Best Portfolio Tracking Apps
Portfolio tracking apps are a great resource for managing your investments. But how do you choose among the many apps out there?
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Here are the 10 best apps for tracking investment portfolio:
- Empower: best for net worth tracking
- Morningstar: best for professional analysis
- Stock Rover: best for interactive investment tracking
- Ziggma: best for long-term investors
- SigFig: best for AI-powered investment tracking
- Sharesight: best for tracking performance reports
- Yahoo! Finance: best for real-time market news
- Kubera: best for tracking global assets
- Quicken Premier: best for investment management
- Seeking Alpha: best for investment research
Keeping up to date on the movement of your assets can be a daunting task. Unsure about what's happening to your investments? At a loss on how to manage your varied funds? Use portfolio tracking apps.
In this guide, we've listed 10 of the best portfolio tracking apps in the market. Read on.
10 Best Portfolio Tracking Apps
A portfolio tracking app helps you manage your investments and track its movement. Check out the apps below and discover what each offers, including pricing and its pros and cons.
Stock Rover Free
- Comprehensive information on over 8,500 North American stocks
- Coverage of 4000 ETFs and 40,000 mutual funds
- Portfolio management
- Portfolio Brokerage integration for automated syncing of portfolios
- Portfolio dashboard with detailed portfolio performance information
- Activates a 14-day free trial of Stock Rover Premium Plus
Empower
Best for Net Worth Tracking
Empower is considered one of the best free portfolio tracking apps. It offers advanced free tools to help you track investments and plan your retirement.
This app syncs any financial asset, including retirement accounts, bank accounts, and credit cards. You can even manually add assets like your car, art, jewelry, etc. Then you can monitor your net worth all in one place.
Empower tracks various investment types, such as stocks, ETFs, bonds, and even crypto. It also provides weekly updates regarding your investments.
But the best part is that it analyzes your current portfolio for free. It tells you how much you're paying in fees and even suggests target allocations to hit your goals. This is great for those who need a checkup to see if you're on the right track.
Features: Investment Checkup, Retirement Planner, Fee Analyzer
Pricing: Free
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Morningstar
Best for Professional Analysis
Morningstar's professional analysis feature is a key highlight of its platform. It manages about $246 billion in assets and has over 220 independent analysts.
It has a team of independent analysts who provide investment insights. They analyze various assets, like mutual funds, bonds, stocks, and ETFs. These are helpful in deciding whether to buy or sell specific assets.
It also has analyst reports that go above and beyond the basics. You get Morningstar's exclusive Star Rating, Economic Moat Rating, and Fair Value Estimate. This is great for those who want to delve deep into their portfolios.
Its premium version, Morningstar Investor even offers a portfolio manager to monitor your investment strategy. This is good for you if you don't have much time to manage your own portfolio.
Features: Portfolio Manager, Portfolio X-Ray
Pricing: Free version, Premium: $249/year[2]
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If an in-depth analysis is a priority for you, check out the best portfolio analyzers to see more options.
Stock Rover
Best for Interactive Investment Tracking
Stock Rover is a web-based portfolio tracking app. It works well with Mac and tablet users.
It claims to be "the best investment research platform on the web." It offers stock screeners, stock comparison tools, Earnings Calendar, advanced charting, and analyst ratings to help you make smart investment decisions.
It has a Brokerage Connect feature that connects your portfolios from multiple brokerages. It'll automate holding changes and display your portfolio performance over a certain period.
The Premium version gives you information on over 10 years of detailed financial history. You also get detailed portfolio analysis, Monte Carlo portfolio simulation, rebalancing tools, and more. These are useful tools that can help you assess the status of your investments.
Features: Brokerage Connect, Stock Screeners, Guru Portfolios
Pricing: Free, Premium: $7.99/month - $27.99/month (14-day free trial)[4]
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Stock Rover Free
- Comprehensive information on over 8,500 North American stocks
- Coverage of 4000 ETFs and 40,000 mutual funds
- Portfolio management
- Portfolio Brokerage integration for automated syncing of portfolios
- Portfolio dashboard with detailed portfolio performance information
- Activates a 14-day free trial of Stock Rover Premium Plus
Ziggma
Best For Long-term Investors
Ziggma is quickly gaining traction especially among long term investors with its robust suite of wealth management tools. It does the heavy lifting by providing powerful insights into portfolio quality, smart diversification, risk management, and investment income.
This tool also addresses a major pain point, which is tracking multiple holdings. You see, not many portfolio apps can truly help you manage investment accounts across different asset classes.
If you want to visualize the impact of the next trade you want to do, its unique Portfolio Simulator will be very useful.
You can activate Smart Alerts to set limits to a single stock or sector. The algorithmic stock research is a handy tool providing quick information about each stock.
Although Ziggma offers a free option, some of its premium perks like Top 50 Stock Lists and Model Portfolios are only accessible in the paid subscription. Nonetheless, they save you precious time, which can be worth it.
Features: Portfolio Simulator, Smart Alerts, dividend tracking, stock and ETF screener
Pricing: Free, Premium Plan ($7.49/mo, billed annually)[5]
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SigFig
Best for AI-powered Investment Tracking
SigFig's main service is a robo-advisor, but it also offers a free Portfolio Tracker for all users. You can link up your brokerage accounts and get a real-time view of your investments in a single dashboard.
The portfolio tracker helps you analyze your investments. It'll point out potential issues (like high fees, unbalanced allocations) and give recommendations to maximize your returns.
If you do want to use SigFig's robo-investing service, it'll manage your first $10,000 for free (0.25% annual fee after that).[6] This is ideal if you're a hands-off investor who wants to sit back and let SigFig choose your stocks.
This service helps you create a personalized investment plan based on your risk tolerance. It also automatically rebalances your portfolio and reinvests dividends to maintain its optimal allocation.
Features: Portfolio Tracker, Real-time Monitoring, External Analysis, Tax Loss Harvesting
Pricing: Free (optional paid robo-advisory service)
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Sharesight
Best for Tracking Performance Reports
Sharesight monitors investment performance using data from over 60 stock exchanges. It easily links to brokerages outside the U.S. This makes monitoring your global investments easy.
Sharesight tracks the price of more than 240,000 stocks, mutual funds, and ETFs. It offers customized reports and allows for comparisons to a specific benchmark. This lets you quickly see whether what a good investment asset would be.
A cool feature is the automated dividend tracking. This will automatically reflect share splits and dividends into your portfolio.
There's also a tax reporting feature that saves you time and money during the tax season, as it automatically provides the tax reports you need.
With its premium version, you get additional portfolios, advanced and full reporting, and priority support. This allows you to get the needed assistance faster.
Features: Income Tracking, Future Income Calculator, Dividend Tracker
Pricing: Free version, Premium: $7/month - $23.25/month billed annually[7]
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Yahoo! Finance
Best for Real-time Market News
Yahoo Finance is an all-in-one platform that lets you track currencies, bonds, commodities, and stocks in one place.
It keeps you informed with personalized alerts about important investment information and market movements. You can also track and sync multiple portfolios across devices, ensuring you never miss a beat.
It also offers multiple screeners such as equity screener, mutual fund screener, ETF screener, futures screener, and index screener. You can easily filter stocks and other assets so you only see those that match your preference.
Its premium version, Yahoo Finance Plus, provides advanced portfolio analytics, research reports, trade ideas, and exclusive alerts. This allows you to be up-to-date on any changes in the market.
Features: Currency Tracking, Customized Alerts, Analyst Ratings
Pricing: Free, Premium: $7.95/month - $39.95/month, billed annually[8]
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Kubera
Best for Tracking Global Assets
Kubera is an advanced portfolio tracker. With Kubera, you can connect with over 20,000 banks and brokerages worldwide, making it ideal if you're a global investor.
It supports major stock exchanges across the US, UK, Canada, Europe, Asia, Australia, and New Zealand. This allows you to add tickers to track virtually all listings in the world.
Kubera essentially tracks your total net worth across your various assets. Besides stocks, you can also track other assets like your home, vehicles, domains, crypto, DeFi, NFTs, and precious metals.
It also offers real-time reporting with a fully customizable dashboard. This allows you to stay on top of your investments while visualizing charts according to your preferences.
Features: Cryptocurrency Tracker, Customizable Spreadsheets, Legacy Planning Tools
Pricing: $150/year[9]
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Quicken Premier
Best for Investment Management
Quicken has been a trusted personal finance platform for over 35 years. It has a strong user base of over 20 million people. You'll have to get its Premier plan in order to track investments.
One of the best features is the Morningstar X-Ray tool (for Windows users only). This tool offers a complete breakdown of your portfolio, including asset allocation, fees, diversification, and stock statistics. With this, you can easily identify and make necessary adjustments.
It also estimates your capital gains and offers buy/sell simulations. You can see your tax implications if you were to sell an investment.
In addition, you can pay your bills and prepare for taxes. It auto-generates tax reports and offers insights to maximize tax savings. With this, you can do much more than just portfolio tracking.
Features: Stock Watch Lists, Morningstar Portfolio X-ray, Tax Management, Morningstar Fund Ratings, What-If Analysis
Pricing: $7.99/month, billed annually for Quicken Premier[10]
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Seeking Alpha
Best for Investment Research
Seeking Alpha is the Yelp of stocks. It offers stock ratings and factor grades for 5,600+ stocks. It's also a community where seasoned investors share their insights and recommendations.
With the free version, you can upload your stocks for a free portfolio health check. This tool will grade your portfolio, identify strengths & weaknesses, and even give buy/sell recommendations.
If you upgrade to Seeking Alpha Premium, you can link your brokerage accounts and monitor your investments in real time. It also includes insightful stock ratings and stock screeners to help guide investment decisions.
If you need research and investment data to complement your portfolio tracking, this app is for you.
Features: Top-rated Stocks, Stocks Ratings, Stocks Screeners
Pricing: Free, Premium ($299/year), Pro ($2,400/year)[11]
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The best way to track your portfolio is by using an app that can compile multiple portfolios from various brokerages.
Honorable Mention: Delta
Best for Crypto Assets
Delta started in 2017 as a crypto tracker and has now grown to include stocks, ETFs, NFTs, Forex, commodities, and indices.
Unlike other trackers with limited coin support, Delta tracks over 10,000 coins, making it ideal for active crypto investors.
For your digital collectibles, Delta offers an NFT tracker for Ethereum, Polygon, and Avalanche wallets. It also includes a built-in NFT Explorer for browsing trending NFTs and collections.
With the free plan, you already get key features such as auto-sync, portfolio overview, trade stats, and weekly updates from analysts.
With the PRO plan, you get additional advanced features such as the "Why Is It Moving" tool, which explains why an asset has been moving today (and historically).
There's also the "Good and Bad Trade Decisions" tool, which indicates whether your trades are properly executed or not.
Features: 10,000+ supported coins, NFT Portfolio, Trading Performance Insights
Pricing: Free, PRO: $12.99/mo., $99.99/year, or $299 one-time fee[12]
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What Is a Portfolio Tracking App?
A portfolio tracking app is a software that allows you to manage your financial assets and portfolio performance.
This is particularly beneficial if you have investment portfolios in various brokerages.
Portfolio tracking apps show asset allocation, fees, funds, and even projected future growth.
It shows which stocks you own, including the number of shares and the profit or loss for each. This may also include mutual funds, exchange traded funds, or index funds.
You may check your portfolio once a year or once in six months. It's also fine to check it once a month. You just need to be wary of your emotions when you see that your portfolio is in the red. Checking it often may cause you to sell your assets instead of waiting for your assets to bounce back.
Now, should everyone use a portfolio tracking app? Read below to see if you'll benefit.
Who Should Use Portfolio Tracking Apps
Portfolio tracking apps are particularly beneficial to:
- Investors who have multiple investments
- Investors who have portfolios in different brokerages
- DIY investors who handle their own investments
If you don't have any investments or don't manage your own portfolio, then a portfolio tracking app may not be useful to you.
Yes, you can. That's what portfolio tracking apps are for. Tracking your own portfolio allows you to have a holistic picture of all your investments, especially if you have different assets and brokerages.
How to Choose the Best Portfolio Tracking Apps
Finding the perfect portfolio app is all about what suits you best. Consider these factors to help you pick the right one.
- Cost
Are you willing to pay for a portfolio tracker, or is a free app with limited functions enough? - Auto-Sync
Is your broker or bank supported by the auto-sync feature for monitoring investments in real-time? - Tax Management
Can your portfolio tracker easily display your profit and loss across all your investments to help with tax reporting? - Rebalancing Tool
Do you need a tracker with a rebalancing tool that suggests buy and sell trades when it deviates from your model? - Assets Covered
Does your portfolio tracker cover the assets you hold? If not, does it have any easy manual option to add assets? - Analyst Insights
Do you prefer to analyze on your own or do you want to read on research reports or analyst insights? - Benchmarking
Can your portfolio tracker compare your assets against the performance of other indices for benchmarking purposes? - Simulation
Does your portfolio tracker provide a simulation or projection for your portfolio's future value? - Metrics and Performance Tracker
Do you need in-depth data and metrics, along with charts, graphs, or heat maps, or would you prefer simpler features?
Portfolio tracking apps are safe. It doesn't make changes to your financial assets. It only shows the current market price and the status of your portfolio. These apps also use two-factor authentication and/or encryption for security.
Methodology: How We Came Up With the List
This list of the best portfolio-tracking apps was chosen based on several factors. First would be the cost. Portfolio tracking apps shouldn't take money from us. Instead, it should help us earn more.
It is a tool to help us manage our investments better. Thus, we chose apps that have a free version. Most of the apps listed above are free or have a free trial.
The ease of use was also taken into consideration. Portfolio tracking apps shouldn't be too complex or complicated. It has to be easy to use.
In addition, we also considered the investment management tools that the app offers. For instance, some apps have a tax management feature or a stocks screener. Those features are helpful when you're handling investments yourself.
Most portfolio-tracking apps are easy to use. These apps normally give instructions on navigating them, so you won't get lost inside the app.
What the Experts Say
CreditDonkey asked a panel of industry experts to answer readers' most pressing questions on portfolio tracking apps. Here's what they said:
Bottom Line
Portfolio tracking apps give you a holistic picture of the movement of your investments. You can see all your financial assets in just one place. This is particularly useful to those who have investments in multiple brokerages.
Knowing the cost and features you're looking for when choosing a portfolio-tracking app is important. You can start with the free apps. Then move to the premium version later if you are not satisfied with the free version.
Regardless of which portfolio tracking app you choose, the important thing is you know what's happening to your investments.
References
- ^ Empower. Wealth Management, Retrieved 08/05/2024
- ^ Morningstar. FAQ: What's the price of a subscription to Morningstar Investor?, Retrieved 08/05/2024
- ^ Stock Rover. Free Plan, Retrieved 08/05/2024
- ^ Stock Rover. Stock Rover Plans, Retrieved 08/05/2024
- ^ Ziggma. Get The Tools To Reach Your Investment Goals, Retrieved 08/05/2024
- ^ SigFig. Pricing, Retrieved 08/05/2024
- ^ Sharesight. Pricing & plans, Retrieved 08/05/2024
- ^ Yahoo Finance. Yahoo Finance Plus Plans, Retrieved 08/05/2024
- ^ Kubera. Pricing, Retrieved 08/05/2024
- ^ Quicken. Plans & Pricing, Retrieved 08/05/2024
- ^ Seeking Alpha. Subscription Plan Pricing, Retrieved 09/16/2024
- ^ Delta. Pricing, Retrieved 08/05/2024
Write to Del Exconde at feedback@creditdonkey.com. Follow us on Twitter and Facebook for our latest posts.
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