💡 Pick it for stronger tax, dividend, and multi-market performance reporting.
Sharesight is an online investment portfolio tracking and management tool that provides performance and tax reports for investors.
Starting at $15 per month
Best NVSTly Alternatives ranked by AI · updated Aug 2026
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NVSTly is an online investment portfolio tracker for retail investors who want to monitor holdings, performance, dividends, and allocation in one place. It also includes social features for discovering and comparing public portfolios.
Top 6 NVSTly alternatives
2
Stock Events
Stock Events GmbH
💡 Pick it for a polished mobile tracker with strong alerts and market-event coverage.
Stock Events is a mobile-first market and portfolio tracking app for retail investors monitoring stocks, ETFs, cryptocurrencies, dividends, and earnings. Its standout...
Pros
- More polished mobile experience than NVSTly
- Provides broad market data, earnings, dividend, and price alerts
- Supports stocks, ETFs, cryptocurrencies, and other assets in one watchlist
Cons
- Advanced features require a subscription
- Portfolio analytics are less comprehensive than Sharesight's
- Brokerage automation may be limited depending on region
Freemium, Pro from $4.99/mo
💡 Pick it if you track stocks, crypto, and other assets in one mobile portfolio.
Delta is a comprehensive software solution for project management and collaboration.
Starting at $29.99/month
💡 Pick it for broad market data, financial news, and free basic portfolio tracking.
Yahoo! Finance is a comprehensive financial website that provides news, data, and analysis on the financial markets.
5
Empower Personal Dashboard
Empower
💡 Pick it for free U.S. account aggregation and broader household net-worth tracking.
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 private, open-source portfolio accounting with advanced local analysis.
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
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