Net Worth and Investment Trackers
A budget tells you where this month's money went, a net-worth tracker shows whether you're actually getting ahead. These tools pull checking, savings, retirement, and brokerage accounts into one running total, some with forecasting or simulation built on top, others built specifically for tracking a stock or dividend portfolio.
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Free portfolio tracker supporting stocks, ETFs, crypto, and commodities with watchlists and alerts
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Desktop and web finance software tracking net worth, investments, and accounts from multiple banks and brokerages in one place.
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Investment analysis platform with detailed portfolio tracking, asset allocation, and fund research
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Investment research platform with built-in portfolio tracker, analyst ratings, and real-time alerts
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Formerly Personal Capital, the Empower Personal Dashboard is free forever and pairs account aggregation with a retirement planner and an investment fee checkup. Empower makes its money from an optional wealth-management service most users never sign up for.
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Portfolio and dividend tracker across 50+ exchanges with ex-date notifications and yield reporting
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Subscription and net worth tracker that aggregates financial accounts with bill negotiation
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Budgeting app with net worth tracking, investment account syncing, and financial planning
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Apple Design Award-winning iOS app that automatically sorts transactions and displays net worth with investment balances on one screen.
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Wealth aggregation platform tracking stocks, crypto, real estate, and collectibles across 20,000 institutions
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Portfolio aggregator supporting 800,000 assets with API connections to 2,000 banks and brokers
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A net-worth tracker with no free tier, priced at $249 a year for Essentials or $2,499 a year for Black, built for people whose assets go beyond a checking account and a brokerage. It syncs to roughly 20,000 institutions and tracks crypto, real estate, vehicles, and collectibles alongside ordinary bank accounts.
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Subscription app from Mint's founders that combines bank, credit, and investment accounts to create a complete net worth view.
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A New Zealand-built net-worth and budgeting app whose standout feature is a calendar that forecasts your cash flow and net worth months or years into the future. A free tier is available, with paid plans from about $9.95 to $39.95 a month and Plaid sync for US accounts.
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A retirement and net-worth projection tool built around Monte Carlo simulations and scenario branching, popular in the financial-independence community. A free tier exists, Premium runs around $129 a year and a deeper Pro tier around $549 a year, and you enter your own numbers rather than linking a bank.
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Free portfolio tracker with real-time quotes, performance tracking, and holdings breakdown
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A financial-planning app that combines Plaid-based account aggregation with retirement and net-worth projections, plus optional paid sessions with a certified financial planner. It costs roughly $12.99 a month or $99 a year, and is sometimes offered in part or in full as an employer benefit.
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Portfolio analysis and backtesting tool with Monte Carlo simulation and risk reporting
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Quicken's web and mobile app for budgeting with a net worth dashboard that tracks linked bank, credit, and investment accounts.
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Multi-asset portfolio tracker integrating 80+ exchanges with tax reporting and scenario modeling
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Investment analysis tool with 700+ metrics, screening capabilities, and Monte Carlo simulation
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Spreadsheet integration tool that automatically updates Google Sheets or Excel with transactions and provides daily net worth tracking.
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Open-source, offline portfolio tracker with client-side encryption and multi-device sync
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Portfolio analytics tool with TWR/MWR calculation, FX attribution, and tax reporting across 14 jurisdictions
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Multi-asset portfolio tracker for crypto and stocks with 300+ exchange connections and AI-powered insights
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Multi-broker portfolio tracker using CSV imports with performance analytics across 70+ exchanges
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An Australian portfolio-tracking service with a US-specific site, built for stocks, ETFs, and funds across more than 60 exchanges rather than everyday bank-account budgeting. A free tier covers up to 10 holdings, with paid tiers running up to about $13.50 per portfolio per month.
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Privacy-focused net worth tracker with client-side encryption and local-first data storage
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iOS dividend tracker with portfolio management, cost basis, and yield-on-cost calculations
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Open-source self-hosted wealth management with portfolio tracking and transaction management
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Multicurrency net worth tracker for global citizens with automatic conversion across 100+ currencies
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An EU-based dividend and portfolio tracker built around broker imports, with a combined net-worth view across accounts aimed more at dividend-focused investors than everyday household budgeting. A free tier covers one portfolio and around 10 holdings, with paid tiers starting near $80 a year.
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Free platform for real estate investors to monitor property values, mortgages, and cash flow contributions to overall net worth.
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Dividend tracker for managing dividend income, ex-dates, and portfolio payouts
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Free dividend portfolio tracker with broker sync, ex-date calendar, and tax estimates
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Free web-based dividend tracker for forecasting annual dividend income and monitoring ex-dates
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Investment analytics platform that pulls together holdings from multiple brokerages to assess portfolio health and diversification.
Frequently asked questions
What is the difference between a budgeting tool and a net worth tracker?
A budget tracks your monthly income and expenses to show where your money goes. A net worth tracker aggregates your checking, savings, retirement, and brokerage accounts to show your overall financial progress over time.
Can these tools track assets other than stocks and bank accounts?
Yes, some platforms allow you to track crypto, commodities, real estate, and even collectibles. Certain trackers also focus on specific data like dividend yields or ex-dividend dates.
Are there options available if I don't want to pay a monthly subscription?
Several options in this category are free to use. Some provide free account aggregation and retirement planning, while others offer free portfolio tracking for specific asset classes like stocks and crypto.
How do these tools handle my different financial institutions?
Most of these tools use account aggregation to pull data from multiple banks, brokerages, and exchanges into one dashboard. This allows you to see your total balances and asset allocations in a single place without manual entry.