Edition 2026

The best portfolio trackers

A tracker that shows the wrong number confidently is worse than a spreadsheet. Most of the hard work is invisible: corporate actions, stock splits, currency at the right date, and dividends that arrive net of withholding tax.

So this list is judged on arithmetic under awkward conditions, not on the dashboard.

What we look at

Handles splits, mergers and spin-offs without manual repair
Converts currency at the trade date, not today's rate
Dividends recorded gross and net, with withholding shown
Cost basis method stated and consistent across reports
Your data exportable in full, at any time, without asking

Helps if you have it: A worked example of one holding through a split and a foreign dividend, with the figures reconciling to the broker statement.

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AllInvestView

Portfolio tracking for stocks, bonds, options, dividends and crypto, with tax reporting by country.

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