>_ best Multi-Asset Portfolio Tracker tools
The 19 top multi-asset portfolio tracker tools in the index, ranked by upvotes.
- 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.
- 02.Souppe— Scores portfolios across 8 risk dimensions and suggests specific securities that strengthen weak spots, showing projected impact before purchase.
- 03.Alphid— Deploys AI agents that monitor portfolios, scan opportunities, translate filings, and structure trades in one workspace
- 04.THESIS— Provides AI chat interface that reads portfolio holdings and answers questions about risk, options, earnings, and trade ideas based on user strategy.
- 05.Barchart— Provides real-time market data, charting tools, screeners, news, and analysis across equities, futures, options, ETFs, commodities, and currencies with customizable workflows.
- 06.TradeShot— Journals trades and uses AI to identify recurring patterns in trading behavior to help traders improve performance over time.
- 07.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.
- 08.Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
- 09.Viewfolio— Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.
- 10.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.
- 11.OBaI— Multi-agent platform for stock research, strategy backtesting, and prediction market analysis using MCP servers and autonomous agents
- 12.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
- 13.TradesViz— Tracks and analyzes trades across stocks, futures, options, forex, and crypto with 600+ statistics, AI-powered insights, and auto-sync from 200+ brokers.
- 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.PortfolioPilot— Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.
- 16.Capnote— Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.
- 17.Alva— Converts investment theses and market narratives into live playbooks with backtesting, automation, data APIs, and 24/7 agent execution
- 18.JournalPlus— Tracks trades with automated broker import, AI-powered analysis, psychology logging, and P&L analytics for stocks, options, futures, forex, and crypto.
- 19.Kinfo— Tracks trading performance through verified broker integration and displays public leaderboard of top traders
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