100 Best Investment Tracking Apps for Solo Founders and Investors
Investment trackers can bring brokerage accounts, funds, digital assets, and financial goals into clearer view. This first group covers 25 options with different approaches to portfolio monitoring and research.
Empower Personal Dashboard
Empower Personal Dashboard aggregates linked financial accounts to display investment holdings, allocation, performance, and net worth. It reduces scattered-account confusion by consolidating balances and investments into one personal financial dashboard.
Morningstar Portfolio Manager
Morningstar Portfolio Manager lets investors enter holdings and review allocation, performance, portfolio analysis, and fund research. It helps investors evaluate diversified holdings when brokerage statements lack detailed fund and stock context.
Yahoo Finance
Yahoo Finance lets users build portfolios, follow securities, view market data, and receive relevant news updates. It helps users monitor multiple watched investments without manually checking each company or fund website.
Google Finance
Google Finance provides market prices, company information, watchlists, news, and portfolio views through Google’s finance service. It gives investors a simple place to check tracked securities alongside timely market and business news.
Sharesight
Sharesight tracks investment portfolios and calculates performance, dividends, currency effects, and taxable investment income. It helps investors understand true returns when dividends, foreign currencies, and transactions complicate calculations.
Delta Investment Tracker
Delta Investment Tracker monitors stocks, funds, cryptocurrencies, and other assets across connected exchanges and brokerages. It addresses fragmented multi-asset portfolios by presenting holdings and performance in a unified mobile view.
Kubera
Kubera is a net-worth tracker that connects financial accounts and records investments, assets, liabilities, and ownership. It helps founders see their broader financial position when investments sit alongside private assets and debts.
getquin
getquin connects portfolios and provides investment tracking, performance views, portfolio analytics, and a community feed. It helps investors compare holdings and allocation without manually compiling data from several brokerage accounts.
Stock Events
Stock Events tracks stock portfolios, dividends, earnings calendars, watchlists, and company-specific market information. It helps dividend-focused investors organize upcoming payments and corporate events across their holdings.
Snowball Analytics
Snowball Analytics tracks global investment portfolios with dividend forecasts, allocation analysis, and performance reporting. It helps income investors forecast dividends when holdings span multiple markets, currencies, and account types.
Portfolio Performance
Portfolio Performance is open-source desktop software for tracking securities, transactions, returns, taxes, and asset allocation. It helps detail-oriented investors maintain a customizable record when hosted tools offer limited reporting control.
Ghostfolio
Ghostfolio is open-source wealth management software for tracking investments, net worth, performance, and financial independence goals. It helps privacy-conscious users track personal wealth without relying exclusively on a commercial dashboard.
Portfolio Visualizer
Portfolio Visualizer analyzes portfolios using historical returns, allocations, rebalancing models, and risk-related metrics. It helps investors test allocation decisions before changing portfolios based only on recent market performance.
Stock Rover
Stock Rover combines portfolio tracking with stock screening, research reports, charts, and investment analysis tools. It helps stock pickers connect portfolio monitoring with fundamental research and screening workflows.
Simply Wall St
Simply Wall St provides portfolio tracking, company research, visual reports, watchlists, and dividend information. It helps investors interpret company fundamentals through visual summaries rather than dense financial statements alone.
Koyfin
Koyfin offers market dashboards, watchlists, portfolio monitoring, financial data, charts, and macroeconomic research. It helps research-driven investors follow portfolio positions alongside broader market and economic indicators.
Seeking Alpha
Seeking Alpha provides portfolio tools, stock research, earnings coverage, market news, and contributor analysis. It helps investors centralize position monitoring with research and earnings commentary relevant to their holdings.
TradingView
TradingView offers watchlists, portfolios, charts, market data, technical indicators, and community-shared trading ideas. It helps active investors monitor price movements and technical signals without switching between separate charting tools.
Investing.com
Investing.com includes portfolios, watchlists, market quotes, economic calendars, news, and charting tools. It helps users keep investment monitoring and scheduled economic events together in one market information app.
Finviz
Finviz provides stock screening, market maps, news, charts, watchlists, and portfolio monitoring features. It helps equity investors quickly narrow large stock universes while keeping tracked positions visible.
Wallmine
Wallmine offers portfolio tracking, stock screening, market news, dividend information, and company financial data. It helps investors review portfolio holdings alongside fundamentals and insider trading information in one interface.
Quicken Simplifi
Quicken Simplifi aggregates financial accounts to track spending, net worth, goals, and investment account balances. It helps households connect investment progress with everyday cash flow and long-term financial planning.
Monarch Money
Monarch Money consolidates linked accounts for budgeting, net-worth monitoring, goals, and investment balance tracking. It helps users understand how investment balances fit into their complete household financial picture.
Finary
Finary tracks wealth across investments, bank accounts, real estate, cryptocurrencies, and other personal assets. It helps investors consolidate diverse asset classes when conventional portfolio trackers focus only on securities.
CoinStats
CoinStats tracks cryptocurrency portfolios across wallets and exchanges, with price monitoring and transaction history. It helps digital-asset holders aggregate fragmented exchange and wallet balances without manual reconciliation.
Tiller Money
Tiller Money imports financial transactions into customizable Google Sheets and Excel spreadsheets for portfolio and budget tracking. It helps spreadsheet-oriented investors avoid manual account updates by automatically refreshing balances and transactions.
Quicken Classic
Quicken Classic aggregates banking, investment, and retirement accounts while providing portfolio views and performance reports. It reduces the difficulty of tracking household investments scattered across brokerages, banks, and retirement providers.
Fidelity Full View
Fidelity Full View lets Fidelity customers link external accounts to view investments, cash, debts, and spending together. It helps investors see outside holdings alongside Fidelity accounts without repeatedly checking separate financial websites.
Vanguard Portfolio Watch
Vanguard Portfolio Watch provides Vanguard account holders with holdings, balances, transactions, and investment performance information. It gives Vanguard investors a centralized way to review account activity and portfolio allocations.
Schwab Portfolio Checkup
Schwab Portfolio Checkup analyzes linked Schwab holdings for allocation, diversification, risk, and concentration information. It helps investors identify portfolio concentration concerns that can be difficult to spot from individual positions.
Interactive Brokers PortfolioAnalyst
Interactive Brokers PortfolioAnalyst consolidates accounts and reports returns, allocations, benchmarks, and portfolio risk measures. It helps active investors evaluate multi-account performance using detailed reporting from a single dashboard.
SigFig Portfolio Tracker
SigFig Portfolio Tracker connects brokerage accounts to display holdings, allocation, fees, and investment performance. It reduces time spent manually compiling brokerage positions for investors managing accounts across multiple institutions.
Ziggma
Ziggma tracks stock and ETF portfolios while offering investment research, portfolio analytics, and watchlists. It helps self-directed investors assess holdings and research ideas without switching among several market tools.
Portseido
Portseido imports brokerage transactions to calculate portfolio performance, dividends, allocations, and tax-related investment metrics. It helps international investors organize transaction histories when brokerage reporting lacks unified performance calculations.
Navexa
Navexa tracks share portfolios, calculates investment performance, monitors dividends, and supports tax reporting workflows. It helps investors replace manual capital-gains calculations with organized trade records and portfolio reporting.
CoinTracker
CoinTracker connects cryptocurrency wallets and exchanges to track balances, transactions, performance, and tax information. It helps crypto investors consolidate fragmented wallet activity and prepare records for tax filing.
Koinly
Koinly imports cryptocurrency transactions from exchanges and wallets to calculate gains, income, and tax reports. It helps users reconcile complex crypto trading histories that are difficult to calculate manually.
CoinLedger
CoinLedger aggregates cryptocurrency transactions and generates capital gains, income, and tax reporting documentation. It helps crypto traders turn exchange and wallet records into usable tax calculations.
Zerion
Zerion is a wallet interface for tracking decentralized finance assets, NFTs, transactions, and multichain portfolios. It helps DeFi users view assets across blockchain networks without separately checking each protocol.
DeBank
DeBank displays decentralized finance wallets, token balances, protocol positions, transaction histories, and portfolio values. It helps on-chain investors monitor numerous DeFi positions that otherwise remain distributed across applications.
CoinGecko Portfolio
CoinGecko Portfolio lets users manually record cryptocurrency holdings and monitor prices, gains, and allocation changes. It helps investors follow crypto positions held on unsupported exchanges or offline wallets.
CoinMarketCap Portfolio
CoinMarketCap Portfolio allows users to add cryptocurrency transactions and track holdings, prices, and overall performance. It helps casual crypto investors monitor manually entered positions without linking exchange accounts.
JustETF
JustETF provides ETF search, comparison, watchlist, and portfolio tools focused on European exchange-traded funds. It helps ETF investors compare fund characteristics and monitor diversified holdings in one place.
ETF.com
ETF.com provides ETF research, fund data, comparisons, and portfolio-oriented tools for exchange-traded fund investors. It helps investors evaluate overlapping ETF exposures before adding funds to an existing portfolio.
Morningstar Investor
Morningstar Investor offers portfolio monitoring alongside fund, stock, and ETF research and analyst-driven data. It helps research-focused investors connect portfolio holdings with detailed security and fund analysis.
Fidelity Investments
The Fidelity Investments app provides account balances, positions, trading access, performance data, and transaction history. It helps Fidelity clients monitor investments and account activity from a mobile device.
Charles Schwab
The Charles Schwab app lets clients view account holdings, balances, transactions, performance, and market information. It helps Schwab clients quickly check portfolio changes without needing desktop brokerage access.
Vanguard
The Vanguard app allows clients to review balances, holdings, transactions, returns, and account documents. It helps Vanguard clients keep track of retirement and brokerage accounts while away from desktop tools.
Robinhood
Robinhood displays brokerage and crypto holdings, market values, historical charts, watchlists, and account activity. It helps retail investors monitor actively traded positions and price movements in a streamlined interface.
M1 Finance
M1 Finance organizes investment portfolios into customizable allocation pies and shows holdings, balances, and performance. It helps long-term investors maintain target allocations without manually calculating each desired position size.
Wealthfront
Wealthfront displays managed investment accounts and performance while automating diversified portfolio management. It reduces the effort of monitoring a managed portfolio by centralizing balances, allocations, and progress.
Betterment
Betterment offers automated investment portfolios, goal planning, and account performance views for investors. Goal-focused investors can track progress without manually calculating portfolio allocation changes.
Acorns
Acorns rounds up eligible purchases, invests contributions, and shows portfolio balances and performance. It helps new investors turn small recurring spending into investments without manual transfers.
SoFi Invest
SoFi Invest lets customers view brokerage holdings, trades, account balances, and investing tools. It gives investors one place to monitor positions instead of reconciling separate trade records.
E*TRADE
E*TRADE provides brokerage account dashboards showing holdings, balances, orders, gains, and market information. Active investors can review account activity and position changes without maintaining a separate spreadsheet.
Webull
Webull offers portfolio monitoring, market data, watchlists, trading tools, and account performance information. It helps self-directed traders follow rapidly changing positions and prices from a single interface.
Public
Public lets investors monitor stocks, funds, treasuries, and other supported investments in brokerage accounts. It simplifies checking a mixed retail portfolio without switching among multiple market research sources.
tastytrade
tastytrade provides trading platforms with account positions, options analytics, balances, and portfolio activity. Options traders can assess open contracts and exposure without manually organizing complex position details.
Merrill Edge
Merrill Edge shows brokerage holdings, account balances, transactions, performance, and investment research resources. It helps clients review their securities accounts without assembling statements and trade history manually.
Ally Invest
Ally Invest provides portfolio views, trading capabilities, account activity, balances, and market research. Investors can monitor brokerage holdings alongside account transactions without relying on separate tracking files.
TradeStation
TradeStation offers trading software with portfolio positions, account balances, analytics, and order management. Frequent traders can follow positions and account activity without rebuilding data after every trade.
eToro
eToro displays investment portfolios, market instruments, trading activity, and social investing features. It helps investors review holdings and observed strategies without separately tracking each market instrument.
Fundrise
Fundrise provides dashboards for private real estate investments, account values, distributions, and portfolio updates. It makes illiquid real estate holdings easier to monitor without collecting updates from individual properties.
Yieldstreet
Yieldstreet provides account views for alternative investments, including offerings, distributions, and portfolio activity. It helps alternative asset investors organize holdings that may lack conventional brokerage reporting.
Stash
Stash combines guided investing with portfolio tracking, account balances, recurring contributions, and educational content. Beginning investors can see how recurring deposits affect holdings without choosing every investment independently.
Firstrade
Firstrade offers brokerage account dashboards with positions, balances, transactions, trading, and research tools. It gives self-directed investors a clear record of holdings without manually compiling brokerage activity.
moomoo
moomoo provides portfolio monitoring, trading tools, market data, watchlists, and account performance details. Investors can track positions alongside detailed market information without moving between separate applications.
Wealthsimple
Wealthsimple lets clients view managed and self-directed investment accounts, balances, holdings, and performance. It helps customers monitor different investing approaches without maintaining separate account summaries.
Stake
Stake provides brokerage tools for viewing US stock holdings, account balances, orders, and market data. International investors can follow US equity positions without relying solely on delayed external portfolio records.
Pearler
Pearler offers investing accounts with portfolio holdings, recurring investment plans, and performance information. Long-term investors can monitor automated contributions without manually recording each scheduled purchase.
Coinbase
Coinbase displays cryptocurrency balances, transaction history, asset prices, and portfolio performance within customer accounts. Crypto holders can review exchange-based assets without manually calculating balances across individual transactions.
Kraken
Kraken provides cryptocurrency account dashboards with balances, trading history, asset prices, and portfolio information. Digital asset traders can monitor exchange holdings without reconstructing activity from completed orders.
Gemini
Gemini lets customers view cryptocurrency balances, transaction records, market prices, and account activity. It helps crypto investors check custodial holdings without tracking each purchase and sale independently.
Ledger Live
Ledger Live manages supported hardware wallet assets while displaying balances, transactions, and portfolio values. Hardware wallet users can monitor supported crypto holdings without checking each blockchain address separately.
Exodus
Exodus is a crypto wallet that displays supported asset balances, transaction history, and portfolio values. Users can view holdings across supported wallet assets without manually aggregating token balances.
PocketSmith
PocketSmith aggregates accounts, tracks net worth, and projects future balances using personal cash-flow forecasts. It helps investors connect holdings to broader finances instead of maintaining separate net-worth spreadsheets.
MoneyWiz
MoneyWiz consolidates bank accounts, investments, budgets, and transactions into cross-device personal finance views. It reduces the effort of reviewing portfolio activity alongside everyday spending across multiple financial accounts.
Banktivity
Banktivity is personal finance software that tracks accounts, investments, budgets, and portfolio performance. It helps Mac users organize investment records and household finances within one desktop-focused workspace.
Moneydance
Moneydance is desktop personal finance software for account registers, investments, budgeting, and financial reports. It gives users a locally managed way to track holdings without relying entirely on web dashboards.
GnuCash
GnuCash is open-source accounting software that supports investment accounts, transactions, reports, and double-entry bookkeeping. It helps detail-oriented investors reconcile holdings and finances using structured accounting records.
Buxfer
Buxfer provides budgeting, account aggregation, investment tracking, and financial planning tools through web and mobile access. It helps users view investments and cash accounts together when financial data is scattered.
Lunch Money
Lunch Money is a web-based personal finance tool for budgeting, account tracking, and net-worth monitoring. It helps users maintain a customizable financial overview when standard budgeting apps feel restrictive.
Copilot Money
Copilot Money categorizes transactions, tracks accounts, and displays net worth through a personal finance interface. It reduces manual financial review by bringing spending patterns and connected investment balances together.
Rocket Money
Rocket Money tracks connected financial accounts, recurring expenses, budgets, and overall net worth. It helps users see how subscription spending and cash management affect their broader financial position.
YNAB
YNAB is a zero-based budgeting app that tracks accounts and includes investment balances in net worth. It helps investors coordinate spending decisions with long-term assets rather than treating budgets separately.
TIKR Terminal
TIKR provides company financials, estimates, valuation tools, transcripts, and watchlists for equity research. It helps self-directed investors research public companies without assembling data from many investor-relations pages.
Finbox
Finbox offers stock screening, valuation models, financial data, watchlists, and portfolio monitoring tools. It helps investors evaluate companies using consistent financial metrics instead of building models from scratch.
TipRanks
TipRanks combines analyst ratings, price targets, insider activity, and portfolio tracking for investors. It helps users compare market commentary and portfolio exposure without manually gathering disparate signals.
GuruFocus
GuruFocus provides stock research, financial data, valuation tools, screeners, and portfolio monitoring features. It helps fundamental investors inspect company quality and valuation data in a single research environment.
Simply Safe Dividends
Simply Safe Dividends analyzes dividend stocks, income portfolios, payout safety, and dividend income projections. It helps income investors assess dividend reliability rather than tracking payments and payout ratios manually.
TrackYourDividends
TrackYourDividends imports brokerage holdings and displays dividend income, allocation, and payment-calendar information. It helps dividend investors consolidate expected payments across brokerages instead of maintaining manual calendars.
Dividend Tracker
Dividend Tracker monitors dividend stocks, portfolio income, payment dates, and dividend-related market news. It helps income-focused investors follow upcoming distributions without checking each holding individually.
DivvyDiary
DivvyDiary tracks dividend portfolios, payment schedules, yield metrics, and historical dividend income. It helps investors visualize expected income timing when dividend payments arrive across different months.
StockMarketEye
StockMarketEye tracks portfolios, quotes, allocation, performance, dividends, and watchlists through desktop software. It helps investors monitor multiple portfolios with detailed performance views outside their brokerage platforms.
JStock
JStock is a desktop stock market application offering watchlists, portfolio management, charts, and alerts. It helps users follow holdings and market prices from a dedicated lightweight portfolio application.
MProfit
MProfit tracks investment portfolios, capital gains, asset allocation, and tax-related reporting for Indian investors. It helps investors organize holdings across asset classes while simplifying portfolio and tax recordkeeping.
Artos
Artos tracks multi-asset wealth, including investments, real estate, private assets, and liabilities. It helps users calculate a fuller net-worth picture when valuable assets extend beyond brokerage accounts.
Parqet
Parqet tracks securities portfolios, performance, dividends, allocation, and transaction history for individual investors. It helps investors measure returns and income clearly when broker reporting lacks desired portfolio detail.
extraETF
extraETF provides ETF research, portfolio tools, watchlists, and investment information for European investors. It helps ETF investors compare funds and oversee allocations without navigating multiple issuer websites.
AssetDash
AssetDash tracks stocks, cryptocurrencies, NFTs, and other assets in a unified portfolio dashboard. It helps multi-asset investors monitor fragmented holdings without switching among separate market-specific apps.
The right tracker depends on whether you need broad net-worth visibility, detailed investment analytics, research tools, or digital-asset coverage.