Quick Overview
- 1#1: Empower - Comprehensive platform for tracking investment portfolios, net worth, budgeting, and connecting with financial advisors.
- 2#2: Morningstar Portfolio Manager - Advanced research and analysis tool for building, monitoring, and optimizing investment portfolios.
- 3#3: Stock Rover - Robust stock research, screening, and portfolio performance analytics platform for investors.
- 4#4: Koyfin - Modern dashboard for investment research, charting, and real-time portfolio tracking.
- 5#5: Sharesight - Automated portfolio tracker with performance reporting, dividend tracking, and tax optimization.
- 6#6: Quicken Premier - Desktop-based personal finance software featuring detailed investment portfolio tracking and reporting.
- 7#7: YCharts - Professional-grade financial data visualization and customizable portfolio analytics tool.
- 8#8: SigFig - Free portfolio tracker that analyzes holdings, detects fees, and offers optimization recommendations.
- 9#9: FactSet - Enterprise platform providing integrated market data, analytics, and portfolio management solutions.
- 10#10: Bloomberg Terminal - Industry-leading terminal for real-time market data, news, and sophisticated portfolio risk analysis.
Tools were selected based on rigorous evaluation of features, user experience, data accuracy, and long-term value, ensuring the list prioritizes functionality that aligns with varied financial goals and technical proficiency levels.
Comparison Table
Navigating portfolio management software can be challenging, with tools differing in features, usability, and cost. This comparison table evaluates top options like Empower, Morningstar Portfolio Manager, Stock Rover, Koyfin, Sharesight, and more, offering clear insights into their strengths. Readers will gain a snapshot of key functionalities, user experience, and pricing to identify their ideal fit.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Empower Comprehensive platform for tracking investment portfolios, net worth, budgeting, and connecting with financial advisors. | other | 9.4/10 | 9.6/10 | 9.2/10 | 9.8/10 |
| 2 | Morningstar Portfolio Manager Advanced research and analysis tool for building, monitoring, and optimizing investment portfolios. | specialized | 9.2/10 | 9.5/10 | 8.7/10 | 9.0/10 |
| 3 | Stock Rover Robust stock research, screening, and portfolio performance analytics platform for investors. | specialized | 8.6/10 | 9.2/10 | 7.8/10 | 8.3/10 |
| 4 | Koyfin Modern dashboard for investment research, charting, and real-time portfolio tracking. | specialized | 8.1/10 | 8.0/10 | 8.5/10 | 9.2/10 |
| 5 | Sharesight Automated portfolio tracker with performance reporting, dividend tracking, and tax optimization. | specialized | 8.4/10 | 8.7/10 | 8.2/10 | 9.0/10 |
| 6 | Quicken Premier Desktop-based personal finance software featuring detailed investment portfolio tracking and reporting. | other | 7.9/10 | 8.2/10 | 7.4/10 | 8.1/10 |
| 7 | YCharts Professional-grade financial data visualization and customizable portfolio analytics tool. | enterprise | 7.8/10 | 8.5/10 | 7.5/10 | 7.0/10 |
| 8 | SigFig Free portfolio tracker that analyzes holdings, detects fees, and offers optimization recommendations. | other | 8.0/10 | 7.5/10 | 9.0/10 | 8.5/10 |
| 9 | FactSet Enterprise platform providing integrated market data, analytics, and portfolio management solutions. | enterprise | 8.7/10 | 9.5/10 | 7.2/10 | 7.8/10 |
| 10 | Bloomberg Terminal Industry-leading terminal for real-time market data, news, and sophisticated portfolio risk analysis. | enterprise | 8.7/10 | 9.8/10 | 5.5/10 | 6.2/10 |
Comprehensive platform for tracking investment portfolios, net worth, budgeting, and connecting with financial advisors.
Advanced research and analysis tool for building, monitoring, and optimizing investment portfolios.
Robust stock research, screening, and portfolio performance analytics platform for investors.
Modern dashboard for investment research, charting, and real-time portfolio tracking.
Automated portfolio tracker with performance reporting, dividend tracking, and tax optimization.
Desktop-based personal finance software featuring detailed investment portfolio tracking and reporting.
Professional-grade financial data visualization and customizable portfolio analytics tool.
Free portfolio tracker that analyzes holdings, detects fees, and offers optimization recommendations.
Enterprise platform providing integrated market data, analytics, and portfolio management solutions.
Industry-leading terminal for real-time market data, news, and sophisticated portfolio risk analysis.
Empower
otherComprehensive platform for tracking investment portfolios, net worth, budgeting, and connecting with financial advisors.
Investment Checkup tool that delivers personalized, data-driven recommendations to optimize asset allocation and reduce fees
Empower (formerly Personal Capital) is a robust personal finance and portfolio management platform that aggregates all your financial accounts into a single dashboard for tracking net worth, investments, and spending. It provides advanced tools for portfolio analysis, including asset allocation, performance benchmarking, fee optimization, and retirement planning simulations. Designed for individual investors, it offers free core features alongside optional fiduciary advisory services for hands-off management.
Pros
- Seamless multi-account aggregation with real-time updates and strong security
- Powerful free tools like Investment Checkup, fee analyzer, and retirement planner
- Intuitive visualizations and mobile app for on-the-go portfolio monitoring
Cons
- Advisory services require minimum assets ($100K+ for full access)
- Limited customization for advanced users or non-standard investments
- Occasional pushes to upgrade to paid wealth management
Best For
Individual investors and high-net-worth individuals looking for free, comprehensive portfolio tracking and optimization tools.
Pricing
Core portfolio tools are free; wealth management advisory fees start at 0.89% AUM on first $1M, tiered down to 0.49% beyond $10M.
Morningstar Portfolio Manager
specializedAdvanced research and analysis tool for building, monitoring, and optimizing investment portfolios.
Portfolio X-Ray, which delivers unparalleled transparency into hidden overlaps, sector tilts, and style drift across holdings
Morningstar Portfolio Manager is a robust web-based platform that enables investors to build, track, and analyze their investment portfolios with Morningstar's extensive research data. It provides detailed performance metrics, asset allocation breakdowns via the signature Portfolio X-Ray tool, and comparisons against benchmarks and peers. Ideal for individual investors and advisors, it integrates star ratings, analyst reports, and risk assessments to support informed decision-making.
Pros
- In-depth analytics including Portfolio X-Ray for asset allocation and risk analysis
- Access to Morningstar's proprietary research, star ratings, and historical data
- Free basic version with seamless portfolio import from brokerages
Cons
- Advanced features require a paid Premium subscription
- Interface can feel somewhat dated compared to modern fintech apps
- Limited customization for non-traditional assets like crypto or alternatives
Best For
Sophisticated individual investors and financial advisors who prioritize research-driven portfolio insights and performance tracking.
Pricing
Free for basic portfolio tracking; Morningstar Premium at $34.95/month or $249/year unlocks advanced tools and full research access.
Stock Rover
specializedRobust stock research, screening, and portfolio performance analytics platform for investors.
Portfolio Health Score with peer benchmarking and 600+ metrics for deep risk and performance insights
Stock Rover is a powerful research and portfolio management platform designed for stock investors, offering robust tools for tracking holdings, analyzing performance, and optimizing allocations across equities, ETFs, and funds. It excels in providing detailed metrics like risk-adjusted returns, correlation analysis, asset allocation breakdowns, and automated rebalancing suggestions. Users can sync portfolios from major brokers, run historical backtests, and generate customizable reports to inform investment decisions.
Pros
- Extensive portfolio analytics including Monte Carlo simulations and factor regressions
- Seamless brokerage syncing and real-time data updates
- Highly customizable screening and alerting tied to portfolio holdings
Cons
- Steep learning curve for advanced features and metrics
- Limited support for non-US markets and asset classes like crypto
- No native mobile app; primarily web-based
Best For
Active investors and financial advisors focused on data-driven portfolio optimization and long-term performance analysis.
Pricing
Free basic plan; Essentials ($7.99/mo), Premium ($17.99/mo), Premium Plus ($27.99/mo) billed annually with discounts.
Koyfin
specializedModern dashboard for investment research, charting, and real-time portfolio tracking.
Seamless integration of Bloomberg-level data and customizable dashboards directly with portfolio performance analytics
Koyfin is a comprehensive financial research and analytics platform with integrated portfolio management tools, enabling users to create and track portfolios across stocks, ETFs, bonds, and other assets. It provides performance metrics like returns, Sharpe ratios, asset allocation visualizations, and benchmarking against indices. Users can build customizable dashboards combining portfolio data with advanced charting, fundamentals, and macroeconomic insights for holistic investment oversight.
Pros
- Extensive market data integration with portfolio tracking for deep insights
- Customizable dashboards and advanced charting tools
- Generous free tier and competitive pricing
Cons
- Manual entry for holdings with no direct broker API sync
- Limited advanced risk management and optimization tools
- Steeper learning curve for non-research features
Best For
Active individual investors and financial analysts seeking an all-in-one platform for research and portfolio monitoring.
Pricing
Free basic plan; Pro ($39/mo or $348/yr); Pro+ ($79/mo or $708/yr).
Sharesight
specializedAutomated portfolio tracker with performance reporting, dividend tracking, and tax optimization.
Automatic broker syncing from 700+ global providers for hands-free portfolio consolidation
Sharesight is a robust online portfolio tracking platform that automatically syncs trades from over 700 brokers worldwide, supporting stocks, ETFs, funds, crypto, and more across multiple currencies. It provides detailed performance reporting, dividend tracking, capital gains calculations, and customizable tax reports tailored for various countries including Australia, US, and UK. Designed for investors seeking consolidated portfolio insights without manual data entry, it excels in long-term holding analysis and income visualization.
Pros
- Automatic trade imports from 700+ brokers eliminating manual entry
- Comprehensive multi-currency support and international tax reporting
- Strong dividend tracking and performance analytics with customizable charts
Cons
- Dated interface lacking modern polish and advanced technical analysis tools
- Limited mobile app functionality compared to desktop version
- No built-in trading execution or real-time alerts
Best For
Long-term individual investors and self-directed funds needing automated tracking and tax optimization across global markets.
Pricing
Free for up to 10 holdings; Investor plan at $19 AUD/month (annual billing) for 100 holdings; Premium at $31 AUD/month for unlimited holdings and advanced reports.
Quicken Premier
otherDesktop-based personal finance software featuring detailed investment portfolio tracking and reporting.
One Step Update for automatic, secure downloading of investment transactions and quotes from brokers and banks
Quicken Premier is a robust personal finance desktop application with strong portfolio management capabilities for individual investors, allowing tracking of stocks, bonds, mutual funds, ETFs, and retirement accounts. It provides real-time quotes, performance metrics like IRR and ROI, asset allocation views, and customizable reports for buy/sell analysis and tax optimization. While it integrates seamlessly with banking and budgeting tools, its portfolio features focus on monitoring and basic rebalancing rather than advanced professional analytics.
Pros
- Comprehensive transaction downloading from 14,000+ institutions via One Step Update
- Detailed portfolio performance reports including IRR, returns, and sector allocation
- Customizable views for asset allocation, risk metrics, and tax-lot tracking
Cons
- Primarily desktop-based with occasional mobile/web sync limitations
- Lacks advanced algorithmic rebalancing or scenario modeling found in pro tools
- Subscription model required for full features and updates
Best For
DIY individual investors who want integrated personal finance and straightforward portfolio tracking without enterprise-level complexity.
Pricing
Subscription at $7.99/month or $95.88/year (billed annually); 30-day money-back guarantee.
YCharts
enterpriseProfessional-grade financial data visualization and customizable portfolio analytics tool.
Advanced stock screener with 500+ filters and backtesting capabilities for rapid idea generation
YCharts is a comprehensive financial research and analytics platform that provides detailed data on stocks, ETFs, mutual funds, and economic indicators, with tools for charting, screening, and portfolio tracking. It enables users to monitor portfolio performance, asset allocation, and holdings against benchmarks, while offering exportable reports and Excel integration. Primarily geared toward investment research, it supports portfolio management through visualization and analytics rather than automated trading or rebalancing.
Pros
- Extensive historical and real-time data library with over 500 metrics for screening
- Customizable charts, dashboards, and portfolio performance analytics
- Excel add-in for seamless data import and advanced modeling
Cons
- High pricing limits accessibility for individual retail investors
- Steep learning curve for advanced customization and features
- Lacks robust automated portfolio optimization or trading execution tools
Best For
Professional investment analysts and portfolio managers needing deep research data alongside performance tracking.
Pricing
Starts at $299/month for Essential plan; Pro at $499/month and Enterprise custom pricing, with annual discounts available.
SigFig
otherFree portfolio tracker that analyzes holdings, detects fees, and offers optimization recommendations.
Free, real-time portfolio analyzer that scores holdings and provides actionable optimization advice across all linked accounts
SigFig is a robo-advisor platform that provides free portfolio analysis tools and automated investment management for individual investors. It allows users to link multiple brokerage accounts for a holistic view of their portfolio, including performance tracking, risk assessment, and optimization recommendations. The service also offers managed portfolios with automatic rebalancing and tax-loss harvesting to help maintain an efficient investment strategy.
Pros
- Free, unlimited portfolio analysis and scoring
- Low 0.25% annual management fee with no account minimums
- Automated rebalancing and tax-loss harvesting
Cons
- Limited customization for advanced investment strategies
- No access to human financial advisors
- Basic reporting compared to enterprise-level PMS tools
Best For
DIY investors seeking simple, low-cost automated portfolio tracking and optimization without needing complex manual controls.
Pricing
Free portfolio analysis; managed portfolios at 0.25% AUM (no minimums or trading fees).
FactSet
enterpriseEnterprise platform providing integrated market data, analytics, and portfolio management solutions.
Universal Screening tool for rapid, multi-asset class idea generation with proprietary quantitative models
FactSet is a powerful financial data and analytics platform that equips portfolio managers with comprehensive tools for research, risk analysis, performance attribution, and portfolio construction. It integrates vast datasets, real-time market data, and advanced analytics to support sophisticated investment decision-making. Widely used by institutional investors, it streamlines workflows from data aggregation to reporting.
Pros
- Extensive real-time data coverage across global markets and asset classes
- Advanced portfolio analytics including risk modeling and attribution
- Highly customizable dashboards and API integrations for workflows
Cons
- Steep learning curve due to complex interface
- Very high cost unsuitable for smaller firms
- Occasional performance lags with large datasets
Best For
Large institutional portfolio managers and buy-side firms requiring deep analytics and data integration.
Pricing
Custom enterprise pricing, typically $20,000-$40,000 per user per year depending on modules and data feeds.
Bloomberg Terminal
enterpriseIndustry-leading terminal for real-time market data, news, and sophisticated portfolio risk analysis.
PORT portfolio analytics suite with real-time risk decomposition and scenario simulation across global assets
Bloomberg Terminal is a comprehensive financial data and analytics platform widely used by professionals for real-time market data, news, and advanced analytics. In portfolio management, it excels with tools like PORT for performance attribution, risk modeling, scenario analysis, and multi-asset portfolio optimization. It integrates seamlessly with trading systems, compliance checks, and global benchmarks, making it a powerhouse for institutional users despite its specialized focus.
Pros
- Unmatched real-time global market data and analytics depth
- Powerful portfolio risk, performance, and attribution tools
- Seamless integration with execution, compliance, and messaging
Cons
- Extremely high subscription cost
- Steep learning curve requiring extensive training
- Hardware-intensive with multi-monitor setup requirements
Best For
Institutional portfolio managers at hedge funds, banks, and asset managers who need elite real-time data and analytics despite the complexity.
Pricing
Subscription starts at ~$25,000-$30,000 per user per year, with enterprise discounts for multiple seats.
Conclusion
Among the reviewed tools, the top three distinguish themselves: Empower leads with its comprehensive blend of portfolio tracking, net worth insights, budgeting, and advisor access; Morningstar Portfolio Manager impresses with advanced research and optimization capabilities; and Stock Rover stands out for robust stock screening and performance analytics. Each meets unique needs, yet Empower emerges as the most versatile choice for holistic financial management.
Begin your journey to smarter portfolio management by trying Empower—its integrated features make it the ideal starting point for tracking, planning, and growing your investments.
Tools Reviewed
All tools were independently evaluated for this comparison