>_ best Mutual Fund Portfolio Tracker tools

The 10 top mutual fund portfolio tracker tools in the index, ranked by upvotes.

1. 01.
   Dividend Data— Provides dividend history, financials, and valuation data on 80,000+ stocks and funds with portfolio tracking and spreadsheet integrations.

   Multi-assetResearchFREE-$$$· ▲ 0

   [↗] visit dividenddata.com[alternatives]
2. 02.
   Merrill Edge Investment Tools— Provides investment calculators and portfolio analysis tools for asset allocation, dollar cost averaging, risk measurement, and exposure analysis.

   Multi-assetPortfolio ManagementFREE· ▲ 0

   [↗] visit merrilledge.com[alternatives]
3. 03.
   Vanguard Tools and Calculators— Provides 23 calculators and tools for retirement planning, 529 college savings, portfolio analysis, and IRA contribution limits across Vanguard accounts

   Multi-assetPortfolio ManagementFREE· ▲ 0

   [↗] visit investor.vanguard.com[alternatives]
4. 04.
   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

   [↗] visit barchart.com[alternatives]
5. 05.
   Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts

   Multi-assetPortfolio Tracking$$· ▲ 0

   [↗] visit guardfolio.ai[alternatives]
6. 06.
   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

   [↗] visit stockalarm.io[alternatives]
7. 07.
   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

   Multi-assetData & APIs$-$$$· ▲ 0

   [↗] visit wisesheets.io[alternatives]
8. 08.
   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

   [↗] visit stockrover.com[alternatives]
9. 09.
   PortfolioPilot— Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.

   Multi-assetPortfolio ManagementFREE-$$· ▲ 0

   [↗] visit portfoliopilot.com[alternatives]
10. 10.
    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

    [↗] visit stockcharts.com[alternatives]