Seven consumer portfolio trackers, checked against their own published limits and prices in August 2026. We build one of them, so read the table knowing that, and note that we say plainly which jobs the others do better. The wrong tracker costs you a year of re-entering transactions.
Each of these is good at something. The trick is matching that something to what you need.
Best for crypto-heavy investors who live in a phone app. Native iOS and Android, auto-sync with 200+ brokers, exchanges and wallets, 18 languages, 150+ currencies. The free plan tracks 10 assets, PRO 40, and only PRO+ is unlimited. Full comparison.
Best if you want a community around your portfolio: a large social feed and stock forum alongside the tracker, plus open-banking sync and an ETF DeepDive. The catch is the privacy model (you sign in to your broker through getquin) and the split between Premium at €89.99/yr and Wealth at €149.99/yr. Full comparison.
Best for German, Austrian and Swiss investors. Autosync with 50+ regional brokers on every tier, a German tax dashboard, X-Ray, native apps with widgets. Free tier is one portfolio and five non-security assets, and it runs in German and English only. Full comparison.
Best if automated capital-gains tax reports for Australia, New Zealand, the UK, Canada or the US are the reason you are paying. Outside those five countries that headline feature stops applying, and the full product runs to roughly US$140+ a year. Full comparison.
Best for people who want formal TWR, IRR and Sharpe on a local file they control, and who do not mind maintaining it. Free and open source, desktop only, and you configure quote feeds per security yourself. Full comparison.
Best for dividend-focused investors: income forecasting, a dividend calendar and dividend ratings that go deeper than most. The free plan stops at roughly 10 holdings, and the paid tiers run from $79.99 to $149.99 a year. Full comparison.
Best for US investors who want a free aggregating dashboard and do not mind the business model behind it: the dashboard exists to source advisory clients. US accounts and USD only, so it is a non-starter internationally. Full comparison.
Almost every difference downstream follows from this one choice, so it is worth making it first.
| Trackers that connect to your accounts | MyFinanceTools | |
|---|---|---|
| Setup | Link a broker or bank, forward trade emails, or save a PIN, and the portfolio fills itself | Type positions in, or import a CSV once |
| What they hold | A read connection, an open banking mandate, or your broker credentials | Nothing. No credential is ever collected |
| Broker coverage | Whatever list the vendor supports, usually shaped by one region | Any broker in the world that can export a file |
| When a broker changes its feed | Sync breaks until the vendor fixes it | Nothing changes. Your export still imports |
| Effort per month | Close to zero | A few minutes, or none at all if you buy rarely |
| Free tier ceiling | Commonly capped: 10 assets at Delta, Sharesight and Snowball, 1 portfolio at Parqet | Unlimited accounts and positions |
| Multi-currency | Varies widely: 150+ at Delta, 40+ at Parqet, USD only at Empower | 27 currencies with daily rates, plus localized pension types |
| Getting your data out | Sometimes a paid feature, sometimes undocumented | CSV export of accounts, holdings and expenses, on the free plan |
All figures from each vendor’s public pages and app store listings, last verified August 2026, and subject to change. We build MyFinanceTools, so treat the right-hand column as an interested party’s claims and check them: the public demo needs no signup. Per-product detail: Delta, getquin, Parqet, Sharesight, Portfolio Performance, Snowball, Empower.
Feature lists all look the same. These three answers do not.
If yes, the field opens up and convenience is real: Parqet, getquin, Delta and Sharesight will fill themselves. If no, the list collapses to trackers built around manual entry and file import, and the trade is a few minutes a month against no credentials leaving your hands.
Count what you hold, including cash, pensions, property and crypto. Ten assets goes fast; one portfolio goes faster. A cap you will hit in month two is a paid plan with extra steps, so check it against your real numbers before you start typing.
Ask this before you spend a weekend entering five years of transactions, not after. Some trackers gate CSV export behind a paid tier, some do not document one at all. A tracker you cannot export from is a tracker you cannot leave.
This works for whichever tracker you shortlist, not just ours.
Download the trades or holdings CSV from your broker. Every serious tracker can ingest it, and having it ready turns a two-hour evaluation into a ten-minute one.
Sample data hides the things that will annoy you: missing tickers, a currency it cannot convert, an account type it does not model. Load what you actually hold.
Dividend forecast, ETF look-through, tax report, fee impact. Whatever made you look for a tracker, do that job once before deciding anything else.
Run the export on day one. If it is missing, gated or lossy, you have learned the most important thing about that tracker while you still have nothing invested in it.
A web-first tracker for people who would rather not connect anything: unlimited accounts and positions free forever, 27 currencies, automatic prices from 53+ exchanges, CSV import and export, in five languages. Premium adds daily snapshots, unlimited history, dividend analysis, ETF overlap, fee impact and the AI advisor for €5/month, €50/year, or €199 once. We do not do broker sync, native apps or tax reports; the pages above say which competitor does each of those better.
There is no single answer, which is why the table above splits by job. For crypto-heavy phone users, Delta. For a community around your portfolio, getquin. For German, Austrian and Swiss brokers, Parqet. For AU, NZ, UK, CA or US tax reports, Sharesight. For formal TWR and IRR on a local file, Portfolio Performance. For dividend forecasting, Snowball. For a free US aggregating dashboard, Empower. For unlimited free tracking without connecting any account, in five languages, ours.
Portfolio Performance is free and open source with no tier at all. Empower’s dashboard is free but funds an advisory business. getquin and Parqet have real free tiers with limits (Parqet caps you at one portfolio). Delta, Sharesight and Snowball cap the free plan at roughly 10 holdings. Ours has no cap on accounts or positions, with an optional Premium at €50 a year.
Portfolio Performance (a local desktop app) and MyFinanceTools (a web app with manual entry and CSV import) both work with no connection at all. Parqet, getquin, Delta, Sharesight, Snowball and Empower all offer some form of account linking, though most also accept file import if you would rather not connect.
Coverage varies a lot. Empower is US-only. Parqet is built around German, Austrian and Swiss brokers and a German tax dashboard, and runs in German and English. Sharesight’s tax reports cover five countries. Delta, getquin and MyFinanceTools are the broadest, and only MyFinanceTools currently runs in all five of English, German, Spanish, French and Portuguese.
Three of them do this properly: getquin’s DeepDive, Parqet’s X-Ray (from the Plus plan) and our ETF X-ray. All three look inside the funds you hold. Two things separate ours: pairwise overlap, which measures how much two funds duplicate each other rather than what is inside one of them, and a compare box that points the same analysis at an ETF you do not own, so you can see the overlap and added concentration a purchase would bring before you make it. There is also a free standalone overlap tool that needs no account.
Current annual list prices, verified August 2026: Portfolio Performance €0, Empower dashboard $0, Delta roughly US$54 to US$108, getquin €89.99 (Premium) or €149.99 (Wealth), Parqet around €108 (Plus), Snowball $79.99 to $149.99, Sharesight roughly US$140+, MyFinanceTools €50 or €199 once. Prices change and vary by country, so confirm on each vendor’s site.
We build one of the eight products listed, so yes, we have an interest. What we can do is be checkable: every competitor figure comes from that vendor’s own published pages, each product page states plainly where that competitor beats us, and the public demo lets you test our claims without an account. If you find something out of date here, tell us and we will fix it.
Usually yes, but with friction. Most trackers import CSV, TSV or Excel, and most brokers export one, so the broker file is the reliable common denominator even when a tracker will not export. Parqet exports on paid plans, Sharesight exports trades and holdings, and getquin does not document a self-serve export. Always test the export before you invest hours in data entry.
Unlimited accounts, ETF X-ray, fee impact, 27 currencies, five languages. Free to start.
All product names are trademarks of their respective owners; MyFinanceTools is not affiliated with or endorsed by any of them. Competitor details are from public sources, last verified August 2026, and may have changed. MyFinanceTools is one of the products compared here. Figures shown are illustrative. Nothing here is financial or tax advice.