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11 Best Investment Tracking Apps in 2024

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With the rise of financial technology, companies have developed multiple tools and applications that allow investors to better track the performance of their portfolios.

The purpose of these apps is to facilitate the process of monitoring how investments are doing so users can make informed and timely decisions.

In this article, we share the best investment tracking apps whose services cater to both seasoned and beginner investors. Once you finish reading this piece, you should be more familiar with how these apps work, what they have to offer, and which one will probably be the best fit for your unique needs.

Best Investment Tracking Apps

Our research has led us to rate the following investment tracking apps as the best out there. Some of these apps are free while others offer a tiered pricing structure depending on what investors are looking for.

Empower

Empower considers itself a one-stop-shop for all things money management. The firm provides wealth and cash management solutions and it also offers free financial management tools including an incredible portfolio tracker.

Their Investment Checkup tool is a great way to learn what a financial professional would say about the composition of the portfolio. This tool compares the user’s current portfolio mix with what the system deems as the optimal asset allocation. This allocation allegedly minimizes risks and increases returns using historical performance data for multiple asset classes and the user’s pre-selected financial goal.

Other tools offered by this provider include cash flow, budgeting, net worth, and savings tracking tools while they also provide a retirement and college planning tool that allows the user to estimate how much he/she would need to put into the portfolio and what would be the optimal asset allocation to achieve the intended goal. Read our full Empower review to learn more.

Pros 

  • Empower’s financial tools are free.
  • The Investment Checkup tool is a great way to get a second opinion on your portfolio’s composition.
  • The app can be easily integrated with your brokerage account.
  • It is available for both iOS and Android devices.

Cons

  • No charting tools

Pricing

Empower does not charge any fees for downloading and using its financial tools.

In A Nutshell

  • Pricing: Free
  • Available: iOS and Android
  • Highlight: Solid Retirement Tools
Empower

on Empower’s website

Morningstar Portfolio Manager

Morningstar is one of the largest financial data providers in the world, currently operating in more than 29 countries and employing over 8,500 people to cover more than 621,370 financial assets. 

Morningstar offers a wide range of products and services for investors including a Portfolio Manager — a tool that is designed to facilitate the process of keeping track of how investments are performing.

This tool is accessible with the Basic version offered by Morningstar but some features might be limited unless the user pays for the Premium version. The Portfolio Manager is easily customizable and many columns can be added to showcase the most relevant information about a security based on the investor’s preferences and scope.

Basic members can add up to 100 stocks/funds, 20 cash instruments, 20 bonds, and a total of 140 securities to their portfolio. Meanwhile, premium members can add up to 200 stocks/funds, 40 cash instruments, 40 bonds, and a total of 280 securities.

Morningstar will typically rate the individual securities held within the portfolio based on their in-house research. Meanwhile, the X-Ray feature, which is only available for Premium users, provides a highly user-friendly and informative dashboard that showcases key data about the portfolio. Read our full Morningstar review to learn more.

Pros

  • Long-standing financial services firm
  • A free version is available.
  • The X-Ray feature includes an advanced dashboard to analyze the portfolio from different standpoints.
  • The premium version is affordable.

Cons

  • Analysts’ reports and some advanced features can only be accessed by Premium members. 

Pricing

The Morningstar Basic package is free while the Morningstar Premium package costs $199 per year (or $29.99 per month). A 14-day free trial is available to users who would like to try out the Premium version before subscribing.

In A Nutshell

  • Pricing: Free (basic tracking), $34.95/month (advanced tracking capabilities)
  • Available: iOS and Android
  • Highlight: Comprehensive investment data covering stocks, mutual funds, ETFs
Morningstar

on Morningstar’s website

Mint.com

Mint is a mobile app owned by one of the world’s most successful online accounting software companies, Intuit. This app currently empowers 25 million users by allowing them to tap on their vast range of financial planning and management tools including budgeting, bill payment trackers, and a portfolio analyzer.

The investment-tracking option allows users to connect their brokerage account so the system can create dashboards, powerful analytics, and reports that will allow investors to keep track of the performance of their portfolios.

With Mint, it is possible to compare the portfolio’s performance with different benchmarks and the app will also analyze the fees charged by different service providers to see if it would be possible to save money on that front.

Recently, Mint’s portfolio tracker started to support crypto portfolios by launching an integration with some of the most popular crypto exchanges including Coinbase, Binance, and Gemini. Read our full Mint review to learn more.

Pros 

  • Top-notch financial management app with multiple features and add-ons
  • User-friendly interface that incorporates dashboards and graphics
  • It is now possible to integrate crypto portfolios.
  • The investment tracker feature can be used in combination with other modules for financial planning purposes.
  • Mint is entirely free.

Cons

  • The features offered by Mint for tracking a portfolio are fairly basic and may not be suitable for advanced investors who engage in complex portfolio allocation strategies.

Pricing

Mint is a free app.

In A Nutshell

  • Pricing: Free
  • Available: iOS and Android
  • Highlight: Excellent budgeting and saving tools
Mint Logo

on Mint’s website

Kubera

Boasting a total of more than $6 billion assets tracked for individuals and another $2 billion for institutional investors, Kubera claims to be one of the world’s simplest and more powerful investment-tracking apps.

This portfolio tracker supports both traditional assets and alternative investments and it supports integrations with a large number of financial institutions and brokerage firms, including cryptocurrency brokers.

Two interesting features make Kubera stand out from other providers. First, users can add non-traditional investments and track them by using market-specific tools, such as Zillow for property prices and EstiBot for web domains.

Additionally, the developers of this app have incorporated a dead-man switch that will automatically send all your portfolio information to listed beneficiaries when long periods of inactivity have been detected and after several notifications have been sent to the account holder to deactivate the feature.

Pros

  • Innovative portfolio tracker that supports both traditional and non-traditional assets
  • Kubera integrates with a wide range of market data providers to keep the market value of assets updated.
  • A solution for institutional investors is available.

Cons

  • Kubera does not support financial planning features like most of its rivals.

Pricing

Users can enroll in a 14-day trial for just $1 to test the application before subscribing. For individuals, Kubera charges an annual subscription of $150 per year. Prices for institutional clients are not publicly disclosed and may vary depending on the size of the portfolio and other similar factors.

In A Nutshell

  • Pricing: $15 per month or $150 per year
  • Available: Web-based
  • Highlight: Tracking traditional and crypto assets
Kubera

on Kubera’s website

Tiller 

Tiller is a personal finance app that focuses mostly on budgeting, spend management, and debt tracking. However, their features include a basic portfolio tracking tool as well.

Tiller leverages the power of spreadsheets via Google Sheets and MS Excel to organize and update users’ accounts. They have created master templates for these two platforms and users can easily link their bank accounts, credit cards, and brokerage accounts to get their financial data downloaded, organized, sorted, and displayed in a way that is easy to understand.

Their software produces a daily report that delivers insightful information about the users’ expenditures, income, financial performance of the portfolio, and debt situation. They also allow investors to build customized spreadsheets that can be fed by using the data compiled and sorted by Tiller.

Overall, Tiller can be considered a go-to app for do-it-yourself investors who prefer to build their own portfolio tracking tools while leveraging on the firm’s data to feed their spreadsheets.

Pros 

  • Highly customizable spreadsheets for financial planning and management
  • Data from up to 21,000 financial sources can be integrated into a Google Sheet or an MS Excel spreadsheet by using Tiller’s software.
  • Affordable pricing

Cons

  • Building a portfolio-tracking tool with Tiller may take time depending on the complexity of the investor’s strategy and information needs.

Pricing

Tiller offers a 30-day trial to its service. After that, the cost of an annual subscription is $79 per year.

In A Nutshell

  • Pricing: $79.00 per year (includes a 30 free trial)
  • Available: Web-based
  • Highlight: For budgeting and investing tracking
Tiller Logo

on Tiller’s website

Quicken Premier

Quicken is the very definition of top-notch financial management software. The reason why they can be qualified as such is that their app allows users to track a wide range of areas concerning their personal finances including their income, expenditures, rental properties, small businesses, and investment accounts.

The investment-tracking module specifically allows investors to connect an account from 14,000 different financial institutions. The data obtained will be quickly processed and organized into illustrative dashboards that can be used for performance assessment, financial planning, and other similar endeavors.

Investors can, among many other things, keep track of how their portfolios have performed against certain benchmarks while also analyzing the current allocation mix versus a pre-defined target allocation to identify if the portfolio needs to be rebalanced.

Moreover, their progress toward achieving certain financial goals can be monitored in real time and Quicken also incorporates a feature from Morningstar called X-Ray, which includes an advanced dashboard to analyze a portfolio from different standpoints. Overall, Quicken is a great solution for individuals who own a relatively complex portfolio of financial securities.

Pros 

  • Advanced financial management software that can be integrated with accounts from a large number of financial institutions
  • The investment-tracking app provides incredible tools
  • Quicken incorporates a module that can be used for advanced tax-related investment strategies.
  • Affordable pricing on all tiers

Cons

  • Lack of charting tools

Pricing

Quicken currently offers the following three service packages:

  • Starter – $35.99 per year; Does not support investment tracking.
  • Deluxe (Recommended) – $31.19 per year; Supports Quicken’s investment-tracking tools.
  • Premier – $46.8 per year; Supports all the features offered for investment tracking and other modules.

In A Nutshell

  • Pricing: From $39.19 per year 
  • Available: iOS and Android
  • Highlight: Solid tax capabilities
Quicken Logo

on Quicken’s website

SigFig

In 2020, SigFig was rated by Barrons as #1 Overall Robo-Advisor and that puts its investment tracking app at the top of the list of potential choices for most investors. 

SigFig’s vision is to redefine the financial services industry by leveraging technology to provide software and features that increase the wealth of their users.

The SigFig app can be connected to almost any investment account in the world. The system analyzes the current composition of a portfolio to make suggestions that optimize returns and mitigate risks. 

A personalized portfolio can be built by using SigFig’s robo-advisor and, among the many features available, the system can quickly identify potentially expensive investment funds and overly concentrated positions that can affect the results of the portfolio down the road.

All the user has to do to get started is fill out a survey to determine his/her risk tolerance and set the financial goals he intends to achieve and SigFig will do most of the heavy lifting. 

Pros 

  • Highly intuitive investment-tracking app
  • Incredible robo-advisor that suggests potential adjustments to the portfolio that should deliver better risk-adjusted returns
  • Complex strategies, including tax-loss harvesting, are supported.
  • Free account management services for accounts with $10,000 or less

Cons

  • SigFig is primarily an asset manager. Therefore, even though its portfolio tracker is free, the firm will try to get users to sign up with their robo-advisor.

Pricing

SigFig’s Portfolio Tracker is a free feature. All the user has to do to access it is sign up.

In A Nutshell

  • Pricing: Free (portfolio tracking)
  • Available: iOS and Android
  • Highlight: Integration with over 50 leading online brokers
SigFig Logo

on SigFig’s website

Stock Rover

Stock Rover was born with one mission: empower investors by providing a research platform that allows them to make better investment decisions. This platform is best known for its research tools, which include a stock screener, an outstanding charting tool, and a portfolio management feature.

The investment-tracking tool offered by Stock Rover provides detailed information about how the portfolio is performing and it includes graphs that compare the portfolio’s gains with those of a benchmark. The system also provides e-mailed performance reports, seamless integration with over 1,000 brokers, projections for dividend income, and a useful rebalancing tool.

Additionally, investors can set up alerts and notifications for certain events concerning their individual holdings. The best news is that some of its services are free including the portfolio management tool. However, some features are only available if the user opts for the paid version which, by the way, is very affordable.

Pros 

  • Incredible stock and ETF-focused research platform
  • Outstanding portfolio management tools for both beginners and seasoned investors
  • Many of the most important features offered by Stock Rover are accessible with the free package

Cons

  • Coverage is only available for US stocks and US-listed ETFs and mutual funds, not foreign stocks or cryptocurrencies.

Pricing

The Free Plan from Stock Rover allows investors to synchronize their brokerage accounts to enjoy features like the portfolio management tool. 

The premium packages available with Stock Rover are the following:

  • Free – Free Plan
  • Essentials – $7.99 / month
  • Premium – $17.99 / month
  • Premium Plus – $27.99 / month

In A Nutshell

  • Pricing: Free (portfolio management)
  • Available: Web-based
  • Highlight: Powerful stock research and screening tools
Stock Rover Logo

on Stock Rover’s website

Sharesight

Boasting a 4.4/5 rating on Trustpilot, it seems that users are quite happy with what Sharesight has to offer as a pure-play investment tracking tool. This platform allows investors to track the performance of their stock portfolio, currently covering up to 240,000 different instruments including exchange-traded funds (ETFs), individual stocks, and mutual funds from multiple corners of the world.

Among the features that make this provider stand out, users can track the performance of their portfolio against their preferred benchmark, compare the historical performance of the portfolio across multiple periods, estimate the current allocation mix, and analyze how each different holding contributes and impacts the overall performance of the portfolio through its proprietary Contribution Analysis Report.

One great thing about Sharesight is that it supports non-traditional securities, such as bonds, forex pairs, a small selection of the major cryptocurrencies, precious metals, and even unlisted investments including private equity and options.

Pros 

  • Multi-asset investment-tracking platform that supports foreign stocks and alternative assets
  • The first 10 holdings incorporated into the account are free.
  • Its mobile app is available for both iOS and Android.
  • Users can grant third parties secure read-only access to facilitate the process of tax reporting.

Cons

  • Premium tiers can be a bit more expensive than some of its competitors.

Pricing

The free version of Sharesight allows investors to add one portfolio comprising up to 10 securities.

Meanwhile, this is a summary of the pricing for the premium subscription packages:

  • Free – $0/month; One portfolio of up to 10 holdings; Limited reporting
  • Starter Plan – $15/month; One portfolio of up to 20 holdings; Limited reporting
  • Investor Plan – $24/month; Three portfolios, unlimited holdings; Advanced reporting
  • Expert Plan – $31/month; Five portfolios, unlimited holdings; Full reporting

In A Nutshell

  • Pricing: From $0 per month
  • Available: iOS and Android
  • Highlight: Great portfolio tracker for international investors
Sharesight Logo

on Sharesight’s website

Microsoft Excel

MS Excel doesn’t really need an introduction. Its spreadsheets have powered the activities of organizations, businesses, and individuals for many decades and most investors are quite accustomed to using it either for their day jobs or as part of their investing journey.

Since Excel’s spreadsheets can be used to gather, organize, and analyze any kind of data, this software can also be employed to track the performance of an investment portfolio. 

The easiest way to use excel for this purpose is to track the profits or losses generated by a portfolio’s individual holdings using simple formulas that use data such as the cost basis of the assets and the current price.

Meanwhile, investors can take things up a notch by incorporating graphs and other elements to illustrate the performance of each individual security or the portfolio as a whole against a benchmark.

The great thing about Excel is that users can build their own investment-tracking tool so it suits whatever information needs they may have. In some cases, that might take some advanced knowledge about how to use formulas and certain modules but there are tons of tutorials on YouTube and the internet where one can quickly learn how to do most of that stuff.

Pros 

  • Highly customizable tool that can be tweaked based on the user’s preferences and information needs
  • The software is relatively inexpensive.
  • Some advanced features will allow for the incorporation of external data sources.

Cons

  • Building certain features will take some programming knowledge.

Pricing

The cost of Office 365 Personal currently stands at $6.99 per month or $69.99 per year. Meanwhile, the cost of Office 365 Home is $9.99 per month or $99.99 per year.

In A Nutshell

  • Pricing: From $6.99 per month
  • Available: iOS and Android
  • Highlight: Powerful functions and formulas for investors
Excel Logo

on Microsoft’s website

Google Sheets

Google Sheets is the cloud version of the traditional MS Excel spreadsheets although this tool is offered by a different company – in this case, Alphabet. 

There are many advantages to using Google Sheets for building an investment-tracking tool, including the possibility of storing the file on Google Drive to prevent it from being deleted or damaged in case your PC’s hard drive malfunctions.

Most of the things that one can do with MS Excel can be done with Google Sheets. Moreover, Google recently incorporated a feature that allows users to import real-time financial data to the spreadsheet by using the GOOGLEFINANCE function. 

With this function, it is now easier than ever to build working investment-tracking tools that monitor the performance of your portfolio in real-time. Many different sheets can be built for a wide variety of purposes, including tracking the portfolio’s profit/losses, its performance against a certain benchmark, the degree of correlation between each individual holding, and the month-to-month or quarter-to-quarter performance of virtually any asset. The possibilities are endless.

Pros 

  • Free software provided by Alphabet, Google’s parent company
  • The files created are stored in the cloud and saved regularly to prevent the loss of data.
  • Spreadsheets can be used as a white canvas to build the most basic or the most complex investment-tracking tool possible.
  • Real-time data can be imported via the GOOGLEFINANCE function.
  • Multiple extensions can be added to enhance a spreadsheet’s scope and reach.

Cons

  • Using Google Sheets can be uncomfortable for people who are too used to the MS Excel interface.
  • Some keyboard shortcuts from MS Excel are not the same in Sheets.

Pricing

Google Sheets is a free tool.

In A Nutshell

  • Pricing: Free
  • Available: iOS and Android
  • Highlight: Completely customizable with stock data available
Google Sheets

on Google’s website

How to Choose the Best Investment Tracking App

Now that we have shared a selection of the best investment tracking apps out there, you are probably wondering how you can filter these out to pick the one that is best for you.

Here are some criteria you may want to consider before you make a final decision on which provider you will be going with.

Ease of Use

The best portfolio trackers are highly user-friendly, intuitive, and can be easily synchronized with your brokerage firm to keep your data updated.

That said, picking the right provider would also depend on the kind of assets you invest in and the complexity of your portfolio. For example, if you are a beginner who only buys and holds index funds, even the most basic portfolio tracker will probably work for you.

Meanwhile, if your portfolio mix is complex and includes alternative investments or you follow a tactical approach, you may want to shop around for a more advanced version that incorporates more insightful reports and analytics.

Pricing

The good news is that there are multiple free investment-tracking apps that you can sign up for, including some of the ones we have mentioned. Others will typically offer a tiered pricing structure in which the investor will be able to access some basic features on the free version while more options will be added for the premium tiers.

Most investment-tracking apps adopt a subscription model and they may offer the possibility of paying for a lifetime subscription. In most cases, you will be able to enroll for a free trial to test the app before you sign up for the paid version.

Security

In most cases, your investment tracking app will have access to sensitive data from your brokerage account as that is how the system will keep the data up to date. This data should be protected by encryption protocols and other similar cyber security tools to prevent unauthorized third parties from accessing your information.

Moreover, there should be limits to the information you have to share with the app so it can perform as expected. For example, an app shouldn’t need to know your address or Social Security Number (SSN) to track the performance of your portfolio.

Customer Support

Most investment tracking apps are highly user-friendly and have been designed in a way that even the most financially illiterate user should be able to understand the information that is being shown.

However, glitches and technical issues can occur and, in those instances, some apps stand above others as they provide excellent support. At the very least, users should be able to submit a ticket reporting any issue they may have experienced while using the app and that ticket should be responded to in 24 hours or less.

Integrations

Keeping track of your portfolio should not be a complicated task if you only own a handful of stock and other assets in it. However, if your portfolio consists of dozens of securities, it will probably be time-consuming to keep the records up to date manually. 

In that situation, using an investment tracking app that can be integrated with your brokerage firm facilitates this process as the information will be updated in real-time as you buy and sell holdings. 

In most cases, these integrations should be read-only, which means that the app should not be able to execute any trades on your behalf unless you have authorized it to do so.

Tools

Last but not least, the best investment tracking apps are those that offer the most advanced tools for financial planning and other similar purposes. For example, a great app would allow you to establish a certain goal for your portfolio while determining how much you would have to earn on a monthly or annual basis on your current balance or how much you must contribute every month to get to that figure.

Other interesting features you may also find useful in an investment-tracking app would include charts for all your individual securities, fundamental data on your stocks, user-friendly and highly relevant dashboards, and a wide range of reports going from the most basic (profit & loss) to the most complex, such as the performance of an individual stock versus the industry’s average.

FAQ How to Track Investments

The following are answers to the most frequently asked questions we get on the topic of how to track investments.

What Is a Portfolio Tracker?

A portfolio tracker is a tool that allows investors to monitor and evaluate the performance of their investment portfolio. These tools typically illustrate the year-to-date and overall gains of the portfolio, the cost basis of each asset held, their current price, and other relevant elements. 

Moreover, reports can typically be drafted to analyze how much of the portfolio is being allocated into a certain asset class while some tools offer advanced analytics.

What Is the Best Way to Track My Investments?

To avoid tracking errors and typos, using a portfolio tracker that sources data from reliable third-party services and connects to your broker is typically the best choice.

Why Should I Track My Investments?

Tracking your investments would allow you to make informed and timely decisions about your portfolio’s composition and individual holdings based on the performance of the assets during a certain period and their weight on the portfolio compared to your initially planned allocation mix.

Are Investment Tracking Apps Safe to Use?

Most tracking tools only have read-only permission if they are integrated with your brokerage service. That said, you should make sure that any provider you choose is a reputed company based in an appropriately regulated jurisdiction as they will have access to sensitive information about your holdings.

Aside from that, a portfolio tracker should not be able to execute any transactions on your behalf before first asking for your explicit permission to do so. 

Final Thoughts

Tracking the performance of your portfolio and constantly analyzing its structure is important to make sure that you always remain on track to achieve your financial goals. We hope that you have already found a suitable partner for this journey among the selection of investment-tracking apps we shared above.

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