Investing apps directory

An objective directory of investing tools, reviewed periodically. We start with portfolio trackers, flag which ones are genuinely free, and tell you honestly where each one beats us.

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PortfolioGlance

PortfolioGlance

That's us
Free

Manual multi-asset portfolio tracker with AI insights — no account linking, no card, free to start.

Multi-asset
AI analysis
No account linking
Read review
AllInvestView

AllInvestView

Freemium

Multi-asset web tracker with deep quant analytics, a 13-jurisdiction tax engine and a Spanish Modelo 720 export.

Multi-asset
Tax reporting
Analytics
Read review
Anantys

Anantys

Freemium

French multi-asset portfolio tracker with automatic DSP2 bank sync and an AI copilot that scores your holdings out of 100.

AI analysis
Multi-asset
Auto-sync
Read review
Blossom Social

Blossom Social

Freemium

Canadian, mobile-only social-investing community with a brokerage-synced (or manual) portfolio and deep dividend-forecast tracking.

Social investing
Dividends
Mobile
Read review
Capitally

Capitally

Paid

Analytics-focused, privacy-first portfolio tracker with multi-currency performance and tax reporting across many jurisdictions.

Analytics
Privacy-first
Multi-currency
Read review
Delta

Delta

Freemium

Multi-asset portfolio tracker for stocks, ETFs, crypto and forex with broker and exchange auto-sync.

Multi-asset
Auto-sync
AI analysis
Read review
Digrin

Digrin

Freemium

Dividend-focused portfolio tracker built around a forward dividend calendar, DRIP and XIRR income analytics.

Dividends
Calendar
Analytics
Read review
DivvyDiary

DivvyDiary

Freemium

Dividend-income tracker with a payout calendar, portfolio tracking and a dividend-focused screener.

Dividends
Calendar
DACH
Read review
DonkyCapital

DonkyCapital

Freemium

Privacy-first multi-asset portfolio tracker for European investors with CSV/PDF import, TWR/IRR returns and an AI portfolio chat — no broker login.

Multi-asset
No account linking
AI analysis
Read review
Finanzfluss Copilot

Finanzfluss Copilot

Freemium

German portfolio tracker and net-worth app from the Finanzfluss media brand, with free 350+ broker auto-sync.

DACH
Auto-sync
Multi-asset
Read review
Finary

Finary

Freemium

European wealth aggregator linking 20,000+ banks, brokers, crypto and real estate in one view.

Multi-asset
Europe
Net worth
Read review
Finviz

Finviz

Freemium

Free US stock screener with signature market heatmaps; Elite adds real-time data, alerts and export.

Screening
US markets
Free
Read review
Ghostfolio

Ghostfolio

Freemium

Open-source, privacy-first tracker you can self-host or use via a paid cloud plan.

Open-source
Self-host
Privacy-first
Read review
Investbrain

Investbrain

Free

Self-hostable web tracker for listed securities with a documented API and bring-your-own-LLM AI chat.

Self-host
Free
Multi-currency
Read review
Koyfin

Koyfin

Freemium

Institutional-grade market data and global screening on Capital IQ and Morningstar feeds, at retail prices.

Screening
Global coverage
Analytics
Read review
Kubera

Kubera

Paid

Premium all-asset net-worth tracker with worldwide account sync, IRR benchmarking and estate handoff.

Net worth
Multi-asset
Estate planning
Read review
My Stocks Portfolio & Market

My Stocks Portfolio & Market

Freemium

Native iOS and Android tracker with lot-level cost-basis accounting, XIRR and multi-currency support.

Multi-asset
Mobile
Multi-currency
Read review
MyFund

MyFund

Paid

Feature-rich Polish portfolio tracker for GPW, foreign markets, funds and IKE/IKZE, with Polish tax tools.

Poland
GPW
Multi-asset
Read review
Parqet

Parqet

Freemium

German-built tracker with local-device broker autosync, dividend forecasting and a community.

DACH
Auto-sync
Dividends
Read review
Passiv

Passiv

Freemium

Broker-connected rebalancing tool that keeps your portfolio on target with one-click trades, with holdings and performance tracking underneath.

Rebalancing
Auto-sync
Multi-currency
Read review
Portfeo

Portfeo

Paid

Polish portfolio & net-worth app (by Independent Trader) for stocks, ETFs, bonds and crypto.

Poland
ETFs
Bonds
Read review
Portfolio Performance

Portfolio Performance

Free

Free, open-source desktop tracker with true time-weighted and internal-rate-of-return performance, stored entirely on your own machine.

Open-source
Desktop
Free
Read review
Portfolio Trader

Portfolio Trader

Freemium

Native Apple portfolio tracker with both MWR and TWR, cost-basis accounting and a one-time purchase.

Multi-currency
Performance
Mobile
Read review
Portseido

Portseido

Freemium

Import-based multi-broker tracker with TWR/MWR analytics, dividends and benchmarking.

Dividends
Performance
Multi-currency
Read review
Rentablo

Rentablo

Freemium

German browser-based portfolio tracker with PSD2 bank sync, dividend calendar and true TWROR + IRR returns.

Multi-asset
Auto-sync
DACH
Read review
Sharesight

Sharesight

Freemium

Performance and dividend tracker with a strong focus on tax reporting.

Dividends
Tax reporting
Performance
Read review
Simply Wall St

Simply Wall St

Freemium

Visual stock analysis with Snowflake scores and published DCF fair values, screenable across 90+ markets.

Screening
Valuation
Global coverage
Read review
Snowball Analytics

Snowball Analytics

Freemium

Dividend-focused tracker with broker connections, rebalancing and long-range backtesting.

Dividends
Analytics
Backtesting
Read review
Stock Events

Stock Events

Freemium

Portfolio and dividend tracker built around a calendar of payouts, earnings and market events.

Dividends
Mobile
Multi-asset
Read review
Stock Rover

Stock Rover

Freemium

Deep North American fundamental screener: 800+ metrics, guru presets, DCF fair values and composite scores.

Screening
Fundamental analysis
Valuation
Read review
Stockopedia

Stockopedia

Paid

Factor-based stock research with daily StockRanks scores and 65+ live-tracked guru screens across 61 exchanges — subscription only, sold by region.

Screening
United Kingdom
Global coverage
Read review
TIKR

TIKR

Freemium

Global fundamentals terminal on S&P Capital IQ data — deep financials, earnings transcripts, superinvestor holdings and a guided valuation builder.

Screening
Fundamental analysis
Global coverage
Read review
T

TinyWallet

Freemium

Privacy-first German portfolio tracker for stocks, ETFs, crypto and physical commodities, with a dividend calendar and PDF/CSV import.

Multi-asset
Dividends
Privacy-first
Read review
TrackYourDividends

TrackYourDividends

Freemium

Free dividend tracker for US and Canadian investors that projects future income and flags payout-safety risk.

Dividends
Calendar
Auto-sync
Read review
TrackinV

TrackinV

Freemium

European analytics-first portfolio tracker with transparent TWR + Modified Dietz returns from CSV or manual entry.

Analytics
Multi-asset
Multi-currency
Read review
TradingView

TradingView

Freemium

Global charting platform with screeners for stocks, ETFs and crypto; Pine Script powers custom screens, backtests and alerts.

Screening
Technical analysis
Global coverage
Read review
Treestep

Treestep

Freemium

Gamified, RPG-style portfolio tracker that turns manual investing into quests, XP and guilds — for French retail investors.

Gamified
Multi-asset
AI analysis
Read review
Wealthfolio

Wealthfolio

Freemium

Open-source, local-first portfolio tracker with time-weighted and money-weighted returns, rebalancing and an optional paid broker sync.

Open-source
Privacy-first
Self-host
Read review
Wealthica

Wealthica

Freemium

Canadian financial-account aggregator that syncs banks and brokerages into one dashboard with an add-on store.

Auto-sync
Net worth
Multi-asset
Read review
extraETF

extraETF

Freemium

German ETF portal's transaction-based portfolio tracker with time- and money-weighted returns, rebalancing and bank auto-sync.

Analytics
Auto-sync
DACH
Read review
getquin

getquin

Freemium

Social portfolio tracker with broker connections, analytics and a community feed.

Auto-sync
Community
Analytics
Read review
inwestuje

inwestuje

Free

Free Polish portfolio tracker with TWR, index benchmarking and all eight retail treasury-bond series.

Poland
Bonds
Free
Read review

Best-of rankings

We list competitors alongside our own product and link to their official sites. Comparisons are written to be honest — including where another tool beats PortfolioGlance. Details like pricing change; always check the official site.

Frequently asked questions

Is this directory objective?

We list competitors alongside our own product and describe each one factually, including where it beats PortfolioGlance. Our own pitch is kept in a clearly-labelled section so you can always tell description from opinion.

Which portfolio trackers are completely free?

Each tool is tagged Free, Freemium or Paid. “Free” means genuinely usable at no cost; “Freemium” means a free tier plus paid plans. PortfolioGlance is free to start, with AI tokens included.

How often is the directory updated?

We review entries periodically. Pricing and features change, so treat each entry as a starting point and confirm the details on the tool's official site.

How do I suggest a tool?

We're expanding the directory across more categories. If a tool is missing, email us at portfolioglance@gmail.com and we'll consider it for a future update.