Getting started in the stock market is exciting, but tracking your investments can feel overwhelming. How do you know if you’re making the right moves? The answer is a stock portfolio tracker.
These powerful apps and websites consolidate all your investments—stocks, ETFs, crypto, and more—into a single, easy-to-read dashboard. They provide real-time data, performance analysis, and market insights, giving you the clarity needed to invest confidently.
Whether you need a simple tool to monitor a few stocks or a comprehensive platform to track your entire net worth, we’ve reviewed the best options for beginner investors. Here are the 6 best stock trackers to help you take control of your financial future.
1. Empower Personal Dashboard (Formerly Personal Capital)
Best For: A 360-degree view of your entire financial life.
Empower Personal Dashboard is much more than just a stock tracker; it’s a complete financial command center. By linking all your accounts—checking, savings, credit cards, loans, and investments—it gives you a real-time snapshot of your total net worth.
Its powerful free tools are perfect for beginners. The Investment Checkup tool analyzes your portfolio’s risk, and the Fee Analyzer exposes hidden fees eating into your returns. If you’re planning for the long term, its retirement planning calculator is one of the best available.
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Pros: Comprehensive financial overview, excellent free tools, robust retirement planner.
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Cons: Frequent outreach from financial advisors for users with higher net worth.
2. Ziggma
Best For: In-depth stock analysis and portfolio optimization.
Ziggma is built for investors who want to go beyond basic tracking. Its standout feature is its powerful stock screener, which helps you find new investment opportunities based on specific criteria. The platform provides a simple 0-100 quality score for individual stocks, making complex analysis easy to understand.
Ziggma also excels at portfolio management, allowing you to track your dividend yield, risk exposure, and overall performance in real-time. This is the ideal choice for beginners who are serious about learning the fundamentals of stock analysis.
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Pros: Fast and powerful stock screening, portfolio optimization tools, clear stock quality scores.
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Cons: Can have a slightly steeper learning curve than simpler trackers.
3. M1 Finance
Best For: Automated investing and tracking in one seamless platform.
M1 Finance cleverly combines a brokerage with a portfolio tracker. This “all-in-one” approach is perfect for beginners who want to invest and track their holdings without switching between apps. There are no commissions or broker fees, and you can start with a small amount.
The unique “M1 Pies” feature lets you build a diversified portfolio by assigning percentages to different stocks and ETFs. You can create your own custom pie or choose from over 80 expert-curated options.
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Pros: Zero commission fees, automated investing features, expert portfolios available.
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Cons: Does not support mutual funds or cryptocurrencies.
4. Kubera
Best For: Tracking your total net worth, including unconventional assets.
Kubera is the ultimate asset tracker for the modern investor. It connects seamlessly to thousands of banks and brokerage accounts to import your data in real-time. But where it truly shines is its ability to track everything else.
You can manually add the value of your car, home, precious metals, or even website domains to get a true picture of your total wealth. With its clean, spreadsheet-like interface and global currency support, Kubera is a premium tool for those who want a minimalist, all-encompassing view of their assets.
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Pros: Tracks all asset classes (including physical), clean and simple interface, real-time data syncing.
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Cons: Premium subscription model (no free tier).
5. Delta Investment Tracker
Best For: Crypto investors and users who love a beautiful interface.
Delta is a sleek, mobile-first investment tracker known for its stunning design and powerful cryptocurrency features. While you can track stocks, mutual funds, and bonds, its direct integration with over 20 crypto exchanges makes it a favorite among digital asset investors.
The interface is incredibly user-friendly, with a “dark mode” that’s easy on the eyes. You can get a clear breakdown of your portfolio’s profit/loss, total balance, and realized/unrealized gains, with smart notifications for significant price changes.
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Pros: Excellent crypto tracking, beautiful and intuitive design, personalized notifications.
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Cons: Manual entry required for most stocks and traditional assets.
6. EquityStat
Best For: Simple, no-frills portfolio tracking for absolute beginners.
If you find other platforms too complex, EquityStat is for you. This web-based tool focuses on doing one thing well: tracking the performance of your stocks, bonds, and funds. You manually add your investments (or import via CSV), and it provides clean, automated reports on your portfolio’s performance.
It lacks the bells and whistles of other trackers, but its simplicity is its greatest strength. It’s a straightforward, easy-to-use tool to help you get comfortable with monitoring your investments.
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Pros: Extremely easy to use, supports a wide range of investments, generates tax forms.
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Cons: Lacks automatic syncing with brokerages; all entries are manual.
Take Control of Your Investments Today
Choosing the right stock tracker depends on your goals. Whether you want an all-in-one financial dashboard like Empower, an automated investor like M1 Finance, or a crypto-focused app like Delta, the perfect tool is on this list.
Start with one that fits your needs, and you’ll gain the confidence and insight required to build wealth for the long run.
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