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What are the top investment apps for tracking your portfolio?

In today's fast-paced world of finance, staying on top of your investments has never been easier, thanks to a plethora of investment apps designed to help you track your portfolio, monitor market performance, and make informed financial decisions. Whether you're a seasoned investor or just getting started, these apps can provide valuable insights and convenience. In this blog, we will explore the top investment apps for tracking your portfolio, helping you stay in control of your financial future.

What are the top investment apps for tracking your portfolio?

1. Personal Capital

Personal Capital is a comprehensive wealth management platform that offers a robust portfolio tracking tool. Here are some of its key features:

  • Portfolio Overview: View your entire portfolio in one place, including investments, bank accounts, and more.

  • Performance Tracking: Track your investment performance and compare it to relevant benchmarks.

  • Fee Analyzer: Identify and understand the fees you're paying for your investments.

  • Retirement Planner: Plan for your retirement with tools that analyze your current financial situation and goals.

  • Budgeting Tools: Keep an eye on your income, expenses, and savings.

Personal Capital is an excellent choice for investors looking to manage their finances holistically while tracking their investments.

2. Mint

Mint is a popular personal finance app that offers portfolio tracking among its many features. Key aspects include:

  • Budgeting and Expense Tracking: Mint helps you create and stick to a budget by monitoring your income and expenses.

  • Investment Tracking: Connect your investment accounts to Mint to get a comprehensive view of your portfolio.

  • Alerts: Mint sends you alerts for bill reminders, large purchases, or unusual account activity.

  • Credit Score Monitoring: Keep tabs on your credit score and get tips on improving it.

Mint is a user-friendly choice for those who want an all-in-one solution for personal finance management and investment tracking.

3. SigFig

SigFig is an investment app that provides portfolio tracking, personalized investment advice, and more. Its features include:

  • Portfolio Analysis: Get an overview of your investment portfolio's performance and risk.

  • Diversification Analysis: See if your portfolio is well-diversified and make adjustments accordingly.

  • Customized Investment Recommendations: Receive investment suggestions based on your financial goals and risk tolerance.

  • Automatic Portfolio Rebalancing: SigFig can rebalance your portfolio to maintain your desired asset allocation.

SigFig is ideal for investors who want a personalized, automated approach to portfolio tracking and management.

4. Robinhood

Robinhood is a commission-free trading platform that also offers basic portfolio tracking tools. Some of its features include:

  • Zero-Commission Trading: Trade stocks, ETFs, options, and cryptocurrencies without paying traditional brokerage fees.

  • Portfolio Tracking: Monitor your investments, view your returns, and analyze your holdings.

  • News and Analysis: Stay updated with market news, earnings reports, and analyst ratings.

Robinhood is an excellent choice for investors who want a trading platform that combines commission-free trading with basic portfolio tracking capabilities.

5. StockTwits

StockTwits is a social media platform for investors and traders that includes some portfolio tracking features. Key aspects of StockTwits include:

  • Real-time Stock Discussions: Engage in conversations with other investors and traders about your holdings.

  • Watchlists: Create and manage watchlists to track specific stocks or portfolios.

  • Market Sentiment: Discover what other investors are saying about stocks and market trends.

StockTwits is an excellent choice for investors who want to connect with other traders and discuss investment ideas while tracking their portfolios.

6. Morningstar

Morningstar is a well-known investment research firm that offers an app with robust portfolio tracking capabilities. Features include:

  • Portfolio X-Ray: Analyze your investments to understand your portfolio's strengths and weaknesses.

  • Performance Analysis: Evaluate your investments' performance relative to benchmarks.

  • Research and Reports: Access Morningstar's research, analysis, and investment reports.

Morningstar is an ideal choice for investors who value in-depth analysis and reporting for their portfolios.

7. YNAB (You Need a Budget)

YNAB is a budgeting app that also offers portfolio tracking as part of its toolkit. Key features include:

  • Zero-Based Budgeting: Allocate every dollar of income to specific expenses or savings goals.

  • Investment Tracking: Connect your investment accounts to track your portfolio performance.

  • Goal Tracking: Set savings goals and track your progress.

YNAB is perfect for individuals who want to take a holistic approach to managing their finances while tracking their investments.


E*TRADE is a popular online brokerage that offers an app with robust portfolio tracking features. Highlights include:

  • Real-time Quotes and News: Stay informed with real-time stock quotes and market news.

  • Interactive Charts: Analyze your investments with interactive and customizable charts.

  • Options Trading: E*TRADE offers a comprehensive options trading platform for more advanced investors.

E*TRADE is an excellent choice for active traders and investors looking for a brokerage platform with portfolio tracking capabilities.

9. Acorns

Acorns is a micro-investment app that rounds up your everyday purchases to invest the spare change. Its features include:

  • Automated Investing: Invest your spare change automatically in a diversified portfolio.

  • Portfolio Tracking: Monitor your investments' performance and growth over time.

  • Educational Content: Acorns provides educational content to help users build their financial knowledge.

Acorns is suitable for individuals who want to start investing with minimal effort and track their growing portfolio.

10. Wealthfront

Wealthfront is a robo-advisor that provides automated, diversified portfolio management. Some key features include:

  • Automated Investing: Wealthfront creates and manages a diversified portfolio for you.

  • Tax Optimization: Implement tax-efficient investment strategies to minimize your tax liability.

  • Financial Planning Tools: Access planning tools to help you set and track your financial goals.

Wealthfront is a great choice for hands-off investors who want a robo-advisor to manage their investments and provide portfolio tracking.


These top investment apps for tracking your portfolio offer various features and capabilities to cater to different investment preferences and goals. Whether you're a seasoned investor looking for in-depth analysis or a novice seeking simplicity and convenience, there is an app that suits your needs. Select the one that aligns best with your investment style and start making more informed financial decisions while keeping a close eye on your portfolio's performance.

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