Compare nine free portfolio trackers by holdings limits, broker connections, dividends, tax reports and where you can use them.
AllInvestView
The limits, broker connections and reports that decide whether a free plan is enough for your portfolio.
| Tracker | Free limits | Broker sync | Dividends | Taxes | Platforms |
|---|---|---|---|---|---|
| AllInvestView |
1 portfolio; 10 stocks, ETFs or funds; 5 bond, cash or custom holdings; 2,500 transactions | Paid plan | Automatic tracking, calendar and received payouts | Capital gains + dividend tax reports | Web, iOS, Android |
| Free portfolios and watchlists; no cap stated in the linked guide | Supported US broker linking | Automatic dividend entries after you record transactions | Tax-filing report not documented | Web, iOS, Android | |
| Free linked-account dashboard; no numeric cap documented | Links investment and financial accounts | Dividend transactions in the linked feed | Separate tax-filing service | Web, iOS, Android | |
| 1 portfolio; 10 holdings, closed ones included | Trade confirmation email import | Automatic dividends and corporate-action adjustments | Tax reports on paid plans | Web and mobile app | |
| 1 portfolio; 10 holdings, sold ones included | Paid plan; free plan imports broker reports | Automatic tracking, calendar and yield on cost | Custom withholding tax rates | Web, iOS, Android | |
| Free plan; no holdings cap stated | Unlimited bank and broker connections | Dividend KPIs and forecasts on Premium | Tax-filing report not documented | Web, iOS, Android | |
| Free to self-host, plus a free Basic cloud plan | Manual transactions or file import | Dividend activity type | Tax-filing report not documented | Web and installable PWA | |
| Free open-source app; no limits stated | CSV import; broker sync is paid | Tracks dividend and interest income | Tax-filing report not documented | Windows, Mac, Linux, iOS, Android | |
| Free desktop app; no subscription holdings cap | Manual entry or file import | Records gross, net, fees and taxes | Records taxes paid; not a jurisdiction-ready filing report | Windows, Mac, Linux; mobile viewer has paid features |
AllInvestView
What you actually get for free in each one, and where it stops.
A free multi-asset tracker for a smaller portfolio that needs dividend records and tax reporting alongside day-to-day holdings.
A familiar option for watchlists, quotes and straightforward stock portfolio tracking across web and mobile.
A US-focused financial dashboard that combines investment tracking with net worth and retirement planning.
A performance tracker that records dividends and corporate actions for you, with a free plan sized for ten holdings.
A dividend-focused tracker whose free plan already has the dividend calendar, yield on cost and automatic payouts.
A net worth and portfolio app that links your banks and brokers on the free plan, with deeper analysis on Premium.
An open-source, self-hosted portfolio tracker for people who want to control where their portfolio data runs.
An open-source app that keeps your portfolio data on your own device, with no account needed.
A free, open-source desktop application for investors who want detailed local performance analysis and control of their data file.
Import your transaction history, follow dividend income and prepare tax reports from the same portfolio. Use AllInvestView on web, iOS or Android, with a free plan for a smaller portfolio.
The Dividend Report brings gross income, withholding and net income together, then breaks received payouts down by payer and month. It turns a list of cash entries into an income record you can follow.
Explore dividend trackingAllInvestView
Pick a portfolio, a period and a cost-basis method, and the report gives you realized gains, dividends, estimated tax and the detail behind each position. Every figure still points back to the holding that produced it.
See the tax reportAllInvestView
Upload a transaction file. The importer detects the columns, dates, quantities and securities, and asks you to check any row it cannot match. This keeps cost basis and portfolio history visible at the point of import.
Open the magic importAllInvestView
Start free with file import, dividend tracking and tax reports. No credit card required.
Yes, you can track a portfolio in each one without a recurring subscription. What free means changes from tool to tool: some are capped free plans, Ghostfolio is free to self-host and has a free Basic cloud plan, and Portfolio Performance is a free desktop application with a separate mobile companion.
getquin links banks and brokers on its free plan, Yahoo Finance offers broker linking for supported US brokers, and Empower links supported investment and financial accounts. AllInvestView, Snowball Analytics and Wealthfolio include broker sync on paid plans. For the workflows compared here, Ghostfolio and Portfolio Performance rely mainly on manual entry or file imports.
AllInvestView includes capital gains and dividend tax reports on its free plan. Sharesight has taxable income and capital gains reports on its paid plans. Portfolio Performance records taxes paid but does not present itself as a jurisdiction-ready filing report. The reviewed Yahoo Finance and Ghostfolio documentation does not document a tax-filing report, while Empower points to a separate tax-filing service.
Choose based on what you need: Yahoo Finance for watchlists and simple stock tracking, Empower for US retirement and net worth planning, Sharesight or Snowball Analytics for a small dividend portfolio, getquin for free account linking, Ghostfolio for self-hosting, Wealthfolio or Portfolio Performance for a local app, and AllInvestView for a smaller multi-asset portfolio with dividend and tax reports.