Best Portfolio Tracker 2026: 10 Tools Compared
We compared 10 portfolio trackers across asset breadth, tax reporting, broker sync, pricing, and mobile experience. Scorecards, pros, cons, and who each one is actually for. No tool wins every category — including ours.
What's in this review
MethodologyHow we scored these trackers
Every tool is scored 1–5 on six criteria. Scores are based on public pricing pages, feature documentation, and hands-on use as of April 2026. We favour factual comparisons (feature present or not, broker sync supported or not) over subjective rankings. AllInvestView is the tool behind this site — we disclose this upfront and flag where competitors do things better.
Asset breadth
How many asset classes the tracker handles natively — stocks, bonds, options, crypto, custom assets, real estate.
Multi-currency
Whether the tool converts holdings across currencies and produces a unified view in your chosen base currency.
Tax reporting
Depth of capital-gains, dividend, and region-specific tax outputs (HMRC, ATO, CRA, IRS, AEAT, etc.).
Broker sync
Number of supported brokers and reliability of automatic syncing vs. manual CSV uploads.
Pricing transparency
How clearly the tool publishes pricing, free-tier limits, and what you get per plan.
Mobile / UX
Native mobile apps, responsive design, and ease of day-to-day use for a non-power-user.
At a glanceQuick-pick summary
Click any tool to jump to its full review. Score is the average across the six methodology criteria.
| Tool | Best for | Starting price | Free tier | Score |
|---|---|---|---|---|
| AllInvestView | Multi-asset investors who need bonds, options, and region-specific tax reports in one place | Free + paid plans and a one-time lifetime deal | Yes | 27 / 30 |
| Empower (formerly Personal Capital) | US investors who want a free net-worth dashboard across all accounts | Free | Yes | 20 / 30 |
| Sharesight | AU / NZ / UK investors who need automatic dividend + CGT reports | Free up to 10 holdings, paid from ~$19/mo | Yes | 26 / 30 |
| Kubera | High-net-worth individuals tracking private assets, real estate, and crypto | ~$150/year (no free tier) | No | 23 / 30 |
| Snowball Analytics | Dividend-focused investors who want projections and calendar views | Free tier + paid from ~$7/mo | Yes | 21 / 30 |
| Simply Wall St | Investors who want visual fundamental analysis more than position tracking | Free view + Unlimited plan ~$10/mo | Yes | 16 / 30 |
| Stock Analysis | US-centric investors who want free fundamental data and a light tracker | Free (Pro tier ~$9/mo) | Yes | 16 / 30 |
| Delta (by eToro) | Mobile-first investors who mix stocks and crypto | Free + Delta Pro ~$9/mo | Yes | 21 / 30 |
| Yahoo Finance Portfolios | Casual investors who already use Yahoo Finance for news and quotes | Free (Yahoo Finance Plus ~$25/mo) | Yes | 14 / 30 |
| Ghostfolio | Privacy-conscious investors comfortable running their own infrastructure | Free self-hosted + cloud from ~$5/mo | Yes | 21 / 30 |
The reviewsIndividual tool reviews
Each review covers who the tool is for, pricing as of April 2026, pros, cons, a six-criterion scorecard, and our verdict.
1. AllInvestView
AllInvestView is a web-first portfolio tracker 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 connects to most brokers via SnapTrade. Disclosure: AllInvestView is the tool behind this guide — the scorecard below reflects that we publish it, and we flag where competitors do specific things better.
Pros
- 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 plus a one-time lifetime deal — rare in this category
- Bond analytics with yield-curve and spread tooling no other tracker offers
- Multi-currency base reporting with live FX across 50+ currencies
Cons
- Web-first — no native iOS / Android app yet (mobile browser works but is less polished than Delta)
- Broader breadth than single-asset trackers means a steeper initial setup than, say, Yahoo Portfolios
- Broker sync via SnapTrade is solid but Sharesight has more direct AU / NZ broker feeds
2. 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 high-level allocation analysis and retirement projections, but tax reports are light and it is US-only by design.
Pros
- 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
Cons
- US-only (no UK, AU, EU broker support)
- Free product is a funnel for Empower's paid advisor service — their own site positions the dashboard as a gateway to advisory consultations
- No tax-lot level reporting or CGT output
- Bonds, options, and custom assets barely supported
3. Sharesight
Sharesight is the market leader for dividend and tax tracking in Australia, New Zealand, and the UK. Its automatic dividend matching, franking-credit support, and CGT reports are best-in-class — but the free tier is capped at 10 holdings and paid tiers get expensive as your portfolio grows.
Pros
- 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
Cons
- Free tier capped at 10 holdings — easy to outgrow
- Paid tiers scale by holding count, not by features
- No bond or options coverage beyond basic positions
- US tax output is weaker than AU / UK output
4. 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. It does not try to be a performance-analytics tool.
Pros
- Best-in-class coverage of illiquid assets: real estate, private equity, art, domains
- Zillow / Zestimate integration for home values
- Multi-chain crypto wallet aggregation
- Death-management feature forwards your portfolio to a trustee
Cons
- No free tier — ~$150/yr minimum
- Not a performance-analytics tool (no XIRR, no benchmark comparison)
- No tax reports
- Minimal bond and options support
5. 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.
Pros
- 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
Cons
- No bonds or options tracking
- Tax output is limited to summaries, not filing-ready reports
- US broker sync is thinner than Sharesight / AllInvestView
- Currency handling is adequate but not its strength
6. Simply Wall St
Simply Wall St is an Australian-founded research platform built around its "Snowflake" visual — five axes of fundamental health. Portfolio tracking exists but is secondary to the research tooling, and there is no tax reporting.
Pros
- Snowflake visual makes fundamental comparison immediate
- Covers ~150,000 stocks globally including ASX, LSE, Euronext
- Fair-value estimates on every company
- Narratives and news summarisation built in
Cons
- No tax reporting of any kind
- No bonds, options, or crypto
- Portfolio tracking is secondary — broker sync is CSV-only
- Fair-value models are opaque — black-box for the typical user
7. Stock Analysis
Stock Analysis (stockanalysis.com) is primarily a free stock data site with a basic portfolio tracker bolted on. The data coverage is excellent for US stocks; the tracker itself is minimal.
Pros
- 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
Cons
- Tracker is a light add-on, not a primary product
- No tax reports or CGT output
- US-heavy — international coverage is uneven
- No bonds, options, or real broker sync
8. 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. Desktop and tax features are thin.
Pros
- Polished native iOS and Android apps
- Stocks + crypto in one view
- Multi-wallet crypto import
- Push notifications for price alerts and earnings
Cons
- Web experience is minimal — mobile is the product
- No meaningful tax reporting
- No bonds, options, or custom asset tracking
- Owned by eToro, which introduces a conflict-of-interest risk for neutral analysis
9. Yahoo Finance Portfolios
Yahoo Finance Portfolios is a free, basic tracker tied into the Yahoo Finance news and quotes site. It covers the essentials — watchlists, positions, returns — but nothing beyond.
Pros
- Genuinely free — no account upgrades needed
- Integrated with Yahoo Finance news and quote data
- Supports a large number of global exchanges
- No learning curve
Cons
- No tax reporting
- No broker sync — all positions entered manually
- No bonds, options, or crypto
- Feature set has barely evolved in a decade
10. Ghostfolio
Ghostfolio is an open-source portfolio tracker you can self-host on your own server. The cloud tier is cheap and the source is on GitHub — so you always have an exit option. Features lag commercial trackers.
Pros
- Open source (AGPL) — full transparency and data portability
- Self-hostable for privacy-sensitive users
- Cheap cloud option if you do not want to self-host
- Multi-currency and multi-asset support
Cons
- Setup requires Docker / infrastructure comfort for self-host
- Tax reporting is present but basic
- Broker sync is largely manual or CSV-based
- UI is functional but not polished
Side by sideFeature comparison matrix
✓ = full native support · ● = partial or manual · × = not supported.
| Tool | Stocks / ETFs | Bonds | Options | Crypto | Custom assets | Dividend tracking | Multi-currency | Broker sync | CGT reports | Free tier | Mobile app | Advisor features |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AllInvestView | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ● | ✓ |
| Empower (formerly Personal Capital) | ✓ | ● | × | ● | ● | ● | × | ✓ | × | ✓ | ✓ | ✓ |
| Sharesight | ✓ | ● | × | ● | ● | ✓ | ✓ | ✓ | ✓ | ● | ✓ | ● |
| Kubera | ✓ | × | × | ✓ | ✓ | ● | ✓ | ✓ | × | × | ● | × |
| Snowball Analytics | ✓ | × | × | ● | ● | ✓ | ✓ | ● | ● | ✓ | ● | × |
| Simply Wall St | ✓ | × | × | × | × | ● | ● | ● | × | ✓ | ✓ | × |
| Stock Analysis | ✓ | × | × | × | × | ● | × | × | × | ✓ | ● | × |
| Delta (by eToro) | ✓ | × | × | ✓ | ● | ● | ✓ | ● | × | ✓ | ✓ | × |
| Yahoo Finance Portfolios | ✓ | × | × | ● | × | ● | ● | × | × | ✓ | ✓ | × |
| Ghostfolio | ✓ | ● | × | ✓ | ✓ | ✓ | ✓ | ● | ● | ✓ | ● | × |
RecommendationsCategory winners
No tool wins every category. These are the picks we would make for specific use cases.
Genuinely free forever if you are in the US. Aggregates all accounts in one view.
Automatic dividend matching and HMRC / ATO-ready reports that no other tracker matches.
The only tracker that treats real estate, private equity, and domains as first-class assets.
Open source under AGPL. Run it on your own server and your data never leaves your box.
Polished iOS and Android apps. The only entry on this list that is mobile-first by design.
Dedicated bond analytics (yield curves, spreads, maturity ladder) and options tracking sit alongside stocks.
Only tool in this list that combines every asset class with region-specific tax reports. Trade-off: no native mobile app yet.
Free tier plus a one-time lifetime deal — most competitors in this list are subscription-only with no lifetime option.
Localised picksRegion-specific guides
Tax rules, broker options, and tracker availability vary by country. If you file tax in one of these jurisdictions, start with the region-specific guide — it will be more useful than this global list.
BackgroundWhen you actually need a tracker
If you hold fewer than five positions at a single broker and never file capital-gains tax, your broker's built-in view is probably fine. Consider a dedicated tracker when one or more of these is true:
- You hold positions at two or more brokers and need one unified view
- You own asset classes beyond stocks — bonds, options, crypto, real estate
- You invest in foreign markets and need multi-currency conversion
- You file capital-gains tax and want ready-made reports
- You track dividend income over time
- You spend more than 30 minutes a month maintaining a spreadsheet
Spreadsheet trap
Investors tracking manually report 3–5 hours per month on price updates and reconciliation. Over a year that is 40–60 hours — time worth more than any tracker subscription.
What good trackers share
Regardless of which tool you choose, the essentials are the same: accurate live pricing, automatic dividend detection, cost-basis tracking using FIFO or specific-lot identification, and region-appropriate tax output. Anything beyond that is differentiation — which is where the tools in this review diverge.
How to set upGetting started
The mechanics are the same across every tool in this review:
- Create an account — most of the tools here have a free tier or trial. Start there before paying.
- Decide manual vs. broker sync — sync is faster but requires trusting a third-party aggregator (SnapTrade, Plaid, Yodlee). All connections should be read-only.
- Import transaction history — either via broker CSV or automated sync. Reconcile against your broker statements before trusting the numbers.
- Set your base currency and tax jurisdiction — these drive how returns are calculated and which tax report template is used.
- Pick a review cadence — monthly is enough for most investors. Weekly if you actively trade.
Security check
Before linking any broker, verify the tracker uses a read-only aggregator. No legitimate tracker asks for your broker login password directly — they all use OAuth or a secure aggregator token.
QuestionsFrequently asked questions
Try AllInvestView free
We wrote this review. We also built AllInvestView. If the multi-asset, tax-report-in-one-place pitch resonates, the free tier takes two minutes to try.
Create your free accountThis comparison is for informational purposes only and does not constitute financial, tax, or investment advice. Pricing and features are accurate as of April 2026; tools evolve — verify current specifics on each vendor's site before purchasing. AllInvestView is the publisher of this article and is included in the review; we have flagged that disclosure throughout. © 2026 AllInvestView.