💡 Pick it for richer performance, dividend, and tax reporting across global investments.
Sharesight is an online investment portfolio tracking and management tool that provides performance and tax reports for investors.
Starting at $15 per month
Best BuyHoldTrack Alternatives ranked by AI · updated Aug 2026
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BuyHoldTrack is an online portfolio-tracking service for long-term investors who want to monitor buy-and-hold positions and investment performance. It focuses on organizing holdings and tracking portfolio results over time rather than executing trades.
Top 6 BuyHoldTrack alternatives
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Empower Personal Dashboard
Empower
💡 Pick it if you want free investment tracking combined with a complete household net-worth dashboard.
Empower Personal Dashboard is a free financial-tracking service for monitoring spending, investments, net worth, and cash flow. It is particularly useful for...
Pros
- Free account aggregation and net-worth monitoring
- Stronger investment and retirement views than Bootstrap Money
- Cash-flow and spending dashboards provide useful financial context
Cons
- Budgeting controls are less comprehensive than YNAB's
- Personalized advisory outreach may be unwanted by some users
- Less focused on step-by-step financial education than Bootstrap Money
💡 Pick it for a free, open-source tracker with deep transaction and performance detail.
Portfolio Performance is a free, open-source desktop application for tracking securities, transactions, dividends, and portfolio performance. It is aimed at self-directed investors...
Pros
- Free with no recurring subscription
- Open-source and stores portfolio data locally
- Detailed performance, allocation, and transaction analysis
Cons
- Requires more manual setup than GainsKeeper
- Broker imports are less turnkey than commercial services
- Tax-reporting automation is more limited
Free, open source
💡 Pick it if dividend income forecasting and portfolio-income analysis are your priorities.
Snowball Analytics is a web-based portfolio tracker for investors who want to monitor dividends, income, performance, and asset allocation. It supports portfolio...
Pros
- Detailed dividend forecasting and income analytics
- Purpose-built dashboards for income-oriented investors
- Tracks portfolio allocation and performance across holdings
Cons
- Paid features are required for deeper portfolio analytics
- Broker and market data integrations vary by region
- Less established than Sharesight for tax reporting
Freemium, paid plans available
💡 Pick it if you want portfolio tracking plus serious stock screening and fundamental research.
Stock Rover is an investment research and portfolio-analysis platform for serious long-term investors. It stands out with detailed screeners, historical comparisons, portfolio...
Pros
- Far deeper fundamental screening than My Stocks
- Strong portfolio analytics and diversification reporting
- Useful historical comparisons and valuation workflows
Cons
- More expensive and complex than My Stocks
- Primarily web-based, with less emphasis on mobile monitoring
- Not as strong as TradingView for technical charting
Freemium, paid plans from $7.99/mo
💡 Pick it for a consolidated view of investments, property, crypto, debts, and international assets.
Kubera is a net worth and portfolio tracking service for people managing accounts, properties, private investments, and liabilities. It stands out for...
Pros
- Broader asset and liability coverage than myPFS
- Strong support for investment, property, and alternative-asset tracking
- Useful historical net worth reporting for wealthier households
Cons
- More expensive than basic personal finance apps
- Less focused on producing a lender-specific statement
- Can require manual updates for unusual or private assets
From $150/year
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