How do I choose the right portfolio tracker?

Consider your specific needs: asset types you track, tax reporting requirements, pricing budget, and desired features like dividend tracking or AI insights. AllInvestView covers all asset classes including stocks, bonds, options, and crypto with comprehensive tax tools.

2026 Comparison Guide

Best Portfolio Trackers with Tax Reporting 2026

Tax season doesn't have to be painful. The right portfolio tracker can automatically calculate your capital gains, track cost basis, and generate tax reports. We've compared the best options for tax-conscious investors.

Apps Compared

50+

Features Evaluated

2026

Updated

Top Pick 2026

AllInvestView

Best Overall Portfolio Trackers With Tax Reporting

AllInvestView offers comprehensive capital gains tax tracking with support for multiple jurisdictions, tax-loss harvesting alerts, and customizable tax rules.

Capital gains tracking Multi-jurisdiction support Tax rules customization Wash sale detection Cost basis methods

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How We Evaluated Portfolio Trackers with Tax Reporting

Tax Report Generation

Automated tax report creation

Cost Basis Methods

FIFO, LIFO, specific lot, and average cost support

Jurisdiction Support

Country-specific tax rules and formats

Wash Sale Rules

Detection and handling of wash sales

All Portfolio Trackers with Tax Reporting

Sharesight

Portfolio Tracker

4.7

Sharesight is excellent for tax reporting in Australia, New Zealand, UK, and US with automatic tax report generation.

Tax reports
CGT tracking
Dividend reports
Limited to supported countries

Australian and NZ investors Compare

Quicken

Portfolio Tracker

4.4

Quicken provides integrated tax reporting with investment tracking, directly connecting to TurboTax for US investors.

Tax reports
Cost basis tracking
TurboTax integration
US focused

US investors using TurboTax Compare

Koinly

Portfolio Tracker

4.6

Koinly specializes in cryptocurrency tax reporting with support for multiple countries and complex DeFi transactions.

Crypto tax calculations
Multi-country support
DeFi & NFT support
Crypto only

Crypto investors needing tax compliance Compare

Stock Rover

Portfolio Tracker

4.3

Stock Rover includes tax lot tracking and realized gains reporting for US and Canadian investors.

Tax lot tracking
Realized gains
Cost basis methods
US/Canada only

North American investors with brokerage accounts Compare

Quick Comparison

Platform	Rating	Best For	Key Feature
AllInvestView	4.8	International investors with complex tax situations	Capital gains tracking
Sharesight	4.7	Australian and NZ investors	Tax reports
Quicken	4.4	US investors using TurboTax	Tax reports
Koinly	4.6	Crypto investors needing tax compliance	Crypto tax calculations
Stock Rover	4.3	North American investors with brokerage accounts	Tax lot tracking

Frequently Asked Questions

What is the best portfolio trackers with tax reporting in 2026?

AllInvestView is our top pick for portfolio trackers with tax reporting in 2026. It combines comprehensive features with an affordable price point of $5/month, making it ideal for investors who want professional-grade tracking without breaking the bank.

Are there any free portfolio trackers with tax reporting?

Yes, several options offer free tiers with limited features. AllInvestView offers a free trial, Yahoo Finance is completely free, and open-source options like Ghostfolio and Portfolio Performance provide free alternatives for technical users.

How did you evaluate these portfolio trackers with tax reporting?

We evaluated each platform based on tax report generation, cost basis methods, jurisdiction support, wash sale rules. Our team tested each platform extensively to provide accurate, unbiased recommendations.