Ranked by measurement
Best investment portfolio tracker
17 tested · top 17 shown
Ordered by a seven-frame production-readiness benchmark measured from each product's public surface — not popularity, pricing or feature count. Nobody pays to appear here and the order is never edited. How it is measured →
How this field scores
low 57median 75best 92
- 1
PrismaPortfolio analysis app for stocks, crypto, and ETFs with fundamental insights.Perf 94Acce 86Sec 80Priv 100Rel 100Std 92Disc 90myprisma.app · measured 2026-09-147/7 frames - 2
PalancePalance is a portfolio analytics platform for individual and professional investors.Perf 85Acce 92Sec 45Priv 100Rel 100Std 100Disc 100palance.co · measured 2026-09-287/7 frames - 3
Fire HorizonFire Horizon is a portfolio tracker and retirement planner built for the FIRE community.Perf 76Acce 96Sec 80Priv 100Rel 75Std 89Disc 100fire-horizon.com · measured 2026-09-177/7 frames - 4
StockFlyStockFly is a portfolio tracking and analytics tool that works across currencies.Perf 83Acce 94Sec 80Priv 100Rel 75Std 92Disc 87stockfly.app · measured 2026-09-027/7 frames - 5
WealthfolioOpen-source, offline investment portfolio tracker that runs locally on your devices.Perf 99Acce 100Sec 100Priv 25Rel 100Std 79Disc 90wealthfolio.app · measured 2026-09-137/7 frames - 6
TraduneTradune is a portfolio analytics platform for tracking and comparing investment returns.Perf 39Acce 100Sec 45Priv 75Rel 100Std 92Disc 100tradune.com · measured 2026-09-267/7 frames - 7
QuartermasterQuartermaster helps US investors view their complete portfolio allocation across all accounts.Perf 73Acce 95Sec 100Priv 45Rel 100Std 92Disc 35realallocation.com · measured 2026-09-247/7 frames - 8
FiWorthFiWorth is a manual net worth tracker and goal-setting app with no bank sync.Perf 51Acce 88Sec 45Priv 75Rel 100Std 76Disc 100onemdapp.com · measured 2026-09-167/7 frames - 9
HelvestorAI-powered portfolio analysis tool for private investors in Switzerland.Perf 85Acce 95Sec 45Priv 25Rel 100Std 100Disc 75helvestor.ch · measured 2026-09-057/7 frames - 10
EkpaEkpa connects your brokerage accounts to show your full portfolio in one place.Perf 65Acce 100Sec 100Priv 25Rel 100Std 89Disc 35goekpa.com · measured 2026-09-167/7 frames - 11
Avex AIAvex AI gives self-directed investors a unified, private view of their portfolio and net worth.Perf 69Acce 97Sec 25Priv 55Rel 75Std 89Disc 85avexai.io · measured 2026-09-267/7 frames - 12StockerA swipe-based stock discovery app that builds a paper or real portfolio from your matches.Perf 90Acce 94Sec 25Priv 25Rel 92Std 85Disc 47stocker.buzz · measured 2026-09-087/7 frames
- 13Your portfolio, a glance away.SnapTrade MenuBar is a free native Mac app for checking your investment portfolio at a glance.Perf 85Acce 100Sec 25Priv 25Rel 75Std 92Disc 45menubar.snaptra.de · measured 2026-09-247/7 frames
- 14
goportfolio.cloudGoPortfolio – Portfolio Tracking and Retirement Planning PlatformPerf 41Acce 90Sec 10Priv 70Rel 100Std 73Disc 40goportfolio.cloud · measured 2026-09-127/7 frames - 15My PortalA personal portal for tracking investments, stocks, crypto, and news.Perf 81Acce 93Sec 45Priv 25Rel 70Std 86Disc 25my-portal.online · measured 2026-09-057/7 frames
- 16OwnLogicOwnLogic is a financial portfolio tracking tool built on Notion with no data stored on its servers.Perf 82Acce 89Sec 25Priv 25Rel 100Std 69Disc 15simplifytech.pythonanywhere.com · measured 2026-09-287/7 frames
- 17JashsoftJashsoft is portfolio analysis software that surfaces risk, diversification, and performance data.Perf 65Acce 95Sec 25Priv 0Rel 92Std 89Disc 35jashsoft.com · measured 2026-08-217/7 frames
What this does not say
This ranks how production-ready each product's public surface is — not how well it does its job. For investment portfolio tracker, that means it does not measure the quality of the work itself. Products whose sites block automated readers are left out rather than ranked last — we did not measure them, and bottom placement would claim something we never observed. Scores are floors: anything set at a CDN, a proxy or behind a login is invisible from the public surface.