>_ best Free Portfolio Tracker tools
The 37 top free 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.stocksbrew— Provides buy/hold/sell calls on watchlist stocks by combining fundamentals, news, Reddit, earnings, and price action into one verdict per ticker
- 04.Astor— Provides AI-powered investment advice by analyzing connected brokerage accounts and answering portfolio questions via text or voice chat
- 05.RoboPortfolio— Provides a Google Sheet that pulls live prices and calculates exact share quantities needed to rebalance a portfolio back to target allocations
- 06.PickSkill— Generates investor-grade PowerPoint decks, Word reports, and Excel models from natural-language prompts, sourced from live SEC filings and market data for US, Hong Kong, and China A-share equities.
- 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
- 09.13F Pro— Tracks 13F filings from 8,700+ hedge funds and scores 2,800+ stocks on quality, value, growth, and institutional ownership using AI analysis of SEC data.
- 10.GuidanceIQ— Generates AI research reports on NSE-listed Indian equities by reading earnings calls and annual reports, grading management and producing valuation bridges, balance-sheet scores and red-flag assessments
- 11.Stock Alarm— Monitors holdings for price moves, filings, earnings, analyst actions, news, insider clusters, trend breaks, and unusual volume with real-time alerts
- 12.Travise— Grades executed trades on entry, risk, thesis, management, and discipline, identifying repeated behavioral patterns that cost money.
- 13.TradingView— Provides charting, screening, alerts, backtesting, and social trading features across stocks, crypto, forex, futures, and commodities with 100+ community indicators and broker integrations.
- 14.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.
- 15.TaxHarvest— Automates tax-loss harvesting across multiple brokerage accounts by pairing gains and losses to reduce capital gains tax liability
- 16.PremiumGuardHQ— Tracks wheel-strategy options trading across brokers, auto-detects cycles, reconciles cost basis, and computes safe withdrawal amounts from closed-cycle premium income
- 17.Barchart— Provides real-time market data, charting tools, screeners, news, and analysis across equities, futures, options, ETFs, commodities, and currencies with customizable workflows.
- 18.Finotaur— Provides AI-powered trading intelligence combining stock analysis, options flow scanning, dark pool data, institutional research, and a trading journal with automatic broker sync.
- 19.Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
- 20.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.
- 21.OBaI— Multi-agent platform for stock research, strategy backtesting, and prediction market analysis using MCP servers and autonomous agents
- 22.VJN— Provides institutional-grade stock analysis with valuation charts, portfolio tracking, earnings calendar, and screener functionality for US equities.
- 23.TradesViz— Tracks and analyzes trades across stocks, futures, options, forex, and crypto with 600+ statistics, AI-powered insights, and auto-sync from 200+ brokers.
- 24.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.
- 25.Alpha Sentinel— Screens 10,000+ stocks daily through a 5-gate technical framework and monitors portfolio positions with real-time plain-English alerts delivered pre-market and intraday.
- 26.CoinGecko— Provides real-time and historical cryptocurrency prices, market data, charts, and fundamental analysis across 17,000+ coins, NFT collections, and exchanges
- 27.PortfolioPilot— Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.
- 28.FAST Graphs— Visualizes earnings, cash flow, and sales alongside stock price to help investors assess valuation and fundamental quality
- 29.Smallfolk— Tracks stocks and options positions, analyzes closed trades by P&L and holding period, and provides audio summaries of 100+ investing books alongside practical guides.
- 30.Alva— Converts investment theses and market narratives into live playbooks with backtesting, automation, data APIs, and 24/7 agent execution
- 31.Scouter AI— Generates AI-powered bull and bear price targets around upcoming catalysts like earnings and FDA decisions for US equities and ETFs
- 32.TickerScores— Generates composite investment scores for US equities by aggregating price momentum, insider trading, fundamentals, technical indicators, sentiment, and AI-generated analysis across nine dimensions
- 33.Quantcha— Provides options trade search, screening, analysis, portfolio management, and proprietary options data through a web platform and API.
- 34.Seeking Alpha— Aggregates stock analysis articles, earnings transcripts, news, and company financials with quant ratings and screening tools for equity investors.
- 35.Finviz— Provides a stock screener, real-time quotes, charts, portfolio tracking, insider trading data, and heat maps for US equities
- 36.Kinfo— Tracks trading performance through verified broker integration and displays public leaderboard of top traders
- 37.Buy Side Bro— Live markets, overnight thematics, stock analysis, trade tools, stock analysis, earnings insights.
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