Managing an funding portfolio doesn’t should value a dime. There are various free portfolio trackers that allow you to monitor shares, cryptocurrencies, and different property with out paywalls or subscription upgrades.
✅ Under we spotlight 10 of one of the best actually free portfolio monitoring instruments.
Every provides a mixture of options, overlaying widespread asset varieties like shares and crypto, and all are usable with none premium improve. We’ll break down the strengths and weaknesses of every so you’ll be able to select the instrument that matches your wants.
PortfolioTracker24 is a minimalist on-line portfolio tracker that emphasizes privateness and ease. It’s fully web-based and doesn’t require any sign-up.
Strengths: PortfolioTracker24 shops no person knowledge on any server, conserving all the pieces native to your machine (Reddit). This implies your portfolio information by no means leaves your pc, enhancing privateness. It helps importing and exporting your trades through Excel spreadsheets, so you’ll be able to again up or bulk-update your holdings simply.
The interface follows a “much less is extra” philosophy, providing a clear, distraction-free solution to enter shares or crypto holdings and see your beneficial properties/losses in actual time. As a result of it’s light-weight and free, there are not any adverts or upsells—simply simple portfolio monitoring.
Weaknesses: The flip aspect of its simplicity is that PortfolioTracker24 lacks some superior options. You received’t discover computerized brokerage syncing or reside financial institution connections right here – all entries are guide (or through spreadsheet import).
Whereas this guide method protects your knowledge, it requires you to replace transactions your self. It additionally doesn’t present deep analytic instruments or information integrations; it’s primarily for monitoring efficiency.
For customers who need multi-device entry, word that knowledge is saved domestically, so that you’ll must export/import if switching gadgets.
In brief, energy customers searching for intensive options or hands-off automation may discover it fundamental, however that’s the trade-off for final privateness and free utilization.
Yahoo Finance has one of the in style free portfolio trackers, accessible on the internet and cellular app. With a Yahoo account, traders can create a number of portfolios, add shares, ETFs, cryptocurrencies, and extra, and get on the spot snapshots of efficiency.
Strengths: Yahoo Finance’s tracker is straightforward to make use of and fully free. It contains a easy design the place you’ll be able to shortly add holdings and watchlists, and it mechanically calculates metrics like every day achieve and complete general achieve (Yahoo Finance).
It covers a variety of property: shares, indices, commodities, bonds, currencies, and crypto costs are all accessible, making it helpful for a diversified portfolio. The platform additionally integrates information and fundamental analysis – you’ll be able to click on on any holding to see detailed quotes, charts, and information headlines. One other plus is its broad person base and help; being a longstanding instrument, it’s steady and dependable.
There’s even an choice to sync with sure brokerage accounts for computerized updates (Investopedia), and if not, you’ll be able to manually enter buy dates and prices to trace efficiency and value foundation.
Total, Yahoo Finance offers retail traders a handy one-stop dashboard for monitoring investments with real-time quotes and with out ever paying for a premium plan.
Weaknesses: Regardless of its comfort, Yahoo’s portfolio tracker has some limitations. Notably, it doesn’t mechanically observe dividends or different company actions (Sharesight Weblog).
For instance, in the event you personal dividend-paying shares, Yahoo will solely present your worth modifications; you’d should manually add dividend payouts as transactions to replicate true complete returns. The efficiency calculations due to this fact focus primarily on worth beneficial properties and ignore revenue, which can provide an incomplete image.
Equally, in the event you maintain international shares or a number of currencies, Yahoo’s tracker doesn’t consider forex change impacts on returns (Sharesight Weblog).
Typically, superior portfolio analytics (like asset allocation breakdowns, benchmarking, or threat metrics) are absent within the free Yahoo instrument. It’s finest used for fundamental monitoring fairly than in-depth evaluation.
Lastly, whereas the interface is straightforward, it’s additionally a bit dated and loaded with adverts (on the free model net interface). Customers on the lookout for richer evaluation or extra polished visuals may discover Yahoo Finance a bit too rudimentary for his or her wants.
3. Google Sheets (DIY Portfolio Tracker)
For traders preferring full management, Google Sheets provides a free and extremely versatile solution to observe a portfolio. Utilizing Google’s spreadsheet with the built-in GOOGLEFINANCE operate, you’ll be able to pull reside market knowledge and customise all the pieces to your liking.
Strengths: Customizability is the largest draw. Google Sheets is very customizable, permitting you to create a portfolio tracker tailor-made to your wants, and it’s free to make use of and accessible from anyplace (10 Options to Morningstar to Observe Your Portfolio for Free).
You possibly can arrange sheets to trace shares, ETFs, crypto costs, or any asset by pulling knowledge from Google Finance or different APIs. This implies you determine how you can show your portfolio – be it easy lists or advanced dashboards with asset allocation pie charts, efficiency graphs, and so forth.
Many free templates exist for Google Sheets that present ready-made monitoring options, or you’ll be able to construct your personal. One other power is that Sheets can fetch real-time or near-real-time costs for a lot of shares and currencies, and replace mechanically, so that you at all times have present values. It additionally helps calculations for efficiency, dividends (in the event you enter them), and might even incorporate Google Finance’s historic knowledge for development evaluation.
As a result of it’s a spreadsheet, the chances for evaluation (IRR, XIRR, asset weighting, and so forth.) are infinite you probably have the know-how. All knowledge stays in your Google account, and you’ll entry your portfolio from any machine with web. And naturally, it’s fully free with no premium tier – Google supplies this performance as a part of Google Drive.
Weaknesses: The facility of Google Sheets can be a draw back: it’s guide and requires some spreadsheet talent to arrange.
Not like devoted apps, you received’t get a sophisticated interface or one-click portfolio import. Preliminary setup may be tedious – you’ll must enter your transactions or variety of shares and make sure the formulation are right. Whereas Google Finance covers many shares and ETFs, its protection of cryptocurrencies is restricted (it helps just a few crypto worth feeds through forex pairs, which can not embrace all altcoins).
So monitoring a broad crypto portfolio may require utilizing extra features or exterior knowledge sources, which will get difficult. There isn’t any computerized account synchronization; each time you make a commerce, you need to replace your sheet. In case you’re not cautious, formulation can break or knowledge won’t load (as an example, Google Finance formulation generally return errors for sure ticker symbols or throughout API points).
One other consideration is that Google’s portfolio net interface (Google Finance web site’s new portfolios) continues to be comparatively fundamental in comparison with what you are able to do in Sheets – some customers miss the previous Google Finance portfolio instrument that was discontinued.
In abstract, Google Sheets offers you final flexibility without cost, however calls for effort and upkeep, making it much less user-friendly for individuals who desire a plug-and-play tracker.
Investing.com is a well known finance web site that gives a free portfolio monitoring characteristic alongside its market knowledge and information. It’s accessible on the internet and as a cellular app. However check in is required!
Strengths: Investing.com’s portfolio instrument is fully free with no upgrades, and it’s fairly feature-rich. You possibly can create an limitless variety of portfolios with real-time quotes in your holdings (Portfolio & Watchlist – Investing.com). It helps a variety of asset courses — shares, indices, mutual funds, ETFs, commodities, currencies, bonds, and cryptocurrencies are all supported classes.
This implies you’ll be able to observe your whole funding spectrum in a single place. The interface supplies a transparent desk of your holdings, displaying metrics like present worth, every day change, complete achieve, share change, and so forth., for every place and for the portfolio as a complete. You possibly can enter transactions (purchase/promote) to maintain observe of value foundation and realized revenue/loss as nicely. One other power is the worldwide attain: Investing.com has knowledge for markets world wide, so worldwide traders can observe international shares or exchanges simply.
The platform additionally integrates information and evaluation; your portfolio view will show related information for the businesses or property you maintain, and you’ll set worth alerts in your positions. There’s even an choice to share a read-only view of your portfolio or to maintain it non-public. For the reason that service is web-based (with cloud saving below your account), you’ll be able to log in from any machine and see the identical knowledge, and the cellular app syncs with the online.
It’s a strong free answer for individuals who need multi-asset monitoring with reside knowledge.
Weaknesses: The great nature of Investing.com’s website means the interface can really feel a bit cluttered or overwhelming.
The positioning is ad-supported, so except you employ an ad-blocker or the paid InvestingPro model (not obligatory for portfolio monitoring, however provided for additional evaluation), you’ll see quite a lot of ads round your portfolio web page.
Whereas it has real-time quotes for a lot of property, some knowledge (like sure exchanges or delayed costs) may refresh each couple of minutes fairly than tick-by-tick. One other disadvantage is that there’s no direct brokerage integration – all knowledge entry is guide.
You might want to replace your share counts or transactions everytime you commerce, because it received’t auto-fetch out of your dealer. The guide enter is comparatively straightforward however time-consuming for lively merchants. Moreover, superior analytics are considerably restricted; the instrument offers efficiency numbers and allocation pie charts, nevertheless it received’t do subtle portfolio evaluation (e.g., threat metrics or retirement projections). Some customers have famous that the cellular app, whereas useful, may be buggy or slower with bigger portfolios.
Lastly, privacy-conscious customers is perhaps involved that their portfolio knowledge is saved on Investing.com’s servers (below your login). Whereas that is normal and the info isn’t public, it’s not as privacy-focused as an offline or native answer.
Total, Investing.com is great for fundamental to intermediate monitoring wants, nevertheless it’s not a specialised analytics platform and requires guide repairs.
Morningstar, identified for its funding analysis and scores, supplies a free Portfolio Supervisor instrument on its web site ( Portfolio Supervisor | Morningstar ). With a Morningstar fundamental account (free to register), traders can use this instrument to trace their holdings and leverage a few of Morningstar’s analytics.
Strengths: Morningstar’s Portfolio Supervisor advantages from the corporate’s deep analytical sources. It lets you observe all of your investments in a single place without cost, together with shares, funds, ETFs, and even pensions or different holdings.
You possibly can create a number of portfolios or watchlists and enter your transactions (purchases, gross sales, and so forth.) or just the holdings and value foundation.
One massive benefit is entry to Morningstar’s knowledge and analysis insights. The instrument can show portfolio efficiency with Morningstar’s signature metrics and even do a fundamental “X-Ray” evaluation of your portfolio’s asset allocation, sector breakdown, and geographic publicity (a few of these options is perhaps restricted to premium customers, however fundamental breakdowns are sometimes accessible).
The interface supplies charts of your portfolio’s historic efficiency and comparisons to benchmarks. You’ll additionally see Morningstar scores (for funds) and information or commentary associated to your investments proper on the dashboard, which is nice for staying knowledgeable.
One other professional is reliability – Morningstar has been providing this for years, so it’s steady and trusted by many traders. The deal with long-term investing metrics means it’s well-suited for monitoring portfolios over time fairly than day-trading.
Every thing is web-based (with a mobile-friendly website), and since it’s free, you’ll be able to put it to use with none time restrict (Morningstar’s paid “Investor” subscription provides extra instruments however the fundamental tracker stays free).
For a retail investor, with the ability to use Morningstar’s platform to watch your portfolio and get high-quality knowledge factors for gratis is a major profit.
Weaknesses: Whereas the Portfolio Supervisor is free, Morningstar does nudge customers towards its premium providers. Some superior instruments (like detailed Portfolio X-Ray reviews, sure scores, or analyst analysis on shares/funds) require a Morningstar Investor subscription (a paid improve).
The free tracker will present you fundamental efficiency and perhaps a simplified evaluation, however you’ll hit a wall in the event you attempt to drill down into, say, the finer factors of your portfolio’s threat or evaluate its return vs. detailed benchmarks over customized intervals – these usually immediate a “premium characteristic” message.
The person interface, although useful, can be a bit dated and never probably the most intuitive. It would take some clicks to get to the view you need, and establishing your portfolio initially generally is a bit clunky.
There’s no auto-sync with brokerage accounts, so like most free instruments, it depends on guide knowledge entry (nonetheless, you’ll be able to import from a spreadsheet in some instances). As a result of knowledge is saved within the cloud below your account, you must belief Morningstar together with your monetary information (the corporate is respected by way of knowledge safety, nevertheless it’s one thing to notice).
One other minor problem is that real-time worth updates is perhaps restricted; quotes could possibly be 15-minute delayed for shares, for instance, fairly than reside tick-by-tick updates.
In abstract, Morningstar’s free portfolio tracker is nice for fundamental monitoring and a style of their analytics, however to unlock its full energy you’d want a paid plan, and the interface may really feel a bit clunky in comparison with extra trendy apps.
6. Empower Private Dashboard (Private Capital)
Empower (previously Private Capital) provides the Empower Private Dashboard, a robust on-line instrument that’s free for anybody to make use of. It began below the identify Private Capital and is usually touted as probably the greatest free portfolio and wealth monitoring apps.
Strengths: Empower’s dashboard is complete – it lets you mixture all of your monetary accounts in a single place (6 In style Software program Packages for Portfolio Managers), together with brokerage accounts, retirement accounts (401k, IRA), financial institution accounts, bank cards, and even property or mortgage accounts.
For funding monitoring particularly, it shines in providing you with a holistic view of your portfolio throughout completely different brokers and account varieties. By linking your accounts securely, your holdings and transactions are mechanically imported, so your portfolio updates itself with out guide enter. Empower then supplies nice analytics: you get a transparent breakdown of your asset allocation, funding portfolio efficiency over time, and comparisons to benchmark indices.
One notable characteristic is the “Funding Checkup”, which analyzes your portfolio’s allocation vs. a perfect goal allocation primarily based in your threat (this helps establish in the event you’re too heavy in a single sector, for instance).
Additionally they provide instruments like a Retirement Planner and Price Analyzer. The Price Analyzer, particularly, is a novel power – it examines your portfolio (particularly funds) for hidden charges and reveals the place you is perhaps overpaying, which is perception many free trackers don’t present.
The interface (each net and cellular) could be very polished and user-friendly, with dashboards and charts that make it straightforward to trace your web price and investments. And crucially, all these options are free as a result of Empower’s mannequin is to supply the software program for gratis whereas providing optionally available advisory providers.
There are no paid tiers for the software program – each person will get the complete performance, which is kind of beneficiant for the extent of depth supplied. If you need a mixed private finance and funding tracker that’s actually free, Empower (Private Capital) is a best choice.
Weaknesses: The saying “if it’s free, you’re the product” applies in a restricted manner right here. Empower is free, however they generate income by providing paid wealth administration providers, so you probably have a major portfolio, you may get advertising and marketing emails and even calls from their advisors.
Some customers report that Empower’s monetary advisors may be persistent in attempting to get you to allow them to handle your investments (which carries a charge) – “They actually need you to allow them to handle your investments and so they name quite a bit attempting to entice you” (Cash App Evaluate: Private Capital — Michelle Semones).
If you are not obligated to make use of their paid providers, this gross sales side may be an annoyance. One other consideration is that Empower is finest fitted to U.S. traders; it connects nicely to U.S. monetary establishments, however worldwide integration is restricted. It additionally focuses on conventional property (shares, bonds, funds in your accounts) – you probably have cryptocurrency, you’ll be able to’t instantly hyperlink most crypto wallets or exchanges to Empower but, so these may must be added manually as “different property,” which received’t replace mechanically.
By way of options, Empower’s power is breadth, nevertheless it won’t have the very granular management that some specialised trackers have (for instance, you’ll be able to’t manually alter the value of an asset or create customized groupings past what their interface permits). Privateness-conscious people may hesitate to hyperlink all accounts in a single place, although Empower makes use of robust encryption and safety protocols.
Lastly, the instrument is overkill in the event you solely desire a easy portfolio tracker; it’s extra of a full monetary dashboard, which generally is a bit heavy if all you want is to trace a handful of shares.
In abstract, Empower/Private Capital’s free instrument is highly effective and handy, however be prepared for some advisory pitches and guarantee its scope matches what you want.
SigFig is a fintech firm identified for its robo-advisor, nevertheless it additionally supplies a free portfolio monitoring instrument that anybody can use with out signing up for the paid funding administration. In truth, SigFig initially began as a portfolio tracker (it was as soon as generally known as Wikinvest) and nonetheless provides sturdy monitoring options without cost.
Strengths: SigFig’s free portfolio tracker allows you to join your brokerage accounts instantly to mechanically import your holdings and transactions. It helps many main brokers (like Constancy, Schwab, TD Ameritrade, Robinhood, and so forth.), which implies as soon as linked, your portfolio updates in actual time with out guide knowledge entry.
This aggregator method offers you a unified view of all of your investments in a single dashboard. A standout characteristic is SigFig’s evaluation of charges and portfolio well being. The tracker will analyze your portfolio’s diversification and present in case you are over-concentrated in sure areas, and it’ll establish charges (for instance, expense ratios of funds or advisory charges) that you simply’re paying in your accounts
It then supplies suggestions to cut back charges or enhance diversification, successfully performing like a free robo-advisor checkup. SigFig’s interface is clear and easy, whether or not on the internet or their cellular app.
You get charts of your efficiency over time, every day actions, and even information about your holdings. One other plus: as a result of SigFig’s principal enterprise is managing cash as a robo-advisor, they maintain the monitoring portion free and absolutely featured to draw customers. There are not any utilization caps or premium variations of the tracker – you’ll be able to sync limitless accounts and property. It’s additionally price noting that SigFig’s tracker contains not simply shares and funds however can deal with cryptocurrencies if they’re in an account it helps (although direct pockets linking isn’t accessible, any crypto held at, say, Robinhood or different supported brokers would present up).
In abstract, SigFig’s free instrument supplies computerized monitoring and fundamental recommendation, successfully providing you with a private portfolio monitor for gratis.
Weaknesses: SigFig’s major focus is on normal funding accounts, so you probably have property exterior the supported dealer listing, chances are you’ll not be capable to auto-sync them (although you’ll be able to manually add holdings, it’s much less handy).
For instance, in case your dealer isn’t supported or you have got crypto in an exterior pockets, these received’t hyperlink up. The vary of analytics, whereas good for a free service, just isn’t extraordinarily deep – you’ll get high-level diversification and charge information, however not extremely customizable reviews. SigFig’s suggestions are generalized (usually suggesting you progress to lower-cost index funds, and so forth.), which some customers might discover too simplistic or akin to a gross sales pitch for his or her robo-advisor.
Moreover, as with all account aggregator, you must enter your login credentials in your monetary accounts, which not everyone seems to be comfy with (SigFig makes use of encryption and read-only entry, nevertheless it’s a belief issue to contemplate).
One other famous problem: SigFig has been round a very long time, nevertheless it’s not as actively mentioned as some opponents, so whereas it really works nicely, it doesn’t combine with different private finance instruments, and its improvement tempo appears slower these days.
The cellular app, whereas clear, just isn’t as feature-rich as Empower’s or others—its principal purpose is to funnel customers to contemplate SigFig’s paid administration. Lastly, much like Private Capital, in case your linked portfolio is sizable, you may get outreach from SigFig’s group suggesting their advisory providers (their robo-advisor has a 0.25% charge after the primary $10k managed free). Nevertheless, that is typically much less aggressive than Private Capital’s method.
In abstract, SigFig’s free tracker is great for hands-off monitoring of a number of accounts, nevertheless it’s considerably restricted to what it does (fundamental evaluation) and is tied to SigFig’s broader enterprise of providing to handle your cash.
getquin is a more moderen entrant that has shortly grow to be a favourite for a lot of traders, particularly in Europe, on the lookout for a complete free portfolio tracker. It combines parts of social investing with a robust monitoring instrument, and importantly it stays free for core options.
Strengths: One among getquin’s greatest strengths is its intensive help for each brokers and asset varieties. You possibly can securely hook up with hundreds of monetary establishments worldwide – from in style European brokers like Commerce Republic or DEGIRO to U.S. brokers like Constancy and Vanguard – so it mechanically syncs your holdings and transactions (getquin Funding Tracker Evaluate: Finest Portfolio Tracker for 2025).
This protects time as your portfolio updates itself throughout shares, ETFs, and even financial institution accounts. For property that may’t be linked, you’ll be able to add them manually, and getquin helps a broad vary: shares, ETFs, mutual funds, cryptocurrencies (through change connections), actual property, commodities, even various investments and collectibles.
In different phrases, you’ll be able to observe just about any asset in a single dashboard. The platform provides real-time worth updates and fundamental analytics without cost. You’ll see your web price over time, portfolio allocation, and efficiency charts. getquin notably shines with its neighborhood options – there’s a built-in social feed the place you’ll be able to talk about shares, see aggregated (anonymized) portfolios of different customers, and be a part of funding discussions. This makes the expertise extra participating and you will get concepts or be taught from others.
For dividend traders, getquin has a dividend monitoring calendar within the free model, displaying upcoming payouts and revenue summaries, which is a pleasant contact.
Importantly, getquin’s free tier contains all of the important options: account syncing, monitoring, analytics, and neighborhood entry.
There’s a premium choice, nevertheless it primarily removes adverts and provides superior customization – common traders will discover the free model completely adequate. The interface is trendy and clear, each on the internet and the cellular app.
It’s designed to be user-friendly, making it straightforward to see your complete portfolio worth, breakdowns, and even enjoyable statistics. Safety-wise, getquin makes use of encryption and respected open-banking integrations to hyperlink accounts, and you’ll choose to make use of it purely with guide entries in the event you want.
Total, getquin provides a holistic, user-friendly portfolio tracker that covers each shares and crypto, with a vibrant neighborhood – all without cost.
Weaknesses: Being a comparatively new platform, getquin continues to be evolving. Whereas it helps many establishments, there is perhaps occasional hiccups with account connections (as with all aggregator) – e.g., in case your financial institution modifications its safety protocol, syncing may break till getquin updates it. Superior analytics are considerably restricted on the free plan; for instance, evaluating your portfolio efficiency towards particular benchmarks or accessing sure detailed historic metrics requires the Premium subscription (round €50/yr).
The free model can be ad-supported, that means you may see some adverts or promos within the interface (although they aren’t very intrusive). The neighborhood side, whereas a power, won’t enchantment to everybody – in the event you simply desire a non-public tracker, the social feed could possibly be pointless (although you don’t have to interact with it).
As a result of getquin tries to do loads (social community + tracker), some components of the app can really feel a bit cluttered or complicated at first, particularly in the event you’re solely used to easier instruments. Moreover, as of now, getquin is used closely in Europe, so some content material (discussions or default settings) may skew in direction of European traders (as an example, displaying costs in EUR by default, or in style EU shares/funds).
This isn’t an enormous problem since you’ll be able to customise your forex and it does help U.S. property absolutely, nevertheless it’s one thing U.S. customers may discover. Lastly, getquin does have a Premium tier; though it’s not wanted for the primary performance, very superior customers may really feel a little bit of FOMO seeing some options locked behind premium (like deeper analytics or an ad-free expertise).
Nevertheless, for the overwhelming majority, the free model actually covers all the pieces obligatory, and the core expertise just isn’t degraded with out premium.
In abstract, getquin’s weaknesses are pretty minor: largely rising pains and optionally available upgrades – it stays a prime free selection if you’d like each computerized monitoring and a neighborhood vibe.
For cryptocurrency fans, CoinMarketCap’s portfolio tracker is a go-to choice that’s fully free. CoinMarketCap (CMC) is likely one of the hottest crypto knowledge websites, and its portfolio characteristic permits customers to trace their crypto holdings conveniently.
Strengths: Utterly free with no premium tier – anybody with a CMC account can use the portfolio tracker with full performance (10 Finest Crypto Portfolio Trackers: Discover Prime Free & Paid Trackers ).
It helps over 20,000 cryptocurrencies listed on CoinMarketCap, so you’ll be able to observe all the pieces from Bitcoin and Ethereum right down to very obscure altcoins. The instrument allows you to create a number of portfolios, which is beneficial if you wish to separate, say, a long-term funding portfolio from a buying and selling portfolio.
Knowledge is up to date in real-time from CMC’s worth feeds, providing you with up-to-the-minute valuations of your holdings. You possibly can add transactions (buys/sells) or just enter complete holdings for every coin, and the tracker will calculate your revenue/loss and general portfolio worth.
One massive benefit is ease of use – the interface is straightforward and web-based (and in addition accessible within the CMC cellular app). There’s no want to attach any wallets in the event you don’t need; many customers want to not enter non-public keys anyplace, and CMC respects that by permitting guide entry of quantities.
That stated, it additionally has an import choice through public pockets addresses for sure blockchains, that means you’ll be able to enter your pockets deal with and CMC will pull the steadiness for that pockets (helpful for monitoring chilly storage or public wallets).
CoinMarketCap’s tracker additionally permits fundamental customization: you’ll be able to set your native forex for seeing portfolio worth, and select what knowledge columns to show. It’s nice for shortly checking your crypto investments alongside the market – since CMC is usually open for worth checking, having your portfolio on the identical website is handy.
Moreover, CMC’s portfolio is safe and personal – it doesn’t require any delicate information (you’ll be able to keep nameless with simply an e-mail sign-up) and there are not any charges or limits on the variety of cash or trades you observe. As a bonus, as a result of it’s a part of the CMC ecosystem, you get useful extras like coin analysis pages, information, and watchlists that combine nicely with the portfolio instrument.
Weaknesses: The CoinMarketCap portfolio tracker is restricted to crypto property solely – you’ll be able to’t observe shares, actual property, or different investments there. It’s constructed for crypto, so a mixed-asset investor would want a separate instrument for non-crypto holdings.
Additionally, whereas it handles crypto nicely, it doesn’t instantly hook up with exchanges through API in the best way some devoted apps do (there’s no computerized commerce import out of your change account; you both enter transactions manually or import through pockets deal with). This implies in the event you commerce often on an change, you’ll should replace the portfolio your self every time, which may be tedious. One other disadvantage is that CMC’s tracker, being fundamental, lacks superior analytics.
You received’t get fancy portfolio efficiency graphs over time (past a easy line chart of complete worth) or metrics like volatility, Sharpe ratio, and so forth. – it’s largely a operating tally of your cash and their values. For severe merchants, options like setting alerts for portfolio milestones or detailed P/L per commerce are absent (CMC focuses on present holdings and general P/L).
The person interface, whereas easy, may also really feel a bit bare-bones; as an example, there’s no tagging of transactions or breakdown by change/account. Some customers have reported occasional sync points when utilizing the pockets deal with characteristic (like if CMC doesn’t help a selected token’s blockchain explorer nicely, it won’t replace that holding reliably).
Nevertheless, these instances are comparatively uncommon and usually contain very new or advanced tokens. Lastly, as a result of CMC is owned by Binance, some customers marvel about knowledge privateness or potential bias (although there’s no clear problem right here, it’s largely speculative concern in the neighborhood).
In abstract, CoinMarketCap’s tracker is great for a crypto-only portfolio, fully free and straightforward, nevertheless it’s not as feature-rich as some devoted crypto portfolio apps. It’s finest for customers who desire a easy, no-frills overview of their crypto holdings.
CoinGecko, one other main participant within the crypto area, provides a free portfolio tracker that rivals CoinMarketCap’s. It’s accessible on CoinGecko’s web site and thru their cellular app, permitting crypto traders to watch their property with none value.
Strengths: In depth protection of digital property – CoinGecko tracks over 14,000 cryptocurrencies (10 Finest Crypto Portfolio Trackers: Discover Prime Free & Paid Trackers), so you’ll be able to add nearly any coin or token to your portfolio.
The portfolio characteristic is simple and, like CMC’s, fully free to make use of for all fundamental performance. You possibly can handle a number of portfolios if wanted and get real-time worth updates in your holdings. CoinGecko’s interface is clear, and it supplies helpful knowledge factors like 24h and 7d modifications for every coin, your holding’s present worth, and complete revenue/loss.
A notable benefit is that CoinGecko’s core portfolio monitoring options don’t have any paywall – you should utilize them with out subscribing, which implies you’ll be able to replace your portfolio and see reside costs and fundamental analytics with out spending something. (CoinGecko has launched an optionally available Premium/Plus subscription, however that’s largely for additional content material and a few superior options, not for the fundamental portfolio monitoring.)
The platform additionally provides some distinctive options: as an example, you’ll be able to add crypto holdings in addition to NFT holdings (CoinGecko has an NFT tracker as nicely), giving a broader view in the event you dabble in NFTs. CoinGecko excels in offering dependable, aggregated market knowledge, so your portfolio displays a consensus worth throughout exchanges, which is beneficial for less-liquid tokens.
One other power is that it really works nicely throughout gadgets – the cellular app is very rated and lets you verify your portfolio on the go, even setting worth alerts for particular cash. Privateness can be a plus; you don’t even want an account in the event you use the native portfolio (knowledge saved in your browser or app storage), although having an account helps sync throughout gadgets.
And since CoinGecko is an unbiased knowledge supplier (not owned by an change), many customers belief its neutrality and dedication to the crypto neighborhood.
In abstract, CoinGecko’s free portfolio tracker is strong, overlaying all of your crypto with real-time knowledge, and it’s very accessible for newcomers and seasoned traders alike.
Weaknesses: Like every crypto-only tracker, CoinGecko’s instrument received’t handle conventional property (shares, and so forth.), so it’s not a one-stop answer in the event you want multi-asset monitoring. Its focus is on present holdings fairly than deep efficiency evaluation – it is going to present your holdings’ worth modifications, however in the event you’re on the lookout for superior metrics (IRR, or detailed trade-by-trade P/L reviews), you may discover it missing.
CoinGecko lately added premium tiers, which raised some concern that over time sure options may get paywalled.
For now, the fundamental portfolio is free, however superior charting or knowledge exports may require a subscription sooner or later (presently, premium provides issues like an ad-free expertise, extra superior coin metrics, and so forth., not important for easy monitoring).
One other potential draw back: no change API integrations for auto-sync – you need to manually enter your coin holdings or use pockets addresses. This is similar limitation as CMC’s tracker; lively merchants should replace their CoinGecko portfolio each time they commerce on an change. Some customers additionally report that the UI could possibly be improved: for instance, it doesn’t permit customized groupings of property or annotations on transactions.
In case you maintain many cash, the listing can grow to be lengthy, and there’s restricted flexibility in how you can type or view sub-totals (you’ll be able to filter by portfolio however not create classes inside a portfolio). Moreover, worth updates are real-time, however portfolio worth updates may barely lag you probably have the app open for a very long time (a refresh normally fixes that).
Lastly, whereas CoinGecko is usually very correct with knowledge, within the fast-changing crypto world there can often be pricing glitches or delays for very new or low-cap tokens. These are usually resolved shortly, however throughout these moments your portfolio may present odd values.
Total, CoinGecko’s portfolio tracker is a unbelievable free instrument for crypto, with minor inconveniences largely round automation and superior evaluation, which severe merchants may complement with different apps. For a no-cost overview of your crypto holdings, it stays probably the greatest decisions.
Conclusion
All of the above portfolio trackers allow you to monitor your investments with out paying a cent. The only option is determined by your wants.
For a easy, free, and privacy-focused method the place you retain knowledge native, PortfolioTracker24 or a customized Google Sheet work nicely. Each don’t require e-mail signup.
If you need shares and crypto in a single place with account syncing, getquin or Empower Private Dashboard are wonderful.
These closely into crypto can go for CoinMarketCap or CoinGecko for a simple overview.
And basic instruments like Yahoo Finance or Morningstar serve traders preferring simple inventory and fund monitoring.
Sources:
- Reddit person suggestions on PortfolioTracker24’s native knowledge storage (Finest solution to observe portfolio efficiency? : r/investing – Reddit) (Finest solution to observe portfolio efficiency? : r/investing – Reddit)
- Sharesight weblog evaluating Yahoo Finance (no computerized dividend monitoring) (Yahoo Finance vs. Sharesight – evaluating portfolio trackers | Sharesight Weblog) (Yahoo Finance vs. Sharesight – evaluating portfolio trackers | Sharesight Weblog)
- Official Yahoo Finance description of its portfolio tracker (Inventory Portfolio Administration & Tracker – Yahoo Finance)
- Rob Berger – Free portfolio tracker alternate options (Google Sheets customization) (10 Options to Morningstar to Observe Your Portfolio for Free)
- Investing.com portfolio characteristic description (free, real-time quotes) (Portfolio & Watchlist – Investing.com)
- Morningstar Portfolio Supervisor – “Observe Your Portfolio for Free” ( Portfolio Supervisor | Morningstar ) ( Portfolio Supervisor | Morningstar )
- Investopedia – Overview of Empower (Private Capital) free dashboard (6 In style Software program Packages for Portfolio Managers)
- Private finance weblog – Private Capital calls from advisors (Cash App Evaluate: Private Capital — Michelle Semones)
- FinanceBuzz – SigFig’s free portfolio tracker and options (https://financebuzz.com/sigfig-review#:~:textual content=Aspercent20apercent20resultpercent2Cpercent20youpercent20can,andpercent20savepercent20moneypercent20inpercent20fees))
- MatchMyBroker – getquin free model options (account sync, property, and so forth.) (getquin Funding Tracker Evaluate: Finest Portfolio Tracker for 2025) (getquin Funding Tracker Evaluate: Finest Portfolio Tracker for 2025)
- CoinBureau – CoinMarketCap portfolio tracker capabilities (10 Finest Crypto Portfolio Trackers: Discover Prime Free & Paid Trackers ) (10 Finest Crypto Portfolio Trackers: Discover Prime Free & Paid Trackers )
- CoinBureau – CoinMarketCap tracker is totally free to make use of (10 Finest Crypto Portfolio Trackers: Discover Prime Free & Paid Trackers )
- CoinBureau – CoinGecko portfolio monitoring (free options vs premium) (10 Finest Crypto Portfolio Trackers: Discover Prime Free & Paid Trackers ) (10 Finest Crypto Portfolio Trackers: Discover Prime Free & Paid Trackers )
