Portfolio Trackers and Dividend Tools

Empower's free Personal Dashboard links bank, brokerage, and retirement accounts to show net worth, asset allocation, and investment fees in one view. A portfolio checkup compares your holdings against a target allocation and flags high-fee funds. Best suited to buy-and-hold investors who want a free consolidated household view rather than active trading tools.

Best for: Free household net-worth and fee tracking

• net worth tracking
• fee analyzer
• retirement planner
• account aggregation

Sharesight tracks stock and ETF holdings across brokers and calculates investment performance including dividends, currency effects, and tax-adjusted returns. It automatically records dividend payments and produces capital-gains tax reports. It suits investors who hold across multiple brokers or countries and want accurate performance and tax figures rather than a simple balance view.

Best for: Multi-broker investors wanting accurate tax-adjusted returns

• dividend tracking
• tax reporting
• multi-currency
• performance benchmarking

Kubera is a net-worth tracker that links brokerage, bank, and crypto accounts alongside real-world assets such as property and vehicles into a single balance sheet. It updates values automatically, charts net worth over time, and includes a tool for passing account access to beneficiaries. It suits investors who want stocks tracked alongside other wealth, not a stock-only view.

Best for: High-net-worth investors tracking diverse asset types

• net worth tracking
• multi-institution sync
• alternative assets
• wealth transfer planning

Delta by eToro aggregates stock, crypto, forex, and commodity accounts from thousands of brokers and exchanges into one real-time portfolio view, with AI-generated notes explaining why a holding moved. The free tier covers unlimited manual tracking, while Delta PRO adds unlimited synced accounts. It suits investors who hold assets across many different platforms and want one combined dashboard.

Best for: Investors consolidating many brokers and crypto exchanges

• multi-asset tracking
• broker sync
• price alerts
• ai portfolio insights

Snowball Analytics links brokerage accounts to track portfolio performance and generates detailed dividend analytics, including a dividend calendar, yield-on-cost, and payout growth history. It benchmarks returns against major indices and offers one-click rebalancing by category. It's aimed at dividend-focused investors who want deeper income analytics than a basic balance tracker provides.

Best for: Dividend growth investors wanting detailed income analytics

• dividend calendar
• yield on cost
• benchmarking
• rebalancing

getquin links brokerage and bank accounts to track net worth, portfolio performance, and dividend income, and layers in a social feed where users can compare portfolios anonymously. It includes retirement and financial-independence planning tools alongside day-to-day tracking. It suits investors who want performance tracking with a community angle, though some report account-sync accuracy issues.

Best for: Investors who want portfolio tracking with a social community layer

• dividend tracker
• social portfolios
• retirement planning
• broker sync

Portfolio Visualizer is an analysis tool for backtesting asset allocations, running Monte Carlo simulations, and optimizing portfolios using mean-variance or risk-based models, rather than a live account-linking tracker. It supports factor regression, correlation analysis, and efficient-frontier modeling against decades of historical data. It suits analytically minded investors testing allocation strategies rather than day-to-day balance tracking.

Best for: Investors testing allocation strategies with historical data

• backtesting
• monte carlo simulation
• portfolio optimization
• factor analysis

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Simply Safe Dividends centers on proprietary 0-100 Dividend Safety Scores that rate the risk of a dividend cut using payout ratio, debt, and cash-flow trends, alongside portfolio tracking, an income calendar, and cut or raise alerts. It also runs model dividend portfolios and a screener. It suits income investors most concerned with avoiding dividend cuts rather than total-return tracking.

Best for: Income investors focused on avoiding dividend cuts

• dividend safety scores
• income calendar
• dividend alerts
• stock screener

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• Calendars & Macro

Dividend.com is a dividend research site built around its DARS ratings, which combine relative strength, yield attractiveness, dividend reliability, and dividend uptrend into a single score used to build sample income portfolios. It also offers a dividend screener and educational content on payout history. It suits income investors researching individual dividend stocks rather than tracking a live linked portfolio.

Best for: Dividend stock research and screening

• dividend ratings
• stock screener
• model portfolios
• dividend calendar

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TrackYourDividends links brokerage accounts via Plaid to automatically track dividend payments, project future income, and score dividend safety, alongside a payout calendar and yield-history charts. The free tier covers core tracking, while a low-cost paid plan removes ads and adds research views. It suits dividend investors wanting a dedicated income tracker rather than a full portfolio-analytics suite.

Best for: Dividend investors wanting a dedicated, low-cost income tracker

• dividend safety score
• income calendar
• payout forecasting
• brokerage sync

DivTracker focuses on dividend income tracking, showing a payout calendar, ex-dividend dates, and income forecasts across multiple portfolios, plus stock research covering P/E and payout ratios. It syncs holdings from US brokerages and lets users organize positions by account or sector. It suits investors who want a simple, mobile-first dividend calendar rather than a full multi-asset tracker.

Best for: Mobile-first dividend income tracking

• dividend calendar
• income forecasting
• multiple portfolios
• dividend alerts

Stock Events tracks stocks, ETFs, and crypto while sending alerts for earnings releases, dividend dates, and economic events, with a dividend calendar and income analytics in its premium tier. Its interface emphasizes simple visual summaries over dense tables. It suits investors who mainly want timely event alerts alongside basic portfolio tracking on their phone.

Best for: Investors wanting alerts for earnings and dividend events

• earnings alerts
• dividend calendar
• event notifications
• portfolio tracking

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Ziggma links brokerage accounts to track portfolio health, diversification, and dividends, and adds an AI-assisted portfolio optimizer that suggests steps to improve returns or reduce risk. It includes curated stock screens and impact analysis for investors who weigh environmental or social factors. It suits investors who want tracking paired with actionable improvement suggestions.

Best for: Investors wanting AI-guided portfolio improvement suggestions

• portfolio optimizer
• stock screener
• dividend tracking
• risk analysis

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Wealthica aggregates brokerage, bank, and crypto accounts from thousands of institutions into one dashboard, with capital-gains and income reporting, budgeting tools, and export to Excel or Google Sheets. It supports advisor account sharing for households working with a financial planner. It suits investors who want household-level aggregation across many account types, usable from the US and Canada.

Best for: Household account aggregation across many institutions

• account aggregation
• capital gains reporting
• budgeting
• advisor sharing

Passiv connects to a brokerage account to automate rebalancing toward a target allocation, invest new cash across multiple holdings in one click, and reinvest dividends. It also reports on dividend income and other metrics many brokerages don't surface directly. It suits self-directed index investors who want their existing broker to behave more like a managed account.

Best for: DIY index investors automating rebalancing

• automatic rebalancing
• one-click investing
• dividend reporting
• multi-account management

Ghostfolio is an open-source portfolio tracker that can be self-hosted for full data control or used as a hosted cloud service, tracking stocks, ETFs, and crypto with performance metrics and a portfolio X-ray view of overlap and fees. It has an active open-source community with a weekly release cadence. It suits privacy-conscious and technically inclined investors comfortable running or paying for a lightweight tool.

Best for: Privacy-focused investors who want a self-hosted tracker

• self-hosted
• open source
• portfolio x-ray
• performance tracking

Wealthfolio is an open-source desktop app for tracking investments, net worth, and retirement or FIRE projections, storing data locally on the user's device by default. An optional paid add-on, Wealthfolio Connect, enables automatic brokerage imports and encrypted sync across devices. It suits investors who prioritize data privacy and don't mind manual or CSV-based account updates.

Best for: Privacy-focused investors wanting a local desktop tracker

• local data storage
• net worth tracking
• retirement planning
• csv import

Portseido tracks stocks, ETFs, and crypto across more than 100 brokers and 60 exchanges, calculating time-weighted and money-weighted returns and projecting dividends forward by holding or currency. Setup typically relies on CSV import from a broker rather than direct account linking. It suits investors who hold across several global markets and want detailed multi-currency performance analytics.

Best for: Global investors tracking multi-currency portfolios

• multi-currency tracking
• dividend projections
• trade analytics
• sector allocation

Navexa syncs trades from more than 175 brokers and crypto exchanges to calculate annualized returns, capital gains, and dividend income, then benchmarks results against market indices. It includes tax reporting and an income calendar. It suits investors who want detailed after-tax performance figures rather than just a balance snapshot, and it supports US brokers with USD pricing.

Best for: Investors wanting after-tax performance and dividend reporting

• tax reporting
• dividend income tracking
• benchmarking
• multi-portfolio

PortfolioPilot links brokerage, retirement, and crypto accounts and uses an AI model, built by a registered investment adviser, to score portfolio risk, flag concentration or fee issues, and suggest allocation changes. Paid tiers add tax-loss harvesting analysis and an AI research assistant. It suits self-directed investors who want ongoing automated portfolio review rather than a one-time checkup.

Best for: Investors wanting AI-driven portfolio risk analysis

• ai portfolio review
• risk scoring
• tax-loss harvesting analysis
• account aggregation

Capitally is a privacy-focused portfolio tracker that encrypts data on the user's device before it reaches its servers, covering stocks, ETFs, crypto, options, and custom assets like real estate or collectibles. It calculates time-weighted and money-weighted returns and includes a capital-gains tax calculator with several accounting methods. It suits investors who want broad asset coverage with strong data-privacy guarantees.

Best for: Privacy-conscious investors tracking diverse asset types

• client-side encryption
• capital gains calculator
• dividend forecasting
• custom assets

AllInvestView is a browser-based tracker covering stocks, bonds, ETFs, options, crypto, and real estate, with nightly syncing from more than 30 brokers and jurisdiction-specific capital-gains tax reporting. It includes an AI assistant for data entry and corrections plus alerts on custom portfolio thresholds. It suits investors with mixed asset types who want one dashboard and configurable alerts.

Best for: Investors tracking mixed asset types including options and real estate

• multi-asset tracking
• tax reporting
• custom alerts
• monte carlo analysis

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Blossom links brokerage accounts to track stocks, ETFs, and dividend income while layering in a social feed where verified investors share real, connected portfolios and trades. It includes topic-based communities and educational content aimed at newer investors. It suits investors who want portfolio tracking combined with a community of other DIY investors to follow.

Best for: Investors who want a social community alongside tracking

• social portfolios
• dividend tracking
• community feed
• educational content

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Web-based research and screening platform with deep fundamental data, customizable scorecards and portfolio-level analytics for US and Canadian stocks. Popular with dividend-growth and value investors for its ratio comparisons across large watchlists. A limited free plan is available, with Premium and Premium Plus adding more data and screens.

Best for: Value and dividend-growth investors screening large watchlists

• custom scorecards
• fundamental screener
• portfolio analytics
• ratio comparisons

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Visual research platform that turns fundamental data into a one-page infographic covering valuation, past performance, financial health and future growth for a given stock. Aimed at investors who want a quick visual read rather than a spreadsheet of ratios. Free snapshots are available, with a paid plan for full reports and alerts.

Best for: Investors who prefer visual summaries over raw data tables

• visual stock snapshots
• valuation checks
• portfolio narratives
• ownership data

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• Screeners & Scanners

A free, no-login earnings calendar covering the whole US market, filterable by day and searchable by symbol, with EPS and revenue estimates pulled into the same view used across Yahoo Finance's quote pages and portfolios. It is a convenient default for investors who already track positions on Yahoo Finance.

Best for: Yahoo Finance users checking earnings dates fast

• earnings calendar
• eps estimates
• symbol search
• portfolio integration

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A trading journal and multi-account portfolio tracker that imports from 40+ brokers and platforms, tracking profit factor, win rate and R-multiples alongside an AI assistant that generates journal entries and coaching notes. It includes a trading simulator and gamified challenge tracking for discipline. Suits traders who hold accounts at several brokers and want combined journaling and portfolio tracking.

Best for: Traders who want portfolio tracking across multiple broker accounts plus journaling

• 40+ broker integrations
• ai journal assistant
• trading simulator
• challenge tracking

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Free news and quote portal aggregating headlines from multiple wire services alongside its own market data, charts and watchlists. A common default homepage for retail traders because it combines news, quotes and basic portfolio tracking in one free place, with a paid Plus tier for extra research.

Best for: Retail traders wanting free news, quotes and portfolio tracking together

• aggregated news
• quotes
• watchlists
• charts
• portfolio tracking

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• News