1
Clarity(Our Pick)
$99/year
Best for investors who want stocks and crypto in one place
Clarity was built for exactly this — banks, brokerages, exchanges, and wallets in one dashboard. You get net worth, cost basis, and tax workflows across both crypto and traditional assets without switching apps.
Pros
- Banks, brokerages, and crypto exchanges in one dashboard
- Unified cost basis across stocks and crypto
- Tax workflows covering both asset classes
- AI assistant searches across all account types
Cons
- DeFi protocol-level tracking is limited
- No trading — read-only aggregation
- Fewer exchange connections than crypto-only tools
Best for high-net-worth individuals tracking alternative assets
Kubera tracks everything: stocks, crypto, real estate, cars, art. It's expensive at $150/year, but if you have a complex portfolio with alternative assets, the breadth is unmatched.
Pros
- Tracks stocks, crypto, real estate, and alternative assets
- Manual asset entry for things like art and collectibles
- Clean net worth dashboard with allocation views
Cons
- $150/year — 50% more than Clarity
- No cost basis or tax features
- No AI assistant or automated insights
3
Empower (formerly Personal Capital)
Free (tracking) / 0.49-0.89% AUM (advisory)
Best free option if crypto is a small part of your portfolio
Empower aggregates investments and bank accounts with decent retirement planning. Crypto support exists but it's basic — exchange connections only, no wallet tracking.
Pros
- Free investment tracking and retirement planner
- Connects to most US banks and brokerages
- Fee analyzer finds hidden investment costs
Cons
- Crypto support is minimal — no wallet tracking
- Pushes wealth management advisory service
- No cost basis or tax workflows
4
CoinStats
Free (limited) / $79.99/year Pro
Best for crypto-first users adding stock tracking
CoinStats handles crypto well and recently added stock tracking through brokerage connections. The crypto side is strong; the stock side is still catching up.
Pros
- Strong crypto tracking with 300+ exchange connections
- Recently added brokerage and stock tracking
- DeFi and NFT position monitoring
Cons
- Stock tracking is newer and less mature
- No bank account or spending tracking
- Free tier has limited connections
5
Delta
Free / $69.99/year Pro
Best mobile app for monitoring crypto and stocks together
Delta connects to both exchanges and brokerages, so you can see crypto and stocks side by side. The mobile app is beautiful, but there are no tax or cost basis features.
Pros
- Connects to exchanges and brokerages
- Beautiful mobile interface
- Per-asset performance analytics across both asset classes
Cons
- No cost basis or tax reporting
- No bank account tracking
- Owned by eToro — data privacy considerations