Best portfolio trackers for US investors in 2026

Choosing the right portfolio tracker depends on what matters most to you. Some investors care primarily about tax reporting. Others want detailed dividend tracking or the ability to import data from multiple brokers. And some just want a simple, free way to monitor their positions.

In this comparison, we look at six portfolio tracking options available to US investors in 2026, covering their strengths, limitations, and pricing. We have tried to be fair and honest about each tool, including our own.

Disclaimer: This article is for informational purposes only and does not constitute financial or tax advice. Consult a qualified tax professional before making investment decisions based on tax considerations.

What to look for in a portfolio tracker

Before diving into individual tools, here are the key features that matter most for US investors:

Tax reports

If you actively trade or have a portfolio with meaningful gains and losses, you need a tracker that can generate tax reports. Ideally, it should separate short-term and long-term gains, calculate cost basis using your chosen method, and provide the data you need for Schedule D and Form 8949.

Dividend tracking

For income-focused investors, dividend tracking is essential. Look for features like dividend recording, a projected income calendar, and the ability to classify dividends as qualified or ordinary.

Broker imports

Manually entering every transaction is tedious and error-prone. The ability to import your trading history from popular brokers (via CSV or direct connection) saves significant time and reduces mistakes.

Cost basis methods

Different cost basis methods (FIFO, specific identification) produce different tax outcomes. A good tracker should support multiple methods and let you see how each one affects your gain or loss.

Multi-account support

If you have accounts at multiple brokers (which many US investors do), the tracker should support multiple portfolios and provide a consolidated view across all of them.

Price

Price matters, especially for investors with smaller portfolios. Some tools offer solid free plans, while others require a subscription for essential features.

TrackMyShares

TrackMyShares is a portfolio tracking platform built with tax reporting and dividend tracking as core features. It supports US, Australian, and other international markets.

Strengths

• US tax reports: Generate capital gains tax reports for any calendar year, with short-term and long-term classification, cost basis calculations, and lot-level detail
• Tax-loss harvesting tool: A dedicated tax-loss harvesting tool that scans your portfolio for unrealized losses, estimates tax savings, and flags wash sale concerns
• Wash sale detection: Automatic wash sale detection that identifies when your trading patterns may trigger the wash sale rule
• Dividend calendar: A dividend calendar showing projected payments by month across all your holdings
• CSV import from any broker: Import trading history from Webull, Robinhood, Interactive Brokers, eToro, and other brokers via CSV files. For step-by-step instructions, see our broker import guide
• Multiple portfolios with consolidated view: Create a separate portfolio for each brokerage account and view them individually or as a combined whole
• Lot-level tracking: Every purchase is tracked as a separate tax lot with its own cost basis, purchase date, and holding period
• Fractional share support: Track fractional shares from DRIPs or fractional share brokers
• Prices updated throughout the day for US-listed stocks and ETFs

Limitations

• No direct account linking (import is via CSV, not automatic syncing)
• Mobile experience is via responsive web, not a dedicated native app

Pricing

• Free plan: Up to 20 holdings, basic portfolio tracking, dividend recording
• Pro plan: $49.99/year or $5.99/month. Adds tax reports, tax-loss harvesting, wash sale detection, dividend calendar, portfolio performance with benchmarks, and rebalancing tools

Best for

US investors who want comprehensive tax reporting, dividend tracking, and the ability to consolidate holdings from multiple brokers. Particularly strong for tax-conscious investors who want to minimize their capital gains tax bill.

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Yahoo Finance

Yahoo Finance is one of the oldest and most widely used financial platforms. Its portfolio feature lets you add holdings and track their performance alongside Yahoo's extensive market data and news coverage.

Strengths

• Market data and news: Excellent coverage of stock quotes, financial news, analyst ratings, and company fundamentals. This is Yahoo Finance's core strength and it does it very well
• Free: The basic portfolio tracker and all market data are available at no cost
• Wide recognition: Most investors are already familiar with the platform
• Watchlists: Easy to create and manage watchlists for stocks you are monitoring
• Community and discussion boards: Active user community discussing stocks and market events

Limitations

• No transaction tracking: Yahoo Finance's portfolio feature tracks positions (shares and average cost) but does not support recording individual buy and sell transactions with dates. This means it cannot calculate accurate holding periods or generate meaningful tax reports
• No tax reports: Without transaction-level data, tax reporting is not possible
• No dividend tracking: Dividends are not recorded as transactions, and there is no dividend calendar or income projection
• Limited cost basis accuracy: The average cost you enter manually may not match your actual lot-level cost basis
• No CSV import: You cannot import your broker's transaction history

Pricing

• Free (with ads). Yahoo Finance Plus ($25/month or $250/year) adds advanced charting, research reports, and enhanced data, but the portfolio tracking features remain basic

Best for

Casual investors who want free access to stock quotes, market news, and a simple way to monitor their positions. Not suitable for investors who need tax reporting or detailed transaction tracking.

Delta (by eToro)

Delta is a mobile-first investment tracker that supports stocks, ETFs, crypto, and other asset classes. It was acquired by eToro and has maintained its identity as a standalone app with a clean, modern interface.

Strengths

• Excellent mobile app: Delta's mobile app is well-designed with an intuitive interface that makes checking your portfolio quick and pleasant
• Multi-asset support: Tracks stocks, ETFs, crypto, forex, and commodities in one place, which is useful for investors with diverse portfolios
• Broker connections: Supports direct connections to some brokers for automatic syncing
• Nice visualizations: Portfolio charts, asset allocation breakdowns, and performance graphs are visually polished
• News integration: Relevant news for your holdings is integrated into the app

Limitations

• No tax reports: Delta does not generate tax reports for US investors. You cannot get capital gains summaries, short/long-term classification, or cost basis reports
• Limited CSV import: CSV import support is limited compared to dedicated portfolio trackers
• No dividend calendar: While dividends can be recorded, there is no dedicated calendar view or income projection
• Mobile-first design: The desktop/web experience is secondary to the mobile app

Pricing

• Free plan: Basic portfolio tracking with limited connections
• Delta Pro: Subscription pricing varies by platform. Adds unlimited connections, advanced analytics, and additional features

Best for

Mobile-first investors who want a clean, visually appealing app to track a diverse portfolio across asset classes. Good for investors who prioritize the mobile experience and do not need tax reporting.

Stock Events

Stock Events is a dividend-focused portfolio tracker that emphasizes upcoming dividend payments, ex-dividend dates, and income tracking. It has built a loyal following among dividend investors.

Strengths

• Dividend-focused features: Stock Events excels at dividend tracking. It provides a clear dividend calendar, upcoming payment notifications, and dividend history for each holding
• Ex-dividend date alerts: Get notified about upcoming ex-dividend dates for stocks you own or are watching
• Dividend streak and growth data: Shows each stock's dividend history, including consecutive years of increases (useful for identifying dividend aristocrats and kings)
• Clean interface: The app has a straightforward design focused on the information dividend investors care about most
• Global stock coverage: Supports stocks from many international markets

Limitations

• Limited tax reporting: Tax reports are basic or unavailable for US investors. The platform does not provide detailed cost basis calculations or short/long-term gain classification
• No CSV import: You cannot import transaction history from your broker via CSV. Holdings must be added manually
• Limited transaction tracking: The focus is on holdings and dividends rather than detailed buy/sell transaction history
• No tax-loss harvesting or wash sale detection: These features are not part of the platform

Pricing

• Free plan: Basic portfolio and dividend tracking
• Premium: Subscription pricing adds advanced features, portfolio analytics, and additional customization

Best for

Dividend-focused investors who primarily want to track dividend payments, upcoming ex-dates, and income projections. Not ideal for investors who need tax reporting or detailed transaction-level tracking.

Empower (formerly Personal Capital)

Empower is a financial planning platform that includes free portfolio aggregation tools. It connects directly to your financial accounts (brokerage, bank, retirement) to provide a unified view of your finances.

Strengths

• Automatic account linking: Empower connects directly to your brokerage accounts and automatically imports your positions and balances. No CSV upload or manual entry required
• Holistic financial view: Beyond investments, Empower tracks bank accounts, credit cards, loans, and retirement accounts, giving you a complete picture of your financial life
• Retirement planning tools: The retirement planner is one of Empower's standout features, helping you model different retirement scenarios based on your current savings and spending
• Asset allocation analysis: Visual breakdowns of your asset allocation across all accounts, with recommendations for diversification
• Fee analyzer: Identifies hidden fees in your investment accounts, including mutual fund expense ratios and advisory fees
• Free: The investment tracking and financial planning tools are free to use

Limitations

• No manual import: If Empower cannot link to your broker, you cannot manually import transaction history via CSV. This can be a problem with smaller or international brokers
• No tax reports: Empower does not generate capital gains tax reports, cost basis calculations, or tax-loss harvesting recommendations
• Wealth management upselling: Empower's business model is wealth management services. The free tools serve as a funnel for their paid advisory services, and you may receive outreach from their advisory team
• No dividend calendar: While dividends from linked accounts may appear in transaction history, there is no dedicated dividend calendar or income projection tool
• Account linking concerns: Some investors are uncomfortable granting read access to their financial accounts through a third-party platform

Pricing

• Free: All portfolio aggregation and financial planning tools are free
• Wealth management: Paid advisory services are available but optional (advisory fees start at 0.89% of assets under management)

Best for

Investors who want automated account aggregation across all their financial accounts and value holistic financial planning tools. Particularly useful for retirement planning. Not suitable for investors who need tax reporting or prefer manual control over their data.

Simply Wall St

Simply Wall St is a stock analysis and research platform known for its distinctive "snowflake" visualization that rates stocks across five dimensions: value, future, past, health, and dividends.

Strengths

• Stock analysis and valuation: Simply Wall St provides detailed analysis for thousands of stocks, including fair value estimates, growth projections, and financial health assessments. This is the platform's core strength
• Snowflake visualization: The signature visual provides a quick, intuitive overview of a stock's strengths and weaknesses across five key areas
• Global coverage: Extensive coverage of stocks across international markets
• Educational content: The platform includes explanations of financial metrics and concepts, making it accessible to newer investors
• Infographic-style reports: Company reports are presented as visual infographics rather than dense tables of numbers, which many investors find more approachable

Limitations

• Limited portfolio tracking: While you can create a portfolio, the focus is on stock analysis rather than portfolio management. Transaction-level tracking is basic
• No tax reports: Simply Wall St does not generate tax reports, cost basis calculations, or provide tax-related features
• No CSV import: Transaction history cannot be imported from brokers
• No dividend calendar or income tracking: Dividend information is available at the stock level but not aggregated into a portfolio-level calendar or income projection
• Analysis, not tracking: The platform is designed to help you research stocks, not to track your actual portfolio performance with precision

Pricing

• Free plan: Limited to a small number of company reports per month
• Premium plans: Start at approximately $10/month (billed annually) for unlimited access to reports and analysis

Best for

Investors focused on stock research and analysis. Simply Wall St is a research tool, not a portfolio tracker. It is best used alongside a dedicated tracking platform rather than as a replacement for one.

Feature comparison

How to choose the right tracker

The best portfolio tracker depends on your specific needs. Here is a simple decision framework:

You need tax reporting

If accurate capital gains reports, short/long-term classification, cost basis tracking, or tax-loss harvesting are important to you, TrackMyShares is the strongest option in this comparison. No other tool on this list provides the same depth of US tax reporting features.

You want automated account syncing

If you prefer automatic connections to your brokerage accounts rather than CSV imports, Empower is the clear choice. It links directly to your accounts and imports data automatically. The trade-off is that you do not get tax reports or detailed dividend tracking.

You focus primarily on dividends

For dividend-specific tracking, Stock Events and TrackMyShares both offer dividend calendar features. Stock Events has a more focused dividend experience with ex-date alerts and streak tracking. TrackMyShares combines dividend tracking with tax reporting, which is useful if you need both.

You want a mobile-first experience

Delta offers the best mobile experience among these options. Its app is polished, supports multiple asset classes, and provides a pleasant daily check-in experience. The limitation is minimal tax reporting.

You want free stock research

Simply Wall St excels at stock analysis with its unique snowflake visualization and infographic reports. It is a research tool rather than a portfolio tracker, and works well alongside a separate tracking platform.

You just want to watch the market

Yahoo Finance remains the go-to for free market data, news, and a basic portfolio watchlist. It is not a tracking tool in the traditional sense, but it covers the basics for casual investors.

Final thoughts

No single tool is perfect for every investor. The right choice depends on where your priorities lie.

For US investors who actively manage their portfolios and care about tax efficiency, the combination of tax reporting, tax-loss harvesting, wash sale detection, and dividend tracking makes TrackMyShares a strong fit. The ability to import from any broker via CSV and consolidate multiple accounts into one view addresses the fragmentation that comes with using multiple brokerage platforms.

For investors with different priorities, other tools on this list may be a better fit. Empower is excellent for hands-off account aggregation. Delta is the leader in mobile design. Stock Events delivers focused dividend tracking. Yahoo Finance is unbeatable for free market data. And Simply Wall St is the strongest option for stock research and analysis.

If you are a US investor looking for tax reporting and dividend tracking in one place, you can sign up for TrackMyShares for free and explore whether it fits your workflow. The free plan includes unlimited holdings and basic portfolio tracking, so you can try it without commitment.