TerminalValue.io_
>>manually approved · 434 tools indexed·since 2026

> The investing tools index.

36 portfolio tracking tools in the index, manually reviewed and ranked by community upvotes — including Stock Alarm, Travise, Stock Portfolio One. Compare features, pricing and who each tool is best for below.

|most clicked 7d:Rogo316↗·Marvin Labs225↗·edgar.tools225↗·Scouter AI223↗·Researchr221↗·Midas219↗·Rallies: AI Financial Copilot213↗·Qualitate209↗
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36 tools · [Portfolio Tracking]
  1. 01.0
    Monitors holdings for price moves, filings, earnings, analyst actions, news, insider clusters, trend breaks, and unusual volume with real-time alerts
  2. 02.0
    Grades executed trades on entry, risk, thesis, management, and discipline, identifying repeated behavioral patterns that cost money.
  3. 03.0
    Tracks dividend income, grades dividend safety, simulates DRIP compounding, and manages covered call positions for income-focused equity portfolios
  4. 04.0
    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.
  5. 05.0
    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.
  6. 06.0
    Provides AI-powered stock research, technical analysis, portfolio tracking, and wealth building tools with coverage of West African markets (BRVM) and global equities.
  7. 07.0
    Tracks wheel-strategy options trading across brokers, auto-detects cycles, reconciles cost basis, and computes safe withdrawal amounts from closed-cycle premium income
  8. 08.0
    Deploys AI agents that monitor portfolios, scan opportunities, translate filings, and structure trades in one workspace
  9. 09.0
    SEC filing research platform for 13F portfolios, insider ownership, 13D/G stakes, and company facts with links to source evidence.
  10. 10.0
    Journals trades and uses AI to identify recurring patterns in trading behavior to help traders improve performance over time.
  11. 11.0
    Provides AI-powered trading intelligence combining stock analysis, options flow scanning, dark pool data, institutional research, and a trading journal with automatic broker sync.
  12. 12.0
    Provides AI-powered research tailored to connected brokerage holdings and exposes portfolio data through an MCP server for Claude Desktop and Claude Code.
  13. 13.0
    Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts
  14. 14.0
    Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.
  15. 15.0
    Provides institutional-grade equity research and analysis for self-directed individual investors through AI-powered tools
  16. 16.0
    Monitors SEC filings, insider trades, and congressional disclosures for user portfolios and delivers alerts on material events
  17. 17.0
    Tracks hedge fund, mutual fund, and activist investor holdings aggregated from 13F, N-PORT, and beneficial-ownership filings across multiple sources
  18. 18.0
    Provides AI-powered trading indicators and portfolio tools for crypto perpetual futures, centered on the Hyperliquid exchange
  19. 19.0
    Tracks and analyzes trades across stocks, futures, options, forex, and crypto with 600+ statistics, AI-powered insights, and auto-sync from 200+ brokers.
  20. 20.0
    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.
  21. 21.0
    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.
  22. 22.0
    Tracks portfolios and dividends while providing a social feed of what other retail investors are buying and discussing.
  23. 23.0
    Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.
  24. 24.0
    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.
  25. 25.0
    Provides buy/hold/sell calls on watchlist stocks by combining fundamentals, news, Reddit, earnings, and price action into one verdict per ticker
    [key] email alerts when stocks hit user-defined buy or sell zones[asset] Equities·[function] Research·added 2mo ago·[indie]
  26. 26.0
    Tracks trades with automated broker import, AI-powered analysis, psychology logging, and P&L analytics for stocks, options, futures, forex, and crypto.
  27. 27.0
    Tracks trading performance through verified broker integration and displays public leaderboard of top traders
  28. 28.0
    Live markets, overnight thematics, stock analysis, trade tools, stock analysis, earnings insights.
    [key] Live trading prices, Bloomberg style alternative[asset] Equities·[function] Research·added 2mo ago·[indie]
  29. 29.0
    Generates personalized AI-written morning briefs covering markets, sports, weather, and other selected topics delivered daily via email at a user-specified time.
  30. 30.0
    Tracks multi-account wealth across PEA, brokerage and crypto portfolios, screens 40,000+ global stocks by fundamentals, and monitors earnings dates with dividend alerts.
  31. 31.0
    Provides stock deep dives, DCF and scenario valuations, watchlists, and portfolio tracking for long-term investors.
  32. 32.0
    Tracks and analyzes trading performance by importing trades from MT5 and other brokers, journals setups, and identifies patterns that drive profitability.
  33. 33.0
    Provides AI-powered stock research and portfolio analysis through natural language queries, connecting brokerages and bank accounts to track net worth, attribution, diversification, and risk exposure across holdings in one interface.
  34. 34.0
    Provides AI-generated MoonshotScore ratings (0-100) across 9 signals for 35,000+ US stocks, with portfolio screenshot OCR analysis and daily market intelligence from 70+ vetted news sources
  35. 35.0
    Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.
  36. 36.0
    Personal AI investment analyst that connects your accounts, runs deep research, and flags catalysts on your holdings 24/7.
    [key] AI 'what-if' scenario testing on your live portfolio[asset] Equities·[function] Portfolio Tracking·added 3mo ago·[via] mobile
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