VOL. XCIV, NO. 247
FIND MY MOAT EDITOR PICKS
Editor order · Top 16 tools
Best Stock Portfolio Tracker
Our editor-ranked stock portfolio trackers for equity holdings. Global vote totals are shown separately.
This curated list spotlights the best stock portfolio trackers for equity-focused investors. We highlight tools built around stock holdings, transaction lots, cost basis, dividends, watchlists, price alerts, and clean stock dashboards. Use it to compare pricing, limits, and equity analytics depth before diving into detailed reviews.
Editor-ranked · Global vote totals · Not financial advice
Choose by portfolio workflow
Only want free options?Research your holdings
Stock Analysis
Holdings, watchlists, cost basis, dividends, stock research, alerts, and optional broker sync in one workspace.
Monitor news and ratings
Seeking Alpha
Portfolio news, ratings, research, alerts, and ongoing monitoring for holdings added manually or through an import.
Measure performance and tax
Sharesight
Performance, dividends, multi-currency holdings, and tax reports across supported broker, CSV, and manual imports.
Track dividend income
Digrin
Dividend calendars, income metrics, DRIP handling, tax estimates, and supported broker or CSV imports.
Top 10 Tools
- 1Top pick
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 - 2
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 - 3
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 / U.S. focus - 4
Portseido tracks transactions, performance, dividends, allocations, risk, benchmarks, lots, currencies, and custom assets on web and mobile. Free and Plus suit smaller portfolios; Pro removes limits after a no-card trial. It is not a broker, live sync system, tax filer, public API, or adviser platform.
Best forPortfolio trackingPortfolio analyticsDividend analysisLong-term portfolio trackingPortfolio watchlistsWatch-outsFree and Plus tiers have transaction capsNo verified live broker sync - 5
Stock Analysis combines screeners, financial statements, calendars, news, charts, forecasts, watchlists, and portfolios on web and mobile. Paid plans add longer history, higher limits, exports, ETF holdings, broker sync, and analyst filters. The service does not provide brokerage execution, advice, or programmatic data access.
Best forStock researchStock screeningPortfolio trackingChartingFundamental researchWatch-outsNo public APIFree access has ads and data limits - 6
getquin is a web and mobile tracker for portfolios and net worth. It connects brokers and banks, follows multiple assets and dividends, and adds AI analysis, retirement planning, budgeting, liabilities, insurance, and a social investing community. It is aimed at European retail investors who want one overview, with premium features and regional prices set in-app.
Best forPortfolio trackingPortfolio analyticsDividend analysisPortfolio watchlistsMarket monitoringWatch-outsPremium entitlements are not fully publicBroker/bank coverage varies - 7
Yahoo Finance covers quotes, charts, news, screens, earnings, analyst data, portfolios, watchlists, and basic research across stocks, funds, and crypto. Advanced history, exports, and data access depend on paid products or separate providers.
Best forMarket monitoringInvestment newsPortfolio trackingPortfolio alertsStock screeningWatch-outsData is informational, not trading-gradeData delays vary by exchange - 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
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
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
- 11
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 - 12
Statfolio is a lightweight stock and ETF portfolio tracker for holdings, performance, dividends, splits, diversification, and symbol research. It suits manual or imported monitoring, not brokerage execution or a full research terminal.
Best forPortfolio trackingPortfolio analyticsDividend analysisLong-term portfolio trackingPortfolio watchlistsWatch-outsNo broker sync documentedLimited free tier - 13
Simply Wall St provides visual company reports, fair value estimates, dividend analysis, portfolio checks, broker imports, and global stock ideas. It suits long-term investors who prefer guided research to raw tables.
Best forVisual stock researchLong-term portfolio trackingStock screeningDividend analysisFair value researchWatch-outsFree plan has report and portfolio limitsResearch model is opinionated - 14
Seeking Alpha combines market news, contributor research, Quant Ratings, analyst ratings, portfolio alerts, screens, and earnings transcripts. It is useful for idea generation and monitoring. Premium and PRO add deeper research, AI summaries, full transcripts, factor grades, and portfolio tools.
Best forStock researchInvestment newsQuant ratingsPortfolio alertsEarnings transcript researchWatch-outsFree access is limitedBest research features require Premium or PRO - 15
Stock Unlock combines stock and ETF scores, screens, DCF tools, comparison charts, watchlists, and portfolio tracking. It is aimed at retail investors who want a guided research workflow, with deeper tools and usage limits set by plan. Model outputs still need independent review.
Best forStock researchStock screeningETF screeningValuation modelingPortfolio trackingWatch-outsFree tier is deliberately cappedBroker sync depends on SnapTrade - 16
Google Finance provides quotes, charts, financial news, watchlists, portfolios, earnings context, and AI-assisted research for signed-in users. It supports market monitoring, not brokerage execution or professional data feeds.
Best forMarket monitoringPortfolio watchlistsPortfolio trackingAI research workspaceStock researchWatch-outsAI can be wrongSign-in gates personal workflows
Prefer free stock portfolio trackers?
See the 16 stock portfolio trackers that offer durable free tiers for equity holdings, dividends, watchlists, and alerts.
Explore free stock portfolio trackersBest Stock Portfolio Tracker FAQ
What is a stock portfolio tracker?
A stock portfolio tracker helps equity investors monitor holdings, transactions, lots, cost basis, dividends, watchlists, alerts, and stock-focused dashboards.
How is this different from an investment portfolio tracker?
This page is stock-specific. Broader tools for multiple asset classes, broker aggregation, net worth views, and cross-asset reporting fit better on the investment portfolio tracker list.
How is this different from a broker portfolio page or dividend tracker?
Broker portfolio pages are usually tied to execution accounts, and dividend trackers focus on payout calendars, projected income, dividend safety, and yield on cost. This list prioritizes standalone stock tracking workflows for holdings, lots, cost basis, watchlists, alerts, and ongoing portfolio review.
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Feedback
Spot something off, stale, or missing? Tell us how this list, vote tallies, or a tool listing could be better.
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.