Keeping an eye on your investments is a must. It is also a big challenge especially if you have several accounts at different brokers. 

Do you struggle with keeping track of multiple investment accounts? Try using a portfolio tracker! It can be an app, website or spreadsheet that allows you to track the status of all your individual holdings. You can check how your current asset allocation measures up against your long-term goals and see how your portfolio is performing compared to the rest of the market.

What is a portfolio tracker?
How to pick the right portfolio tracker?

It depends on your investing style and goals. There are investment tracking tools for both professional and casual investors. Check out the available tools and services, the fees and the encryption protocol to make sure the service is safe. A good tracker will let you track several asset classes and support lots of brokerages.

We asked personal finance experts about their opinion on portfolio trackers.

Here is what Riley Adams says about how to choose the right tool. Riley is a Senior Financial Analyst for Google and the owner of a personal finance site dedicated to helping younger generations invest, manage and plan their money, called Young and the Invested.

"Some trackers offer detailed insight into just investment accounts with informational breakdowns on market exposure, asset allocation, fund types and much more. Others offer you this level of detail with the addition of your non-investment financial accounts, providing you with a comprehensive view of your financial picture. 

Decide why you need a portfolio tracker in the first place and what 'needs' and 'wants' are most important to you. Also consider the fees you can expect to pay (if any) and whether other services come paired with your tracker. Some might offer you a free service to track your portfolio with the hope of upselling you on more premium services."

What is a portfolio tracker?
How do I monitor my investments with a tracker?

By using a portfolio tracking tool, you can manage all of your portfolios across all your investment accounts in one place, without having to switch between platforms. They let you import your trading history from your broker, either from a spreadsheet or manually.

"The most simplified tracking apps often work best for beginners. They don't provide confusing information and only show straightforward details to get you what you need. In my experience, one such example is Personal Capital. It provides high-level details on your portfolio and allows you to track it when you log into the app. You can also set up automated alerts to track other personal finance decisions like cash flow monitoring, credit spending and more." — Riley Adams

What is a portfolio tracker?
What are the best apps for tracking my portfolio?

Here is a list of the best portfolio tracking apps. 

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. 

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) 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.

What is a portfolio tracker?
How can I track my portfolio with spreadsheets?

By using spreadsheets you can build your own personal dashboard and customize your investment tracker to whatever you want. There are lots of YouTube videos on how to build a portfolio tracker with sheets. 

"This can be a very manual exercise if you don't know how to use streaming data feeds. At the same time, it might also be a powerful way to remain detached from your investments, allowing them to perform in the background. Often, the biggest mistake investors make is touching their portfolios in the first place." — Riley Adams

Google Sheets
In Google Sheets there are several advanced functions, such as GOOGLEFINANCE, SUMPRODUCT, INDEX, SPARKLINE and more, which can be used to build a spreadsheet that will track your portfolio based on transaction entries made for different tickers. GOOGLEFINANCE, for instance, fetches securities information from Google Finance, you just have to add the ticker of the security you want to track. 

Excel Sheets
You can build your own investment portfolio dashboard using the built-in tools available in Excel for Microsoft 365. You can pull live stock data from various exchanges in Excel with Stock Data Types. The STOCKHISTORY function, in turn, retrieves historical data about a financial instrument.

What is a portfolio tracker?
Portfolio management desktop software tools

If you prefer a software over an app or spreadsheets, check out these trackers: 

Fund Manager

Fund Manager can track an unlimited number of accounts. You can monitor stocks, mutual funds, options, bonds, cash and other investment types. It helps you keep track of your purchases, redemptions, distributions, transfers, as well as advanced transactions such as splits, re-combinations, mergers and spin-offs. 

Quicken 

Quicken is a personal finance and money management software for viewing all your banking, investment, retirement and credit card accounts, all in one place. With its investment management tools you can track your holdings, including brokerages, 401(k)s, IRAs, options, bonds, ETFs and mutual funds, and see all investment fees together.

Author of this article

Gabriella Lovas

Author of this article

Gabi loves writing new content, be it a broker review, an article on investing or a blog post. She enjoys every step of the writing process, from doing the research to editing. Working remotely from Barcelona as a content editor is both exciting and challenging for her.

Gabriella Lovas

Content Editor

Gabi loves writing new content, be it a broker review, an article on investing or a blog post. She enjoys every step of the writing process, from doing the research to editing. Working remotely from Barcelona as a content editor is both exciting and challenging for her.

Everything you find on BrokerChooser is based on reliable data and unbiased information. We combine our 10+ years finance experience with readers feedback. Read more about our methodology

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