Best Portfolio Trackers & Apps in 2026
Portfolio tracking, performance measurement, and investment monitoring tools.
4 tools compared · Updated March 2026
#1
Portfolio123
Try Portfolio123 Quantitative stock screening and portfolio backtesting for systematic investors
Best for: Systematic investors who want quantitative factor-based portfolio construction
Free plan available Web
- ✓ 460+ fundamental and technical screening factors
- ✓ Multi-factor ranking systems
- ✓ 20+ year portfolio backtesting
- ✓ Model portfolios with auto-rebalancing
#2
Sharesight
Try Sharesight Automated portfolio tracking with dividend and tax reporting
Best for: Dividend investors and international portfolio holders
Free plan available Web, iOS, Android
- ✓ Automatic trade and dividend import from 200+ brokers
- ✓ Multi-currency portfolio tracking (40+ exchanges)
- ✓ Dividend tracking and reinvestment accounting
- ✓ Capital gains tax calculations (US, AU, NZ, UK, CA)
#3
Simply Wall St
Try Simply Wall St Visual Stock Analysis — Make Informed Investment Decisions
Best for: Long-term investors who want visual, fundamental stock analysis
Free plan available Web, iOS, Android
- ✓ Snowflake visual analysis across 5 dimensions
- ✓ Coverage of 50,000+ stocks globally
- ✓ Portfolio tracker with diversification analysis
- ✓ Stock screener with fundamental filters
#4
Stock Rover
Try Stock Rover Deep fundamental analysis and stock screening for value investors
Best for: Value investors and dividend-focused long-term investors
Free plan available Web
- ✓ 650+ fundamental and financial metrics
- ✓ Advanced stock screener with custom criteria
- ✓ Portfolio analytics with benchmark comparison
- ✓ Research reports on individual stocks