>_ best ETF Portfolio Tracker tools
The 31 top etf portfolio tracker tools in the index, ranked by upvotes.
- 01.Souppe— Scores portfolios across 8 risk dimensions and suggests specific securities that strengthen weak spots, showing projected impact before purchase.
- 02.The 13F— Transforms SEC Form 13F filings from 8,600+ institutional managers into structured intelligence reports showing trades separated from price drift
- 03.Dividend Data— Provides dividend history, financials, and valuation data on 80,000+ stocks and funds with portfolio tracking and spreadsheet integrations.
- 04.Poptions— Scans US stock and ETF options for wheel-strategy trades and tracks positions in an automated trade journal.
- 05.Astor— Provides AI-powered investment advice by analyzing connected brokerage accounts and answering portfolio questions via text or voice chat
- 06.RoboPortfolio— Provides a Google Sheet that pulls live prices and calculates exact share quantities needed to rebalance a portfolio back to target allocations
- 07.Merrill Edge Investment Tools— Provides investment calculators and portfolio analysis tools for asset allocation, dollar cost averaging, risk measurement, and exposure analysis.
- 08.Vanguard Tools and Calculators— Provides 23 calculators and tools for retirement planning, 529 college savings, portfolio analysis, and IRA contribution limits across Vanguard accounts
- 09.Stock Alarm— Monitors holdings for price moves, filings, earnings, analyst actions, news, insider clusters, trend breaks, and unusual volume with real-time alerts
- 10.TradingView— Provides charting, screening, alerts, backtesting, and social trading features across stocks, crypto, forex, futures, and commodities with 100+ community indicators and broker integrations.
- 11.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.
- 12.TaxHarvest— Automates tax-loss harvesting across multiple brokerage accounts by pairing gains and losses to reduce capital gains tax liability
- 13.Warifin— Provides AI-powered stock research, technical analysis, portfolio tracking, and wealth building tools with coverage of West African markets (BRVM) and global equities.
- 14.Barchart— Provides real-time market data, charting tools, screeners, news, and analysis across equities, futures, options, ETFs, commodities, and currencies with customizable workflows.
- 15.Norn— Provides AI-powered research tailored to connected brokerage holdings and exposes portfolio data through an MCP server for Claude Desktop and Claude Code.
- 16.Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
- 17.Viewfolio— Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.
- 18.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.
- 19.OBaI— Multi-agent platform for stock research, strategy backtesting, and prediction market analysis using MCP servers and autonomous agents
- 20.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
- 21.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.
- 22.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
- 23.PortfolioPilot— Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.
- 24.Capnote— Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.
- 25.Alva— Converts investment theses and market narratives into live playbooks with backtesting, automation, data APIs, and 24/7 agent execution
- 26.Scouter AI— Generates AI-powered bull and bear price targets around upcoming catalysts like earnings and FDA decisions for US equities and ETFs
- 27.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.
- 28.Seeking Alpha— Aggregates stock analysis articles, earnings transcripts, news, and company financials with quant ratings and screening tools for equity investors.
- 29.Finviz— Provides a stock screener, real-time quotes, charts, portfolio tracking, insider trading data, and heat maps for US equities
- 30.Kinfo— Tracks trading performance through verified broker integration and displays public leaderboard of top traders
- 31.Buy Side Bro— Live markets, overnight thematics, stock analysis, trade tools, stock analysis, earnings insights.
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