Portfolio and Investment Trackers
Read-only views of holdings spread across brokerages, retirement accounts and sometimes crypto. They never take custody and never execute a trade, which is exactly why they are here and the brokers are not. What they add is the picture a single broker's app cannot give you: true allocation across every account, overlapping funds you hold twice without realizing, total fees, dividend income by month, cost basis and a performance figure that is not flattered by a mid-year deposit. Import quality is the thing to check, since a tracker that cannot read your 401(k) provider leaves the largest account out of the total.
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Read-only portfolio tracker for tracking dividends and earnings announcements in real time.
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Read-only portfolio tracker syncing with 200+ brokers, consolidating US and global holdings with dividend tracking and tax reporting.
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Educational backtesting and Monte Carlo simulation tools for analyzing and optimizing investment portfolios.
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Portfolio tracker and dividend analyzer supporting 1,000+ brokers, 25+ currencies, with 14-day free trial and no credit card required.
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Desktop personal finance software for Mac, Windows, and Linux with investment tracking and local data encryption.
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Dividend portfolio tracker with tax estimates and multi-broker sync, built by a dividend investor with free and paid tiers.
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Mobile-first dividend and portfolio tracker supporting US brokerages and manual entry, with 10,000+ active users.
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Multi-broker dividend tracking for US, Canadian, and European investors with real-time portfolio syncing.
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Free dividend tracker with Plaid account linking, proprietary safety scores, and optional premium research tools.
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Ziggma
NewPortfolio tracker and impact analysis tool for self-directed investors with accounts at multiple brokerages.
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End-to-end encrypted portfolio tracker for stocks, ETFs, crypto, real estate, and private investments via CSV import.
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Free portfolio tracker for stocks, bonds, ETFs, options, crypto and real estate with professional analytics and tax reporting.
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An AI-powered personal finance app with automatic categorization, receipt scanning, and an AI CFO chat that answers financial questions using your own data.
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UK net-worth tracker for property, pensions, ISAs, stocks and crypto with read-only bank sync
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Single-developer FIRE planner that combines budgeting, net worth tracking, and retirement modeling in one browser-based app.
Frequently asked questions
Will these tools allow me to buy or sell stocks directly?
No, these are read-only trackers that do not take custody of your assets or execute trades. Their purpose is to provide a consolidated view of your holdings across multiple brokerages and accounts.
Can I find a tool specifically for tracking my dividend income?
Yes, several options in this category specialize in dividend tracking, real-time earnings announcements, and providing tax estimates for dividend investors. Some even include proprietary safety scores or research tools to help you analyze your income.
Do these trackers work with international brokerages and multiple currencies?
Many of these tools support global holdings, with some syncing with over 200 brokers and supporting more than 25 different currencies. This makes them useful for investors with accounts in the US, Canada, or Europe.
Is there an option if I prefer to keep my financial data on my own computer?
If you want to avoid the cloud, you can use desktop software that offers local data encryption. This allows you to manage your investment tracking on Mac, Windows, or Linux systems while maintaining control over your files.
Can these tools help me simulate how my portfolio might perform in the future?
Some tools are designed for educational backtesting and Monte Carlo simulations. These features help you analyze and optimize your portfolio by modeling various market scenarios.