The 5 Best Portfolio Tracker Apps in 2026

Our picks at a glance

1. 1

   Best overall

   SmartFolio

   Track stocks, ETFs, crypto and dividend income privately

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   Free, private tracking of stocks, ETFs, crypto and dividends, with time-weighted returns and expected income.

   SmartFolio is built for investors who want to understand their portfolio, not just glance at a balance. You import trade history from a long list of supported brokers or a spreadsheet. Every buy, sale and dividend is kept per holding, even after you sell, so your history never disappears. Time-weighted returns are compared with a major US stock index, which tells you whether your choices are beating a simple index fund.

   Dividend investors get the most out of it. A dedicated income view shows dividends and interest received and what the portfolio is expected to pay, and shareable PDF reports make it easy to review with a partner or advisor. There is no account, no ads and no in-app purchases, and data never leaves your iPhone or iPad. The catch: there is no automatic broker sync, so updates mean re-importing.

   Good for

   Dividend and long-term investors who want a private, free portfolio view

   Watch out for

   No automatic sync, so you re-import trades to stay current

   Read the SmartFolio review App Store iOS
2. 2

   Best free with sync

   Empower Personal Dashboard

   Free net worth and retirement tracking across accounts

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   Links your brokerage and retirement accounts for free, then flags fund fees and checks your allocation.

   Empower Personal Dashboard gives you an automatic, combined view of investments across brokerages and retirement accounts. The allocation view shows how your money is split across asset classes, and the fee analyzer exposes expensive funds that quietly eat into returns. If you have old workplace retirement plans scattered across providers, seeing them all on one screen is often an eye-opener.

   The retirement planner models different scenarios, turning a pile of holdings into an answer about whether you are on track. It is free on iPhone, Android and the web. The catch is the business model: the dashboard feeds a paid advisory service, so expect sales calls or emails. It also lacks the detailed dividend and trade history that SmartFolio keeps for every holding.

   Good for

   Investors who want free, automatic tracking across many accounts

   Watch out for

   Expect pitches for paid wealth management after signing up

   Read the Empower Personal Dashboard review Visit website iOSAndroidWeb
3. 3

   Best with budgeting

   Monarch Money

   Budgets, net worth and investments in one clean dashboard

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   Tracks investment accounts alongside budgets and net worth, so your portfolio lives in the same app as your spending.

   Monarch Money is a budgeting app with real investment tracking built in. Link brokerage and retirement accounts and you can follow your holdings next to your cash flow and net worth. That combination helps when you are deciding how much to invest each month, because the spending side and the investing side are on the same dashboard instead of in separate apps.

   Couples can share it at no extra cost, which is useful when retirement planning is a joint project. It runs on iPhone, Android and the web. The catch for serious investors is depth: Monarch is a household money app first, so dividend income and trade-level history are less detailed than in a dedicated tracker. There is also no free plan after the trial.

   Good for

   Households who want investments, budgets and net worth in one app

   Watch out for

   Less investment detail than a dedicated tracker, and no free plan

   Read the Monarch Money review Visit website iOSAndroidWeb
4. 4

   Best for Mac users

   Copilot Money

   Polished budgeting and spending insights for Apple users

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   Clean investment tracking on iPhone and Mac that shows your holdings beside your everyday spending.

   Copilot Money tracks investments from linked accounts with the same polish it brings to budgeting. You can check your holdings on the iPhone app or the native Mac app, and the two stay in sync. For Apple users who want a quick weekly look at their portfolio without opening several broker apps, it is one of the most pleasant ways to do it.

   Net worth sits alongside, so you see how investments fit with cash and debts. Like Monarch, though, it is a money manager first, so dividend tracking and trade-level detail are lighter than in SmartFolio. It is built around Apple devices, with a web version but no Android app, and it needs a subscription once the free trial ends.

   Good for

   iPhone and Mac users who want portfolio tracking inside their budget app

   Watch out for

   No Android app, and lighter dividend detail than SmartFolio

   Read the Copilot Money review Visit website iOSMacWeb
5. 5

   Best for Robinhood users

   Robinhood

   Commission-free investing in stocks, ETFs and crypto

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   Tracks the stocks, ETFs, options and crypto you hold at Robinhood in one fast, simple app.

   If most of your investing happens at Robinhood, its own app is a capable tracker for those holdings. You see positions in stocks, ETFs, options and crypto, along with their performance, in a clean and fast interface. Stock and ETF trades carry no commission, so checking your portfolio and acting on what you see happen in the same place.

   The limits are clear, though. Robinhood only shows accounts held at Robinhood, so it cannot give you a full portfolio view if you invest anywhere else. Research tools are thinner than at big brokers, and the design can nudge you toward frequent trading. Use it as the place you trade, and pair it with SmartFolio or Empower to see the bigger picture.

   Good for

   Self-directed investors whose holdings are mostly at Robinhood

   Watch out for

   Only tracks Robinhood accounts, not your other brokers

   Read the Robinhood review Visit website iOSAndroidWeb

What should you look for in a portfolio tracker app?

Start with returns. A balance going up is not the same as good performance, because new deposits inflate it. Look for time-weighted returns, which strip out the effect of adding money, and a benchmark so you can see whether you are beating a simple index fund. If you collect dividends, make sure the app tracks income received and expected, not just price changes.

Then decide how you want data to arrive. Automatic syncing, as in Empower, Monarch Money and Copilot Money, keeps balances fresh but depends on linked accounts. Imports, as in SmartFolio, keep data private and on your device but need repeating after new trades. Finally, check coverage: stocks, ETFs and crypto, across every broker you use, including the accounts you rarely touch.

What is the best way to track dividends?

Use a tracker that records each dividend payment per holding and projects future income. SmartFolio does both: its income view shows dividends and interest received, plus what your portfolio is expected to pay. Because it keeps history even after you sell, you also see dividends from positions you no longer own. Budgeting apps with investment tracking tend to treat dividends as ordinary transactions, which makes income trends harder to follow.

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See every money and investing app we rankThe full Money & Investing ranking, with scores and reader votes.