Best investment tracking software

10 tools with AI-ranked alternatives, pricing, pros and cons.

GainsKeeper logo

GainsKeeper

GainsKeeper is a cost-basis and tax-lot tracking service for self-directed investors, tax professionals, and financial institutions....

Stonksfolio logo

Stonksfolio

Stonksfolio is an online investment portfolio tracker for retail investors monitoring stocks and other holdings. It...

Exirio logo

Exirio

Exirio is an investment portfolio tracker for individual investors who want to consolidate holdings and evaluate...

STRATAFOLIO logo

STRATAFOLIO

Stratafolio is real estate portfolio management software for property investors, operators, and asset managers. It centralizes...

The Retirement Tracker logo

The Retirement Tracker

The Retirement Tracker is an online tool for monitoring retirement savings and evaluating progress toward retirement...

NVSTly logo

NVSTly

NVSTly is an online investment portfolio tracker for retail investors who want to monitor holdings, performance,...

My Crypto Profile logo

My Crypto Profile

My Crypto Profile is an online cryptocurrency portfolio tracker for investors who want to monitor holdings...

SAG Investor logo

SAG Investor

SAG Investor is an investment portfolio management platform for Indian investors and financial professionals. It supports...

Capitally logo

Capitally

Capitally is a personal finance and wealth-tracking app for individuals who want to monitor budgets, net...

AllInvestView logo

AllInvestView

AllInvestView is an online investment portfolio tracker designed to bring holdings from multiple accounts into one...