Managing investments across multiple platforms can be challenging. A good portfolio tracker helps you monitor your investments, analyze performance, and make informed decisions.
10 Best Investment Portfolio Trackers for Smart Investors (2025)
Here's a comprehensive guide to the best investment portfolio trackers in 2025.
1. Empower (previously Personal Capital)
Empower offers a robust free portfolio tracker that automatically syncs with your investment accounts. It provides detailed analytics, including asset allocation, investment performance, and retirement planning tools. The platform also offers fee analysis to help identify hidden costs in your portfolio.
2. Yahoo Finance
Yahoo Finance provides a free, user-friendly portfolio tracking solution. The platform offers real-time quotes, customizable charts, and news integration. You can manually track investments or sync with certain brokers for automatic updates.
3. Morningstar Portfolio Manager
Morningstar's portfolio manager combines detailed investment research with portfolio tracking capabilities. While basic features are free, premium subscribers ($199/year) get access to analyst reports and detailed investment ratings.
Before choosing a portfolio tracker, consider using some complementary tools to optimize your investment strategy. Check out our guide to top investment apps for beginners and pros, and learn how to build your savings for investing.
4. Sharesight
Sharesight offers comprehensive portfolio tracking with powerful tax reporting features. The platform automatically tracks dividends and handles complex corporate actions. Free for up to 10 holdings, with paid plans starting at $15/month for unlimited holdings.
5. Webull
While primarily a trading platform, Webull's portfolio tracking features are sophisticated and free. The platform offers real-time data, advanced charting tools, and paper trading capabilities to test strategies without risk.
6. SigFig
SigFig provides automated portfolio tracking and management. The platform offers free portfolio analysis and tracking for unlimited accounts, with premium features available for a fee. Notable for its robo-advisory services and tax-loss harvesting.
7. TradingView
TradingView combines powerful charting tools with portfolio tracking capabilities. The platform is particularly popular among technical analysts. Free basic plan available, with premium features starting at $14.95/month.
8. Stock Rover
Stock Rover specializes in research and portfolio analytics. The platform offers detailed fundamental data, screening tools, and portfolio management features. Plans start at $7.99/month with a limited free version available.
9. Investor.gov My Money Journey
A free tool from the SEC that helps track investments and financial goals. While basic compared to commercial options, it's completely free and focuses on educational content alongside tracking features.
10. Fidelity Full View
Fidelity's Full View offers comprehensive portfolio tracking even for non-Fidelity customers. The platform provides budgeting tools, goal planning, and detailed investment analysis. Free to use with registration.
Key Features to Look for in Portfolio Trackers
- Automatic account syncing capabilities
- Real-time portfolio updates and alerts
- Performance analysis tools
- Asset allocation visualization
- Tax reporting features
- Mobile app availability
Many investors also benefit from tracking their expenses alongside their investments. Consider using one of these recommended expense tracking apps to maintain a complete financial picture.
Final Words
Choosing the right portfolio tracker can significantly improve your investment management and decision-making process. Consider your specific needs, such as the number of accounts you need to track, the types of investments you hold, and whether you need advanced analytics features when selecting a tool.
Related Articles
Frequently Asked Questions About Investment Portfolio Trackers
Are investment portfolio trackers safe to use?
Most reputable portfolio trackers use bank-level encryption and security measures. Many only require read-only access to your accounts, meaning they can't make any changes to your investments. However, it's important to choose well-known platforms and use strong passwords.
Should I pay for a portfolio tracker or use a free one?
The decision depends on your investment needs. Free portfolio trackers often provide sufficient features for basic investment tracking. However, paid versions typically offer advanced analytics, tax reporting, and professional-grade research tools that might be worth the investment for active investors.
How often should I check my investment portfolio?
While portfolio trackers provide real-time updates, most long-term investors benefit from reviewing their portfolios monthly or quarterly. This helps maintain a balanced perspective while avoiding reactive decisions based on short-term market movements.
Can portfolio trackers help with tax reporting?
Many portfolio trackers offer tax reporting features, including capital gains calculations and tax lot analysis. However, the accuracy depends on the completeness of your data and the specific features of the tracker. Always verify tax information with a qualified tax professional.
