THE FINANCEBASE List yours

The Finance Base / Lists / Plan ahead

Statement · 19 providers compared

Best Best Investment Portfolio Tracking Apps in 2026

Investment portfolio tracking apps bring holdings and related account details into one place. They can run on the web, Android, iOS, an API, macOS or Windows, depending on the provider.

  1. 1

    Snowball Analytics

    snowball-analytics.com

    Free plan · paid from $7.99/user/mo · 14-day trial
    8.7 Visit ↗
  2. 2

    getquin

    getquin.com

    Free plan · paid from €89.99/yr
    8.7 Visit ↗
  3. 3

    Portfolio Performance

    portfolio-performance.info

    Free plan
    8.5 Visit ↗
  4. 4

    Sharesight

    sharesight.com

    Free plan · paid from $7/mo (annual) · 14-day trial
    8.4 Visit ↗
  5. 5

    Ghostfolio

    ghostfol.io

    Free plan
    8.1 Visit ↗
  6. 6

    Morningstar Investor

    morningstar.com

    From $249/yr · 7-day trial
    7.8 Visit ↗
  7. 7

    Kubera

    kubera.com

    From $250/yr · 14-day trial
    7.7 Visit ↗
  8. 8

    Wealthica API

    wealthica.com

    Pricing on request
    7.6 Visit ↗
  9. 9

    Simply Wall St

    simplywall.st

    Free plan
    7.0 Visit ↗
  10. 10

    Quicken

    quicken.com

    From $6.99/mo (annual)
    6.9 Visit ↗
  11. 11

    Yahoo Finance

    finance.yahoo.com

    Free plan
    6.8 Visit ↗
  12. 12

    Delta Investment Tracker

    By eToro

    Free plan
    6.6 Visit ↗
  13. 13

    CoinStats

    By CoinStats

    Free plan
    5.8 Visit ↗
  14. 14

    Empower Personal Dashboard

    By Empower

    Free plan
    5.7 Visit ↗
  15. 15

    Fidelity Full View

    By Fidelity Investments

    Free plan
    5.7 Visit ↗
  16. 16

    Stock Portfolio Organizer

    By Capitally

    Free plan
    5.1 Visit ↗
  17. 17

    My Stocks Portfolio

    By Peeksoft

    Free plan
    5.0 Visit ↗
  18. 18

    Stock Events

    By Stock Events

    Free plan
    5.0 Visit ↗
  19. 19

    My Stocks Portfolio & Market

    By Peeksoft LLC

    4.2 Visit ↗

About best investment portfolio tracking apps

Investment portfolio tracking apps bring holdings and related account details into one place. They can run on the web, Android, iOS, an API, macOS or Windows, depending on the provider.

Compare the free plan, trial terms and paid price before signing up. Check whether the app runs on your phone or computer.

Check the provider's country details

If your location matters, read the provider's published terms before creating an account. Listed provider headquarters include the UK, Germany and the United States.

Put fees and trials side by side

Free plans are offered by apps in this category, while paid plans and trials also appear. Kubera lists pricing from $250 per year with a 14-day trial. Morningstar Investor lists pricing from $249 per year with a 7-day trial.

Check whether a free plan is available, whether a trial is offered and what the paid price starts at.

Match the app to your devices

The category includes web, Android, iOS, API, macOS and Windows support. Confirm the platforms named on the provider's page before choosing a tracker.

If you need phone access, check for iPhone or Android support. For computer use, check macOS or Windows availability.

Questions

Do portfolio trackers offer free plans?

Yes. A free plan is offered by apps in this category, alongside paid plans and free trials.

Which platforms can these apps run on?

Platforms represented in the category are web, Android, iOS, API, macOS and Windows.

Are free trials available?

Yes. Free trials are offered by apps in the category. Listed examples include 14 days for Kubera and 7 days for Morningstar Investor.

What does Kubera list as its price?

Kubera lists a paid plan from $250 per year and a 14-day trial. It does not list a free plan.

What does Morningstar Investor list as its price?

Morningstar Investor lists a paid plan from $249 per year and a 7-day trial. It does not list a free plan.

How this list is ranked

Each app is read from its provider's own pages: whether its fees and plans are published, a free plan or trial, how fully it is documented, and where it runs. Paid places are sold by position; sponsored alternatives are labelled. They never change an app's facts. Information, not financial advice. How we rank · Disclosure