3 Best Stock Portfolio Tracker Apps & Software in 2022

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A stock portfolio tracker is a software in which you can gather all your investments in a single place and monitor their progress.

Beyond just tracking your stocks, portfolio trackers allow you to take a more big picture, holistic view of your investment portfolio. This way, you can understand all of your positions in relation to one another and keep track of them at a glance.

There are many of these trackers available, each one claiming to be the best stock portfolio tracker, and many of them are paid services.

In this article, I’m going to cover the 3 best stock portfolio tracker apps & software in .

Each of these 3 allow you to quickly view the performance of your entire portfolio, take a closer look at individual positions, have research integrated into the investment software, and allow you to perform more in-depth stock analysis.

I’ll also be covering the price of each investment portfolio tracker and who it’s best for, so you know exactly which one to choose to help you make better investment decisions.

1. Morningstar: The Best Stock Portfolio Tracker Overall

In my (well-researched) opinion, Morningstar Premium is the best stock portfolio tracker software in .

Morningstar was founded on providing high-quality investment research to everyone, not just financial professionals. The company seeks to empower investor success and for its users to achieve financial security.

The company’s commitment to independent, object, data-driven analysis is found all over its site, from its individual stock and fund research to its news feed.

Morningstar is the trusted resource of thousands of financial advisors and many individual investors just like you and me. Its commitment to its users is obvious in all of its products.

While Morningstar offers many of its services for free, a subscription to Morningstar Premium unlocks some of its most useful features.

Premium members get full access to analyst reports, investment picks, research articles, screeners, and Portfolio Manager and Portfolio X-Ray tools.

Morningstar’s Portfolio Manager provides basic data about each of your investments, including current price, daily changes in value, and portfolio weight. It also gives you data on portfolio performance, showing returns by month and year, and compares it to a benchmark of your choice.

Where Morningstar really shines is its Portfolio X-Ray tool:

Portfolio X-Ray evaluates what you hold from every angle: asset allocation, sector weightings, fees and expenses, stock stats, and more. It also identifies any potential overlap within your portfolio, exposing poor diversification.

This type of insight is truly one-of-a-kind, and is what makes Morningstar Premium my top choice for best investment portfolio trackers and apps in .

Once you grow accustomed to Morningstar’s fiercely independent analysis, you’ll never want to live without it again.

Get the tool the pros use:

The Details

Who It’s For: If you’re serious about your investments want one tool to manage your portfolio, stay up-to-date on any changes, uncover unique insights, and get the latest financial news, Morningstar Premium is for you.

Price: $20.75/month (when billed annually)

2. Personal Capital: The Best Free Stock Portfolio and Net Worth Tracker

If you want to track your investment portfolio (and your entire financial picture) for free, Personal Capital’s free tools are the best option.

Personal Capital’s Financial Dashboard is a free tool which makes it easy you to add all of your financial accounts in one place, including credit cards, savings and checking accounts, loans, and investment accounts:

Personal Capital also offers educational resources and retirement planning guides to help ensure you’re prepared for the future.

Its free mobile app provides investment analytics tools that aggregates your asset allocation and total portfolio balance among your investment portfolios. It also makes recommendations to adjust your asset allocation to better suit your needs:

Personal Capital also offers a paid Wealth Management plan which incorporates automated tools and human management from financial advisors. Each user has 2 dedicated financial advisors who can help with retirement planning, college savings, stock option plans, and more.

Like many financial advisors, the Wealth Management plan has a minimum initial investment requirement of $100,000, and charges a 0.69% – 0.89% management fee (a very low fee for a financial advisor):

In my opinion, Personal Capital’s free tools (like their Dashboard and mobile app) are the best services they offer.

The Details

Who It’s For: Personal Capital’s free tools (especially the Dashboard) is for anyone looking for software to give them better control over their finances, including their investments.

Price: Free!

3. Seeking Alpha: The Best Stock Portfolio Tracker with Investment Research

Seeking Alpha Premium is the most unique, all-inclusive stock research platform and portfolio tracker.

Like other services, it has all of the tools you need to make investing decisions: financial information, news, earnings transcripts, proprietary tools (like its Quant Ratings, Market Analysis, and Stock Screeners), dividend and earnings forecasts, and more:

But what sets Seeking Alpha apart is its library of individual stock research sourced from thousands of contributors. 

These contributors are well-researched and know how to sort through the noise. Their insightful and thorough analysis can quickly educate you on any stock you’re considering, both buying and selling. There are a wide variety of contributors with differing opinions, so you can get a global perspective on every investment:

Seeking Alpha’s portfolio is one of the easiest ways to stay informed on the stocks you follow. Its portfolio tool is free, but upgrading to Premium allows you to take advantage of all the advanced features inside the portfolio tool (primarily ratings and investment research):

There’s also a mobile app version, which I think is the best stock portfolio tracker app in 2022 – especially if you decide to go Premium.

Simply put, no other site provides what Seeking Alpha does, and you can get started with a free trial of Seeking Alpha Premium below:

Seeking Alpha also gets on our list of best stock news apps in 2022.

The Details

Who It’s For: Seeking Alpha Premium is best suited for intermediate and advanced investors looking for additional peer research.

Price: $19.99/month (when billed annually)

Bottom Line

It’s important to have one place where you can go to quickly see how your investment portfolio is performing. If it’s not easy to understand or if it’s not helpful, you won’t use it.

And, considering you’re investing thousands of dollars you’ve worked hard to accumulate, I personally think it’s worth it to invest in a tool that will help you reach your investment goals faster (and easier).

These investment portfolio trackers can deliver unparalleled insight into your asset allocation, risk exposure, and holistic view of your financial situation.

My favorite stock portfolio tracker in is Morningstar Premium. The Portfolio Manager tool has a diverse feature set that makes it a phenomenal tool for investors at every stage of their journey.

For a free tool that covers more than just your investment portfolio, helping you budget, save, and make better financial decisions in every aspect of your life, I like Personal Capital.

Finally, for a stock portfolio tracker with a massive community of like-minded investors and a ton of stock research and analysis, Seeking Alpha Premium is a great option.

About the author

Lincoln Olson

Head of Research

Lincoln is an investor, marketer, and YouTuber (depending on your definition). He has worked for financial advisors and institutional investors at a publicly-traded fintech company. Lincoln holds degrees in Finance, Economics, and Accounting.