9 Best Portfolio Trackers of 2026

Sharesight is built around the question most spreadsheet trackers get wrong: what did my portfolio really return once dividends, splits and sold positions are counted. Its pricing page lists four individual plans priced in USD. The free plan covers 1 portfolio, 10 holdings and 1 custom group; Starter costs $7 a month billed annually or $9.33 monthly and allows 30 holdings; Standard is $18 a month billed annually with 4 portfolios and unlimited holdings; Premium is $23.25 with 10 portfolios. Every plan includes Performance, Sold Securities and All Trades reports, while Diversity and Exposure reports start at Starter and Future Income, Contribution Analysis, Multi-Currency Valuation and Drawdown Risk start at Standard. Features include automatic dividends and adjustments, price alerts, trade confirmation email imports, unlisted investments, benchmarking and a Xero integration. A holding counts every security you have ever held, including closed ones, so active traders outgrow the free tier quickly. Sharesight says 200k+ investors track their portfolio with it.

Stock Events started as an events calendar and still leans that way: its free plan covers watchlist, portfolio, dividend and event tracking for up to 15 stocks, with 5 AI messages every 24 hours and 5 extra stock spots per referral. Portfolio updates on the free plan are manual. Pro costs $49.99 a year with a 7-day trial and removes the stock cap, adds unlimited watchlists, portfolio analytics, extended charts, a Why is it moving view, competitor comparison, custom assets, API access, advanced economics and an advanced dividends add-on, plus 50 AI messages a day. Automatic syncing with brokerages, crypto exchanges and wallets is sold separately as Connect for $0.99 a week, so a fully synced Pro setup costs more than the headline price. The pricing page does not list tax lots or realized gains reports, which keeps it a tracker for income and news rather than accounting. Stock Events says it is trusted by over 1 million users.

Delta, now part of eToro, is a tracker rather than a broker: it pulls positions from linked brokerages, crypto exchanges and wallets into one dashboard and says it never has access to your funds. The free Basic plan tracks 10 assets. PRO, listed at $53.88 a year, raises that to 40 assets in a single portfolio, includes unlimited connections and 4 Portfolio Insights modules, and the PRO page lists asset analytics with explanations for market moves and insider trades plus gains reporting with realized and unrealized gains, cost basis and exports. PRO+ at $107.88 a year removes the asset limit, adds multiple portfolios and all 11 insights modules, and in some regions includes eToro Club Platinum perks. A lifetime option is also offered. The page warns that prices may vary by location. The 40 asset cap on PRO is the limit to check before buying if you hold many small crypto positions.

Ghostfolio is open source, and that shapes everything about it. The managed cloud Basic plan is free with unlimited transactions, unlimited accounts, portfolio performance and data import and export. Premium costs USD 48 per year and adds a portfolio summary, allocations, performance benchmarks, a FIRE calculator, Ghostfolio MCP for AI assistants, a professional data provider with API access and email and chat support. Max costs USD 149 per year and adds up to 5 user accounts with centralized user management, which suits a household. The self-hosted open source edition is free and includes summary, allocations, benchmarks and the FIRE calculator, but it is updated manually and relies on community support. The pricing page lists data import rather than broker connections, so expect to upload transactions or enter them yourself. For someone comfortable with a CSV export from a brokerage, it is the cheapest full-featured tracker here.

Portseido is a web tracker aimed at investors who buy on more than one platform or in more than one country. Its pricing page says it covers stocks from more than 70 exchanges, 20,000+ ETFs and cryptocurrencies, and it publishes broker pages for Degiro, Trade Republic, Trading 212, XTB, Interactive Brokers, Fidelity, Charles Schwab, Robinhood, Moomoo and eToro. The free plan includes broker syncing, full access to all reports and automatic dividends and splits, but stops at 100 transactions in one portfolio. Plus costs $8 a month billed annually and removes the transaction cap; Pro costs $12 a month billed annually and tracks multiple portfolios separately and combined. Paid plans get prioritized email support. Every new account can try Pro free for 14 days without a credit card. The limit that matters is transactions rather than holdings, so monthly investors who buy the same ETF often will hit it faster than buy and hold investors.

Kubera is the tracker for portfolios that do not fit in a brokerage statement. Its home page lists banks and brokerages, major blockchains, exchanges and wallets with DeFi, NFTs, staking and lending tracked live, private equity, venture capital and startup stakes, real estate valued automatically, 401(k)s, IRAs, RSUs and stock options, precious metals, and vehicles, jewelry and watches. Holding companies, trusts and partnerships keep their own balance sheet and roll up to your share. Any currency can be tracked and shown in yours, and a dead man's switch sends the portfolio to chosen people if you go silent. Kubera also works with AI assistants such as Claude, ChatGPT and Grok. Essentials costs $250 a year for 2 portfolios and 2 users with 5,000 AI agent operations a day; Black costs $2,500 a year with unlimited portfolios and users. There is a 14-day trial and no free plan, which makes it poor value for a simple ETF portfolio.

Morningstar Investor is a research subscription first and a portfolio tracker second, and its price reflects that. The product page describes three parts: independent analysis and ratings, screening for investments that fit your risk tolerance and diversification needs, and portfolio insights tailored to your holdings. The yearly plan costs $249, which works out to $20.75 a month and saves 41% over the $34.95 monthly plan. A free trial runs until 11:59 PM CT seven days after it begins, and only first-time subscribers qualify. There is one plan, so everyone gets the same tools. For a fund or ETF investor who wants an outside view of what they own, ratings next to holdings are the reason to pay. For someone who only wants to log trades and see returns, the cheaper trackers on this list do that job for a fraction of the cost.

Yahoo Finance is where many investors check quotes anyway, and its plans page positions the free plan for anyone interested in markets and business news. Bronze, at $7.95 a month billed $95.40 yearly, is the plan with premium portfolio features: performance tracking, volatility risk, diversification visuals, community sentiment, a subscriber newsletter and portfolio charting against other portfolios, stocks and indicators, with ads removed. Silver at $19.95 a month billed yearly adds expert stock picks, Morningstar Ratings for stocks, research reports, model portfolios, fair value analysis and dividend scores. Gold at $39.95 a month billed yearly comes with a 7-day free trial and adds professional tools. Yahoo notes that premium portfolio, research and chart features focus mainly on equities. The plans page lists no dividend income, cost basis or tax reports, so Yahoo Finance is better as a quick overview than as a record of returns.

Stock Rover is a research platform with portfolio management built in, so it suits investors who want to screen, compare and track in one place. Premium is priced at $29 a month billed annually at $348 a year, with time-limited first-year sale prices shown on the plans page as of November 2026. It covers 8,500+ stocks, 7,000+ ETFs and 40,000+ funds, 400+ metrics with 5-year fundamentals, 10 years of price history, screening on 300+ metrics, 15 screeners, 2 brokerages and 15 portfolios, real-time email alerts and data export. Premium Plus at $588 a year raises limits to 5 brokerages and 25 portfolios and adds fair value and research reports. Ultimate at $948 a year adds fund reports, 30-year dividend history and real-time quotes where available. Every plan has a 14-day free trial, and a free account keeps portfolios accessible after a paid plan ends. It is far more tool than a casual tracker needs.