Morningstar

Morningstar combines portfolio tracking with institutional-grade research on funds, stocks, and ETFs. You can import your holdings, see exactly how much you're holding in each asset class, and benchmark your allocation against recommended targets by age or risk profile. The platform provides Morningstar's proprietary ratings, expense ratio analysis, and historical performance data for virtually any fund or security you own.

This works well for investors who want to understand the "what and why" behind their portfolio, especially those holding mutual funds or ETFs. It appeals to people comparing funds or researching before adding to their holdings, since you get deep reports on fees, manager tenure, and five-year performance trends. The free version is fairly complete for basic tracking, but premium access opens more granular analysis and personalized recommendations.