Best portfolio trackers for US investors in 2026
I have tried most of the portfolio trackers available to US investors. Some are great at one thing and terrible at another. None of them do everything perfectly, including ours. Here is an honest look at six options and where each one actually shines.
We obviously built TrackMyShares and are biased towards it, but we have tried to be fair about every tool listed here.
TrackMyShares
TrackMyShares is the product we built, so I will be upfront about why and where it falls short.
We focused on tax reporting and dividend tracking because those were the features I could not find done well in one place. You get capital gains tax reports with short/long-term classification, a tax-loss harvesting tool that scans for unrealized losses and flags wash sale concerns, and a dividend calendar showing projected payments across all holdings.
You can import CSVs from Webull, Robinhood, Interactive Brokers, eToro, and others (full list in our broker import guide). Every purchase is tracked as a separate tax lot with its own cost basis and holding period. Fractional shares from DRIPs work fine.
Where it falls short: No direct account linking (CSV only, not automatic syncing), and the mobile experience is responsive web, not a native app.
Pricing: 7-day free trial with full access, no credit card. Pro is $49.99/year or $5.99/month.
Sign up for free to try it.
Yahoo Finance
Yahoo Finance does market data and news better than anyone. Free quotes, analyst ratings, company fundamentals, discussion boards. If you just want to watch the market, it is unbeatable.
But its portfolio feature is surface-level. You can track positions with an average cost, but there is no transaction history, no tax reports, no dividend tracking, no CSV import. It is a watchlist, not a portfolio tracker.
Pricing: Free with ads. Yahoo Finance Plus ($25/month) adds research features but the portfolio tracking stays basic.
Delta (by eToro)
Delta has the best mobile app of the bunch. Clean, polished, supports stocks, ETFs, crypto, forex, and commodities in one place. If your daily routine is a quick portfolio check on your phone, Delta nails that experience.
The trade-offs: no US tax reports, limited CSV import, no dividend calendar. It is a portfolio viewer, not a tax tool.
Pricing: Free basic plan. Delta Pro subscription adds unlimited connections and advanced analytics.
Stock Events
Stock Events is built for dividend investors. The dividend calendar, ex-date alerts, and streak tracking (consecutive years of increases) are genuinely useful if dividends are your focus.
Where it is limited: no tax reporting, no CSV import, and transaction tracking is basic. You are adding holdings, not recording buys and sells with dates and prices.
Pricing: Free basic plan. Premium subscription for advanced features.
Empower (formerly Personal Capital)
Empower is the best option if you want automatic account linking. It connects directly to your brokerages, banks, and retirement accounts, then gives you a unified financial picture. The retirement planner and fee analyzer are genuinely good tools.
The catch: if Empower cannot link to your broker, you are stuck (no CSV import). No tax reports. No dividend calendar. And their business model is wealth management, so expect outreach from their advisory team.
Pricing: Free tracking tools. Wealth management starts at 0.89% of assets under management.
Simply Wall St
Simply Wall St is a stock research tool, not a portfolio tracker. Its "snowflake" visualization rates stocks across value, growth, past performance, health, and dividends. The infographic-style reports are approachable and the global coverage is extensive.
Portfolio tracking is minimal: no transaction-level tracking, no tax reports, no CSV import, no dividend calendar. Use it alongside a tracker, not instead of one.
Pricing: Limited free reports. Premium starts at roughly $10/month billed annually.
Feature comparison
| Feature | TrackMyShares | Yahoo Finance | Delta | Stock Events | Empower | Simply Wall St |
|---|---|---|---|---|---|---|
| US tax reports | Yes | No | No | Limited | No | No |
| Tax-loss harvesting | Yes | No | No | No | No | No |
| Wash sale detection | Yes | No | No | No | No | No |
| Dividend calendar | Yes | No | No | Yes | No | No |
| CSV import | Yes | No | Limited | No | No | No |
| Account linking | No | No | Some brokers | No | Yes | No |
| Multiple portfolios | Yes | Yes | Yes | Yes | Yes | Yes |
| Consolidated view | Yes | No | Yes | No | Yes | No |
| Cost basis methods | FIFO, specific ID | Manual average | Limited | No | N/A | No |
| Lot-level tracking | Yes | No | No | No | No | No |
Picking the right one
Need tax reports? TrackMyShares is the only one here with full US capital gains reporting, wash sale detection, and tax-loss harvesting.
Want automatic syncing? Empower links directly to your accounts. No CSV uploads. The trade-off is no tax reports.
Focused on dividends? Stock Events and TrackMyShares both offer dividend calendars. Stock Events has more dividend-specific features like streak tracking. TrackMyShares combines dividends with tax reporting.
Want the best mobile app? Delta. No contest.
Want free stock research? Simply Wall St. Use it alongside a tracking tool.
Just watching the market? Yahoo Finance. Free, comprehensive market data, nothing more.
If you are a US investor who cares about tax efficiency and dividend tracking, you can start a free trial of TrackMyShares and see if it fits. Seven days, full access, no credit card.