Best Portfolio Tracking software
49 tools with AI-ranked alternatives, pricing, pros and cons.
Investipal
Investipal is an online investment portfolio tracker for individual investors who want to monitor holdings and...
Cointelli
Cointelli is cryptocurrency tax software for investors, traders, and accountants who need transaction reports for tax...
Stock Unlock
Stock Unlock is an online stock-research platform for individual investors evaluating public companies and portfolios. It...
CoinLion
CoinLion was a cryptocurrency portfolio-management and trading platform for retail crypto investors. It combined portfolio tracking,...
B3App
B3 App is the official mobile service from Brazilβs stock exchange for investors who want to...
My Crypto Profile
My Crypto Profile is an online cryptocurrency portfolio tracker for investors who want to monitor holdings...
Cathie's Ark
Cathie's Ark is an independent website for tracking ARK Invest ETFs, holdings, trades, and portfolio changes....
CryptoTax
CryptoTax is an online cryptocurrency tax reporting service for investors, traders, and businesses, particularly in German-speaking...
Snowball Analytics
Snowball Analytics is a web-based portfolio tracker for investors who want to monitor dividends, income, performance,...
Stonk Journal
Stonk Journal is a web-based trading journal for retail traders who want to record trades and...
Someka Trading Journal Excel Template
Trading Journal Excel Template is a spreadsheet-based trade logging and analysis tool for individual traders. It...
Plasma.Finance by Plasma Alliance Γ°ΒΒΒ
Plasma.Finance is a DeFi platform for managing crypto assets, swapping tokens, and accessing decentralized finance opportunities...
Iris - Social Stock App
Iris is a social investing app for people who want to discover stock ideas, follow other...
Notion Cryptofolio
Notion Cryptofolio is a cryptocurrency portfolio-tracking template built for Notion users who want to record holdings,...
CryptoTrade Journal
CryptoTrade Journal is an online trading journal for cryptocurrency traders who want to record trades and...
CryptoSpace
CryptoSpace is an online cryptocurrency portfolio and market-tracking service for people who want to monitor digital-asset...
Compoundeer
Compoundeer is an online stock-research and portfolio-analysis platform for long-term investors. It combines company financial data,...
CryptoTaxReport.co
CryptoTaxReport.co is an online service for organizing cryptocurrency transactions and producing tax reports for crypto investors....
Fey
Fey is a finance and investment research platform for individual investors who want to track portfolios,...
Value Sense
Value Sense is an investment research platform for individual investors analyzing public companies and portfolios. It...
Coinfella.io
Coinfella is an online cryptocurrency portfolio tracker for investors who want to monitor holdings and performance...
Tradeswatch.app
Tradeswatch is a trading journal and analytics platform for traders who want to record, review, and...
RunStocks
RunStocks is a web-based stock research and portfolio-tracking service for individual investors. It focuses on monitoring...
DividendDynasty.co
Dividend Dynasty is an online resource for investors researching dividend-paying stocks and building income-focused portfolios. It...
WalletSync
WalletSync is a cryptocurrency portfolio tracking service for users who want to monitor balances and activity...
Plasma Finance
Plasma Finance is a multichain DeFi platform for managing wallets, swapping tokens, and accessing decentralized finance...
Bitfolio
Bitfolio is a cryptocurrency portfolio tracker for investors who want to monitor holdings, prices, performance, and...
Moonstats
Moonstats is a web-based cryptocurrency market and portfolio tracking service for retail crypto investors. It combines...
altrady
Altrady is a browser-based cryptocurrency trading platform for active traders managing multiple exchanges. It combines multi-exchange...
TradesViz
TradesViz is a trading journal and performance analytics platform for retail traders in stocks, options, futures,...
DeFi Rise
DeFi Rise is a web-based service for monitoring decentralized-finance portfolios, assets, and yield opportunities across supported...
Cryptonose
Cryptonose is an online cryptocurrency portfolio and market-monitoring service for people tracking digital-asset holdings. It focuses...
OctoFi
OctoFi is a community-oriented decentralized-finance platform for monitoring and interacting with DeFi services. It combined portfolio...
Koinju
Koinju is an online investment research and portfolio-management service for individual investors. It combines market information,...
Aurox
Aurox is a DeFi platform that combines crypto portfolio tracking, wallet connectivity, token research, and decentralized...
BullBear
BullBear is an online stock research and market analysis platform for individual investors. It combines market...
Stock Market Tracker
Stock Market Tracker is a web-based tool for monitoring stock prices, market indexes, and portfolio holdings....
BuySellHodl
BuySellHodl is an online cryptocurrency platform for monitoring digital assets and making buy, sell, or hold...
Statfolio
Statfolio is an investment portfolio tracker for individual investors who want to monitor stocks, ETFs, and...
BuyHoldTrack
BuyHoldTrack is an online portfolio-tracking service for long-term investors who want to monitor buy-and-hold positions and...
DefiSnap
DeFiSnap is a web-based portfolio dashboard for tracking decentralized-finance positions and wallet activity. It is aimed...
Trader Breeder
Trader Breeder is an online trading journal and performance-analysis service for active traders. It helps users...
Cryptopurr
Cryptopurr is a cryptocurrency portfolio tracker for investors who want to monitor holdings and performance across...
Wallmine Free Stock Screener
Wallmine is a web-based stock research and screening platform for individual investors and finance professionals. It...
Tykr
Tykr is a stock research and portfolio analysis platform for individual investors. It combines business-quality scores,...
Beanvest
Beanvest is a web-based investment portfolio tracker for individual investors who want to monitor stocks, ETFs,...
NODE40
NODE40 provides blockchain infrastructure and cryptocurrency portfolio services, including tools for tracking digital assets and preparing...
Crycto
Crycto is a cryptocurrency portfolio-tracking service for investors who want to monitor holdings across wallets and...
defi.watch
DeFi Watch is a web-based portfolio tracker for monitoring decentralized-finance positions, wallets, and protocol activity across...