Best Portfolio Tracker 2026
Sharesight, Snowball Analytics and Stock Events compared head-to-head. Which portfolio tracker delivers the best multi-broker consolidation, dividend tracking, tax reports and mobile experience?
Why use a dedicated portfolio tracker?
If you hold positions across multiple brokers — Robinhood for stocks, Fidelity for IRA, Coinbase for crypto, Interactive Brokers for international — your broker apps each show only their slice. A dedicated portfolio tracker consolidates everything, calculates true time-weighted return (TWR), tracks dividends across currencies, and produces tax-ready reports broker apps deliberately do not provide.
Three tools dominate this category: Sharesight (multi-currency, dividend-focused, AU/NZ/UK/US tax reports), Snowball Analytics (deep dividend analytics, simulator) and Stock Events (mobile-first, dividend calendar, free tier). Which fits depends on the assets you hold and how much tax automation you need.
The 3 leading portfolio trackers
The gold standard for international investors. Tracks 40+ currencies, 30+ exchanges (NYSE, Nasdaq, LSE, ASX, TSX, EU markets), and produces ready-to-file tax reports for AU, NZ, UK, US, IE and CA. Dividend tracking with auto-distribution data is unmatched. Free tier covers up to 10 holdings; paid plans unlock unlimited holdings and automation.
- Best multi-currency support in the market
- Tax reports across 6 jurisdictions
- Auto-distribution dividend tracking
- Sync with 100+ international brokers
- Strong reporting and benchmarking
- Free tier is tight (10 holdings)
- UI feels slightly dated vs. mobile-first apps
- Crypto support is basic
- Investor plan needed for any real use
A dividend-focused tracker with deep analytics. Income simulator, growth projections, dividend safety scores, and what-if modeling for stock additions or sells. Auto-imports from 30+ brokers including Interactive Brokers, Robinhood, and Saxo. Free tier covers 10 holdings; Pro at $7/month is the sweet spot for most income investors.
- Best dividend simulator + projections
- Strong what-if modeling tools
- Pro plan very affordable ($7/mo)
- Crypto + stocks in one view
- Tax reports less polished than Sharesight
- Smaller broker integration list
- Free tier limited to 10 holdings
A mobile-first dividend tracker with one of the most generous free tiers in the space. Sleek app design, push notifications for ex-dividend dates, earnings calendar, watchlists. Free covers full portfolio tracking with limits on watchlists and history; Premium ($4/mo) opens unlimited tracking, projections and CSV export. No broker API sync — manual entry or CSV import only.
- Best mobile UX in the category
- Generous free tier
- Cheapest paid tier ($4/mo)
- Push alerts for ex-div dates
- No broker API sync
- No tax reports
- Less analytical depth than competitors
Head-to-head feature comparison
Which tracker for which investor?
Frequently asked questions
Why use a tracker if my broker app shows performance?
Broker apps show money-weighted return and only the slice they custody. They do not consolidate across brokers, do not handle dividend re-invest correctly across currencies, and do not produce tax-ready reports. A dedicated tracker fills all three gaps.
Is the free tier enough?
For a tiny portfolio (5–10 positions, single broker, single currency) Stock Events Free works. Once you hit multi-broker or multi-currency, you will outgrow free tiers fast — and Snowball Pro at $7/mo is the cheapest paid step that still delivers everything most retail investors need.
Are these trackers safe?
All three are read-only — they do not have authority to trade your accounts. Broker API integrations use OAuth or read-only API keys. Worst-case scenario is a leak of your holdings data, not a loss of money. Use 2FA wherever offered.
Can these trackers replace a tax accountant?
For simple portfolios — buy & hold ETFs, US-listed stocks, no options or international trades — Sharesight's tax reports get you 90% of the way. Anything more complex (multi-jurisdiction, options, partnerships, K-1s) — still hire a CPA. The tracker just makes their job easier and cheaper.
What is TWR and why does it matter?
Time-Weighted Return is the true performance of your portfolio, neutralized for cash deposits and withdrawals. If you add $5,000 in March and the market rallies, that is timing luck — not skill. TWR isolates the actual return of your investment decisions. All three trackers report it; Snowball and Sharesight have the most detailed breakdowns.