Best Portfolio Tracker

Tracking your portfolio is the best way to stay on top of your finances. A good portfolio tracker will help you keep an eye on your investments, see how they are performing and make decisions about when to sell them.

Whether you have just started investing, or if you have been investing for some time, portfolio tracking is something you need to seriously consider if you are to make great returns. A portfolio tracker will help you:

  • Track your performance over time
  • Get an overview of your holdings across multiple accounts
  • Identify areas of improvement, such as investment goals or asset allocation
  • Make better decisions in the future

Now, if you are ready to take that bold step, here are some of the best portfolio trackers in the market currently.

Top Rated Portfolio Trackers in 2022

1. Ziggma

Ziggma is a simple and powerful tool for tracking your portfolio. The application can be used to track investments, stocks, or any other asset that you own in your portfolio. You can also use the application to track your expenses and income as well.

The application uses a clean and intuitive design which makes it easy to use and understand. The main screen of the application shows a list of all assets that you own, along with their current values, profit/losses and market caps. 

The list can be sorted by name or by value, which makes it easy to find specific assets quickly.

Ziggma supports complete customization of each asset's information such as its name, description, image and more. 

In terms of customization, there are several options available. For instance, you can set up alerts for when an asset reaches a specific price point or when its performance changes significantly; you can choose to display only relevant information such as only showing gains.

What’s more, there's also a dark theme available for those who prefer it over a white one.

Pros

  • Most portfolio tracking features are free to use
  • The user interface is clean and easy to navigate
  • Ziggma has a mobile app
  • Highly user friendly
  • Fantastic stock scoring system

Cons

  • Limited stock screening features

2. Sharesight

A good portfolio tracker is one that is easy to use, has a lot of features and gives you the best bang for your buck. Sharesight ticks all these boxes. It’s a straightforward tool that will help you track your investments and see how they are performing over time.

It has a simple interface that makes it easy to use and can be customized to your needs. You can get started by creating an account, adding your holdings, and then setting up your preferences for what you want to track.

When you first sign up for Sharesight, you are prompted to add your holdings. You can do this either manually or automatically using their integration with other websites such as Google Finance, Yahoo Finance and more. 

Once you have added all of your holdings, it’s time to set up some preferences.

You can create alerts on certain criteria such as when the price of a stock goes above or below a certain value. This is great if you want to know when a stock hits an all-time high or if it drops significantly in value so that you can sell it before further losses occur.

You can also set up custom reports that show information about specific stocks or markets in general over time periods of days, months or years so that you can see how they have performed over time compared with the market overall or other stocks that are similar in nature to them but not necessarily in the same industry sector.

A good example is comparing two different types of stocks like tech stocks.

Pros

  • Tracks multiple investment accounts
  • Fantastic brokerage integrability
  • Easy setup process
  • Supports multiple asset classes
  • Reliable data export features

Cons

  • Limited features for the basic membership plan

3. Stock Rover

Stock Rover is a free portfolio tracker that can help you keep tabs on your investments. It's simple, easy to use and offers a wide range of features that make it one of the best options out there.

Stock Rover uses real-time stock quotes from NASDAQ and BATS, two of the largest exchanges in the US. You can track over 8,000 companies across five markets: US stocks, Canadian stocks, European stocks, Asian stocks and emerging market stocks.

The app also includes real-time news updates from more than 100 sources including Reuters, Yahoo Finance and MarketWatch. There's also a section for personal finance information like credit scores, mortgages rates and other loans rates.

Stock Rover's best feature is its portfolio tracking tool which lets you quickly see how much money you've made or lost across all your investments over time. You can add multiple portfolios so that each one is color coded for easier viewing.

Pros

  • It's free and easy to use
  • Power stock scoring features
  • Rich historical data
  • Wide variety of stock screening metrics
  • Research reports availed in real-time

Cons

  • Lacks mobile app
  • Doesn’t have crypto or forex data

4. Seeking Alpha

Seeking Alpha is a great source for all kinds of financial news, including portfolio tracking. It has a lot of high-quality articles and research on individual stocks. You can also search for specific companies to find their stock price history.

The site also provides in-depth analysis on various sectors and industries.

One of the best features of Seeking Alpha is its ability to track your own portfolios. You can add any stocks you own, as well as your current holdings, and track them over time.

When you visit the Seeking Alpha website, you can search for specific companies or types of stocks such as dividend stocks to find relevant news stories and articles. 

There are also several tools that allow you to analyze company performance over time and compare them with other companies in the same industry.

Pros

  • Allows you to track more than one portfolio
  • Quality investment research
  • Powerful screening and comparison tools
  • Highly valuable quant ratings
  • Extensive database of stocks and ETFs

Cons

  • Costly pro plan
  • No way to fully automate things

5. Interactive Brokers

Interactive Brokers is an online broker that caters to active traders. With a wide range of investment tools and services, as well as access to global markets, Interactive Brokers is a great choice for active traders who want to buy stocks using their IRA or Roth IRA accounts.

The brokerage’s low commissions make it an attractive option for those who trade frequently or in large amounts. The company also offers margin trading, so you can borrow money from Interactive Brokers to buy additional shares of stock. 

With its extensive selection of equities and futures trading features, Interactive Brokers makes it easy for investors to build their portfolios and track their investments.

Pros

  • Wide range of products and services
  • Easy-to-use trading platform
  • Ideal for professional traders
  • Large selection of securities to trade
  • Awesome order execution functionality

Cons

  • Their customer support still has room for improvement

6. Personal Capital

Personal Capital is a free online tool that can help you manage your personal finances. The service aggregates all of your financial accounts, including credit cards, checking and savings accounts, investment accounts and more, into one place so that you can see the big picture of your money.

Personal Capital's dashboard shows you your net worth and breaks it down by category so you can see how much money you're spending on things like housing and transportation. You can also set goals for certain expenses or investments, such as saving for retirement or paying off debt, and track your progress toward those goals over time.

The app also has an extensive library of educational videos on topics like estate planning and understanding the difference between stocks, bonds and mutual funds.

Pros

  • Comes with educational tools
  • Easy to use
  • Mobile app support
  • Powerful investment management tools
  • Dedicated financial advisers

Cons

  • There's no free version of this service
  • High management fees

7. Kubera

Kubera is a portfolio tracker for cryptocurrency investors. It provides an easy way to track your crypto portfolio, and also has some interesting features that you will not easily find in other trackers.

You can add any number of coins to your portfolio, and Kubera will show you how much each coin is worth in USD. As if that is not enough, you also get to see the percentage of your portfolio that each coin represents.

Kubera allows you to compare the performance of different coins over time, which can be helpful when deciding whether or not one coin is worth more than another.

The biggest downside with Kubera is its limited functionality. You cannot add funds or transactions manually, so if you want to use this app as your main portfolio tracker then it's going to be difficult as it doesn't allow you to keep track of everything yourself.

Pros

  • Friendly user interface
  • Tracks traditional investments & crypto
  • Allows for manual input of data
  • Cloud storage for key documents
  • Allows for portfolio sharing

Cons

  • Lacks financial planning tools
  • No app for mobile users

8. Vig.io

Vig.io is a portfolio tracker for crypto traders. It allows you to keep track of your investments and also provides you with insights into the market.

The best thing about vig.io is that it gives you the ability to compare your portfolio with other traders in order to see how they are performing. You can use it to see what other people are doing and why they are doing it, which will help you improve your own trading skills.

Vig.io also has a social element that allows you to connect with other traders and share ideas with them through their forum or chat rooms. 

You can even send money to others so they can invest in the same coins that you do, which means that if you find out about an ICO that looks promising but is too early for most people, then you can send money to other traders who may not know about it yet and have them invest with their own money instead of yours!

Other than that, Vig.io offers an intuitive interface that allows users to easily add new purchases, withdrawals and exchanges into their portfolios quickly and efficiently. 

The platform also provides real-time data about price fluctuations for all of the assets listed on its website, so users always know what's happening with their investments at any given time of day or night.

The platform has been around for years, so it's one of the oldest cryptocurrency portfolio trackers out there today! That tells you that you can rely on the platform to help you track your investment portfolio effortlessly.

Pros

  • Easy-to-use interface
  • Multiple exchanges supported
  • Allows you to create custom portfolios
  • Wide variety of securities to trade in
  • Real-time alerts
  • Built-in customizable indicators

Cons

  • Limited chart types
  • Their approach to cryptos has room for improvement

Conclusion

There are many different portfolio trackers available for the average investor. However, there doesn't seem to be a single one that does everything perfectly. Many of them have great features but lack in some areas, such as support or design.

As such, it would be best to use a combination of tools to help you track your investments and make sure that you're making smart decisions with your money.