TerminalValue.io_
>>manually approved · 420 tools indexed·since 2026
index / best / ETF Portfolio Tracker tools

>_ best ETF Portfolio Tracker tools

The 24 top etf portfolio tracker tools in the index, ranked by upvotes.

  1. 01.
    TradingView— Provides charting, screening, alerts, backtesting, and social trading features across stocks, crypto, forex, futures, and commodities with 100+ community indicators and broker integrations.
    Multi-assetResearchFREE-$$$· ▲ 0
  2. 02.
    Souppe— Scores portfolios across 8 risk dimensions and suggests specific securities that strengthen weak spots, showing projected impact before purchase.
  3. 03.
    The 13F— Transforms SEC Form 13F filings from 8,600+ institutional managers into structured intelligence reports showing trades separated from price drift
    EquitiesResearch$-$$· ▲ 0
  4. 04.
    FinanceProbe— Provides company fundamentals, interactive DCF valuation modeling, portfolio analytics with live broker sync, congressional trade tracking, and 20-year financial exports in a unified workspace.
    EquitiesResearchFREE-$$· ▲ 0
  5. 05.
    TaxHarvest— Automates tax-loss harvesting across multiple brokerage accounts by pairing gains and losses to reduce capital gains tax liability
  6. 06.
    Warifin— Provides AI-powered stock research, technical analysis, portfolio tracking, and wealth building tools with coverage of West African markets (BRVM) and global equities.
    EquitiesResearchFREE-$$· ▲ 0
  7. 07.
    Barchart— Provides real-time market data, charting tools, screeners, news, and analysis across equities, futures, options, ETFs, commodities, and currencies with customizable workflows.
    Multi-assetData & APIsFREE-$$$· ▲ 0
  8. 08.
    Norn— Provides AI-powered research tailored to connected brokerage holdings and exposes portfolio data through an MCP server for Claude Desktop and Claude Code.
  9. 09.
    Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
  10. 10.
    Viewfolio— Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.
  11. 11.
    Stock Alarm— Sends real-time alerts via call, text, email, or push for 65k+ stocks, ETFs, crypto, forex, commodities, and economic signals based on 125+ trigger types including technical indicators, price movements, and earnings.
    Multi-assetResearchFREE-$· ▲ 0
  12. 12.
    OBaI— Multi-agent platform for stock research, strategy backtesting, and prediction market analysis using MCP servers and autonomous agents
  13. 13.
    Wisesheets— Provides real-time and historical financial data for stocks, ETFs, options, and crypto directly in Excel and Google Sheets through custom functions and statement dumps
  14. 14.
    Tradervue— Tracks and analyzes trades across stocks, futures, forex, and options with automated charts, performance metrics, and trade journaling to identify patterns and improve trading decisions.
  15. 15.
    Stock Rover— Combines stock screening, fundamental research, portfolio tracking, and charting across 800+ metrics and 20 years of historical data for US equities and ETFs
    EquitiesResearch$-$$· ▲ 0
  16. 16.
    PortfolioPilot— Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.
  17. 17.
    Capnote— Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.
  18. 18.
    Alva— Converts investment theses and market narratives into live playbooks with backtesting, automation, data APIs, and 24/7 agent execution
    Multi-assetAI AgentsFREE-$$· ▲ 0
  19. 19.
    Scouter AI— Generates AI-powered bull and bear price targets around upcoming catalysts like earnings and FDA decisions for US equities and ETFs
    EquitiesResearchFREE-$· ▲ 0
  20. 20.
    StockCharts— Provides interactive technical charting, scanning, alerts, and portfolio management tools for US, Canadian, UK, and Indian equities with customizable multi-chart layouts and real-time data.
    EquitiesResearch$-$$$· ▲ 0
  21. 21.
    Seeking Alpha— Aggregates stock analysis articles, earnings transcripts, news, and company financials with quant ratings and screening tools for equity investors.
    EquitiesResearchFREE-$$$· ▲ 0
  22. 22.
    Finviz— Provides a stock screener, real-time quotes, charts, portfolio tracking, insider trading data, and heat maps for US equities
    EquitiesScreenersFREE-$$· ▲ 0
  23. 23.
    Kinfo— Tracks trading performance through verified broker integration and displays public leaderboard of top traders
  24. 24.
    Buy Side Bro— Live markets, overnight thematics, stock analysis, trade tools, stock analysis, earnings insights.
    EquitiesResearchFREE-$· ▲ 0