>_ best Portfolio Tracker tools
The 64 top 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.The 13F— Transforms SEC Form 13F filings from 8,600+ institutional managers into structured intelligence reports showing trades separated from price drift
- 03.stocksbrew— Provides buy/hold/sell calls on watchlist stocks by combining fundamentals, news, Reddit, earnings, and price action into one verdict per ticker
- 04.SigVest— Provides specialized AI agents that monitor portfolios 24/7 for drift, risk alerts, earnings, and tax opportunities, plus an MCP server exposing 14 portfolio-aware finance tools to Claude, Cursor, and Windsurf.
- 05.Invest with AI— Provides a library of Claude skills that automate equity research workflows including company analysis, screening, portfolio tracking, and valuation modeling.
- 06.73 Strings— Provides data extraction, portfolio monitoring, and valuation infrastructure for alternative asset managers managing private equity, credit, venture, and infrastructure portfolios with audit-ready outputs and full traceability.
- 07.Dividend Data— Provides dividend history, financials, and valuation data on 80,000+ stocks and funds with portfolio tracking and spreadsheet integrations.
- 08.Portfolio Lens— Generates pre-event company analysis with bull/base/bear scenarios, multi-persona analyst panels, and portfolio theme exposure tracking for S&P 500 stocks
- 09.Options Matrix Pro— Provides options strategy modeling, contract comparison, watchlist scanning, and trade tracking with Monthly Yield % normalization across strikes and expiries.
- 10.Poptions— Scans US stock and ETF options for wheel-strategy trades and tracks positions in an automated trade journal.
- 11.Astor— Provides AI-powered investment advice by analyzing connected brokerage accounts and answering portfolio questions via text or voice chat
- 12.NeuraLabs Capital— Combines auto-imported trade journaling with TradingView indicators and market intelligence tools for trade analysis and decision support
- 13.RoboPortfolio— Provides a Google Sheet that pulls live prices and calculates exact share quantities needed to rebalance a portfolio back to target allocations
- 14.PickSkill— Generates investor-grade PowerPoint decks, Word reports, and Excel models from natural-language prompts, sourced from live SEC filings and market data for US, Hong Kong, and China A-share equities.
- 15.Merrill Edge Investment Tools— Provides investment calculators and portfolio analysis tools for asset allocation, dollar cost averaging, risk measurement, and exposure analysis.
- 16.Vanguard Tools and Calculators— Provides 23 calculators and tools for retirement planning, 529 college savings, portfolio analysis, and IRA contribution limits across Vanguard accounts
- 17.13F Pro— Tracks 13F filings from 8,700+ hedge funds and scores 2,800+ stocks on quality, value, growth, and institutional ownership using AI analysis of SEC data.
- 18.GuidanceIQ— Generates AI research reports on NSE-listed Indian equities by reading earnings calls and annual reports, grading management and producing valuation bridges, balance-sheet scores and red-flag assessments
- 19.Stock Alarm— Monitors holdings for price moves, filings, earnings, analyst actions, news, insider clusters, trend breaks, and unusual volume with real-time alerts
- 20.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.
- 21.Travise— Grades executed trades on entry, risk, thesis, management, and discipline, identifying repeated behavioral patterns that cost money.
- 22.Stock Portfolio One— Tracks dividend income, grades dividend safety, simulates DRIP compounding, and manages covered call positions for income-focused equity portfolios
- 23.TradingView— Provides charting, screening, alerts, backtesting, and social trading features across stocks, crypto, forex, futures, and commodities with 100+ community indicators and broker integrations.
- 24.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.
- 25.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.
- 26.TaxHarvest— Automates tax-loss harvesting across multiple brokerage accounts by pairing gains and losses to reduce capital gains tax liability
- 27.Warifin— Provides AI-powered stock research, technical analysis, portfolio tracking, and wealth building tools with coverage of West African markets (BRVM) and global equities.
- 28.PremiumGuardHQ— Tracks wheel-strategy options trading across brokers, auto-detects cycles, reconciles cost basis, and computes safe withdrawal amounts from closed-cycle premium income
- 29.Alphid— Deploys AI agents that monitor portfolios, scan opportunities, translate filings, and structure trades in one workspace
- 30.THESIS— Provides AI chat interface that reads portfolio holdings and answers questions about risk, options, earnings, and trade ideas based on user strategy.
- 31.Barchart— Provides real-time market data, charting tools, screeners, news, and analysis across equities, futures, options, ETFs, commodities, and currencies with customizable workflows.
- 32.TradeShot— Journals trades and uses AI to identify recurring patterns in trading behavior to help traders improve performance over time.
- 33.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.
- 34.Norn— Provides AI-powered research tailored to connected brokerage holdings and exposes portfolio data through an MCP server for Claude Desktop and Claude Code.
- 35.Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
- 36.Viewfolio— Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.
- 37.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.
- 38.Lattice— Monitors SEC filings, insider trades, and congressional disclosures for user portfolios and delivers alerts on material events
- 39.OBaI— Multi-agent platform for stock research, strategy backtesting, and prediction market analysis using MCP servers and autonomous agents
- 40.StableJack— Provides AI-powered trading indicators and portfolio tools for crypto perpetual futures, centered on the Hyperliquid exchange
- 41.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
- 42.VJN— Provides institutional-grade stock analysis with valuation charts, portfolio tracking, earnings calendar, and screener functionality for US equities.
- 43.TradesViz— Tracks and analyzes trades across stocks, futures, options, forex, and crypto with 600+ statistics, AI-powered insights, and auto-sync from 200+ brokers.
- 44.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.
- 45.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.
- 46.CoinGecko— Provides real-time and historical cryptocurrency prices, market data, charts, and fundamental analysis across 17,000+ coins, NFT collections, and exchanges
- 47.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
- 48.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.
- 49.PortfolioPilot— Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.
- 50.TradeFrame— Provides institutional-grade market intelligence combining AI-powered analysis, trade decision tools, and portfolio monitoring in a unified platform.
- 51.Blossom Social— Tracks portfolios and dividends while providing a social feed of what other retail investors are buying and discussing.
- 52.FAST Graphs— Visualizes earnings, cash flow, and sales alongside stock price to help investors assess valuation and fundamental quality
- 53.Capnote— Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.
- 54.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.
- 55.Alva— Converts investment theses and market narratives into live playbooks with backtesting, automation, data APIs, and 24/7 agent execution
- 56.Scouter AI— Generates AI-powered bull and bear price targets around upcoming catalysts like earnings and FDA decisions for US equities and ETFs
- 57.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
- 58.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.
- 59.Quantcha— Provides options trade search, screening, analysis, portfolio management, and proprietary options data through a web platform and API.
- 60.Seeking Alpha— Aggregates stock analysis articles, earnings transcripts, news, and company financials with quant ratings and screening tools for equity investors.
- 61.Finviz— Provides a stock screener, real-time quotes, charts, portfolio tracking, insider trading data, and heat maps for US equities
- 62.JournalPlus— Tracks trades with automated broker import, AI-powered analysis, psychology logging, and P&L analytics for stocks, options, futures, forex, and crypto.
- 63.Kinfo— Tracks trading performance through verified broker integration and displays public leaderboard of top traders
- 64.Buy Side Bro— Live markets, overnight thematics, stock analysis, trade tools, stock analysis, earnings insights.
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