AllInvestView
- Built around
- Investors who want stocks, ETFs, funds, bonds, options, and tax reporting in one portfolio
- Price
- Free; paid from $6.99/month billed annually, or $497 once
- Free plan
- Yes
Best Portfolio Tracker 2026: 10 Tools Compared
Compare ten portfolio trackers for performance, dividends, tax reporting and net worth. Find the right fit for your investments, your accounts and your budget.
Ten trackers, side by side
Start with what you want to track, then compare the free plans and paid options.
| Tracker | What it is built around | Starting price | Free plan |
|---|---|---|---|
| AllInvestView |
Investors who want stocks, ETFs, funds, bonds, options, and tax reporting in one portfolio | Free; paid from $6.99/month billed annually, or $497 once | Yes |
| US investors who want a free net-worth dashboard across all accounts | Free | Yes | |
| AU / NZ / UK investors who need automatic dividend + CGT reports | Free for 10 holdings; paid from $7/month billed annually | Yes | |
| High-net-worth individuals tracking private assets, real estate, and crypto | $250/year after a 14-day trial | No | |
| Dividend-focused investors who want projections and calendar views | Free for 10 holdings; paid from $79.99/year | Yes | |
| Investors who want visual fundamental analysis more than position tracking | Free for 1 portfolio and 10 holdings; paid plans available | Yes | |
| US-centric investors who want free fundamental data and a light tracker | Free; Pro $79/year or $9.99/month | Yes | |
| Mobile-first investors who mix stocks and crypto | Free for 10 assets; Delta Pro $4.49/month billed annually | Yes | |
| Casual investors who already use Yahoo Finance for news and quotes | Free; Bronze $7.95/month billed annually | Yes | |
| Privacy-conscious investors comfortable running their own infrastructure | Free when self-hosted; paid Premium cloud option | Yes |
AllInvestView
- Built around
- US investors who want a free net-worth dashboard across all accounts
- Price
- Free
- Free plan
- Yes
- Built around
- AU / NZ / UK investors who need automatic dividend + CGT reports
- Price
- Free for 10 holdings; paid from $7/month billed annually
- Free plan
- Yes
- Built around
- High-net-worth individuals tracking private assets, real estate, and crypto
- Price
- $250/year after a 14-day trial
- Free plan
- No
- Built around
- Dividend-focused investors who want projections and calendar views
- Price
- Free for 10 holdings; paid from $79.99/year
- Free plan
- Yes
- Built around
- Investors who want visual fundamental analysis more than position tracking
- Price
- Free for 1 portfolio and 10 holdings; paid plans available
- Free plan
- Yes
- Built around
- US-centric investors who want free fundamental data and a light tracker
- Price
- Free; Pro $79/year or $9.99/month
- Free plan
- Yes
- Built around
- Mobile-first investors who mix stocks and crypto
- Price
- Free for 10 assets; Delta Pro $4.49/month billed annually
- Free plan
- Yes
- Built around
- Casual investors who already use Yahoo Finance for news and quotes
- Price
- Free; Bronze $7.95/month billed annually
- Free plan
- Yes
- Built around
- Privacy-conscious investors comfortable running their own infrastructure
- Price
- Free when self-hosted; paid Premium cloud option
- Free plan
- Yes
Prices checked 10 September 2026
Disclosure: AllInvestView writes and publishes this guide and sells one of the products compared here.
Our pick, and why
AllInvestView: your whole portfolio, from performance to tax time
AllInvestView is a portfolio tracker for web, iOS, and Android that covers stocks, bonds, options, crypto, custom assets, and real estate. It generates region-specific tax reports for the UK, Spain, Germany, Australia, Canada, the US and more, and offers direct broker sync.
Stocks, bonds, options, crypto and property
Region-specific tax reports
Direct broker sync
Multi-currency reporting
Web, iOS and Android
Accounts together
One balance across every account
Bring brokerage accounts, cash and property into one view, with property mortgages deducted from net worth. Follow your investments together instead of piecing the picture together account by account.
See net worth trackingAllInvestView
Any period you choose
Returns between two dates you pick
Choose two dates to compare growth, gains and dividends over that period. See how your portfolio performed last month, last year or since you started investing.
See performance trackingAllInvestView
Tax time
A capital gains report you can hand over
Pick the jurisdiction, the period and the cost-basis method, and every position comes back with its unrealized and realized gain, dividends, total return, the tax owed and what selling today would cost. It exports as PDF, Excel or CSV.
See how tax reporting worksAllInvestView
What you really hold
Open the funds and see the overlap
Portfolio X-Ray reads through your ETFs to the companies inside them and adds those to what you hold directly, so a position you own twice shows up once, at its real weight.
See portfolio analysisAllInvestView
The ten trackers in detail
What each one does well, what its plans include, and where to verify it.
AllInvestView
Best fitThe strongest all-round choice for investors who want one record across assets, accounts, currencies, and tax reports.
Strengths
- True multi-asset: bonds, options, and custom assets are first-class alongside stocks and ETFs
- Region-specific CGT and dividend tax reports: UK, Spain, Germany, AU, Canada, US, and more
- Free tier, subscriptions and a one-time lifetime plan
- Dedicated bond analytics with yield-curve, spread, and maturity tooling
- Multi-currency base reporting with live FX across 50+ currencies
Starting priceFree; paid from $6.99/month billed annually, or $497 once
Official plans and details
Empower (formerly Personal Capital)
Empower is a US wealth-management firm whose free dashboard aggregates bank, brokerage, and retirement accounts into a single net-worth view. It shines for allocation analysis, budgeting and retirement projections.
Best fitA useful free choice for US investors who want their investments, spending and retirement planning together.
Strengths
- Free tier is genuinely free: no credit card required
- Aggregates bank, brokerage, 401(k), IRA into one view
- Retirement planner with Monte Carlo projections
- Investment checkup flags fee drag and allocation drift
Plan details to know
- US-only (no UK, AU, EU broker support)
- The free dashboard is separate from paid investment advisory services
- Tax filing is offered through a separate service partner
Sharesight
Sharesight focuses on dividend and tax tracking in Australia, New Zealand, and the UK. Its automatic dividend matching, franking-credit support, and CGT reports suit investors who want to follow income as well as returns.
Best fitThe benchmark for AU / NZ / UK dividend investors. If you hold mostly stocks and ETFs and care about tax season, Sharesight is hard to beat.
Strengths
- Automatic dividend reinvestment and DRP handling
- Native franking-credit tracking (AU)
- HMRC-ready CGT reports using Section 104 pooling (UK)
- Direct broker feeds for CommSec, Stake, Trading 212, and more
Plan details to know
- Free plan: up to 10 holdings; Starter: up to 30
- Standard and higher plans allow unlimited holdings
- Listed bonds are tracked as stocks; unlisted bonds use custom investments
- Options are not supported
Starting priceFree for 10 holdings; paid from $7/month billed annually
Official plans and details
Compare with AllInvestView
Kubera
Kubera is a net-worth tracker built for people whose portfolio extends beyond public markets: private equity, real estate, collectibles, multiple crypto wallets, and domains. Its return reporting includes IRR alongside net-worth history.
Best fitA strong fit for households whose wealth spans brokerage accounts, private investments and property.
Strengths
- Tracks private assets such as real estate, private equity and collectibles
- Zillow / Zestimate integration for home values
- Multi-chain crypto wallet aggregation
- Death-management feature forwards your portfolio to a trustee
Plan details to know
- $250 annual subscription after the trial
- Multi-entity ownership and nested portfolios require the Black plan
Snowball Analytics
Snowball Analytics is a dividend-income tracker with good projection tooling: forward-dividend yield, dividend growth streaks, and a calendar view of expected payments. General performance tracking is solid but not its headline feature.
Best fitIf your investing thesis is "live off dividends," Snowball gives you the projection tooling to plan and follow that income.
Strengths
- Dividend calendar with ex-date and payment projections
- Growth streak and dividend safety indicators
- Clean free tier for getting started
- Broker import via CSV or API for several EU brokers
Plan details to know
- Free plan: one portfolio with up to 10 holdings
- Starter adds unlimited holdings and five custom holdings
- Linking a brokerage account requires a paid plan
Starting priceFree for 10 holdings; paid from $79.99/year
Official plans and details
Compare with AllInvestView
Simply Wall St
Simply Wall St is an Australian-founded research platform built around its "Snowflake" visual: five axes of fundamental health. Its portfolios track transactions and returns, with broker sync on paid plans.
Best fitA good fit for investors who want company research and portfolio returns together, with visual comparisons of the stocks they hold.
Strengths
- Snowflake visual makes fundamental comparison immediate
- Global stock research across more than 90 markets
- Company valuation research and investment narratives
- Narratives and news summarisation built in
Plan details to know
- Free plan: one portfolio with up to 10 holdings
- Premium: three portfolios with up to 30 holdings each
- Broker sync requires Premium or Unlimited
- Excel and PDF exports require Unlimited
Starting priceFree for 1 portfolio and 10 holdings; paid plans available
Official plans and details
Compare with AllInvestView
Stock Analysis
Stock Analysis combines a stock research library with portfolio tracking and broker connections. Its financial statements, screeners, and charts are especially useful for US stocks.
Best fitA useful choice for keeping company research and portfolio tracking together, with broker sync on Pro.
Strengths
- Free access to ~25 years of US company financials
- Clean, fast interface with no login wall
- Good stock screener at the free tier
- Portfolio tracker is free with a Pro tier for advanced metrics
Plan details to know
- Broker sync is included with Pro
- Pro includes one data download per day
- Unlimited adds unlimited downloads and watchlist sizes
Starting priceFree; Pro $79/year or $9.99/month
Official plans and details
Delta (by eToro)
Delta is a mobile-first tracker acquired by eToro. It has a polished iOS and Android experience and covers both traditional markets and crypto wallets. PRO+ adds realized and unrealized gains reports with export.
Best fitA mobile-first choice for following stocks and crypto, with gains reporting available on PRO+.
Strengths
- Polished native iOS and Android apps
- Stocks + crypto in one view
- Multi-wallet crypto import
- Push notifications for price alerts and earnings
Plan details to know
- Basic tracks up to 10 assets; PRO tracks up to 40
- Gains reporting and multiple portfolios require PRO+
- Prices and eToro benefits vary by region
Starting priceFree for 10 assets; Delta Pro $4.49/month billed annually
Official plans and details
Compare with AllInvestView
Yahoo Finance Portfolios
Yahoo Finance Portfolios is a free, basic tracker tied into the Yahoo Finance news and quotes site. Paid plans add portfolio risk and diversification tools alongside linked brokerage accounts.
Best fitA convenient choice if you already follow markets on Yahoo Finance and want your portfolio alongside the news.
Strengths
- Free watchlists and portfolio tools
- Integrated with Yahoo Finance news and quote data
- Supports a large number of global exchanges
- No learning curve
Plan details to know
- Bronze adds portfolio risk and diversification tools
- Ad-free access and premium research depend on the plan
Starting priceFree; Bronze $7.95/month billed annually
Official plans and details
Compare with AllInvestView
Ghostfolio
Ghostfolio is an open-source portfolio tracker you can self-host on your own server. The source is on GitHub, and a managed cloud option is available for investors who do not want to run it themselves.
Best fitA strong fit for investors who value open source, self-hosting, and direct control of their portfolio data.
Strengths
- Open source (AGPL): full transparency and data portability
- Self-hostable for privacy-sensitive users
- Managed cloud option for investors who do not want to self-host
- Multi-currency and multi-asset support
Plan details to know
- Self-hosting means maintaining your own installation and backups
- The managed Premium cloud service is paid
Starting priceFree when self-hosted; paid Premium cloud option
Official plans and details
Compare with AllInvestView
Picks by what you need
Start from the job you want done rather than the longest feature list.
Best free tracker
Genuinely free forever if you are in the US. Aggregates all accounts in one view.
Best for dividends and AU / UK tax
Automatic dividend matching, franking-credit support and tax reports for UK and Australian investors.
Best for net-worth and illiquid assets
Brings private investments and property into the same balance sheet as brokerage accounts.
Best self-hosted / privacy-first
Open-source software you can run on your own server, with control of your portfolio records.
Best mobile experience
Mobile-first apps for tracking stocks and crypto on iOS and Android.
Best for bonds and options
Dedicated bond analytics (yield curves, spreads, maturity ladder) and options tracking sit alongside stocks.
Best overall for multi-asset + tax
Combines broad asset coverage with region-specific tax reports and access on web, iOS, and Android.
Best value for money
Start free, choose a subscription or pay once for lifetime access.
Region-specific guides
Tax rules, brokers and availability change by country. If you file in one of these, start there.
Before you move off a spreadsheet
What makes a tracker worth the switch, and how to set one up without losing your history.
When a tracker earns its place
- You hold positions at two or more brokers and want one view
- You own more than stocks: bonds, options, crypto, property
- You invest in foreign markets and need one base currency
- You file capital gains tax and want the report ready
- You follow dividend income over time
- Your spreadsheet takes real time every month to keep current
Bring your history into AllInvestView
- Start with a free account. Add your investments and explore the combined portfolio.
- Connect a supported broker or import your files. Bring CSV or Excel statements into Magic Import to keep the history you already have.
- Compare with your broker statement. Check your holdings, balances and purchase history together.
- Choose your base currency and tax jurisdiction. View your investments in one currency and prepare the relevant tax reports.
- Check in monthly. Weekly only if you trade often.
Frequently asked questions
Which portfolio tracker is best for me?
AllInvestView is our all-round pick for bringing accounts together, following performance and preparing tax reports. Empower suits US household finances, Sharesight focuses on dividends and tax, and Kubera brings private assets into your net-worth picture. Compare the plan limits against your holdings.
Which tracker supports bonds?
AllInvestView calculates bond yields, coupon schedules and interest-rate risk, and brings the holdings together in its Bond Report. Sharesight tracks listed bonds as stocks and unlisted fixed-interest investments through custom holdings.
Which trackers help with UK capital gains reporting?
Sharesight and AllInvestView both support UK Section 104 pooling and capital gains reports. These help you review taxable disposals and the purchase costs matched against them.
Which tracker supports franking credits?
Sharesight and AllInvestView both track franking credits. For Australian dividends, compare the cash payment, franking amount and tax report together.
Are there any self-hosted options?
Ghostfolio is the main open-source, self-hostable tracker in this list. You can run it on your own server via Docker and the source is on GitHub under AGPL.
Which tracker has the best mobile app?
Delta is a mobile-first choice for following stocks and crypto. AllInvestView has native iOS and Android apps alongside its web application, so you can follow the same account on your phone and computer.
Which tracker offers a lifetime deal?
AllInvestView offers lifetime access for a one-time payment. Delta also offers a PRO+ lifetime plan. Compare the included features and limits, not just the upfront price.
How do I export my data for tax filing?
AllInvestView’s capital gains tax report exports as PDF, Excel or CSV. Sharesight offers tax reports, while Delta PRO+ includes gains reporting and export. Choose the report for your jurisdiction and period, then check it against your broker records.
Is it safe to give a tracker access to my brokerage account?
Most serious trackers use read-only broker connections that cannot trade on your behalf. Check that the connection is clearly marked read-only before you link.
Can one tracker handle multiple currencies?
Yes. AllInvestView brings holdings in different currencies into one base currency, so you can follow your combined portfolio without adding up separate currency balances yourself.
What about free trackers?
Empower, Yahoo Finance Portfolios, Stock Analysis, Ghostfolio (self-hosted), and the AllInvestView free tier are all genuinely free. Sharesight, Snowball Analytics, and Simply Wall St have capped free tiers that work for small portfolios. Kubera is the only paid-only entry on this list.
How often should I reconcile my tracker against my broker?
Monthly is a reasonable cadence for most investors. If you use a tracker with automatic broker sync, check once a month that the balance and share counts match your broker statement. If you enter trades manually, reconcile after every trade.
Keep comparing
Bring your whole portfolio into AllInvestView
Create a free account
Start free, import the history you already have, and keep stocks, bonds, options, crypto and property in one place. No credit card required.
This comparison is for informational purposes only and does not constitute financial, tax, or investment advice. Pricing and features change, so check the vendor's own pages before you buy. © 2026 AllInvestView.