Investment tracking apps go beyond simple portfolio views — they analyze performance, calculate cost basis, and help with tax planning. We ranked the best options for active and passive investors alike.
Updated February 2026
Best for multi-asset investors who want cost basis automation
Clarity combines brokerage sync, crypto exchange connections, and DeFi wallet tracking with FIFO cost basis and AI-powered analysis. It is the most complete investment tracker for multi-asset investors.
Best for international investors who need precise performance reporting
Sharesight excels at performance reporting with true time-weighted returns and annualized performance. The dividend tracking and reinvestment modeling are best-in-class.
Best free option for retirement-focused investors
Empower's free Investment Checkup tool analyzes your asset allocation against targets and flags excessive fees. The retirement planner is excellent for long-term investors.
Best for UHNW individuals with diverse asset types
Kubera connects brokerages, crypto, and alternative assets. The interface is clean and modern. Best for high-net-worth investors who want everything in one view.
Best mobile app for crypto-focused investors
Delta (by eToro) is a mobile-first investment tracker with a slick UI and broad exchange support. Good for crypto-heavy investors who prefer mobile.
A brokerage app lets you buy and sell investments but typically only shows holdings at that one brokerage. A portfolio tracker aggregates holdings across multiple brokerages, banks, and exchanges to give you a complete picture — but cannot execute trades.
Some do. Clarity identifies wash sales automatically and calculates FIFO cost basis. Wealthfront and Betterment offer automated tax-loss harvesting but only for assets managed on their platform, not across all your accounts.
For publicly traded stocks and major crypto, valuations are usually accurate to within minutes. Private investments, real estate, and alternative assets rely on periodic appraisals or third-party estimates and can lag behind actual values.
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