Here is a list of the best portfolio tracking apps.Â
Personal Capital
Personal Capital, a digital wealth management company, is considered to be the best and most comprehensive portfolio tracker. Its personal dashboard gives you a real-time view of your finances. You can track your home value, employee stock options, stock portfolio, other alternative investments and your cryptocurrencies, too. In response to increased market volatility, the dashboard has been expanded with more detailed market commentary.
Sharesight
Sharesight allows you to track shares, listed bonds and ETFs from over 30 exchanges worldwide. You can also track 67 global currencies, as well as unlisted investments such as fixed interest and investment properties. You can also see the impact of capital gains, dividends and currency fluctuations.
Mint
Mint is a personal finance software that brings together everything from spending, loans, balances, investments and budgets to your credit score. With its investment tracker you can compare your portfolio to market benchmarks and monitor your asset allocation across all your investment accounts, including your 401(k), mutual funds, brokerage accounts and IRAs.
SigFig
SigFig, which is primarily a robo advisor, also provides a free portfolio tracker. It syncs your 401(k), IRA, brokerage and advisor accounts from over 80 brokerages, then automatically compiles all your investment data into a single dashboard.Â
Money Patrol
Money Patrol is a personal finance monitoring, budgeting and money management tool. You can connect and track your investment accounts, such as stock investments, 401(k)Â and Roth IRA contributions, along with an overall portfolio breakdown.
Kubera
Kubera (named after the Hundu god of wealth) advertises itself as the world’s most modern portfolio tracker. The app supports all kinds of assets and can link to your online accounts – banks, brokerages and crypto wallets. It supports multiple currencies, has storage for related documents and a sharing feature to ensure the information gets passed on to your beneficiary if something happens to you.
Yahoo Finance
The app is quite easy to use so it’s ideal for new or inexperienced investors. You can track your performance with real-time data and news related to your stock symbols.