Best Portfolio Trackers 2026
We tested five portfolio trackers with real multi-broker portfolios. Here's how they compare on pricing, AI features, broker integration, and overall value.
Our top picks at a glance
Portfolio Genius
Free — $20/mo
Best for: Active investors who want auto-synced portfolios, AI analysis, and one-click execution
Read reviewEmpower
Free dashboard — 0.49-0.89% AUM for advisory
Best for: Passive investors who want comprehensive financial planning and human advisors
Read reviewYahoo Finance
Free — $25/mo for Yahoo Finance Plus
Best for: Casual investors who want free, no-signup portfolio tracking alongside market news
Read reviewPortfolioPilot
Free — $99/mo for Platinum
Best for: Data-driven investors who want AI recommendations backed by economic models
Read reviewSharesight
Free (1 portfolio) — $31/mo for Expert plan
Best for: Tax-conscious investors who need detailed performance reporting and CGT tracking
Read reviewSide-by-side comparison
How the top portfolio trackers compare across key criteria.
Detailed breakdown
What makes each portfolio tracker stand out — and where it falls short.
Portfolio Genius
Free — $20/mo · Best for: Active investors who want auto-synced portfolios, AI analysis, and one-click execution
Auto-sync 2,400+ brokerages with AI analysis and trade execution
Portfolio Genius auto-syncs your brokerage accounts from 2,400+ financial institutions via Plaid — connect once and your portfolio stays up to date automatically. It then applies multi-model AI analysis (GPT-4o, Claude, Gemini) to generate specific buy/sell recommendations, and lets you execute trades with a single click through Alpaca. The Lite plan offers basic tracking for up to 3 portfolios free, while the Premium plan ($20/month) unlocks unlimited AI analysis, auto-sync, real-time alerts, and public portfolio leaderboards.
- Auto-sync from 2,400+ brokerages via Plaid (connect once, stay synced)
- AI recommendations from multiple models (GPT-4o, Claude, Gemini)
- One-click trade execution through Alpaca
- Flat $20/month — no AUM fees regardless of portfolio size
- Try without signup — no account needed to explore
- Direct trading limited to Alpaca (other brokers sync via Plaid for tracking)
- No retirement planning or budgeting tools
- Newer platform with smaller user base than established players
Empower
Free dashboard — 0.49-0.89% AUM for advisory · Best for: Passive investors who want comprehensive financial planning and human advisors
Comprehensive financial dashboard with advisory services
Empower (formerly Personal Capital) offers a free dashboard that aggregates all your financial accounts — not just brokerage — including bank accounts, credit cards, and mortgages. The real product is its wealth management advisory service, which charges 0.49-0.89% of assets under management. You get dedicated human financial advisors, retirement planning calculators, and tax-optimized portfolio management. The free tier is genuinely useful for tracking net worth, but lacks AI analysis or trade recommendations.
- Free dashboard aggregates all financial accounts
- Human financial advisors available ($250k+ accounts)
- Robust retirement and budgeting calculators
- Established brand with strong security track record
- Advisory fees scale with assets (a $500K portfolio costs ~$4,450/year)
- No AI-driven trade recommendations
- Free tier limited — advisory features require high minimums
- No social features or community
Yahoo Finance
Free — $25/mo for Yahoo Finance Plus · Best for: Casual investors who want free, no-signup portfolio tracking alongside market news
The most accessible portfolio tracker with unbeatable market data
Yahoo Finance is the world's most visited financial website, and its portfolio tracker is completely free to use without creating an account. You can add holdings manually, track watchlists, and access extensive market data, news, and analyst estimates. Yahoo Finance Plus ($25/month) adds advanced charting, research reports, and enhanced screeners. It excels at breadth of data but lacks AI analysis, trade execution, or serious portfolio analytics beyond basic price tracking.
- Completely free with no signup required
- Massive market data coverage (stocks, ETFs, crypto, forex)
- Extensive financial news and analyst coverage
- Familiar interface with huge user community
- No AI analysis or trade recommendations
- Manual portfolio entry only (no broker sync)
- Basic analytics — no risk metrics, diversification scores, or rebalancing tools
- Ad-heavy experience on free tier
PortfolioPilot
Free — $99/mo for Platinum · Best for: Data-driven investors who want AI recommendations backed by economic models
AI-first portfolio optimizer with macroeconomic modeling
PortfolioPilot positions itself as a personal AI financial advisor built on a proprietary economic model. The free tier provides basic AI insights, while Gold ($29/month) and Platinum ($99/month) unlock detailed portfolio optimization, risk analysis, and sector recommendations. Its AI is powered by economic data and aims to provide investment recommendations grounded in macroeconomic forecasts. However, it lacks direct trade execution — recommendations must be executed manually in your brokerage.
- AI recommendations grounded in macroeconomic analysis
- Portfolio optimization with risk-adjusted suggestions
- Free tier available with basic insights
- Clean, modern interface
- No direct trade execution (recommendations are manual)
- Platinum tier is expensive at $99/month
- Single AI model — no multi-model cross-validation
- No community features or public portfolios
Sharesight
Free (1 portfolio) — $31/mo for Expert plan · Best for: Tax-conscious investors who need detailed performance reporting and CGT tracking
Portfolio tracking built for tax-time performance reporting
Sharesight specializes in portfolio performance tracking and tax reporting. It automatically calculates capital gains, tracks dividends (including DRPs), and generates tax-ready reports. The platform supports 40+ global exchanges and offers automatic trade imports from over 100 brokers. It is especially strong in Australia, New Zealand, and the UK where its tax reporting integration is most mature. However, it lacks AI analysis, trade execution, or real-time market data.
- Automatic capital gains tax reporting
- Dividend tracking including reinvestment plans
- Supports 40+ global exchanges
- Automatic trade imports from 100+ brokers
- No AI analysis or trade recommendations
- No trade execution — reporting only
- Free tier limited to 1 portfolio with 10 holdings
- Weaker US market features compared to AU/NZ/UK
Transparency note
Portfolio Genius is our product. We've ranked it based on our honest assessment of features, pricing, and capabilities. We encourage you to try each option and decide for yourself. Competitor details were verified as of May 2026.
Frequently asked questions
What is the best portfolio tracker in 2026?
Which portfolio tracker is completely free?
Do I need a portfolio tracker if I only use one brokerage?
Which portfolio tracker has the best AI features?
Can I try a portfolio tracker without creating an account?
How did we rank these portfolio trackers?
Try the #1-ranked tracker free
No signup required. Build a portfolio, get AI analysis, and see why we ranked Portfolio Genius first.