★ THE COMMUNITY-RANKED FREE INVESTING TOOL LEADERBOARD ★
VOL. XCIV, NO. 247
Live community ranking · Top 14 free tools
Best Free Portfolio Trackers for Multi-Asset Investors
Community-ranked free portfolio trackers for multi-asset accounts, ordered by net upvotes with starred picks breaking close calls.
Compare the best free portfolio trackers with durable free tiers—no trials, no bait-and-switch. These multi-asset tools bring stocks, ETFs, crypto, funds, and multiple accounts into one view. Review broker sync limits, performance reporting, net worth coverage, and exports before choosing a tracker.
Community-ranked · Free tiers only · Not financial advice
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Top 10 picks
10 picks- 1Top pick
Portfolio Performance is a free, open-source, local-first desktop portfolio tracker for investors who want detailed performance accounting, TTWROR/IRR reporting, multi-currency support, rebalancing, imports, exports, and privacy without broker credential sync. It is strongest for hands-on investors willing to maintain transactions locally, while the mobile app is mainly a read-only companion unless optional dashboard subscriptions are used.
Best forPortfolio tracking · Portfolio analytics · Long-term portfolio tracking · Portfolio watchlistsWatch-outsDesktop-first workflowNo broker sync0List votesFree, no signupPricing Free • Paid plans availablePlatforms - 2
Delta by eToro is a multi-asset portfolio tracker for stocks, ETFs, funds, crypto, NFTs, forex, commodities, indices, brokers, exchanges, and wallets. It is useful when you want one read-only portfolio view across accounts and asset classes rather than another place to trade.
Best forPortfolio tracking · Portfolio analytics · Dividend analysis · Portfolio alerts · Market monitoringWatch-outsFree tier is asset-cappedPricing varies by market0List votesFree with signupPricing Free • From $53.88/yrPlatforms - 3
getquin is a consumer portfolio and net-worth tracker for investors who want broker and bank connections, multi-asset portfolio tracking, dividend views, AI portfolio analysis, retirement planning, budgeting, liabilities, insurance tracking, and a social investing community in one web and mobile app. It is strongest for European retail investors who want a mobile-first overview across brokers, wallets, assets, and community ideas. Premium exists through in-app subscription, but exact public feature gating and regional pricing should be checked before comparing paid plans.
Best forPortfolio tracking · Portfolio analytics · Dividend analysis · Portfolio watchlists · Market monitoringWatch-outsPremium entitlements are not fully publicBroker/bank coverage varies0List votesFree with signupPricing Free • From $99.99/yrPlatforms - 4
Ghostfolio is an open-source, privacy-focused portfolio and wealth tracker for investors who want self-hosted control, multi-account portfolio tracking, net-worth dashboards, imports, charts, risk views, and REST API access. It is strongest for technical users who prefer transparency and self-hosting over a closed portfolio app, with Ghostfolio Premium available for managed cloud hosting and professional data-provider access. The tradeoff is operational: free use requires running and maintaining your own instance, while cloud pricing and data-provider details should be checked before choosing Premium.
Best forPortfolio tracking · Portfolio analytics · Market data API · Long-term portfolio tracking · Portfolio watchlistsWatch-outsSelf-hosting has operational burdenPremium pricing is not fully exposed in profile0List votesFree, no signupPricing Free • Paid plans availablePlatforms - 5
Marketlog is a web and mobile portfolio tracker for retail investors and active traders who want manual or broker-connected portfolios, dividend tracking, goals, target allocation, benchmarking, forecasts, alerts, market pages, calendars, and public or private portfolio sharing. It is useful for monitoring holdings and portfolio behavior across asset types, especially when users want mobile access and community portfolio browsing. It is not a broker, exchange, fiduciary, investment adviser, or public market-data API.
Best forPortfolio tracking · Portfolio analytics · Dividend analysis · Portfolio alerts · Long-term portfolio trackingWatch-outsNot a broker or adviserFree plan is small0List votesFree with signupPricing Free • From $79.99/yrPlatforms - 6
PortfoliosLab is a web-based portfolio analytics platform for backtesting, optimization, risk metrics, correlations, screeners, and AI-assisted portfolio workflows. It is useful for comparing stocks, ETFs, funds, crypto, and model portfolios, with more history, imports, exports, and MCP access gated by paid tiers.
Best forPortfolio analytics · Strategy backtesting · Portfolio tracking · ETF screening · Stock screeningWatch-outsFree tier is smallNot brokerage accounting0List votesFree with signupPricing Free • From $8.33/moPlatforms - 7
Portseido is a global investment portfolio tracker for self-directed investors who want transaction-based performance, dividend tracking, allocation views, risk metrics, benchmarking, lot analysis, multi-currency support, and custom assets across web and mobile. Free and Plus are useful for smaller portfolios, while Pro removes transaction limits and supports multiple portfolios after a no-card trial. It is not a broker, live broker-sync product, public API, tax filing system, or advisor-grade rebalancing platform.
Best forPortfolio tracking · Portfolio analytics · Dividend analysis · Long-term portfolio tracking · Portfolio watchlistsWatch-outsFree and Plus tiers have transaction capsNo verified live broker sync0List votesFree with signupPricing Free • From $8/yrPlatforms - 8
rotki is a privacy-focused portfolio tracker and accounting tool that runs on the user's own machine. It combines exchange and blockchain activity, decodes on-chain events, tracks balances and history, and produces configurable profit-and-loss and tax reports without requiring transaction history to live in a hosted tax service.
Best forPortfolio tracking · Portfolio analytics · Long-term portfolio trackingWatch-outsNot jurisdiction-specific tax adviceFree-tier history limits0List votesFree, no signupPricing Free • Paid plans availablePlatforms - 9
Sharesight is a global portfolio, dividend, performance, and tax-reporting tracker for DIY investors, accountants, advisers, and family offices. It is built for keeping investment records and reports across brokers and asset types, not for placing trades, running intraday trading dashboards, or replacing a tax professional in complex filings.
Best forPortfolio tracking · Portfolio analytics · Dividend analysis · Advisor client reporting · Portfolio alertsWatch-outsFree plan is capped at 10 holdingsAdvanced reports require paid tiers0List votesFree with signupPricing Free • Paid plans availablePlatforms - 10
Snowball Analytics is an EU-based portfolio and dividend tracker for retail investors who want multi-asset tracking, broker import, dividend analytics, benchmarking, fund look-through, backtesting, and mobile access. It is useful for long-term portfolio monitoring, but it is not a broker, registered investment adviser, tax filing product, or professional performance-composite system.
Best forPortfolio tracking · Portfolio analytics · Dividend analysis · Portfolio alerts · Strategy backtestingWatch-outsFree plan is intentionally limitedBroker sync requires paid tier0List votesFree with signupPricing Free • From $79.99/yrPlatforms
- 11
Statfolio is a lightweight stock and ETF portfolio tracker for investors who want holdings, performance, dividends, splits, diversification, and symbol research in one dashboard. It fits manual or imported tracking workflows, not brokerage execution or a full research terminal.
Best forPortfolio tracking · Portfolio analytics · Dividend analysis · Long-term portfolio tracking · Portfolio watchlistsWatch-outsNo broker sync documentedLimited free tier0List votesFree with signupPricing Free • From $10/moPlatforms - 12
Stock Rover is a web-based stock, ETF, fund, and portfolio research platform for investors who want 800+ financial metrics, 20 years of historical fundamentals, deep portfolio analytics, dividend tracking, automated DCF-driven intrinsic value and Margin of Safety tools, printable research reports, stock ratings, broker-linked portfolios, and alerts. It is strongest for North American fundamental research and portfolio management, not for trade execution or full strategy backtesting.
Best forStock screening · ETF screening · Portfolio analytics · Fundamental research · Research reportsWatch-outsNorth America-focused coverageFull strategy backtesting is not a formal feature0List votesFree with signupPricing Free • From $34/moPlatforms - 13
Zenvesto is a web-based stock, ETF, crypto, and benchmark portfolio tracker built around dashboards, watchlists, performance metrics, portfolio health scoring, AI-powered insights, market news, earnings calendars, CSV imports, and historical simulation. It fits stock portfolio tracker and AI portfolio tracker intent, but current public evidence supports conservative U.S. exchange coverage, finite plan limits, and manual or CSV workflows rather than broker sync. It is useful when a modern dashboard and guided analysis matter more than tax-grade accounting or execution. It is not a broker, public API today, custodian sync product, wash-sale engine, or professional portfolio accounting system.
Best forPortfolio tracking · Portfolio analytics · Dividend analysis · Portfolio watchlists · Market monitoringWatch-outsCoverage claims need careAdvanced workflows are plan-gated or pending0List votesFree with signupPricing Free • From $8.99/moPlatforms - 14
Ziggma is a web-based portfolio tracker and investment research workspace for self-directed investors who want account consolidation, stock and ETF screening, dividend tracking, portfolio checkups, smart alerts, impact analysis, and idea lists in one place. It fits users comparing portfolio tracker and stock portfolio tracker tools, especially when they want broker-agnostic monitoring rather than a trading app. Free access covers core research with limits; paid tiers unlock more broker links, stock scores, alerts, optimizer tools, model and guru portfolios, and larger virtual-portfolio workflows. It is not a broker, registered investment advisor, tax-lot accounting system, or full global market-data terminal.
Best forPortfolio tracking · Portfolio analytics · Stock screening · ETF screening · Quant ratingsWatch-outsAdvanced features moved to paid tiersNorth America / U.S. focus0List votesFree with signupPricing Free • From $6.99/moPlatforms
Need broader portfolio coverage?
Explore the full list of 17 investment portfolio trackers, including premium tools for broker aggregation, reporting, and exports.
See all investment portfolio trackersBest Free Portfolio Trackers for Multi-Asset Investors FAQ
What belongs on this investment portfolio tracker page?
This page is for multi-asset portfolio trackers that help investors monitor accounts, asset allocation, performance, net worth, reports, or exports across more than one narrow stock workflow.
How is this different from a stock portfolio tracker page?
Investment portfolio trackers cover broader portfolios across assets or accounts. Stock portfolio trackers focus on equity holdings, lots, cost basis, dividends, watchlists, and stock-specific alerts.
Are dividend trackers included here?
Dividend features can be included when they are part of a broader portfolio tracker. Pure dividend income trackers are not the main focus of this multi-asset list.
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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.