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Portfolio trackers

Compare portfolio trackers side by side — features, pricing and which ones are genuinely free.

PortfolioGlance

PortfolioGlance

That's us
Free

Rather import a CSV than hand over a bank login? Stocks, ETFs, crypto, property and deposits in one free app.

Multi-asset
AI analysis
No account linking
Read review
AllInvestView

AllInvestView

Freemium

Deep analytics for portfolios with bonds, options and property, and a Modelo 720 export. Free for 10 holdings.

Multi-asset
Tax reporting
Analytics
Read review
Anantys

Anantys

Freemium

French tracker with PEA and CTO bank sync and an AI that scores your portfolio out of 100. Free up to €10,000 tracked.

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

Blossom Social

Freemium

A social app where Canadian and US investors share portfolios, with a strong free dividend tracker. PRO is $59.99 a year.

Social investing
Dividends
Mobile
Read review
Capitally

Capitally

Paid

Deep return analytics and tax reports for 11 countries, without linking any account. Paid only, after a 14-day trial.

Analytics
Privacy-first
Multi-currency
Read review
Delta

Delta

Freemium

Puts stocks, ETFs and crypto from many brokers and exchanges in one phone app. Free up to 10 assets, PRO $53.88 a year.

Multi-asset
Auto-sync
AI analysis
Read review
Digrin

Digrin

Freemium

For dividend growth investors who want next year's income on a calendar. Free for 30 trades a month, Plus €4.17 a month.

Dividends
Calendar
Analytics
Read review
DivvyDiary

DivvyDiary

Freemium

A dividend calendar and income forecast first, the portfolio second. Free for 1 portfolio, Aristokrat is €89.99 a year.

Dividends
Calendar
DACH
Read review
DonkyCapital

DonkyCapital

Freemium

Multi-asset tracker from Italy with file import, TWR and IRR and no broker login. Free for 1 portfolio and 100 transactions.

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

Finanzfluss Copilot

Freemium

Free sync with 350+ German banks and brokers, from the Finanzfluss team, but no AI despite the name. PLUS €69.99 a year.

DACH
Auto-sync
Multi-asset
Read review
Finary

Finary

Freemium

Links 20,000+ European banks, brokers and crypto platforms into one net worth. Free for 2 accounts, most analysis in Plus.

Multi-asset
Europe
Net worth
Read review
Ghostfolio

Ghostfolio

Freemium

A good pick if you want your portfolio data on your own server. Free to self-host, about $48 a year in the cloud.

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

Investbrain

Free

Free, self-hostable tracker for listed stocks and ETFs, with a real REST API and AI chat on your own model or key.

Self-host
Free
Multi-currency
Read review
Kubera

Kubera

Paid

Net-worth tracker for wealth that goes beyond stocks: property, private deals, crypto. Paid only, from $249 a year.

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

My Stocks Portfolio & Market

Freemium

A phone-first ledger for investors who track tax lots and currencies by hand. Free with ads, Premium $49.99 a year.

Multi-asset
Mobile
Multi-currency
Read review
MyFund

MyFund

Paid

Made for Polish investors with GPW shares, Polish funds and IKE/IKZE accounts. Paid only, from about 4.49 PLN a month.

Poland
GPW
Multi-asset
Read review
Parqet

Parqet

Freemium

Syncs your broker from your own phone, so the login never leaves it. Dividend forecasts and a free Basic plan.

DACH
Auto-sync
Dividends
Read review
Passiv

Passiv

Freemium

Keeps a Canadian brokerage account on its target allocation. The free plan does the math, Elite is $99 a year.

Rebalancing
Auto-sync
Multi-currency
Read review
Portfeo

Portfeo

Paid

Polish tracker from the Independent Trader team, with Polish retail bonds and XTB import. Paid only, from 14 PLN a month.

Poland
ETFs
Bonds
Read review
Portfolio Performance

Portfolio Performance

Free

Desktop app for investors who want returns calculated properly and data kept on their own computer. Free and open source.

Open-source
Desktop
Free
Read review
Portfolio Trader

Portfolio Trader

Freemium

Native iPhone, iPad and Apple Watch tracker with MWR and TWR, paid once instead of monthly. Pro costs $4.99 or $49.99.

Multi-currency
Performance
Mobile
Read review
Portseido

Portseido

Freemium

For investors with several brokers who'd rather import than link accounts. TWR and MWR returns, free plan capped by trades.

Dividends
Performance
Multi-currency
Read review
Rentablo

Rentablo

Freemium

Syncs German bank depots and gets the return maths right. Free for one bank, PLUS from €4.99 a month.

Multi-asset
Auto-sync
DACH
Read review
Sharesight

Sharesight

Freemium

Turns your trades and dividends into tax reports, with imports from 200+ brokers. Free for 1 portfolio of 10 holdings.

Dividends
Tax reporting
Performance
Read review
Snowball Analytics

Snowball Analytics

Freemium

Dividend tracker with broker sync, a rebalancing calculator and 30 years of backtests. Free for 1 portfolio of 10 holdings.

Dividends
Analytics
Backtesting
Read review
Stock Events

Stock Events

Freemium

Built for dividend investors who plan around payout dates. Free up to 15 stocks, Pro is $49.99 a year.

Dividends
Mobile
Multi-asset
Read review
T

TinyWallet

Freemium

Encrypted German tracker that includes physical gold and silver, with a dividend forecast even for free. Pro is €35 a year.

Multi-asset
Dividends
Privacy-first
Read review
TrackYourDividends

TrackYourDividends

Freemium

For US and Canadian investors who plan around dividend income. Free plan, Premium $9.99 a month.

Dividends
Calendar
Auto-sync
Read review
TrackinV

TrackinV

Freemium

Small European tracker that publishes its return formulas. CSV or manual entry, free for 1 portfolio, Premium €40 a year.

Analytics
Multi-asset
Multi-currency
Read review
Treestep

Treestep

Freemium

Turns investing into a game with XP, quests and guilds, for French beginners. Free plan, premium €9.99 a month.

Gamified
Multi-asset
AI analysis
Read review
Wealthfolio

Wealthfolio

Freemium

Open-source tracker that keeps your data on your device, with real TWR and MWR. Free, broker sync is a paid add-on.

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

Wealthica

Freemium

Pulls Canadian bank and broker accounts into one dashboard, updated daily. Free for 3 institutions, paid from CA$50 a year.

Auto-sync
Net worth
Multi-asset
Read review
extraETF

extraETF

Freemium

German-language tracker with time- and money-weighted returns and bank sync on the free plan. Paid from €89.99 a year.

Analytics
Auto-sync
DACH
Read review
getquin

getquin

Freemium

Broker sync plus a social feed where investors share their portfolios. Free plan, deeper analytics in Premium.

Auto-sync
Community
Analytics
Read review
inwestuje

inwestuje

Free

Free Polish tracker that knows all eight retail treasury-bond series and names its return method. Manual entry only.

Poland
Bonds
Free
Read review

About PortfolioGlance

Skip the trade-by-trade logging. Just tell us what you hold today, and we reconstruct the history and performance for you. Prefer import? CSV works too.

Try PortfolioGlance free

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