>_ best Multi-Asset Portfolio Tracker tools
The 28 top multi-asset 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.Astor— Provides AI-powered investment advice by analyzing connected brokerage accounts and answering portfolio questions via text or voice chat
- 03.NeuraLabs Capital— Combines auto-imported trade journaling with TradingView indicators and market intelligence tools for trade analysis and decision support
- 04.RoboPortfolio— Provides a Google Sheet that pulls live prices and calculates exact share quantities needed to rebalance a portfolio back to target allocations
- 05.Merrill Edge Investment Tools— Provides investment calculators and portfolio analysis tools for asset allocation, dollar cost averaging, risk measurement, and exposure analysis.
- 06.Vanguard Tools and Calculators— Provides 23 calculators and tools for retirement planning, 529 college savings, portfolio analysis, and IRA contribution limits across Vanguard accounts
- 07.Stock Alarm— Monitors holdings for price moves, filings, earnings, analyst actions, news, insider clusters, trend breaks, and unusual volume with real-time alerts
- 08.Market Ontology— Connects macroeconomic, policy, geopolitical and corporate events to assets, valuation assumptions, portfolios, and trade structures with event-to-asset mapping and causal impact analysis.
- 09.Travise— Grades executed trades on entry, risk, thesis, management, and discipline, identifying repeated behavioral patterns that cost money.
- 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.Alphid— Deploys AI agents that monitor portfolios, scan opportunities, translate filings, and structure trades in one workspace
- 12.THESIS— Provides AI chat interface that reads portfolio holdings and answers questions about risk, options, earnings, and trade ideas based on user strategy.
- 13.Barchart— Provides real-time market data, charting tools, screeners, news, and analysis across equities, futures, options, ETFs, commodities, and currencies with customizable workflows.
- 14.TradeShot— Journals trades and uses AI to identify recurring patterns in trading behavior to help traders improve performance over time.
- 15.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.
- 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.TradesViz— Tracks and analyzes trades across stocks, futures, options, forex, and crypto with 600+ statistics, AI-powered insights, and auto-sync from 200+ brokers.
- 22.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.
- 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.TradeFrame— Provides institutional-grade market intelligence combining AI-powered analysis, trade decision tools, and portfolio monitoring in a unified platform.
- 25.Capnote— Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.
- 26.Alva— Converts investment theses and market narratives into live playbooks with backtesting, automation, data APIs, and 24/7 agent execution
- 27.JournalPlus— Tracks trades with automated broker import, AI-powered analysis, psychology logging, and P&L analytics for stocks, options, futures, forex, and crypto.
- 28.Kinfo— Tracks trading performance through verified broker integration and displays public leaderboard of top traders
more lists
- best Research tools 341
- best Fundamental Analysis tools 274
- best Equities tools 259
- best Equity Research tools 215
- best Free Research tools 179
- best AI Agents tools 152
- best Value Investing tools 147
- best Event-Driven / Special Situations tools 146
- best Multi-asset tools 145
- best Long-Term Investing tools 114
- best AI Research Agent tools 104
- best Screeners tools 97