>_ best Portfolio Tracker tools
The 45 top portfolio tracker tools in the index, ranked by upvotes.
- 01.Travise— Grades executed trades on entry, risk, thesis, management, and discipline, identifying repeated behavioral patterns that cost money.
- 02.Stock Portfolio One— Tracks dividend income, grades dividend safety, simulates DRIP compounding, and manages covered call positions for income-focused equity portfolios
- 03.TradingView— Provides charting, screening, alerts, backtesting, and social trading features across stocks, crypto, forex, futures, and commodities with 100+ community indicators and broker integrations.
- 04.finqOS— Records investment theses and supporting evidence on a research canvas alongside screener, watchlist, and portfolio tracking to document why trades were made and how calls held up over time.
- 05.Souppe— Scores portfolios across 8 risk dimensions and suggests specific securities that strengthen weak spots, showing projected impact before purchase.
- 06.The 13F— Transforms SEC Form 13F filings from 8,600+ institutional managers into structured intelligence reports showing trades separated from price drift
- 07.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.
- 08.TaxHarvest— Automates tax-loss harvesting across multiple brokerage accounts by pairing gains and losses to reduce capital gains tax liability
- 09.Warifin— Provides AI-powered stock research, technical analysis, portfolio tracking, and wealth building tools with coverage of West African markets (BRVM) and global equities.
- 10.PremiumGuardHQ— Tracks wheel-strategy options trading across brokers, auto-detects cycles, reconciles cost basis, and computes safe withdrawal amounts from closed-cycle premium income
- 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.Norn— Provides AI-powered research tailored to connected brokerage holdings and exposes portfolio data through an MCP server for Claude Desktop and Claude Code.
- 17.Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
- 18.Viewfolio— Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.
- 19.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.
- 20.OBaI— Multi-agent platform for stock research, strategy backtesting, and prediction market analysis using MCP servers and autonomous agents
- 21.StableJack— Provides AI-powered trading indicators and portfolio tools for crypto perpetual futures, centered on the Hyperliquid exchange
- 22.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
- 23.VJN— Provides institutional-grade stock analysis with valuation charts, portfolio tracking, earnings calendar, and screener functionality for US equities.
- 24.TradesViz— Tracks and analyzes trades across stocks, futures, options, forex, and crypto with 600+ statistics, AI-powered insights, and auto-sync from 200+ brokers.
- 25.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.
- 26.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.
- 27.CoinGecko— Provides real-time and historical cryptocurrency prices, market data, charts, and fundamental analysis across 17,000+ coins, NFT collections, and exchanges
- 28.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
- 29.Unlimited.ai— Provides AI-native consolidated portfolio reporting, due diligence management, liquidity forecasting, and document retrieval for private markets investors with an agentic chat interface.
- 30.PortfolioPilot— Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.
- 31.Blossom Social— Tracks portfolios and dividends while providing a social feed of what other retail investors are buying and discussing.
- 32.FAST Graphs— Visualizes earnings, cash flow, and sales alongside stock price to help investors assess valuation and fundamental quality
- 33.Capnote— Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.
- 34.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.
- 35.Alva— Converts investment theses and market narratives into live playbooks with backtesting, automation, data APIs, and 24/7 agent execution
- 36.Scouter AI— Generates AI-powered bull and bear price targets around upcoming catalysts like earnings and FDA decisions for US equities and ETFs
- 37.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
- 38.stocksbrew— Provides buy/hold/sell calls on watchlist stocks by combining fundamentals, news, Reddit, earnings, and price action into one verdict per ticker
- 39.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.
- 40.Quantcha— Provides options trade search, screening, analysis, portfolio management, and proprietary options data through a web platform and API.
- 41.Seeking Alpha— Aggregates stock analysis articles, earnings transcripts, news, and company financials with quant ratings and screening tools for equity investors.
- 42.Finviz— Provides a stock screener, real-time quotes, charts, portfolio tracking, insider trading data, and heat maps for US equities
- 43.JournalPlus— Tracks trades with automated broker import, AI-powered analysis, psychology logging, and P&L analytics for stocks, options, futures, forex, and crypto.
- 44.Kinfo— Tracks trading performance through verified broker integration and displays public leaderboard of top traders
- 45.Buy Side Bro— Live markets, overnight thematics, stock analysis, trade tools, stock analysis, earnings insights.
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