Tool Reviews

Portfolio Trackers Compared

A side-by-side look at the best ways to track what you already own in 2026 — net-worth aggregators, dividend trackers, multi-asset apps, and free open-source options. Filter and sort to find the one that fits how you watch your money grow.

Last updated: June 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
Kubera Kubera Net worth No free tier ($1 14-day trial); ~$249/yr No Web Tracking total net worth across every asset, including alternatives
Yahoo Finance Yahoo Free tier Multi-asset Free; Gold ~$34.99/mo (premium research add-on) Yes Web, iOS, Android Free, familiar portfolio tracking with news and quotes built in
Sharesight Sharesight Free tier Dividend tracker Free (up to 10 holdings); Investor/Expert paid tiers (~$15–31/mo billed yearly) Yes Web, iOS, Android Dividend and capital-gains tax reporting across global markets
Snowball Analytics Snowball Analytics Free tier Dividend tracker Free tier; Premium ~$6–8/mo or ~$70/yr Yes Web, iOS, Android Dividend-growth investors who want income forecasts and a dividend calendar
Delta Delta (eToro) Free tier Multi-asset Free; Delta Pro paid tier Yes iOS, Android, Web Mobile-first tracking across both stocks and crypto in one app
Stock Events Stock Events Free tier Dividend tracker Free; Premium ~$3–5/mo Yes iOS, Android, Web A simple mobile dividend calendar and earnings tracker
getquin getquin Free tier Multi-asset Free; Premium ~$9/mo Yes iOS, Android, Web Analytics plus a social community to compare and discuss portfolios

Open-source & self-hosted trackers

For the privacy-minded: these are free and open-source. Your holdings stay on hardware you control — self-hosted on the web or as a local desktop app — with no ads and no data harvesting. We note the skill level for each.

TrackerTypePriceFree tierPlatformsBest for
Ghostfolio Ghostfolio Free tier Open-source Multi-asset Free (self-host); managed Ghostfolio Premium subscription available Yes Web, Self-host Privacy-minded investors who want a tracker they fully control
Portfolio Performance Portfolio Performance Free tier Open-source Performance Free, open-source (desktop) Yes Desktop Long-term investors who want precise, true-time-weighted performance accounting
Wealthfolio Wealthfolio Free tier Open-source Multi-asset Free, open-source (desktop app) Yes Desktop Privacy-first investors who want a local desktop tracker, no cloud

How to choose

  • Tracking total net worth (incl. crypto, property)? Kubera aggregates almost any asset.
  • Dividend investor? Sharesight (tax + total return), Snowball Analytics (forecasts), and Stock Events (calendar) lead here.
  • Want free and familiar? Yahoo Finance tracks a portfolio alongside the news.
  • Stocks + crypto on mobile? Delta and getquin handle both well.
  • Privacy-first? Ghostfolio, Wealthfolio, and Portfolio Performance keep your data local.

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 track each tool's current pricing, free tier, platforms, what assets it tracks, and what it is genuinely best at, and summarize the experience of using it rather than reprinting marketing copy. Most of these are web or desktop software without comparable app-store ratings, so we do not show star ratings — the verdict reflects hands-on assessment. Pricing and features change often; figures are re-checked regularly. Some links may be affiliate links; that never changes which tools we include or how we rank them. Nothing here is investment advice.