Top 5 Best Portfolio Trackers

Best Portfolio Trackers

Whether you’re new to the world of investing or an experienced trader, portfolio trackers can help you keep track of your assets and make informed decisions.

The best portfolio trackers are easy to use and offer a variety of analytics tools. Some also support more specialized asset classes like cryptos.

Good Crypto

A Good Crypto portfolio tracker can provide a user with a comprehensive view of their crypto investments. This can help investors stay up to date with the latest trends and market fluctuations.

However, these platforms can be susceptible to security breaches and data theft. That’s why it’s important to choose a tracker that puts an emphasis on security features like two-factor authentication and multi-layer encryption.

Another way to make sure your crypto assets are safe is by choosing a portfolio tracker that supports paper wallet storage. This will keep your cryptocurrencies away from hackers and other malicious actors.

CoinStats offers a secure and efficient way to track and manage your complete crypto profile. The platform also allows users to make trades on all their connected exchanges from one place. Its API keys are stored on an AWS Vault service, which ensures that no funds are withdrawn fraudulently.


Ziggma is an online portfolio tracker that offers a variety of tools to help investors keep track of their investment portfolios. It provides an intuitive user interface that makes it easy to manage your investments and monitor their performance over time. The platform also includes a number of research tools to help you find top investment ideas.

One of the most unique features of Ziggma is its algorithm-based stock scores that provide users with institutional-grade quantitative analysis. It ranks stocks against their peers based on 32 fundamental financial metrics. Those metrics include growth, profitability, valuation and financial position within an industry, among others.

This data has been proven to be an effective investment tool for beginners and experts alike, as it allows you to easily identify the best stocks that will deliver high returns over the long term. Additionally, the software enables you to track a company’s key financial KPIs and compare it to your own portfolio.

The portfolio dashboard displays the most important portfolio parameters in a single view, including performance, risk, yield, ESG scores and other important indicators. You can also see trends in these parameters over time, making it easier to identify potential opportunities for increased portfolio returns.

In addition to providing investors with a wealth of information, the software is also designed to help them save time. Its Smart Alerts allow you to set a limit on the maximum exposure of any stock or sector in your portfolio and be notified when this limit is reached. This feature eliminates the need to constantly monitor your portfolio, saving you countless hours.

Another great feature of Ziggma is its free stock screener. It filters on standard financial metrics like P/E, P/S, and Dividend Yield, as well as custom data points such as Stock Score and Carbon Footprint. This makes it easy to filter through thousands of potential investments, enabling you to find stocks that match your investment approach.

The software also offers a portfolio simulator that lets you test out different investment strategies before committing any money. This helps you evaluate the impact of your trades on your portfolio split, average yield and growth. It also gives you a range of charts to show how your strategy is performing over time, so you can determine which strategy works the best for you.


Kubera is an online service that lets you track investments from a wide variety of asset classes, including traditional stocks and crypto, as well as real estate. It also has connections to over 20,000 banks worldwide, thanks to account aggregation technologies, which means it’s an excellent solution for international investors who have multiple accounts.

The first step in using Kubera is to sign up for an account and sync your brokerage and banking accounts. This is the easiest way to start, as it allows you to connect all of your assets and liabilities in one place. After that, you can begin adding your crypto assets and syncing any crypto wallets you own.

You can also sync any loans and credit card bills you have, and then Kubera will automatically track them and your overall debt. You can even manually enter various types of liabilities, like your car loan or mortgage balance. Once you’ve added your assets and debts, you can see a snapshot of your net worth in Kubera’s sidebar.

In addition to tracking your total assets and debts, Kubera also tracks the value of cryptocurrencies and precious metals. You can use this to calculate the fair market value of your assets, and it makes it easier to find out if you’re overvalued or undervalued.

The app’s interface resembles spreadsheets, making it easy to navigate and input data. It can also show your data in a variety of ways, including graphs and trackers.

For more advanced users, Kubera offers automated valuing of all sorts of assets, including cars, houses, and precious metals. Sadly, it doesn’t currently value art or NFTs, though you can add them in manually if you want.

This feature is great for high-net-worth individuals and wealth managers who want to keep track of their assets in a more comprehensive manner than the standard financial tracking apps offer. However, the cost of $150/year can be a bit steep for some people.

You can sign up for a 14-day free trial before deciding whether or not to pay for a subscription. You also have the option to install a “dead man’s switch” that sends your portfolio information and all of your accounts and assets to your beneficiaries in the event that you pass away. It’s a nice touch that can help you pass your assets on to your loved ones, and it may be worth it for some people.

Stock Rover

Stock Rover is a web-based portfolio tracker that offers a variety of features and benefits. It’s a great tool for active traders who want advanced research and customization options.

Aside from its extensive screening and charting tools, it also provides real-time alerts for stocks that meet specific criteria. This can include percentage change exceeding a threshold, key price levels being reached or unusual trading volume.

The site can be used by investors of all experience levels, though it might be difficult to navigate if you’re new to the world of investing. Thankfully, there are plenty of helpful tutorials and video lessons to help you get the most out of it.

It has a modern web architecture that presents one single pane of glass where all relevant financial information is presented and manipulated. This saves on the time it would take to go down a complex path of page clicks and windows.

This platform also offers a variety of tools for investors to manage their portfolios, including detailed performance information, email performance reports, in-depth portfolio analysis, correlation, trade planning and re-balancing facilities. The system also includes an easy to use brokerage integration facility.

In addition, Stock Rover allows you to set up Watchlists of tickers that you’re interested in tracking. These lists can be filtered by criteria such as growth, dividends, efficiency, value, profitability and other factors.

There are over 140 pre-built screeners to choose from, but the best part is that you can create and edit your own. These are a great way to cover a lot of ground quickly and find tons of stocks that meet your criteria.

Another important feature that Stock Rover has is its Table, which can be loaded with ticker symbols or downloaded from your portfolio to perform instant financial metrics and equations. You can also perform basic spreadsheet functions like sorting, filtering, and coloring.

It also provides a variety of charts for fundamental and technical analysis, as well as candlesticks and ratios. It also offers a 10 year historical financial database.

In addition to its screening and analysis features, Stock Rover also has an excellent brokerage integration feature that allows you to keep all of your account details up to date. You can also import your own spreadsheets and have them automatically synced to your account, with no work on your part. The company has a free plan for new customers, though if you’re serious about gaining access to all the site’s capabilities, the Premium plan is worth considering.


Claritus is a cloud-based portfolio tracker that combines the best of both worlds: past insights and present day data to help you make smarter investment decisions. It also features a well designed user interface and offers an array of advanced features.

It’s not the only portfolio tracking app on the market, but it’s certainly a strong contender. It uses AES-256 encryption to secure your data and offers a variety of features for you to choose from, including the ability to connect your bank, brokerage, and cryptocurrency exchanges.

The company also boasts a suite of nifty features that help you manage your assets efficiently, such as an automated and customizable dashboard and a robust data analytics platform. You can track your investments, see your balance in real-time, and get an overview of your asset allocation across all your accounts.

They even offer a free trial to try out the product. For a small monthly fee, you can also sign up for an email newsletter that features exclusive deals and discounts on products and services.

While the software isn’t as sleek or feature rich as other platforms, it does deliver on its promise of a better way to manage your money. The company also provides a comprehensive library of content that covers everything from asset management to budgeting and spending.

There’s no shortage of portfolio trackers on the market, but it can be difficult to decide which one is the right choice for you. The key is to consider your individual needs and requirements before making a decision. The best place to start is by reading company reviews. These can reveal information about the company’s culture, working conditions, benefits, compensation, and training opportunities.

Jareth Stone

Jareth Stone