1
Clarity(Our Pick)
$99/year
Best for investors who hold both traditional and crypto assets
Clarity connects your brokerages through Plaid and crypto exchanges via API, giving you stocks, ETFs, crypto, and bank accounts in one spot. Real-time sync, automatic FIFO cost basis, and an AI that can actually answer your portfolio questions—it's the whole package.
Pros
- Stocks, crypto, and bank accounts all on one dashboard
- Automatic FIFO cost basis with wash sale detection baked in
- AI agent that answers your portfolio questions in plain English
- Flat $99/year—no sneaky AUM fees
Cons
- No direct trading—tracking only
- Newer platform, so the community is still growing
- No options or futures tracking yet
2
Sharesight
Free (10 holdings) / $19/mo+
Best for international investors focused on dividends
If you invest outside the US, Sharesight is worth a serious look. The dividend tracking is top-tier, and it handles tax reporting for non-US markets better than almost anything else.
Pros
- Top-notch dividend tracking with DRP modeling
- Covers 40+ global stock exchanges
- Tax reporting built for Australia, NZ, UK, and Canada
Cons
- US tax form support is limited
- No bank account or crypto tracking
- Free tier caps you at 10 holdings
3
Empower (Personal Capital)
Free (tracking) / up to 0.89% AUM (advisory)
Best for retirement-focused investors who want free analysis tools
Empower's Investment Checkup and fee analyzer are genuinely handy, and the free tier is generous. The catch? They really want to sell you wealth management, and the sales calls get old fast.
Pros
- Free portfolio analysis with a solid fee analyzer
- Retirement planner with Monte Carlo simulations
- Tracks your net worth across all accounts
Cons
- Expect frequent calls from their wealth management team
- No crypto exchange connections
- Portfolio data can be slow to refresh
Best for high-net-worth individuals tracking diverse asset types
Kubera lets you track stocks, crypto, real estate, vehicles—basically everything you own—in one dashboard. It's on the pricey side, but if your portfolio is all over the place, nothing else covers this much ground.
Pros
- Tracks stocks, crypto, real estate, vehicles, domains, and more
- Clean, modern interface with solid data visualization
- Includes beneficiary access and estate planning features
Cons
- $150/year makes it pricier than most alternatives
- No tax reporting or cost basis tracking
- Limited transaction-level detail
5
Stock Events
Free / $49.99/year Pro
Best for mobile-first dividend investors
Stock Events is a slick, phone-first tracker with a great dividend calendar. If you mostly check your portfolio on your phone, it's hard to beat.
Pros
- Beautiful mobile app with home screen widgets
- Detailed dividend calendar and income projections
- Covers most global exchanges
Cons
- No Android app—iOS, Mac, and web only (web launched December 2025)
- No bank account or crypto exchange connections
- Tax reporting is limited