Portfolio Tracker Comparison 2026: Side-by-Side Feature Table
AllInvestView is the one tracker in this table with every column built in: stocks and ETFs, bonds, options, crypto, dividends, tax reports, broker sync and an AI assistant. Sharesight comes closest on tax reports, Snowball Analytics and getquin on dividends and broker connections, and Portfolio Performance is the strongest free choice if you're happy on a desktop.
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Feature Comparison Matrix
Swipe sideways for all eight features.
| Tracker | Price | Stocks & ETFs | Bonds | Options analytics | Crypto | Dividends | Tax reports | Broker sync | AI assistant |
|---|---|---|---|---|---|---|---|---|---|
AllInvestView
Top Pick
Every asset, every broker and your country's tax in one portfolio
|
Free for 10 holdings; from $6.99/month billed annuallyAdvanced: $497 once | Built in | Built in | Built in | Built in | Built in | Built in | Built in | Built in |
|
Tax-ready records in Australia, Canada and New Zealand
|
Free plan with 10 holdings; paid plans from US$7/month (EUR 7 in Europe), unlimited holdings from US$18/month (EUR 17 in Europe), billed annually | Built in | Partly | Not available | Built in | Built in | Built in | Built in | Not available |
|
Dividend income and payment dates
|
Free tier (1 portfolio, 10 holdings); paid plans from $7.99/month or $79.99/year, up to $24.99/month or $249.99/year | Built in | Partly | Not available | Partly | Built in | Partly | Built in | Built in |
Bank and broker connections with a community feed
|
Free tier; Premium 89.99 EUR/yr or 9.99 EUR/month in the app; Wealth 149.99 EUR/yr | Built in | Partly | Not available | Built in | Built in | Not available | Built in | Built in |
Free desktop analysis in a file you keep
|
Desktop free; mobile Premium 3 EUR/month or 30 EUR/year in Europe ($3 or $25 in the US) | Built in | Partly | Built in | Built in | Partly | Partly | Partly | |
|
German brokers and a clean mobile app
|
Free Basis plan; Plus 11.99 EUR/month (three months free when paid yearly); Investor 29.99 EUR/month | Built in | Partly | Not available | Built in | Built in | Partly | Built in | Partly |
|
Fundamental research and screening
|
Free plan; paid from $29/month ($348/year), up to $149/month | Built in | Partly | Partly | Not available | Built in | Not available | Built in | Partly |
Open source, self-hosted if you want
|
Free self-hosted, free hosted Basic tier, hosted Premium $48/year | Built in | Partly | Not available | Built in | Partly | Not available | Not available | Partly |
|
Stocks and crypto on your phone
|
Free Basic (10 assets); PRO and PRO+ subscriptions | Built in | Not available | Not available | Built in | Built in | Partly | Built in | Partly |
|
Quotes, news and a simple watchlist
|
Free with ads; Bronze $9.95/month, Silver $24.95, Gold $49.95 | Built in | Partly | Partly | Built in | Built in | Not available | Partly | Partly |
Built in
Partly: limited, or kept by hand
Not available
Competitor cells and prices are the ones on our head to head pages, read on each vendor's site. A blank cell is one we couldn't confirm. AllInvestView publishes this table and is one of the trackers in it.
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Every column, one portfolio
Bring your stocks, ETFs, bonds, options and crypto from every broker, and run your country's tax report at the end of the year. Start free with up to 10 holdings.
Create a free AllInvestView account