6 Best Stock Portfolio Trackers in 2024

A stock portfolio tracker will be useful for checking stocks, controlling your investments, keeping and managing several accounts in a convenient way. Using such a program, you don’t need to remember passwords for all the websites you use and toggle between your accounts.

Top 6 Stock Portfolio Trackers

  1. Personal Capital Finance - Free financial dashboard
  2. StocksToTrade - Powerful scans
  3. Sharesight - Optional email alerts
  4. Ticker - Multiple watch lists
  5. Delta Investment Tracker - Multi-asset tracking
  6. Money Patrol - Connects investment accounts

These programs provide plenty of investment tickers and excellent research instruments. While selecting the best options, I paid attention to the price and updates, download speed, and interface.

Besides, I took into account the number of trackable assets. With such programs, you can keep monitor different types of investments (stocks, bonds, ETFs). They even offer cryptocurrency portfolio trackers.

1. Personal Capital Finance - Our Choice

Free financial dashboard
  • Includes portfolio target recommendations
  • Rebalancing suggestions
  • Determines the risk level in the portfolio
  • Projects your Social Security income
  • None

Verdict: Personal Capital Finance calculates your entire stock portfolio and then distributes it for you to use. This stock portfolio tracker helps you manage your own money. It includes portfolio target recommendations.

Using the Personal Capital Finance allows you to make smarter investing decisions. Since this tracker is available to everyone, it is easy for you to get started with no experience at all. You will be provided with step by step instructions so that even the most inexperienced person can learn how to take their money and put it to work.

personal capital finance stock portfolio tracker interface

2. StocksToTrade

Powerful scans
  • Quickly import your current stocks
  • Charts, indicators, watchlists
  • Custom-built trading algorithm
  • SEC filing, earnings report
  • No free trial

Verdict: StocksToTrade gives you the best stock picks in one place. You can use an effective stock market system called the "Forex Method" which allows anyone to pick the right stocks and trade successfully. This unique technology brings you stock picks from around the world by using mathematical algorithms.

StocksToTrade is completely automated and uses a patented signal based on market data in order to generate profitable trades. The software will send you emails and text alerts whenever there is a successful trade. As a member, you are able to customize the appearance and behavior of your free stock portfolio tracker.

stockstotrade stock portfolio tracker interface

3. Sharesight

Optional email alerts
  • Track stocks over 30 global stock exchanges
  • Track cryptocurrencies
  • Custom groups feature
  • Track of all your dividends
  • Supports 4 American brokerage providers

Verdict: Sharesight delivers stock market charts and personal investing advice based on several different investment strategies. The program works by browsing through real-time market data to look for good investments. Once the program has found some promising investments, you can customize your buy and sell orders accordingly.

By offering constant stock updates, Sharesight lets you know what stocks are performing well, as well as what stocks are performing poorly. This way, you'll know whether to buy or sell during certain periods of time. Also, unlike other systems, Sharesight does not require a lot of research on your part. All you need to do is browse through the live data on the website and make decisions on your own.

sharesight stock portfolio tracker interface

4. Ticker

Multiple watch lists
  • Convenient sorting
  • Comprehensive information and graphs
  • Analytics show real-time account values
  • Complex user interface
ticker stock portfolio tracker logo
Ticker

Verdict: With Ticker, you can research the history and performance of individual stocks and even whole companies on your own with ease. It allows you to create and save charts and graphs that show the trends that the stock market is going through. The software will also let you print out historical charts and graphs. You can use the print management software if you want to control your printing process. This tracker gives you a list of current stocks and how they're doing.

This stock portfolio tracker have full-screen visual displays so that you can follow the movements of the stocks themselves. It allows you to delete and add stocks very quickly.

ticker stock portfolio tracker interface

5. Delta Investment Tracker

Multi-asset tracking
  • Visual dashboard including charts and graphs
  • Cancel at any time
  • 15 days trial version
  • Instant overview of your finances
  • There is an annual fee
delta investment tracker stock portfolio tracker logo
Delta Investment Tracker

Verdict: The Delta Investment Tracker method of tracking does not have a specific time frame in which the stock should be purchased and sold, but it does have a limit on the number of shares that can be purchased during any given trading day. With this stock portfolio tracker, a trader may buy just one share of a stock at any given time.

With Delta Investment Tracker, a trader can anticipate price movements and take advantage of them. You can also set a limit as to how much of a gain or loss they want from any single stock. Another advantage of this tracker is that the trader does not have to remember when each stock's price went up or down. If you need to take some notes and save important information you can use one of the best note taking apps with a stylus.

delta investment tracker stock portfolio tracker interface

6. Money Patrol

Connects investment accounts
  • Automatic backups
  • It is available for business and personal
  • Notifications if backups fail
  • Easy restore process
  • Weak functionality
money patrol stock portfolio tracker logo
Money Patrol

Verdict: Money Patrol uses a technologically advanced database that continuously monitors and analyzes real-time market data around the clock. You will receive regular updates from the program through email, so you will always know what is happening with your portfolio. Another feature is the ability to export all your findings to a free spreadsheet program so you can trade accordingly.

By using an online trading account, you will be given the chance to buy and sell stocks via an interactive screen. You simply put in your parameters for the day, and the program does all the work for you. When a big company announces a new product or service, Money Patrol acts as a sort of early warning system, as well. Anytime there is a possibility of this kind of a major move, the system goes into overdrive and searches for significant moves in certain stock portfolios.

money patrol stock portfolio tracker interface
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