5 Best Apps For Tracking Your Investments (2026)

Saving money on apps tracking investments does not have to be complicated. We rounded up the essentials so you can spend less and skip the guesswork.

Key Takeaways

• Share This content is for educational purposes only and does not constitute financial advice, advisory, or brokerage services.
• We may earn compensation from some links on this page.
• Investment tracking apps offer more than a consolidated view of your investments.

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This content is for educational purposes only and does not constitute financial advice, advisory, or brokerage services. We may earn compensation from some links on this page. Learn more.

Investment tracking apps offer more than a consolidated view of your investments. The best ones provide advanced-level insights and feedback into your existing strategy, helping you make better decisions. 

Over the years, I’ve spent significant time testing various free and paid investment tracking apps. These are the ones I’ve found to be most worthwhile.

• Empower (formerly Personal Capital)
  • Best for: Comprehensive retirement planning and free portfolio analysis.
  • Key features: Retirement planner, investment checkup, fee analyzer.
  • Cost: Free core tools but optional wealth management services are available for a fee.
• Kubera
  • Best for: Investors with diverse assets beyond traditional markets.
  • Key features: Tracks crypto, DeFi, private equity and physical assets.
  • Cost: $150 per year ($1 for 14-day trial).
• Yahoo! Finance
  • Best for: Casual investors tracking portfolios comprised of individual stocks, bonds and ETFs.
  • Key features: Real-time quotes, news integration, basic portfolio analysis.
  • Cost: Free, with a premium version available.
• Sharesight
  • Best for: Investors with international portfolios.
  • Key features: Advanced tax reporting, dividend income tracking, benchmarking.
  • Cost: Free plan available, paid plans from $16 to $43 per month.
• Morningstar Investor
  • Best for: Active investors seeking in-depth research and analysis.
  • Key features: Analyst reports, portfolio x-ray, advanced screening tools.
  • Cost: $249 per year or $34.95 per month (7-day free trial). 

Table of Contents

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• Best Investment Tracking Apps
  • #1. Empower
  • #2. Kubera
  • #3. Yahoo! Finance
  • #4. Sharesight
  • #5. Morningstar Investor
• Other Portfolio Management Apps We Researched:
• Final Thoughts on the Best Investment Tracking Apps

Best Investment Tracking Apps

While there’s no single best app for everyone, here’s a curated list of the top choices for different types of investors.

#1. Empower

• Platforms: iOS, Android and desktop.
• Cost: Free tracking tools with optional wealth management services available.

Empower is an all-in-one financial app that lets you you track your spending, gives you a complete view of your investments, and analyzes your current portfolio with actionable insights.

This is one of my favorite charts within Empower. It shows whether my portfolio is optimized for its given level of risk by comparing it to the efficient frontier. The efficient frontier (the black line) represents the best possible return for a given risk. My current asset allocation (marked by the blue X) and alternative allocation (marked by the green circle) are very close to this line, indicating efficiency.

Empower gets its data by syncing with your existing brokerage accounts. From there, you’ll get access to a suite of tools that includes:

• Portfolio tracker that provides real-time monitoring of your portfolio’s performance across all your investment accounts, including your IRA, 401(k) and taxable accounts.
• Investment checkup tool that lets you see how well your portfolio is performing compared to common benchmark portfolios. Plus, you can compare your portfolio’s allocation to the ideal target allocations designed for maximum returns with minimal risk (see above).
• Retirement planner that shows whether your current portfolio balance and savings rate has you on track to retire at your targeted retirement age. 

The more information you give Empower , such as your estimated retirement date, your expected retirement expenses and income, and your expected Social Security income , the better and more customized data you’ll get from the software.

The app and tools are completely free. However, they serve as a lead magnet for Empower, one of the largest employer retirement plan providers in the U.S., with over $200 billion in assets under management. Empower also offers one-on-one wealth management services for a percentage fee.

Learn more: Check out our Empower review to learn about all the features the app offers and tips for getting the most out of the service.

#2. Kubera

• Platforms: Web-based (desktop and mobile).
• Cost: $150 per year ($1 for a 14-day trial).

Kubera is a premium personal wealth tracker designed for complex portfolios. It’s ideal for high-net-worth investors for whom much of their net worth is held outside traditional brokerage accounts. 

What you’re getting with Kubera is primarily a breakdown of your current net worth, your investable cash position, and your assets categorized by class.

Key features include:

• All-inclusive asset tracking, which integrates traditional investments, cryptocurrencies, private equity, and more into one single dashboard. 
• Dynamic scenario modeling, which projects long-term wealth under various investment outcomes.
• Estate Planning with built-in beneficiary management.
• Focus on privacy, with no data selling or ads.

Kubera has gained significant popularity among crypto investors for its ability to seamlessly integrate Bitcoin, Ethereum, and a wide range of other digital assets into a comprehensive net worth tracker, offering a unified view of one’s crypto portfolio alongside traditional investments.

#3. Yahoo! Finance

• Platforms: iOS, Android and desktop.
• Cost: Free, with an optional paid upgrade.

Yahoo! Finance is one of the most popular sites for stock news and real-time updates. Their mobile app provides short-term traders with a quick way to stay abreast of how they’re doing. 

But numerous investors don’t know they can link their Yahoo! accounts to their existing brokerage accounts to get real-time updates, alerts, and balances on their portfolios.

The optional premium upgrade , which currently starts at $25 per month

Final Thoughts

The bottom line: a little research on apps tracking investments goes a long way. Compare your options, watch for seasonal offers, and never pay full price when a better deal is one click away.

Originally published at thewaystowealth.com.