Best Stock Portfolio Trackers for 2024

Stock portfolio trackers enable you to keep tabs on your investments effectively. Not only in terms of real-time pricing but some trackers offer alerts, financial news, and investment insights.

This guide ranks and reviews the 8 best stock portfolio trackers for 2024. Read on to choose a suitable stock portfolio tracker for your investment requirements.

Best Stock Tracking Apps Reviewed

We’ll now review the 8 best stock portfolio trackers in full. Read on to choose the best stock tracking software for your investment profile.

1. AltIndex – Overall Best Stock Portfolio Tracker [With AI-Backed Recommendations]?

In our view, AltIndex ranks as the best stock portfolio tracker in the market. AltIndex is available via standard web browsers, so there’s no requirement to download any software or applications. Instead, you simply need to visit the AltIndex website and log into your account. AltIndex tracks thousands of US stocks, covering the NYSE and NASDAQ.

It also tracks the best cryptocurrencies, such as Bitcoin, Ethereum, and Ripple. You can add your chosen stocks and cryptocurrencies to your AltIndex portfolio. This enables you to keep tabs on your investments in real-time. You will also receive alerts if one of your investments witnesses a major market movement. This is crucial, as you’ll be the first to know when an investment rises or falls by more than the market average.

All that being said, AltIndex offers much more than stock portfolio tracking. In fact, AltIndex is considered one of the best alternative data providers. So what is alternative data, and why can it help you become a better investor? Put simply, alternative data gives you investment information outside of conventional sources. So, instead of relying on the same data as everyone else, AltIndex gives you a first-mover advantage.

For example, AltIndex extracts data from social media networks and compresses it into real-time insights. This gives you an overall social sentiment score. For instance, how do people on Twitter and Reddit view AMC stock or the best energy stocks? AltIndex uses many data points to generate its insights. This includes social media mentions, likes, shares, and comments. AltIndex also looks at job postings, news articles, website visits, and app downloads.

All of this alternative data is analyzed by artificial intelligence to yield a ranking score. The higher the score is to 100, the more chance the stock has of outperforming the broader market. But that’s not all – AltIndex also offers one of the best stock picking services. In a nutshell, you’ll receive an email when the AI-backed technology discovers a stock recommendation.

As such, not only can you track your current investments – but you can also make new market moves. According to AltIndex, its stock picking service has a historical win rate of 75%. This translates to average gains of 24% over a 6-month period. This is considerably higher than what the S&P 500 produces. For example, the S&P 500 is up just 12% year-to-date.

Although AltIndex offers a free plan, this comes with limitations. For example, you’ll only get 20 monthly visits, and stock alerts are capped at 2. Moreover, you can only add 2 companies to your stock portfolio tracker. By upgrading to the ‘Starter ‘ plan at $29 per month, you can add 10 companies to your portfolio. Looking for the best stock alert service to stay ahead of unique investment opportunities? You’ll also get 10 stock alerts each month and a watered-down stock screener. For full functionality, you’ll need a ‘Pro’ plan at $99 per month.

2. ShareMarketCap – AI-Powered Stock Tracking and Portfolio Insights From 11 Global Markets? ?

If you’re a diversified investor with international exposure, ShareMarketCap could be the best stock portfolio tracker for you. In a nutshell, ShareMarketCap supports over 6,200 stocks and 2,700 ETFs from 11 global markets. This includes listings from the US, UK, Europe, India, Canada, and other popular exchanges.

You can build your own portfolio and add your investments at the click of a button. Thereon, you’ll receive stock price updates alongside useful insights. This includes key stats like trading volume, price performance, running dividend yields, and P/E ratios. All data is presented in a very user-friendly way, so ShareMarketCap is suitable for beginners.

ShareMarketCap offers lots of additional insights that can help you make smart investment decisions. For example, the platform offers a fully-fledged stock and ETF screener. You can find your ideal investments based on a range of filters, such as market capitalization, exchange, stock price, sector, or industry.

ShareMarketCap also presents the top and worst performances over the prior 24 hours. This is ideal for finding trending stocks that have strong momentum. We also like that ShareMarketCap leverages artificial intelligence to generate stock and ETF ratings. This ranges from 0 to 100 and is based on a huge range of data points.

What’s more, ShareMarketCap also offers technical ratings. This highlights whether key technical indicators suggest a buy, hold, or sell on all supported markets. This includes dividends, performance, debt, momentum, growth, and ownership. Once you click on a stock or ETF, you can also view sell-side analyst ratings.

In addition, you’ll see AI-generated price predictions. This includes low, average, and high-end estimates. ShareMarketCap also allows you to make comparisons with relevant industry players. For example, you might want to compare Tesla’s recent performance with Ford Motors, NIO, and Honda.

ShareMarketCap also ensures that you stay updated with key news developments. It integrates the leading financial news websites, including Barrons and Yahoo! When a news story is published about a stock in your portfolio, you’ll receive an alert. Although ShareMarketCap offers an invaluable stock portfolio tracker – the platform is completely free. All you need to do is register a free account for full access.

3. Empower – All-in-One Stock Portfolio Tool That Also Tracks Savings and Debts?

If you’re looking for a 360-degree overview of your financial health, Empower is one of the best stock portfolio trackers around. It’s used by more than 18 million consumers and covers every angle of your finances. At the forefront of this is its portfolio tracker. It supports thousands of US-based stocks and ETFs. You’ll receive real-time pricing on your investments and alerts on major movements.

In addition, you can also connect your personal accounts with Empower. This includes savings and checking accounts, credit cards, and loans. So, while you can view how your investments are performing, you can also assess the broader picture. In particular, Empower is useful for working toward retirement goals. We also like Empower’s ‘You Index’ insights.

This is a proportion tool that compares your portfolio to broader benchmark indexes – such as the Dow Jones and S&P 500. If your portfolio is underperforming the wider market, you can make suitable adjustments. That said, Empower lacks in-depth insights that can help you make smart trading decisions. For instance, it lacks stock recommendations, ratings, and price predictions.

Nonetheless, Empower’s portfolio tracker is completely free to use. Moreover, you can access your portfolio online or via the Empower app. The app is rated 4.7/5 on both Google Play and the App Store. Moreover, Forbes Advisor rates Empower 4.5/5. In addition to portfolio tracking, Empower also offers robo-investing services. However, this requires a minimum investment outlay of $100,000.

4. Stock Analysis – Receive Niche Stock Portfolio Insights From Dozens of Data Points?

Stock Analysis is one of the best stock portfolio trackers if you’re looking for niche alerts. This popular platform supports dozens of data points, ensuring you only receive insights that align with your strategy. This includes custom stock price alerts based on percentage gains or losses. For example, you might want to receive an alert if one of your investments rises or falls by 4% in one day.

You can also set custom alerts based on trading volume, market capitalization, 52-week highs and lows, premarket prices, and after-hour changes. If you really want to niche down, Stock Analysis also tracks valuation ratios. This includes the forward P/E, enterprise value, P/B, P/S, and PEG. In addition to real-time portfolio updates, Stock Analysis also offers investment insights.

This includes analyst ratings from Wall Street’s most successful investors. For instance, Vincent Anderson, Noah Kaye, and Patrick Ho. The platform has also integrated an earnings calendar for all stocks on the NYSE, NASDAQ, and NYSE Arca. If a stock in your portfolio has an upcoming earnings scheduled, you’ll be alerted in real-time.

Stock Analysis is also popular for its comprehensive stock screener. This includes plenty of filters linked to dividends, performance, analyst ratings, financial data, and much more. We also like Stock Analysis for its financial news imports. This covers major financial media outlets, including CNBC, Market Watch, Bloomberg, and Reuters.

In terms of pricing, Stock Analysis offers a free plan with unlimited limited financial history, ETF holdings, and corporate actions. For just $9.99 per month, you’ll get full functionality. This includes unlimited watchlists, portfolios, and 30 years of financial history. Stock Analysis offers a 30-day free trial, should you wish to try the platform before making a financial commitment.

5. Sharesight – Automated Portfolio Tracking for Performance, Dividends, and Tax Liabilities? ?

Sharesight offers a completely automated portfolio tracking service that comes packed with features and insights. We found that Sharesight targets three core pillars. First, you’ll receive real-time updates on the performance of your portfolio. This includes the fundamentals – such as stock price movements, volume, and market capitalization.

Second, Sharesight also specializes in dividend tracking. This enables you to assess and filter all of your stock and ETF dividends, evaluate long-term yields, and predict future distributions based on historical data. Third, Sharesight is also one of the best stock portfolio trackers for keeping tabs on your tax liabilities.

Based on your investment purchases, sales, and dividends – you’ll get real-time information on what taxes you’ll owe. Moreover, Sharesight connects with over 100+ brokers, including Robinhood, Interactive Brokers, and Charles Schwab. This means that your investments automatically import into your Sharesight account.

When it comes to fees, Sharesight has four pricing plans. The free plan supports 1 portfolio, 10 holdings, and limited reporting. The ‘Expert’ plan offers 10 portfolios, unlimited holdings, and full reporting. This is the most expensive plan at $31 per month. You can reduce this to $23.25 per month when paying annually.

6. WallStreetZen – Track Stock Prices and Fundamental Insights From Leading Hedge Funds? ??

WallStreetZen is one of the best stock portfolio trackers if you’re looking for investment insights. More specifically, WallStreetZen gives you access to Wall Street’s most profitable hedge funds. You can sort hedge fund portfolios by their past performance and then view which stocks and ETFs they hold.

You can then mirror the same investments like-for-like. If the hedge fund makes any adjustments to its portfolio, WallStreetZen will send you a notification. WallStreetZen also offers traditional stock tracker services. You can manually add your investments to its watchlists and set custom alerts.

WallStreetZen covers many fundamental data points, including insider transactions. This lets you know when a company insider (e.g. director) buys or sells shares in one of your stocks. Other data points include financial news, stock price changes, and fundamental analysis.

In terms of pricing, the free plan gives you basic access to WallStreetZen’s tracking tools.? For full functionality, you’ll pay $59 per month. This is reduced to $19.50 per month when purchasing an annual plan. There’s also a $1 free trial that lasts for 30 days.

7. Kubera – Automatically Track Your Net Worth in Real-Time by Connecting With Brokers and Banks? ?

Kubera is also one of the best stock portfolio trackers if you’re looking to track your net worth in real-time.?It connects with many online stock brokers, so you can seamlessly import your portfolios. This includes Robinhood, Fidelity, TD Ameritrade, Hargreaves Lansdown, and many other leading brokers.

It also connects with bank accounts, credit card companies, and loan issuers. Kubera supports over 20,000 financial institutions from around the world, including Wells Fargo, Chase, Revolut, and Monzo. This enables you to keep tabs on your investment returns, savings, debts, and other day-to-day finances.

The Kubera portal is very user-friendly so is suitable for all experience levels. We also like that Kubera supports stock exchanges from dozens of global markets. This includes markets in the UK, the US, Germany, France, India, China, Taiwan, Australia, New Zealand, and many others.

If you don’t want to connect Kubera with your brokerage accounts, you can manually add investments to your portfolio.?The main drawback of Kubera is that it doesn’t offer a free plan. Prices start from $150 per year or $12.50 per month. There is a 14-day trial for $1, should you wish to try Kubera risk-free.

8. Stocks Tracker – Best Stock Tracking App for iOS Users With Plenty of Features

Stocks Tracker is the best stock tracker app for iOS users. It has excellent ratings on the App Store – 4.5/5 over more than 55,000 reviews. Stocks Tracker comes with plenty of features that enable you to stay on top of the market at all times. This includes custom portfolios with real-time alerts, streaming quotes, stock screeners, and market scans.

The app is also ideal for performing technical analysis. It supports real-time pricing charts and indicators like the 50/200 MA crossover, RSI, and Bollinger Bands. In addition to stocks, Stocks Tracker also supports indices, futures, currencies, and cryptocurrencies.

Most features on the app can be accessed free of charge – but you’ll see ads. For $9.99 per month, you’ll get full functionality. However, subscribers need to pay an additional $0.99 to access direct NASDAQ quotes. Without a membership, this increases to $5.99 per month. Stocks Tracker also offers a 7-day free trial.

What is a Stock Portfolio Tracker?

Stock portfolio trackers have many features, but primarily – they help you keep tabs on your investments. This can come in handy if you have a diversified portfolio. For example, suppose your portfolio currently contains 20 stocks and ETFs. These investments are split across multiple brokerage platforms and accounts. Without a stock tracker, you would need to manually check your investments.

Not only would this be time-consuming but you would miss important insights. For instance, a stock you hold might look in good shape on Monday morning. But by Wednesday, it might have declined by 10%. Unless you’re manually checking stock and ETF prices throughout the day, you won’t be in the know-how. Crucially, this is a sub-par way of investing.

The most successful investors have a 360-degree overview of their investments at all times. And the most effective way of achieving this is through a stock portfolio tracker. Depending on the provider, there are many different metrics that you can receive alerts on. This includes stock price changes within your preferred parameters. For instance, you might want to receive a notification if one of your stocks rises or falls by more than 5% in one day.

Some of the most advanced stock portfolio trackers also cover changes in market capitalization, volume, and even financial ratios. This includes the price-to-earnings (P/E) and price-to-book (P/B) ratios, not to mention revenues, debt, and other performance metrics. We also found that the best stock portfolio trackers offer unparalleled investment insights.

For instance, AltIndex specializes in alternative data. It extracts data from social media to evaluate consumer sentiment on thousands of stocks, ETFs, and cryptocurrencies. It also tracks website visits, job postings, financial news mentions, app downloads, and other useful data points.

AltIndex analyzes alternative data to give a ranking score from 0 to 100. Not only that, but AltIndex also offers a stock picking service that is backed by artificial intelligence. This means you’ll receive real-time stock trading signals when a stock recommendation has been generated.

How do Stock Portfolio Trackers Work?

There are generally two ways that stock trackers provide data for your portfolios.

This includes:

Manually Adding Investments

Most stock portfolio trackers require you to manually add stocks to your account. For example, suppose you own Apple, Nike, Disney, and IBM stock – plus ETFs that track the S&P 500, Russell 2000, and NASDAQ 100. You would need to manually add these investments to your portfolio tracker.

What’s more, you would also need to specify how much you invested into each asset and when. This is very important, as it ensures you’re receiving relevant insights based on your financial exposure. The portfolio tracker will base your cost price on the date you invested. This will give you real-time performance metrics in dollar terms (or your local currency).

However, this approach can still be somewhat time-intensive. This is especially the case if you are an active investor. For instance, if you buy additional stocks or reduce your exposure, you’ll need to update your portfolio tracker. Otherwise, the data presented won’t be accurate.

Linking Investment Accounts

For the best experience, consider a stock portfolio tracker that connects to external accounts. This means that you can connect your brokerage account via an API. The process is safe, as the portfolio tracker can only view your assets. In other words, it can’t make any changes to your portfolio.

If the provider supports all of your investment accounts, then the tracking process is completely automated. For example, suppose you hold stocks in a standard investment account with Robinhood and Webull. You also hold ETFs in a Roth IRA with Interactive Brokers.

Once you’ve integrated these brokerage accounts, your portfolio tracker will update in real-time. Not only in terms of cost prices but investment amounts. We also came across stock portfolio trackers that support other account types. For instance, checking and savings accounts, loans, mortgages, and credit cards. This gives you a complete overview of your financial health.

How to Pick a Stock Tracker App

In this section, we explore how to pick the best stock portfolio tracker for your investment requirements. In particular, we assess what features you’ll want to look out for when choosing a provider.

What Markets Are Tracked?

One of the most important considerations is the markets the stock tracker supports. If it doesn’t support some of your investments, then you won’t get a full overview of how your portfolio is performing.

For example, AltIndex covers thousands of stocks from the US markets. It also supports cryptocurrencies like Bitcoin, Ethereum, and Bitcoin Cash. The Stocks Tracker app goes one step further by also covering futures, currencies, and non-US stocks.

How Automated is the Stock Tracker?

The best stock portfolio trackers allow you to keep tabs on your investments seamlessly. This means that once you’ve set your portfolio up, you should have limited input. Otherwise, you’ll be tracking investments inefficiently.

For instance, some tracking services connect to external brokerage accounts. This means that once you’ve made the connection, your portfolio will automatically update. Not only is this convenient but the tracker will know your cost prices and investment sizes.

That said, many stock portfolio trackers require manual input. This means you’ll need to add each investment to your portfolio and state the cost price. You’ll also need to make frequent adjustments to ensure the tracker is aligned with your portfolio.

What Insights Does the Tracker Provider?

If you’re looking for a basic portfolio tracker, it will likely only display stock prices. It might also notify you when the stock price changes by a specified percentage. However, if you’re looking for more advanced insights, you’ll need additional information.

We found that the best stock portfolio trackers support dozens of data points. For instance, you’ll be notified when insider transactions take place, or when trading volume increases above the 52-week high. You might also receive alerts when a stock releases its quarterly earnings report, or when a relevant news story is published.

Will You Receive Investment Insights?

The best stock portfolio trackers help you become a better investor. This removes the need for you to manually research the market.

• For example, AltIndex leverages alternative data and artificial intelligence to generate stock recommendations.
• You’ll be notified in real-time when a new stock trading opportunity has been discovered.
• The results speak for themselves – AltIndex’s stock picking service has a 75% win rate and average gains of 24% over a 6-month period.

Another option if you’re looking for investment insights is ShareMarketCap. This platform leverages artificial intelligence to generate technical ratings. This is based on historical price data and predicted trends. It also offers price predictions on thousands of stocks and ETFs.

How Much Will You Need to Pay?

While free plans are usually available, the majority of stock portfolio trackers charge monthly fees for full functionality. This ensures that you have access to accurate and timely data, alongside unparalleled insights. However, you’ll need to ensure that prices align with your investment goals. For example, if you’re simply looking to track stock prices, then a free plan will likely suffice.

But if you’re looking for investment insights that help you outperform the market, it could be worth paying a monthly fee. You’ll also need to ensure that there is a suitable return on investment. For example, although AltIndex charges between $29 and $99 per month for its stock picking service, its 75% historical win rate offers good value for money.

Conclusion

In summary, stock portfolio trackers help you keep tabs on your investments and obtain valuable market insights. Overall, we rate AltIndex as the stand-out provider.

AltIndex allows you to track thousands of stocks and cryptocurrencies under one roof. It also leverages alternative data and artificial intelligence to generate stock recommendations. Historically, AltIndex recommendations have a 75% win rate.

References?

• https://www.bloomberg.com/quote/SPX:IND
• https://www.nasdaq.com/market-activity/quotes/real-time
• https://www.similarweb.com/blog/investor/asset-research/what-is-alternative-data/
• https://www.ibm.com/topics/artificial-intelligence
• https://www.interactivebrokers.com/en/trading/ira-information.php
• https://www.wsj.com/market-data/stocks
• https://corporatefinanceinstitute.com/resources/accounting/return-on-investment-roi-formula/

FAQs