Quick Overview
- 1#1: Empower - Comprehensive dashboard that automatically tracks investments, net worth, banking, and retirement accounts across all linked financial institutions.
- 2#2: Sharesight - Automates portfolio tracking, performance reporting, and tax calculations for stocks, ETFs, and funds worldwide.
- 3#3: Stock Rover - Advanced portfolio analysis tool with screening, backtesting, charting, and performance metrics for investors.
- 4#4: Morningstar Portfolio Manager - Provides in-depth portfolio analysis, asset allocation, risk assessment, and star-rated security research.
- 5#5: Koyfin - Modern investment platform for tracking portfolios, real-time data, customizable dashboards, and market analysis.
- 6#6: SigFig - Free portfolio tracker that links accounts, analyzes fees, risks, and offers optimization recommendations.
- 7#7: Kubera - Tracks net worth and portfolios across stocks, crypto, real estate, and alternative assets in a secure dashboard.
- 8#8: Delta - Mobile-first multi-asset tracker for stocks, crypto, NFTs, and DeFi with real-time alerts and performance charts.
- 9#9: Yahoo Finance - Free web-based portfolio tracker with watchlists, historical charts, news, and basic performance tracking.
- 10#10: Quicken - Desktop software for detailed personal finance management including investment portfolio tracking and reporting.
We evaluated these tools based on key metrics: feature robustness (including automation, asset class coverage, and reporting), ease of use, data accuracy, and value, ensuring each option aligns with the diverse goals of investors, from beginners to seasoned professionals.
Comparison Table
Tracking investment portfolios efficiently is key to informed financial management, and selecting the right software can streamline this process. This comparison table explores popular options like Empower, Sharesight, Stock Rover, Morningstar Portfolio Manager, and Koyfin, examining their core features, strengths, and best-fit scenarios. Readers will discover which tool aligns with their goals, skill level, and investment needs to optimize their tracking experience.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Empower Comprehensive dashboard that automatically tracks investments, net worth, banking, and retirement accounts across all linked financial institutions. | specialized | 9.7/10 | 9.8/10 | 9.5/10 | 9.9/10 |
| 2 | Sharesight Automates portfolio tracking, performance reporting, and tax calculations for stocks, ETFs, and funds worldwide. | specialized | 9.0/10 | 9.4/10 | 8.6/10 | 8.9/10 |
| 3 | Stock Rover Advanced portfolio analysis tool with screening, backtesting, charting, and performance metrics for investors. | specialized | 8.7/10 | 9.2/10 | 7.8/10 | 8.5/10 |
| 4 | Morningstar Portfolio Manager Provides in-depth portfolio analysis, asset allocation, risk assessment, and star-rated security research. | enterprise | 8.4/10 | 9.2/10 | 7.6/10 | 8.1/10 |
| 5 | Koyfin Modern investment platform for tracking portfolios, real-time data, customizable dashboards, and market analysis. | specialized | 8.2/10 | 9.1/10 | 7.4/10 | 7.9/10 |
| 6 | SigFig Free portfolio tracker that links accounts, analyzes fees, risks, and offers optimization recommendations. | specialized | 8.2/10 | 8.5/10 | 8.3/10 | 9.2/10 |
| 7 | Kubera Tracks net worth and portfolios across stocks, crypto, real estate, and alternative assets in a secure dashboard. | specialized | 8.2/10 | 8.5/10 | 8.0/10 | 7.5/10 |
| 8 | Delta Mobile-first multi-asset tracker for stocks, crypto, NFTs, and DeFi with real-time alerts and performance charts. | specialized | 8.6/10 | 8.8/10 | 9.4/10 | 8.3/10 |
| 9 | Yahoo Finance Free web-based portfolio tracker with watchlists, historical charts, news, and basic performance tracking. | other | 8.2/10 | 8.0/10 | 9.2/10 | 9.8/10 |
| 10 | Quicken Desktop software for detailed personal finance management including investment portfolio tracking and reporting. | other | 7.2/10 | 7.8/10 | 6.5/10 | 6.9/10 |
Comprehensive dashboard that automatically tracks investments, net worth, banking, and retirement accounts across all linked financial institutions.
Automates portfolio tracking, performance reporting, and tax calculations for stocks, ETFs, and funds worldwide.
Advanced portfolio analysis tool with screening, backtesting, charting, and performance metrics for investors.
Provides in-depth portfolio analysis, asset allocation, risk assessment, and star-rated security research.
Modern investment platform for tracking portfolios, real-time data, customizable dashboards, and market analysis.
Free portfolio tracker that links accounts, analyzes fees, risks, and offers optimization recommendations.
Tracks net worth and portfolios across stocks, crypto, real estate, and alternative assets in a secure dashboard.
Mobile-first multi-asset tracker for stocks, crypto, NFTs, and DeFi with real-time alerts and performance charts.
Free web-based portfolio tracker with watchlists, historical charts, news, and basic performance tracking.
Desktop software for detailed personal finance management including investment portfolio tracking and reporting.
Empower
specializedComprehensive dashboard that automatically tracks investments, net worth, banking, and retirement accounts across all linked financial institutions.
Investment Checkup, which delivers a personalized, benchmarked analysis of portfolio diversification, fees, and performance with actionable recommendations.
Empower (formerly Personal Capital) is a leading personal finance platform specializing in portfolio tracking, securely aggregating data from bank accounts, investment portfolios, retirement plans, and credit cards to deliver a holistic view of net worth and asset allocation. It provides advanced analytics including performance tracking, fee analysis, retirement planners, and investment checkups to help users optimize their portfolios. The platform combines free tools for self-directed tracking with optional premium advisory services for personalized guidance.
Pros
- Seamless multi-account aggregation and real-time net worth tracking
- Powerful analytics like Investment Checkup and retirement planning tools
- Free core features with bank-level security and mobile app support
Cons
- Aggressive upselling to paid advisory services
- Occasional delays or errors in account syncing with some institutions
- Advanced advisory features require $100K+ in assets
Best For
Serious investors and high-net-worth individuals seeking a free, comprehensive dashboard for tracking and optimizing multi-account portfolios.
Pricing
Free for all core portfolio tracking and analysis tools; Wealth Management advisory services start at $100,000 in investable assets with tiered fees (0.89% AUM for first $1M).
Sharesight
specializedAutomates portfolio tracking, performance reporting, and tax calculations for stocks, ETFs, and funds worldwide.
Automated, jurisdiction-specific tax reports (e.g., for ATO in Australia) with dividend and capital gains breakdowns
Sharesight is a robust portfolio tracking platform that automatically imports trades from over 200 brokers worldwide, supporting stocks, ETFs, funds, crypto, and more across multiple currencies. It excels in calculating true performance metrics, tracking dividends, and generating detailed tax reports, particularly for Australian and New Zealand investors. Users can manage unlimited portfolios with customizable charts, projections, and sharing options for advisors.
Pros
- Extensive broker integrations for automatic syncing
- Comprehensive tax reporting and dividend reinvestment tracking
- Multi-portfolio support with advanced performance analytics
Cons
- No built-in trading or order execution
- Interface can feel dated compared to modern apps
- Lower tiers limit holdings (e.g., free up to 10)
Best For
Long-term investors, dividend-focused portfolios, and those needing detailed tax compliance across international holdings, especially in AU/NZ.
Pricing
Free (up to 10 holdings); Starter AUD$15/mo (25 holdings), Advanced AUD$27/mo (100 holdings), Premium AUD$39/mo (unlimited); annual discounts apply.
Stock Rover
specializedAdvanced portfolio analysis tool with screening, backtesting, charting, and performance metrics for investors.
Portfolio screening engine that applies custom criteria directly to your holdings for instant optimization insights
Stock Rover is a powerful web-based platform designed for stock research, screening, and portfolio tracking, allowing users to monitor investments across multiple accounts and brokerages. It provides detailed performance metrics like IRR, TWR, Sharpe ratio, and allocation breakdowns, with tools for rebalancing and optimization. Integrated research features, including over 600 metrics for screening and advanced charting, make it ideal for data-driven investors beyond basic tracking.
Pros
- Seamless integration with 20+ brokerages for automatic portfolio syncing
- Advanced analytics including portfolio scoring, heatmaps, and custom screening on holdings
- Comprehensive research tools with 10,000+ metrics and backtesting capabilities
Cons
- Steep learning curve due to feature density and complex interface
- Full portfolio tracking and advanced features locked behind paid plans
- Primarily focused on US/Canadian markets with limited international coverage
Best For
Active investors and financial advisors seeking integrated research and detailed portfolio analytics.
Pricing
Free basic plan; Premium ($7.99/mo billed annually at $95.99/yr); Premium Plus ($17.99/mo billed annually at $179.99/yr); Enterprise plans available.
Morningstar Portfolio Manager
enterpriseProvides in-depth portfolio analysis, asset allocation, risk assessment, and star-rated security research.
Portfolio X-Ray tool, which delivers unparalleled insights into portfolio composition, overlap, and risk factors
Morningstar Portfolio Manager is a comprehensive web-based platform for tracking and analyzing investment portfolios, allowing users to monitor holdings across multiple accounts, view performance metrics, and assess asset allocation. It integrates seamlessly with Morningstar's extensive research database, providing star ratings, analyst reports, and advanced tools like Portfolio X-Ray for uncovering hidden risks such as sector overlap and style drift. Ideal for data-driven investors, it supports manual entry or brokerage imports for a holistic view of portfolios.
Pros
- Deep analytical tools like Portfolio X-Ray for risk and allocation insights
- Access to Morningstar's proprietary research and ratings
- Supports linking multiple brokerage accounts for automated tracking
Cons
- Full features require a paid Premium subscription
- Interface feels dated and can be overwhelming for beginners
- Limited native mobile app; primarily web-based
Best For
Experienced investors seeking in-depth research and portfolio diagnostics beyond basic tracking.
Pricing
Basic portfolio tracking is free; Morningstar Premium unlocks advanced features for $34.95/month or $249/year.
Koyfin
specializedModern investment platform for tracking portfolios, real-time data, customizable dashboards, and market analysis.
Advanced portfolio dashboards with interactive heatmaps, timeline charts, and embedded research terminals
Koyfin is a robust financial analytics platform that includes advanced portfolio tracking capabilities, allowing users to monitor investments across stocks, ETFs, mutual funds, crypto, and more. It provides detailed performance metrics, asset allocation breakdowns, dividend tracking, and customizable visualizations like heatmaps and performance charts. Beyond basic tracking, it integrates real-time market data and research tools for comprehensive portfolio analysis.
Pros
- Extensive analytics including asset allocation, risk metrics, and performance attribution
- Real-time data and broad asset class support with customizable dashboards
- CSV import and transaction logging for easy portfolio setup
Cons
- Steeper learning curve due to dense interface and advanced features
- Limited direct broker integrations, relying on manual or CSV entry
- Free tier lacks some premium analytics available in paid plans
Best For
Sophisticated investors seeking integrated portfolio tracking with professional-grade charting and research tools.
Pricing
Free basic plan; Pro ($39/mo or $349/yr); Pro+ ($79/mo or $708/yr); Enterprise custom.
SigFig
specializedFree portfolio tracker that links accounts, analyzes fees, risks, and offers optimization recommendations.
SigFig Score, a proprietary rating system that benchmarks your portfolio's risk, fees, and diversification against peers.
SigFig is a free portfolio tracking platform that automatically syncs with over 100 financial institutions to aggregate and analyze investment accounts in real-time. It provides detailed insights into performance, risk levels, asset allocation, and hidden fees through its proprietary SigFig Score. Users can track retirement accounts, brokerage holdings, and more, with options to upgrade to robo-advisory services for automated management.
Pros
- Free core tracking and advanced analytics like risk scoring and fee optimization
- Seamless multi-account aggregation from numerous brokers and banks
- Intuitive mobile app with real-time updates and visualizations
Cons
- Limited manual entry options for non-linked assets
- Aggressive upselling to paid robo-advisor services
- Fewer advanced customization tools compared to premium trackers
Best For
Cost-conscious investors who want automated, no-fee portfolio analysis and basic tracking without complex manual inputs.
Pricing
Free for portfolio tracking; robo-advisor at 0.25% AUM ($10/month minimum).
Kubera
specializedTracks net worth and portfolios across stocks, crypto, real estate, and alternative assets in a secure dashboard.
Universal aggregation of non-traditional assets like homes, collectibles, and DeFi holdings alongside standard portfolios
Kubera is a comprehensive net worth and portfolio tracking platform that aggregates financial data from banks, brokerages, crypto exchanges, real estate, and alternative assets like vehicles and domains into a unified dashboard. It provides real-time syncing via Plaid and APIs, customizable widgets, and visualizations for monitoring investment performance and overall wealth. Designed for privacy-conscious users, it emphasizes secure, read-only connections without selling user data.
Pros
- Broad asset coverage including crypto, real estate, and exotics
- Strong emphasis on data privacy and security
- Clean, customizable dashboard with real-time updates
Cons
- Relatively high pricing for basic tracking features
- Lacks advanced analytics like tax optimization or rebalancing tools
- Web-only interface with no native mobile app
Best For
Diversified investors seeking a holistic net worth view across traditional and alternative assets.
Pricing
$15/month or $150/year, with a 14-day free trial.
Delta
specializedMobile-first multi-asset tracker for stocks, crypto, NFTs, and DeFi with real-time alerts and performance charts.
Seamless cross-chain DeFi and NFT position tracking with automated balance syncing
Delta (delta.app) is a mobile-first portfolio tracking app designed for cryptocurrencies, NFTs, DeFi positions, stocks, and other assets. It enables automatic syncing with over 100 exchanges and wallets, delivering real-time profit/loss tracking, interactive charts, performance analytics, and customizable dashboards. Users can set price alerts, access news feeds, and share portfolios, making it a comprehensive tool for multi-asset investors focused on intuitive mobile management.
Pros
- Stunning, customizable mobile interface with smooth performance
- Deep integration for crypto, DeFi, NFTs, and stocks across numerous exchanges/wallets
- Real-time alerts, analytics, and portfolio sharing features
Cons
- Limited desktop/web functionality, primarily mobile-optimized
- Advanced features like unlimited portfolios locked behind Pro paywall
- Occasional sync delays or inaccuracies with complex DeFi positions
Best For
Mobile-first investors tracking diverse crypto, DeFi, NFT, and stock portfolios who value aesthetics and ease over desktop power.
Pricing
Free tier with core tracking; Pro at $59.99/year or $8.49/month for unlimited portfolios, advanced analytics, and no ads.
Yahoo Finance
otherFree web-based portfolio tracker with watchlists, historical charts, news, and basic performance tracking.
Unlimited free portfolios with interactive performance charts benchmarked against major indices like S&P 500
Yahoo Finance is a free web-based platform providing real-time stock quotes, financial news, charts, and portfolio tracking tools for individual investors. Users can create unlimited portfolios, manually add holdings across stocks, ETFs, mutual funds, and cryptocurrencies, and track performance with metrics like total return, gains/losses, and dividend tracking. It integrates seamlessly with extensive market data and research tools, making it a versatile hub for monitoring investments alongside broader financial information.
Pros
- Completely free with no premium tiers required for core tracking
- Real-time data, customizable charts, and news integration for comprehensive monitoring
- Simple interface supporting multiple portfolios and mobile app access
Cons
- Ad-heavy interface can feel cluttered
- Manual entry only—no automatic broker syncing or transaction imports
- Limited advanced analytics like tax optimization or scenario modeling
Best For
Casual investors and beginners seeking a no-cost, straightforward tool for tracking basic stock and ETF portfolios.
Pricing
Entirely free with optional ad-free experience via Yahoo Premium ($4.99/month, not required for portfolio tracking).
Quicken
otherDesktop software for detailed personal finance management including investment portfolio tracking and reporting.
Detailed investment transaction tracking with automatic cost basis calculations and customizable performance benchmarking
Quicken is a veteran personal finance software with robust portfolio tracking capabilities, allowing users to link brokerage accounts, monitor stocks, bonds, mutual funds, and other investments in real-time. It provides detailed performance analytics, asset allocation views, transaction history, and tax reporting for investments. While not exclusively a portfolio tool, it excels in integrating portfolio data with overall financial management for a holistic view.
Pros
- Comprehensive investment tracking with cost basis, realized gains, and performance charts
- Seamless integration with bank and brokerage accounts via One Step Update
- Advanced reporting tools for portfolio analysis and tax optimization
Cons
- Primarily desktop-based with limited mobile functionality
- Steep learning curve for new users due to feature depth
- Subscription model feels expensive for portfolio-only use
Best For
Long-term investors who want portfolio tracking integrated with full personal finance management.
Pricing
Quicken Classic starts at $4.99/month (billed annually); Premier edition for advanced investing at $7.99/month.
Conclusion
The reviewed portfolio tracking software offers a range of tools to suit different investor needs, with Empower leading as the top choice for its comprehensive dashboard that integrates investments, net worth, and banking across linked institutions. Sharesight and Stock Rover stand as strong alternatives—Sharesight excels in automated global tracking and tax calculations, while Stock Rover delivers advanced analysis tools like screening and backtesting. Regardless of priorities, the top three provide robust solutions to effectively manage and grow financial portfolios.
Take control of your finances today by trying Empower, the ultimate tool to simplify tracking and managing your investments, net worth, and more in one intuitive platform.
Tools Reviewed
All tools were independently evaluated for this comparison