>_ best Options Portfolio Tracker tools

The 18 top options portfolio tracker tools in the index, ranked by upvotes.

1. 01.
   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]
2. 02.
   Travise— Grades executed trades on entry, risk, thesis, management, and discipline, identifying repeated behavioral patterns that cost money.

   Multi-assetPortfolio TrackingFREE-$$$· ▲ 0

   [↗] visit travise.ai[alternatives]
3. 03.
   Stock Portfolio One— Tracks dividend income, grades dividend safety, simulates DRIP compounding, and manages covered call positions for income-focused equity portfolios

   EquitiesPortfolio Tracking$-$$· ▲ 0

   [↗] visit stockportfolio.one[alternatives]
4. 04.
   TradingView— Provides charting, screening, alerts, backtesting, and social trading features across stocks, crypto, forex, futures, and commodities with 100+ community indicators and broker integrations.

   Multi-assetResearchFREE-$$$· ▲ 0

   [↗] visit tradingview.com[alternatives]
5. 05.
   PremiumGuardHQ— Tracks wheel-strategy options trading across brokers, auto-detects cycles, reconciles cost basis, and computes safe withdrawal amounts from closed-cycle premium income

   EquitiesPortfolio TrackingFREE-$$· ▲ 0

   [↗] visit premiumguardhq.com[alternatives]
6. 06.
   THESIS— Provides AI chat interface that reads portfolio holdings and answers questions about risk, options, earnings, and trade ideas based on user strategy.

   Multi-assetAI Agents$-$$$· ▲ 0

   [↗] visit thesis.so[alternatives]
7. 07.
   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]
8. 08.
   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.

   Multi-assetResearchFREE-$$· ▲ 0

   [↗] visit finotaur.com[alternatives]
9. 09.
   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]
10. 10.
    OBaI— Multi-agent platform for stock research, strategy backtesting, and prediction market analysis using MCP servers and autonomous agents

    Multi-assetResearchFREE· ▲ 0

    [↗] visit github.com[alternatives]
11. 11.
    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]
12. 12.
    TradesViz— Tracks and analyzes trades across stocks, futures, options, forex, and crypto with 600+ statistics, AI-powered insights, and auto-sync from 200+ brokers.

    Multi-assetPortfolio TrackingFREE-$$· ▲ 0

    [↗] visit tradesviz.com[alternatives]
13. 13.
    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.

    Multi-assetPortfolio TrackingFREE-$$· ▲ 0

    [↗] visit tradervue.com[alternatives]
14. 14.
    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]
15. 15.
    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.

    EquitiesPortfolio TrackingFREE-$· ▲ 0

    [↗] visit smallfolk.app[alternatives]
16. 16.
    Quantcha— Provides options trade search, screening, analysis, portfolio management, and proprietary options data through a web platform and API.

    EquitiesResearchFREE-$$· ▲ 0

    [↗] visit quantcha.com[alternatives]
17. 17.
    JournalPlus— Tracks trades with automated broker import, AI-powered analysis, psychology logging, and P&L analytics for stocks, options, futures, forex, and crypto.

    Multi-assetPortfolio Tracking$$· ▲ 0

    [↗] visit journalplus.co[alternatives]
18. 18.
    Kinfo— Tracks trading performance through verified broker integration and displays public leaderboard of top traders

    Multi-assetPortfolio TrackingFREE-$· ▲ 0

    [↗] visit kinfo.com[alternatives]