VOL. XCIV, NO. 247
FIND MY MOAT EDITOR PICKS
Editor order · Top 14 free tools
Best Free Multi-Asset Investment Portfolio Tracker
Our editor-ranked free portfolio trackers for multi-asset accounts. Global vote totals are shown separately.
Compare free portfolio trackers with durable free tiers, not trials. 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.
Editor-ranked · Free tiers only · Global votes shown
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Top 10 Tools
- 1Top pick
Sharesight records portfolios, dividends, performance, and tax reports across brokers and asset types. It is built for DIY investors, accountants, advisers, and family offices. It does not place trades or replace a tax professional for complex filings.
Best forPortfolio trackingPortfolio analyticsDividend analysisAdvisor client reportingPortfolio alertsWatch-outsFree plan is capped at 10 holdingsAdvanced reports require paid tiers - 2
getquin tracks portfolios and net worth across connected accounts on web and mobile. Free covers core tracking; Premium adds AI, dividends, and advanced analysis; Wealth adds planning and retirement tools. The public pricing page lists Euro annual prices before local tax.
Best forPortfolio trackingPortfolio analyticsDividend analysisPortfolio watchlistsMarket monitoringWatch-outsRegional price differencesBroker/bank coverage varies - 3
Delta by eToro is a read-only tracker for stocks, ETFs, funds, crypto, NFTs, forex, commodities, indices, brokers, exchanges, and wallets. Use it to see several accounts in one place. It adds visibility, not another trading venue.
Best forPortfolio trackingPortfolio analyticsDividend analysisPortfolio alertsMarket monitoringWatch-outsFree tier is asset-cappedPricing varies by market - 4
Snowball Analytics tracks portfolios, performance, dividends, and allocations through web and mobile applications. It supports broker and file imports, multiple currencies, benchmarks, fund look-through, and historical portfolio tests. It is not a broker, registered adviser, or tax-filing service.
Best forPortfolio trackingPortfolio analyticsDividend analysisPortfolio alertsStrategy backtestingWatch-outsFree plan is intentionally limitedBroker sync requires paid tier - 5
Portseido tracks transactions, performance, dividends, allocations, risk, benchmarks, lots, currencies, and custom assets on web and mobile. Free allows 100 transactions; Plus removes that cap, and Pro supports multiple portfolios. Current pricing advertises broker syncing. It is not a broker, tax filer, public API, or adviser platform.
Best forPortfolio trackingPortfolio analyticsDividend analysisLong-term portfolio trackingPortfolio watchlistsWatch-outsFree tier has a transaction capBroker sync details need confirmation - 6
Stock Rover combines fundamental data, portfolio analytics, dividend tracking, valuation tools, reports, ratings, broker-linked portfolios, and alerts. Coverage centers on North American securities. It does not provide trade execution or full strategy backtesting.
Best forStock screeningETF screeningPortfolio analyticsFundamental researchResearch reportsWatch-outsNorth America-focused coverageFull strategy backtesting is not a formal feature - 7
Portfolio Performance is a free open-source desktop tracker for detailed performance accounting, TTWROR and IRR, currencies, rebalancing, imports, and privacy without broker credentials. It suits hands-on investors willing to maintain local transactions, with a mostly read-only mobile companion.
Best forPortfolio trackingPortfolio analyticsLong-term portfolio trackingPortfolio watchlistsWatch-outsDesktop-first workflowNo broker sync - 8
Wealthfolio is a local-first portfolio tracker for holdings, performance, dividends, net worth, and imports. It suits investors who want privacy and manual control, not brokerage execution, a market terminal, or a hosted tax service.
Best forPortfolio trackingPortfolio analyticsLong-term portfolio trackingWatch-outsNo native Android appBroker sync is paid, daily, and uneven - 9
Ghostfolio is an open-source portfolio and wealth tracker with self-hosting, multiple accounts, net-worth dashboards, imports, charts, risk views, and a REST API. A free managed Basic plan offers hosting; Premium adds advanced analytics and professional market data. Self-hosting means handling deployment, security, backups, and updates yourself.
Best forPortfolio trackingPortfolio analyticsMarket data APILong-term portfolio trackingPortfolio watchlistsWatch-outsSelf-hosting has operational burdenPremium is a paid upgrade - 10
rotki is a privacy-focused, self-hosted portfolio and accounting tool. It combines exchange and blockchain activity, onchain decoding, balances, history, profit and loss, and tax reports without putting transaction history in a hosted tax service.
Best forPortfolio trackingPortfolio analyticsLong-term portfolio trackingWatch-outsNot jurisdiction-specific tax adviceFree-tier history limits
- 11
Ziggma is a portfolio analytics and stock-research platform for broker-agnostic monitoring rather than a trading app. It covers portfolio health, allocation, risk, dividends, valuation, screens, and AI-assisted views.
Best forPortfolio trackingPortfolio analyticsStock screeningETF screeningQuant ratingsWatch-outsAdvanced features moved to paid tiersNorth America focus - 12
Marketlog tracks portfolios on web and mobile through manual or broker-connected holdings, dividends, goals, target allocation, benchmarks, forecasts, alerts, market pages, calendars, and portfolio sharing. It is useful for monitoring positions and behavior, not for brokerage, advice, execution, or a public market-data API.
Best forPortfolio trackingPortfolio analyticsDividend analysisPortfolio alertsLong-term portfolio trackingWatch-outsNot a broker or adviserFree plan is manual - 13
Zenvesto is a portfolio and market-monitoring app for stocks and crypto with watchlists, gainers, losers, alerts, and basic research views. It is a lightweight tracking tool, not a full terminal, broker, or tax-accounting system.
Best forPortfolio trackingPortfolio analyticsDividend analysisPortfolio watchlistsMarket monitoringWatch-outsCoverage claims need careAdvanced workflows are plan-gated or pending - 14
PortfoliosLab offers portfolio backtesting, optimization, risk, correlations, screens, and AI-assisted workflows across stocks, ETFs, funds, crypto, and models. Paid plans add more history, imports, exports, and MCP access.
Best forPortfolio analyticsStrategy backtestingPortfolio trackingETF screeningStock screeningWatch-outsFree tier is smallNot brokerage accounting
Need broader portfolio coverage?
Explore the full list of 16 investment portfolio trackers, including premium tools for broker aggregation, reporting, and exports.
See all investment portfolio trackersBest Free Multi-Asset Investment Portfolio Tracker 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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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.