π‘ Pick it for deeper performance, dividend, and tax reporting than Stonksfolio.
Sharesight is an online investment portfolio tracking and management tool that provides performance and tax reports for investors.
Starting at $15 per month
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Stonksfolio is an online investment portfolio tracker for retail investors monitoring stocks and other holdings. It focuses on consolidating portfolio positions and presenting performance data in a lightweight interface.
π‘ Pick it for deeper performance, dividend, and tax reporting than Stonksfolio.
Sharesight is an online investment portfolio tracking and management tool that provides performance and tax reports for investors.
Starting at $15 per month
π‘ Choose it if you want free portfolio tracking combined with budgeting and net-worth tools.
Empower is an online personal finance and wealth management platform with investment portfolio tracking for connected financial accounts. It suits investors who...
Free; advisory services priced separately
π‘ Pick it for portfolio tracking plus extensive free market news and research.
Yahoo! Finance is a comprehensive financial website that provides news, data, and analysis on the financial markets.
Ghostfolio
π‘ Choose it if privacy, self-hosting, and open-source control matter more than turnkey simplicity.
Ghostfolio is an open-source wealth-management and portfolio-tracking application for privacy-conscious investors. It provides portfolio analytics, allocation views, and market data through a...
Free, open source; hosted plans available
π‘ Pick it for free, local, and highly detailed portfolio accounting.
Portfolio Performance is a free, open-source desktop application for tracking securities, transactions, dividends, and portfolio performance. It is aimed at self-directed investors...
Free, open source
π‘ Choose it if you track stocks, crypto, and other assets primarily from a mobile app.
Delta is a comprehensive software solution for project management and collaboration.
Starting at $29.99/month
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