Best Portfolio Tracking Products in 2025

Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.

Key Sharesight features:

Comprehensive Portfolio Tracking Automatic Dividend Tracking Tax Reporting Performance Benchmarking

Square helps millions of sellers run their business-from secure credit card processing to point of sale solutions. Get paid faster with Square. Sign up today!

Key Square features:

Ease of Use Transparent Pricing Integrated Solutions No Long-Term Contracts

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Track all investments in one place and get valuable insights to make the best decisions for your portfolio with Portseido.

Key Portseido features:

Comprehensive Portfolio Tracking Diverse Asset Integration User-Friendly Interface Customizable Dashboard

freemium $8.0 / Monthly

Wealth tracking solution for individual investors and financial advisors. Manage your wealth with ease.

Key FIREkit.space features:

Investment Portfolio Tracker Advisor Portal Advanced Analytics FIRE Calculator

freemium $5.0 / Monthly (Premium)

Coinpedia is your go-to platform for fintech and cryptocurrency news. Offers easy-to-use tools like Crypto Portfolio Tracker, Analytics, Reports, Crypto Market..

Koinly is the easiest way to monitor your crypto activity & file your taxes.

Key Koinly features:

User-Friendly Interface Comprehensive Transaction Tracking Tax Reporting Accurate Calculations

freemium

Protect your wealth.

Key Kubera features:

Comprehensive Asset Tracking Intuitive User Interface Automated Update Feature Security Measures

OnePortfolio is an all-in-one investment management platform that unifies investments from multiple brokers into a single dashboard, eliminating the complexity of monitoring multiple portfolios, keeping all your investments in one place.

Key OnePortfolio.io features:

Portfolio Tracker Free Portfolio Tracker Portfolio Visualizer Asset Allocation Visualization

freemium

CoinStats is a cryptocurrency research and portfolio tracker, that allows to access market data on over 3000 cryptocurrencies, track bitcoin and altcoin investments.

Key CoinStats features:

Comprehensive Portfolio Management Real-Time Market Data Multi-Platform Availability Security Features

Simple and powerful portfolio tracker for investors. Dividend tracker, portfolio performance and quick portfolio rebalancing. Supports thousands of stocks, funds and cryptocurrencies from all over the world.

Key Snowball Analytics features:

Number of portfolios Number of holdings Automatic brokerage connection Stocks, Funds, Cryptocurrencies

freemium $7.99 / Monthly (1 portfolio, automatic brokerage connection)

Crypto-currency market capitalizations.

Key CoinMarketCap features:

Comprehensive Data User-Friendly Interface Real-Time Updates Educational Content

Advanced dividend calculator & screener.

Key Dividend Watch features:

Comprehensive Dividend Data User-Friendly Interface Portfolio Tracking Custom Alerts

Track all your crypto accounts in a single place, receive notifications when your orders are executed and get some insights about your trading performance.

paid Free Trial

Net Worth Tracker.

Key PopaDex features:

Comprehensive Dashboard Multi-Currency Support Diverse language options

freemium €5.0 / Monthly (Free tier, premium tier for $5/month)