Tool Reviews

Portfolio Trackers Compared

A side-by-side look at 10 ways to track what you already own: net-worth aggregators, dividend trackers, multi-asset apps and free open-source options, with prices read from each vendor's own page. Filter and sort to find the one that fits how you watch your money grow.

Prices checked October 19, 2026

A portfolio tracker answers a different question than a stock screener: not "what should I buy?" but "how is what I own actually doing?" The right one depends on what you hold (just stocks, or crypto and property too), whether you care most about dividends, total return, or net worth, and how much privacy you want. The table below compares 10 trackers on what matters. We focus on the tools, not stock tips, nothing here is investment advice.

Mainstream portfolio & dividend trackers

TrackerTypePriceFree tierPlatformsBest for
KuberaKubera Apps, Inc. (US)Net worthNo free tier (14-day trial); Essentials $250/yr, Black $2,500/yr, Gold $10,000/yrNoWeb, iOS, AndroidTracking total net worth across banks, brokers, crypto and private assets in one balance sheet
Yahoo FinanceYahoo (Apollo funds)Free tierMulti-assetFree portfolios; Bronze $9.95/mo ($95.40/yr), Silver $24.95/mo ($239.40/yr), Gold $49.95/mo ($479.40/yr)YesWeb, iOS, AndroidFree tracking with US brokerage linking, dividends and news in one familiar place
SharesightSharesight (New Zealand / Australia)Free tierDividend trackerFree (10 holdings); Starter $7/mo yearly or $9.33 monthly; Standard $18 or $24; Premium $23.25 or $31 (USD)YesWeb, iOS, AndroidDividend and total-return tracking across several brokers and currencies
Snowball AnalyticsSnowball Analytics SAS (France)Free tierDividend trackerFree; Starter $7.99/mo or $79.99/yr, Investor $14.99 or $149.99, Expert $24.99 or $249.99YesWeb, iOS, AndroidDividend investors who want income forecasts and broker sync for under $80 a year
DeltaDelta by eToroFree tierMulti-assetFree (10 assets fully shown); PRO $6.99/mo or $53.88/yr; PRO+ $13.99/mo, $107.88/yr or $299 lifetimeYesiOS, Android, WebCrypto-heavy investors who want wallets, exchanges and brokers in one mobile app
Stock EventsStock Events GmbH (Germany)Free tierDividend trackerFree (up to 15 stocks); Pro $7.99/mo or $49.99/yr; broker sync (Connect) $0.99/week extraYesiOS, Android, WebA mobile dividend and earnings calendar for a small portfolio
getquinQUIN Technologies GmbH (Germany)Free tierMulti-assetFree; Premium €89.99/yr, Wealth €149.99/yr (EUR, yearly only)YesiOS, Android, WebEuropean investors who want free bank and broker connections and a social feed

Open-source & self-hosted trackers

Free and open-source: you can read the code and run it yourself. Portfolio Performance keeps your data in a local file, Wealthfolio stores it on your device unless you pay for its sync service, and Ghostfolio can run on your own server with Docker or as a hosted service. We note the skill level for each.

TrackerTypePriceFree tierPlatformsBest for
GhostfolioGhostfolio LLC (Switzerland)Free tierOpen-sourceMulti-assetFree (self-host or cloud Basic); cloud Premium $48/yr, does not auto-renewYesWeb, Android, Self-hostInvestors who want an open-source tracker they can self-host, with no broker logins
Portfolio PerformancePortfolio Performance (open source)Free tierOpen-sourcePerformanceFree desktop app; optional mobile Premium $3/mo or $25/yrYesDesktop, iOS, AndroidLong-term investors who want time-weighted and IRR performance from a local file
WealthfolioTeymz Inc. (Canada)Free tierOpen-sourceMulti-assetFree app; Connect sync $2.99/mo ($29/yr), broker sync from $7.99/mo ($79/yr)YesDesktop, iOS, Android, Self-hostInvestors who want a local-first desktop and mobile tracker with optional paid broker sync

How to choose

  • Whole net worth, including crypto and private assets? Kubera links banks, brokers and crypto read-only through several aggregators, from $250 a year with no free tier.
  • Dividend income? Sharesight imports trades from forwarded broker emails even on its free plan (10 holdings); Snowball Analytics adds broker sync from $79.99 a year; Stock Events is a free dividend and earnings calendar for up to 15 stocks.
  • Free, with US brokerage linking? Yahoo Finance links US brokerages through Yodlee or Plaid at no cost; performance and risk views start at Bronze ($9.95 a month).
  • Crypto plus stocks on your phone? Delta, owned by eToro, connects brokers and exchanges on every tier; the free plan fully shows only your 10 largest assets.
  • Data on your own machine? Portfolio Performance keeps everything in a local file; Wealthfolio is a local-first app with optional paid sync; Ghostfolio can be self-hosted with Docker.
  • Outside the US? Most of these companies are not American (Sharesight NZ/AU, getquin and Stock Events Germany, Snowball France, Ghostfolio Switzerland, Wealthfolio Canada). None of them produces a US Form 8949, so keep your broker's 1099-B for taxes.

Some all-in-one tools track portfolios too, Empower (free net worth), Stock Rover (analytics), and Seeking Alpha all include tracking. To research what to buy rather than monitor what you own, see our stock analysis tools comparison.

How we compare

We read each tool's own pricing, help, privacy and security pages (and, for open-source tools, the code repository), quote every fact from those sources and link them in each review. We did not run long-term hands-on tests and we do not score tools with stars; where a point rests on what a company says about itself, we attribute it. We re-check prices about once a month. We do not earn a commission from any tracker on this page. Nothing here is investment advice.