Top 10 Best Portfolio Tracking Software for 2025

In today's complex market, managing investments across multiple brokers, asset classes, and accounts can feel overwhelming. While a simple spreadsheet might have worked in the past, it falls short in providing real-time data, deep analytics, and forward-looking insights. Just as spreadsheets fall short for portfolio management, individuals and businesses often find them inadequate for other financial needs.

The right tool not only consolidates your holdings but empowers you with the clarity to make smarter decisions. This guide cuts through the noise to analyze the 12 best portfolio tracking software options available. We'll explore their unique strengths, from AI-powered forecasting to comprehensive tax reporting, helping you find the perfect fit for your investment style.

This detailed comparison is designed to help you select the ideal platform, whether you're a long-term stock investor, focused on dividends, or managing a diverse portfolio of crypto assets. Each review includes a practical breakdown of features, pricing, ideal user profiles, screenshots, and direct links, so you can quickly identify the software that aligns with your financial goals.

1. PinkLion

PinkLion stands out as one of the best portfolio tracking software options for retail investors seeking professional-grade analytics without institutional complexity. It excels at consolidating your entire financial picture, seamlessly integrating stocks, ETFs, crypto, and cash from various brokers into a single, real-time dashboard. This unified view eliminates the need to juggle multiple apps, providing a clear and immediate overview of your net worth and asset allocation.

What truly distinguishes PinkLion is its suite of forward-looking, AI-powered tools. Investors can leverage scenario simulations to stress-test their holdings against potential market downturns or explore how a new investment might alter their risk profile. Its 1-year smart asset forecasts, built on expert estimates and comprehensive market data, offer a proactive layer of analysis rarely found in consumer-facing platforms.

Key Features & Use Cases

• AI-Powered Forecasting: Use the scenario simulation tools to model how your portfolio might perform in a recession or a bull market, helping you make informed adjustments.
• Comprehensive Asset Consolidation: Link all your brokerage and crypto accounts for a holistic view. This is ideal for investors with assets spread across platforms like Schwab, Fidelity, and Coinbase.
• Dividend Tracking & Projections: Income-focused investors can precisely monitor upcoming dividend payouts and use forecasting features to plan their reinvestment strategy for compounding growth.
• Deep Analytics: The platform provides detailed return contribution analysis, showing exactly which assets are driving or dragging down performance.

Pros & Cons

Pricing

PinkLion offers a free-to-start plan with no credit card required, allowing users to explore its core features. Detailed information on premium tiers is provided after signing up.

Website: https://pinklion.xyz

2. Morningstar Investor

Morningstar Investor is the go-to platform for investors who prioritize in-depth, professional-grade research alongside their portfolio management. It moves beyond simple price tracking to offer a holistic view of your holdings, backed by its world-renowned, independent analysis. This makes it one of the best portfolio tracking software choices for those who want to understand the why behind their portfolio's performance, not just the what.

The platform’s core strength lies in its integration of premium data. Users can track stocks, ETFs, and mutual funds, while also gaining access to exclusive Morningstar ratings, analyst reports, and powerful screeners with over 200 distinct data points.

Key Features & User Profile

• Best For: Long-term, research-driven investors who value fundamental analysis.
• Standout Feature: Seamlessly combines its portfolio tracker with proprietary, institutional-quality research and ratings, providing context that most other trackers lack.
• Pricing: A basic version is free, but full access to premium research, real-time data, and advanced portfolio tools requires an Investor subscription, which costs $34.95 per month or $249 per year.

While the interface can feel data-heavy and present a learning curve for newcomers, its depth is unmatched. A practical tip is to use the "Portfolio X-Ray" tool to uncover hidden risks, such as over-concentration in a specific sector or region you might not have realized you had.

Our Takeaway: For investors who want to actively research their next move based on trusted, independent data, Morningstar Investor is an unparalleled resource. It's less about flashy charts and more about substantive, actionable insights.

Website: https://www.morningstar.com

3. Empower Personal Dashboard (formerly Personal Capital)

Empower Personal Dashboard is a powerful, free tool designed for investors who want a complete 360-degree view of their entire financial life, not just their investment portfolio. It excels at aggregating all your accounts-from brokerages and 401(k)s to bank accounts, credit cards, and even mortgages-into a single, intuitive dashboard. This holistic approach makes it one of the best portfolio tracking software options for understanding your total net worth.

The platform's strength is its ability to automatically sync and categorize your financial data, providing clear insights into your investment allocation, performance, and hidden fees. Its analysis tools go beyond simple tracking to help you plan for major goals like retirement.

Key Features & User Profile

• Best For: Investors in the U.S. seeking a free, all-in-one solution for tracking net worth, investments, and retirement planning.
• Standout Feature: Comprehensive account aggregation that consolidates all financial accounts into one place, providing unparalleled visibility into your complete financial picture.
• Pricing: The powerful dashboard, tracking, and planning tools are completely free. Empower's primary business is its optional paid wealth management service for high-net-worth individuals.

While its free tools are robust, be aware that you may receive calls from their financial advisors. A practical tip is to use their "Retirement Planner" to run different scenarios and see how your spending and saving habits could impact your long-term goals.

Our Takeaway: For a free, detailed overview of your entire net worth and investment portfolio, Empower Personal Dashboard is an industry leader. It's the ideal choice for anyone wanting to connect all their financial dots in one place without a subscription fee.

Website: https://www.empower.com

4. Sharesight

Sharesight is designed for investors who need meticulous and automated performance tracking, especially regarding dividends and tax implications. It excels at calculating your true, annualized return by automatically incorporating dividends, stock splits, and currency fluctuations, making it an essential tool for those with holdings across multiple brokerages and currencies. This focus on comprehensive, tax-aware reporting makes it one of the best portfolio tracking software options for serious long-term and income-focused investors.

The platform’s power comes from its vast integration network, supporting hundreds of brokers worldwide. Users can sync their trades automatically by forwarding trade confirmation emails or uploading CSV files, which drastically reduces manual data entry and ensures accuracy.

Key Features & User Profile

• Best For: Global investors and those focused on dividend income and tax-loss harvesting.
• Standout Feature: Its comprehensive tax reporting tools, including Capital Gains Tax and Taxable Income reports, which can be configured for specific country tax laws.
• Pricing: A free plan covers 1 portfolio with up to 10 holdings. Paid plans with more features and holdings start at $15 per month for the Investor plan and go up to $31 per month for the Expert plan.

While it lacks direct trading capabilities, its strength is purely in analytics and reporting. A practical tip is to use its "Trade Confirmation Emails" feature; by setting up auto-forwarding from your email, your portfolio stays updated effortlessly.

Our Takeaway: For investors who need a “set it and forget it” tracker that delivers powerful, tax-optimized performance reports, Sharesight is a top-tier choice. It provides clarity on your real returns, not just market value changes.

Website: https://www.sharesight.com/us

5. Kubera

Kubera is a modern, holistic wealth tracker designed for the investor with a complex and diversified portfolio. It goes far beyond stocks and bonds, offering one of the broadest asset-tracking capabilities on the market. This platform shines for individuals who need to see everything in one place, from brokerage accounts and crypto wallets to real estate, DeFi assets, and even NFTs, making it a truly comprehensive choice among the best portfolio tracking software available.

With connections to over 10,000 financial institutions globally, Kubera’s strength is its aggregation power. Its clean, spreadsheet-like interface presents your entire net worth clearly, with multi-currency support and performance metrics like Internal Rate of Return (IRR) to analyze asset performance accurately.

Key Features & User Profile

• Best For: High-net-worth individuals and investors with diverse, global assets including crypto, DeFi, and alternatives.
• Standout Feature: Its "dead man’s switch" and beneficiary management features provide a secure way to ensure estate continuity, sharing vital portfolio information with a trusted contact after a set period of inactivity.
• Pricing: Kubera operates on a subscription model, typically priced around $150 per year, though plans and pricing can evolve.

While its price point is higher than many consumer-focused apps, the value lies in its extensive connectivity and unique estate-planning tools. For a practical tip, leverage its detailed dividend tracking to monitor your income streams; Kubera's ability to aggregate this data across multiple accounts is a significant advantage. Learn more about how Kubera stacks up as a dividend tracker.

Our Takeaway: Kubera is the ultimate aggregator for the modern investor whose wealth isn't confined to the stock market. It's less a research tool and more a sophisticated, secure ledger for your entire financial life.

Website: https://www.kubera.com

6. Quicken Simplifi

Quicken Simplifi is designed for the modern user who wants a single, streamlined view of their entire financial life, not just their investments. It masterfully combines budgeting, spending tracking, and goal setting with clear, accessible portfolio monitoring. This integrated approach makes it one of the best portfolio tracking software options for individuals seeking simplicity and a holistic financial overview in one app.

The platform excels at connecting the dots between daily spending habits and long-term investment goals. Users can track their net worth, view investment performance, and see how their portfolio fits into their broader financial picture, all within a clean, mobile-friendly interface.

Key Features & User Profile

• Best For: Beginners and individuals who want an all-in-one app for budgeting, cash flow, and basic investment tracking.
• Standout Feature: Its powerful integration of personal finance management with investment tracking, providing a unified dashboard for spending, saving, and investing.
• Pricing: Simplifi is available via an annual subscription, typically around $47.88 per year (or $3.99 per month, billed annually), with a 30-day money-back guarantee.

While it lacks the deep analytical tools of dedicated investment platforms, its strength is its user-friendliness and broad scope. A practical tip is to use the projected cash flow feature to see how future bills and income might impact your ability to invest, helping you make informed decisions on the fly.

Our Takeaway: Simplifi is the ideal solution for anyone who feels overwhelmed by complex financial tools. It brilliantly merges portfolio tracking with everyday money management, making it perfect for gaining control of your complete financial situation.

Website: https://www.quicken.com/simplifi

7. Quicken Classic (Premier)

Quicken Classic (Premier) is a powerful desktop software solution for investors who demand meticulous control and comprehensive financial management in one place. Unlike purely web-based platforms, Quicken provides a robust, offline-first experience, making it one of the best portfolio tracking software options for users prioritizing local data security and in-depth, lot-level accounting. It goes beyond simple tracking to integrate budgeting, bill pay, and long-term financial planning.

The software’s strength is its detailed investment register, which meticulously tracks individual lots, cost basis, and corporate actions. This granular control is ideal for generating specific tax reports, like capital gains, and analyzing the true performance of individual security purchases over time.

Key Features & User Profile

• Best For: Serious, long-term investors and retirees who need to manage complex portfolios alongside their broader personal finances from a desktop application.
• Standout Feature: Offers comprehensive, offline desktop software with detailed transaction-level tracking (cost basis, lots) and powerful, customizable reporting for tax planning and performance analysis.
• Pricing: Quicken Classic Premier is available via an annual subscription, typically costing around $6.99 per month (billed annually). A subscription is required for continued data downloads and support.

While its desktop focus and feature density can present a steeper learning curve than modern web apps, its power is undeniable. A practical tip is to customize the investment dashboard to show only the reports you need, such as "Portfolio Value by Security" and "Investment Income," to simplify your daily view.

Our Takeaway: For investors who want a complete command center for their entire financial life and prefer the security of local data storage, Quicken Classic Premier is a time-tested and exceptionally capable choice. It's built for detail-oriented financial management, not just casual portfolio viewing.

Website: https://www.quicken.com/products/classic-premier

8. Stock Rover

Stock Rover is a powerhouse for data-driven investors who need more than just basic tracking; they need a robust research and analytics engine. It excels at screening and comparative analysis, making it one of the best portfolio tracking software options for investors who actively research individual stocks and ETFs based on deep fundamental metrics. It combines detailed portfolio analytics with an institutional-grade screener, answering complex questions about your holdings and potential investments.

The platform is renowned for its screening capabilities, offering hundreds of financial metrics that allow users to find opportunities that match highly specific criteria. It seamlessly connects to major brokerages to sync holdings, providing tools for portfolio rebalancing, correlation analysis, and future dividend income projections.

Key Features & User Profile

• Best For: Active and long-term stock pickers who perform detailed fundamental analysis.
• Standout Feature: Its extraordinarily powerful screening tool, which includes over 650 metrics and a decade of historical data, allows for unparalleled granular research that directly integrates with portfolio management.
• Pricing: Offers a free plan with limited functionality. Premium plans range from the Essentials plan at $7.99/month to the Premium Plus plan at $27.99/month, unlocking more metrics, historical data, and advanced features.

While it lacks direct trade execution, its strength lies in pre-trade decision-making. A practical tip is to use the "Portfolio Analytics" facility to score your portfolio on growth, value, and quality metrics, then use the screener to find new holdings that improve those scores.

Our Takeaway: Stock Rover is less of a passive tracker and more of an active research terminal. It's the ideal choice for investors who want to dive deep into financial data to build and rebalance their portfolios with surgical precision.

Website: https://www.stockrover.com

9. Portfolio Visualizer

Portfolio Visualizer is not a typical portfolio tracker; it's a powerful analytical engine for investors who want to scientifically test and optimize their investment strategies. Instead of just monitoring current performance, this platform allows users to backtest asset allocations, run Monte Carlo simulations to forecast outcomes, and perform sophisticated factor analysis. This makes it one of the best portfolio tracking software options for advanced DIY investors and financial advisors focused on strategic modeling.

The platform’s core value is its suite of institutional-grade quantitative tools, made accessible through a web interface. Users can analyze how different asset mixes would have performed historically, calculate efficient frontiers to find optimal risk-return tradeoffs, and stress-test their holdings against various economic scenarios.

Key Features & User Profile

• Best For: Data-driven investors, financial planners, and anyone interested in backtesting and strategic asset allocation.
• Standout Feature: Its comprehensive backtesting and simulation tools allow you to model and validate investment theses with historical data before committing capital.
• Pricing: A generous set of tools is available for free. Paid tiers (Basic at $29/month, Premium at $49/month) unlock longer backtesting periods, the ability to save models, and more advanced analytics.

While the interface is functional rather than flashy, its power is undeniable. A practical tip is to use the "Asset Class Correlation" tool to identify how your holdings interact, which is a key principle in building a diversified portfolio based on Modern Portfolio Theory.

Our Takeaway: For those who want to move beyond simple tracking and engage in deep, quantitative portfolio analysis, Portfolio Visualizer is an indispensable toolkit. It empowers you to build and test strategies with the rigor of a financial professional.

Website: https://www.portfoliovisualizer.com

10. Tiller (for Google Sheets & Microsoft Excel)

Tiller is a unique solution for investors who live and breathe spreadsheets and demand absolute control over their financial data. Instead of a dedicated web interface, Tiller automates the process of pulling all your bank, credit card, and brokerage transactions directly into Google Sheets or Microsoft Excel. This makes it an incredibly flexible option and a strong candidate for the best portfolio tracking software for DIY investors.

The platform’s power comes from its combination of automated data feeds and customizable templates. Users can leverage pre-built dashboards for tracking net worth, investment performance, and asset allocation, or build their own from scratch. The system uses AutoCat rules to automatically categorize transactions, saving significant time.

Key Features & User Profile

• Best For: Spreadsheet-savvy investors who want ultimate customization and data ownership.
• Standout Feature: Full integration with Google Sheets and Microsoft Excel, giving you raw, unfiltered access to your financial data and the ability to build a completely personalized tracking system.
• Pricing: Tiller offers a 30-day free trial, after which it costs a flat $79 per year. A single subscription covers both personal and business finances.

While setup requires more hands-on effort than an all-in-one platform, the control it offers is unparalleled. A practical tip is to explore the Tiller Community Solutions gallery for free, user-created templates that can track everything from dividend income to complex multi-currency portfolios.

Our Takeaway: Tiller is the ultimate sandbox for the data-driven investor. If you find traditional trackers too rigid and prefer the power of a spreadsheet, Tiller provides the automation to make it manageable and infinitely powerful.

Website: https://www.tiller.com

11. Yahoo Finance (Free + Plus plans)

Yahoo Finance is one of the most accessible and widely used entry points for portfolio tracking, blending market news with essential management tools. It serves as a reliable hub for casual and serious investors alike who want a no-cost, straightforward way to monitor their stocks, ETFs, and cryptocurrencies in real-time. This familiar interface makes it one of the best portfolio tracking software options for those who prioritize ease of use and integrated news flow.

The platform shines with its free real-time data from over 100 global exchanges, customizable watchlists, and timely alerts. While the free version is robust, its premium "Plus" tiers unlock more advanced features like detailed performance and risk analysis, fair value estimates, and an ad-free experience, bridging the gap between a basic tracker and a more analytical tool.

Key Features & User Profile

• Best For: Retail investors who want a free, reliable tracker with integrated market news and cross-platform access.
• Standout Feature: Its seamless integration of a functional portfolio tracker with one of the most comprehensive and timely financial news feeds available, all within a familiar user interface.
• Pricing: The core portfolio tracker and news service are free. Yahoo Finance Plus plans (Lite, Essential, Annual) range from approximately $20.83 to $29.16 per month, billed annually, unlocking advanced analytics.

While the free analytics are less detailed than dedicated professional tools, its strength is its simplicity and convenience. A practical tip is to use its mobile app to set up price alerts for stocks on your watchlist; this allows you to stay informed of significant market movements without constantly monitoring your screen.

Our Takeaway: Yahoo Finance is an excellent, no-cost starting point for most investors. It provides all the essential tracking features and market context needed for daily monitoring, with paid options available for those who want deeper analytical insights.

Website: https://finance.yahoo.com

12. TradingView

TradingView is a powerhouse for active traders and technical analysts, combining elite-level charting tools with a vibrant social network. While primarily known for its technical analysis capabilities, its robust watchlist and broker integration features make it a strong contender for the best portfolio tracking software, especially for those who want to monitor potential investments and execute trades from a single, unified interface.

The platform shines with its customizable multi-chart layouts, extensive drawing tools, and a massive library of community-built indicators. By connecting directly to a supported broker, users can manage their live portfolio, place trades, and track performance without ever leaving the platform’s advanced charting environment.

Key Features & User Profile

• Best For: Active traders and technical analysts who prioritize charting and community-driven idea generation.
• Standout Feature: Its best-in-class charting tools are unparalleled, offering deep customization and a vast marketplace of indicators that can be overlaid on tracked assets.
• Pricing: Offers a powerful free version with ads. Paid plans (Pro, Pro+, and Premium) range from $14.95 to $59.95 per month, unlocking more charts per layout, additional indicators, and faster data.

While it isn't a traditional portfolio aggregator, its strength is in real-time tracking and analysis. A practical tip is to create separate watchlists for your current holdings, potential buys, and different asset classes to stay organized. Its extensive toolset is also ideal for those learning how to backtest trading strategies before deploying them.

Our Takeaway: TradingView is the ultimate charting and social trading platform with solid portfolio tracking features for the technically-minded. If your investment strategy revolves around charts, alerts, and market timing, this platform is an essential tool.

Website: https://www.tradingview.com

Top 12 Portfolio Tracking Software Features Comparison

From Data Overload to Confident Decisions

Navigating the landscape of modern investing requires more than just conviction; it demands clarity. The twelve platforms we've explored, from comprehensive dashboards like Empower Personal Dashboard to specialized research hubs like Stock Rover, all serve a common purpose: to transform raw financial data into a coherent, actionable strategy. Choosing the best portfolio tracking software isn't about finding a single "perfect" tool, but rather identifying the one that aligns with your specific investment philosophy, technical comfort level, and long-term goals.

Your journey from data overload to confident decision-making starts with an honest self-assessment. Are you a hands-on investor who relishes the granular control and endless customization of a Tiller-powered spreadsheet? Or do you prioritize a holistic, "set-it-and-forget-it" view of your entire net worth, making a tool like Empower or Quicken Simplifi an ideal fit? For those focused purely on performance analytics and backtesting, the no-frills, powerful interface of Portfolio Visualizer remains an industry-standard resource.

Key Factors to Guide Your Choice

As you weigh your options, move beyond feature lists and consider the practical application of each tool in your daily financial life. Here are the most critical factors to consider:

• Investment Style: A dividend-focused investor has different needs than a crypto enthusiast or a long-term ETF holder. Platforms like Sharesight excel at dividend and tax reporting, while Kubera is built for tracking a diverse range of modern assets, including digital currencies and NFTs.
• Data Aggregation vs. Manual Entry: How important is seamless, automatic syncing with all your brokerage, bank, and retirement accounts? If this is a top priority, tools with robust Plaid integration like PinkLion or Empower are superior choices. If you prefer manual control or have many unsupported accounts, a spreadsheet-based system or a tool with flexible manual entry is better.
• Analytical Depth: Do you need basic performance tracking, or do you require advanced metrics, scenario planning, and institutional-grade research? For deep dives, Morningstar Investor and Stock Rover provide unparalleled analytical power. For forward-looking insights and AI-driven stress tests, PinkLion offers a compelling modern alternative.
• Asset Class Diversity: Your portfolio isn't limited to stocks and bonds. Many investors are diversifying into alternative assets. For those looking to broaden their holdings beyond traditional securities, some of these tools can help track investments in tangible assets, such as by exploring opportunities for investing in European real estate. Ensure your chosen platform can accommodate your entire financial world.

Your Actionable Next Step

The ultimate test is the user experience. Before committing to a paid subscription, take advantage of the free trials or demo versions offered by your top contenders. Connect a few accounts, explore the dashboard, and run a few reports. See which interface feels intuitive and which workflow genuinely saves you time while providing valuable insights. This hands-on evaluation is the most effective way to find the best portfolio tracking software that will serve as a trusted co-pilot on your financial journey, empowering you to build wealth with clarity and confidence.

Ready to move from simply tracking your past performance to strategically planning your financial future? PinkLion combines seamless portfolio aggregation with powerful, forward-looking AI tools to help you understand risk and model outcomes. Sign up for a free trial to experience the next generation of portfolio management today.