Editor order · Top 16 tools
Best Multi-Asset Investment Portfolio Tracker
Our editor-ranked portfolio trackers and portfolio management software for investors with several accounts. Global vote totals are shown separately.
This list is for individual investors who manage their own money across several accounts and asset classes. The comparison below shows how four portfolio management tools import holdings and transactions, calculate returns when you add money, handle dividends and other currencies, and where their limits make you pay. Advisors who manage client money should use the investment management software list instead.
Editor-ranked · Global vote totals · Not financial advice
Choose by how you manage your portfolio
Only want free options?Several brokers, imported automatically
Sharesight
Trades from many brokers arrive by direct sync or forwarded trade emails, with dividends and currency gains worked out for you. Free covers up to 10 holdings, including sold ones.
Dividend income across currencies
Snowball Analytics
Dividend income and calendars across 30+ currencies, shown in the currency you choose. Free covers up to 10 holdings, including sold ones; broker sync starts on Starter.
Manual or CSV records at low cost
Portseido
Upload broker statements or a CSV, or type trades in. The Plus plan removes the 100-transaction cap, from $8 a month billed yearly.
Everything you own, including property
Kubera
Bank, brokerage, crypto, property and private assets in one balance sheet. No free plan; from $250 a year after a 14-day trial.
Open source and private, on your computer
Portfolio Performance
Open-source desktop app that keeps your records in a file on your computer, with time- and money-weighted returns. Import PDF statements or CSV files; no broker login.
One portfolio, four trackers
An example investor has a taxable brokerage account and a retirement account, about 15 open holdings plus one position sold at a gain, one cash contribution, one dividend and one stock priced in another currency, with about 60 trades a year. They want to see each account on its own. Each answer comes from the vendor's own pricing pages, help center or docs.
| The question | Sharesight | Snowball Analytics | Portseido | Ghostfolio |
|---|---|---|---|---|
| Getting the accounts in | Broker sync for some US brokers, such as Fidelity (24 months of history) and Robinhood, and Interactive Brokers (new trades only). Others, such as Schwab and Vanguard, use CSV files or forwarded trade emails. Only trades are imported, not cash. | Broker sync on paid plans through Yodlee, SnapTrade, Plaid or a direct Interactive Brokers link; Yodlee links often bring only 90 to 200 days of history. Broker reports, CSV files and manual entry on every plan. | Broker statement or CSV uploads for 100+ brokers, including Fidelity, Schwab and Vanguard, plus Google Sheets or manual entry. Live sync only for Interactive Brokers (new trades only) and Trading 212. | No broker sync. CSV or JSON files, manual entry, or its API when self-hosted. |
| Free plan for this investor | No. Free allows 10 holdings, including sold ones, and one portfolio. This investor has about 16. | No. Free allows 10 holdings, including sold ones, one portfolio and no broker sync. | No for separate accounts: Free allows one portfolio. A combined portfolio fits until 100 transactions in total, which this investor reaches in the second year. | Yes, with limits: hosted Basic publishes no transaction or account limits but hides dividend totals, allocations and some performance charts. You can also self-host the free software and run the server yourself. |
| What makes you pay | More than 10 holdings, then keeping the two accounts as separate portfolios. | More than 10 holdings, then a second portfolio or a second linked account. | A second portfolio, or more than 100 transactions in one. | No published limit forces it. Premium unlocks dividend totals, allocations, benchmarks and its market data. |
| Returns when you add money | Money-weighted, using a version of the Modified Dietz method, shown as a simple or compound annual return. Cash balances are left out of the return. | Money-weighted (IRR), using deposits and withdrawals when you track cash. A time-weighted return is in beta. | Simple, time-weighted and money-weighted returns; money-weighted is the default. | Return on average investment, with dividends included; an experimental return-on-investment option arrived in October 2026. No money-weighted (IRR) or time-weighted return. |
| Dividends and other currencies | Dividends are added automatically; reinvested US dividends are entered by hand. Currency gain is shown on its own, in the currency of the portfolio's tax country. | Dividends come in with sync or imports, or can be added automatically. Base currency of your choice across 30+ currencies; a separate currency gain on holdings is not clearly documented. | Dividends are added automatically on the ex-dividend date. Each portfolio has its own display currency, and currency gains are included. | Dividends are entered, imported from a file, or loaded per holding from a data provider; they are not added automatically. Base currency of your choice, with asset and currency performance shown apart (amounts on Premium). |
| Getting your data out | Reports to spreadsheet or PDF, and an export of all trades. API access on Standard and up, on request. | CSV of holdings and transactions on every plan. | No data export documented, apart from a chart image. | JSON export of activities on every plan; an API when self-hosted. |
| Cheapest plan that covers it | Standard: $18 a month billed yearly ($216) or $24 monthly. Starter ($84 a year) works only with both accounts in one portfolio. | Investor: $149.99 a year. Starter ($79.99 a year) works with one combined portfolio and one linked account. | Pro: $12 a month billed yearly ($144) or $15 monthly. Plus ($96 a year) works with one combined portfolio. | Basic is free. Premium costs $48 a year for the full analysis. The self-hosted software is free, but you run the server. |
Plans, prices and limits checked against each vendor's pricing page, help center and docs on October 18, 2026. Prices are in US dollars and may exclude tax. We did not open accounts or test the apps.
Sources
- Sharesight pricing (opens in a new tab)
- Sharesight return method (opens in a new tab)
- Sharesight imports (opens in a new tab)
- Snowball Analytics pricing (opens in a new tab)
- Snowball Analytics IRR (opens in a new tab)
- Snowball Analytics broker sync (opens in a new tab)
- Portseido pricing (opens in a new tab)
- Portseido return methods (opens in a new tab)
- Portseido imports (opens in a new tab)
- Ghostfolio pricing (opens in a new tab)
- Ghostfolio FAQ (opens in a new tab)
- Kubera plans (opens in a new tab)
- Portfolio Performance help (opens in a new tab)
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
Kubera is a paid balance-sheet and portfolio tracker for households, founders, expats, advisors, and family offices. It aggregates banks, brokers, crypto, real estate, private equity, alternatives, documents, beneficiaries, and currencies, with scenarios, estate handoff, advisor portals, and an API. It is reporting software, not a broker, tax engine, or rebalancer.
Best forPortfolio trackingPortfolio analyticsAdvisor client reportingMarket data APILong-term portfolio trackingWatch-outsNo permanent free planPremium price point - 6
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 - 7
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 - 8
Quicken connects investment tracking to household budgeting, tax, retirement, and account aggregation. Simplifi handles web and mobile monitoring and projections; Classic adds deeper desktop accounting, tax lots, gains, Portfolio Analyzer, X-Ray, and reporting. It is for U.S. and Canadian households, not brokerage or professional research.
Best forPortfolio trackingPortfolio analyticsLong-term portfolio trackingPortfolio alertsMarket monitoringWatch-outsRegion-limited product fitAdvanced investing tools are tier/platform-specific - 9
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 - 10
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
- 11
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 - 12
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 - 13
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 - 14
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 - 15
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 - 16
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
Choosing portfolio management software
Is free portfolio tracking software enough?
For one account and a handful of holdings, often yes. Sharesight and Snowball Analytics cap their free plans at 10 holdings and count positions you have sold. Portseido's free plan stops at 100 transactions in total. Ghostfolio's hosted free plan publishes no transaction limit but hides dividend totals and some analysis. Open-source desktop apps such as Portfolio Performance list no price if you keep the records yourself.
Which portfolio management software syncs several brokers?
Sharesight syncs some US brokers, such as Fidelity and Robinhood, plus Interactive Brokers; for other brokers, you forward trade confirmation emails or upload CSV files. Snowball Analytics syncs through Yodlee, SnapTrade and Plaid on paid plans, but Starter links only one account; linking several needs Investor. Its Yodlee links often bring only 90 to 200 days of history, so older trades need a file import. Portseido syncs only Interactive Brokers and Trading 212, and Ghostfolio has no broker sync.
How should a tracker calculate returns when I add money?
A money-weighted return, such as IRR, measures your own result, including when you added money. A time-weighted return removes the effect of contributions, which makes it fairer for comparing with a benchmark. Portseido shows both, Snowball Analytics uses IRR with a time-weighted return in beta, Sharesight uses a money-weighted method and Ghostfolio reports return on average investment.
How is this different from investment management software for advisors?
This list is for people who track their own money. Advisors who manage client portfolios need billing, client reporting and model portfolios, which the investment management software list covers.
Prefer free multi-asset trackers?
See the 14 investment portfolio trackers that offer durable free tiers for broader account and asset coverage.
Explore free investment portfolio trackersBest 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.