AllInvestView
Portfolio tracking for stocks, bonds, options, dividends and crypto, with tax reporting by country.
Best for a small multi-asset portfolio that needs dividend records and tax reports
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.
Side by side
Documented, not inferred
| Entry | Free plan | Broker sync | Dividends | Tax reports | Platforms |
|---|---|---|---|---|---|
|
AllInvestView
|
1 portfolio, 10 stocks, ETFs or funds, 5 bond, cash or custom holdings, 2,500 transactions | Paid plan | Automatic, with a calendar and received payouts | Capital gains and dividend reports | Web, iOS, Android |
| Empower | Linked-account dashboard, with no numeric cap documented | Investment and financial accounts | Appear in the linked account feed | A separate service | Web, iOS, Android |
Ghostfolio
|
Self-hosted, no cap | Manual entry or file import | Recorded as an activity type | No filing report documented | Web, and installable as a PWA |
Portfolio Performance
|
Desktop app, no holdings cap | Manual entry or file import | Gross, net, fees and taxes | Records tax paid, but not a filing report | Windows, macOS, Linux; the mobile viewer has paid features |
Yahoo Finance
|
Portfolios and watchlists, with no cap stated in its guide | US brokers | Added automatically once transactions are recorded | No filing report documented | Web, iOS, Android |
Facts checked 9 September 2026 against each product's own pricing and help pages.
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Also listed
Not ranked yet
Empower
A free dashboard that links investment and bank accounts to show net worth and retirement projections.
Best for net worth and retirement planning in the United States
Ghostfolio
Open-source portfolio tracking you run on your own server, with manual or imported transactions.
Best if you would rather host it yourself
Portfolio Performance
A free desktop application for return analysis, recording dividends gross, net, fees and taxes.
Best for detailed return analysis without a subscription
Yahoo Finance
Free portfolios and watchlists inside a general finance site, with US broker linking.
Best for watchlists and straightforward stock tracking
How we judged this
Fixed before anything was ranked
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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