at $19/month (Starter), $49/month (Pro), $99/month (Agency), with annual discounts.
Portfolio Visualizer
otherFree online tool for backtesting, optimization, and Monte Carlo simulation of portfolios.
Advanced Monte Carlo simulation engine for probabilistic retirement and risk forecasting
Portfolio Visualizer is a web-based tool specializing in advanced portfolio analysis, backtesting, and optimization for investors. It enables users to simulate historical performance across asset classes, run Monte Carlo projections, perform factor analysis, and visualize efficient frontiers without requiring account integrations. While powerful for hypothetical and strategic planning, it focuses on analytics rather than live portfolio tracking or management.
Pros
- Comprehensive backtesting and Monte Carlo simulations at no cost for basics
- Sophisticated visualizations including efficient frontiers and heatmaps
- Supports tactical asset allocation and factor regression analysis
Cons
- No brokerage account syncing or real-time portfolio tracking
- Manual input required for custom holdings and data
- Interface can overwhelm beginners despite intuitive core tools
Best For
Data-driven DIY investors and analysts optimizing hypothetical portfolios through simulations and historical testing.
Pricing
Free for core tools; Premium Pro plans start at $15/month for extended data, unlimited runs, and advanced exports.
Conclusion
The reviewed online portfolio management tools cater to diverse investor needs, with Empower leading as the top choice, offering a comprehensive platform for tracking net worth, investments, and retirement planning alongside advisor access. Sharesight follows closely, excelling in automatic tracking and tax optimization, while Stock Rover stands out for advanced research and analytics, making them strong alternative options. Ultimately, the best pick depends on individual priorities, ensuring effective portfolio management.
Explore Empower today to leverage its holistic features and streamline your investment journey, or consider Sharesight or Stock Rover if your needs lean toward automation, tax efficiency, or advanced research.
Tools Reviewed
All tools were independently evaluated for this comparison