We tested 20+ portfolio trackers to find the ones that actually help you understand your stock holdings. Here are the best options for real-time tracking, performance analysis, and tax-lot visibility.
Updated February 2026
Best for investors who hold both traditional and crypto assets
Clarity connects to brokerages via Plaid and crypto exchanges via API, giving you a single dashboard for stocks, ETFs, crypto, and bank accounts. Real-time sync, FIFO cost basis, and AI-powered insights.
Best for international investors focused on dividends
Sharesight is a dedicated portfolio tracker popular with Australian and international investors. Excellent dividend tracking and tax reporting for non-US markets.
Best for retirement-focused investors who want free analysis tools
Empower offers solid portfolio analysis with its Investment Checkup and fee analyzer tools. The free tier is generous, but the wealth management upsell is persistent.
Best for high-net-worth individuals tracking diverse asset types
Kubera tracks stocks, crypto, real estate, vehicles, and alternative assets in one dashboard. It is expensive but offers the broadest asset coverage.
Best for mobile-first dividend investors
Stock Events is a mobile-first portfolio tracker with a polished UI and strong dividend calendar. Great for casual investors who mainly use their phone.
Portfolio trackers use read-only connections (typically via Plaid or broker APIs). They can view your holdings and transactions but cannot place trades, withdraw funds, or make any changes to your accounts.
Some trackers like Clarity and Kubera support both stocks and crypto. Most traditional portfolio trackers only support stocks and ETFs, while crypto-specific trackers don't connect to brokerages.
Free tiers from Empower and Stock Events are solid for basic tracking. However, they often lack cost basis reporting, tax features, and multi-asset support. If you file taxes on investment gains or hold diverse assets, a paid tool usually pays for itself.
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