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When it comes to tracking investments, having a user-friendly and feature-rich app can make all the difference. Rather than constantly logging into multiple brokerage accounts or trying to organize messy spreadsheets, portfolio tracking apps provide a central hub to monitor overall performance.
In this blog post, we will explore the top 5 investment tracking apps in 2025 based on essential criteria like net worth tracking, crypto/NFT support, multi-asset coverage, global assets, and more.
Let’s get started!
Empower – Best for Net Worth Tracking
For tracking the total value of investment accounts along with entire household assets and liabilities, Empower (formerly Personal Capital) is a top choice. This free platform provides a comprehensive financial dashboard covering spending patterns, budget tracking, retirement planning, investment analysis, and more.
Key Features
Some standout features include:
- Net worth calculator: Empower makes it easy to add assets like savings accounts, home value, crypto, and automobiles. You can also tally mortgages, credit cards, student loans, and other debts.
- Investment checkup: See how your portfolio stacks up across essential metrics like asset allocation, past performance, fees, and risk factors. Receive tips for improvement.
- Retirement planner: Link external retirement accounts then utilize Empower’s helpful forecasting tools. Gauge if you are on track to hit your goals.
- Spending analysis: Empower will analyze monthly spending patterns and provide customized recommendations to help meet financial targets.
Pricing
Amazingly, Empower offers full and unlimited access to all features 100% free. For those seeking dedicated financial advisor support, paid plans are also available starting at 0.89% of assets under management.
Pros and Cons
Pros
- $0 free access with robust functionality
- Aggregates financial snapshot across institutions
- Retirement and net worth planning
Cons
- Account linking can occasionally bug out
- Advisor access requires premium paid subscription
With its focus on total wealth and household finance tracking, Empower delivers an essential perspective beyond just investment performance.
Kubera – Best for Crypto and NFT Tracking
For web3 investors dealing with volatile cryptocurrencies, NFTs, or utilizing DeFi protocols, Kubera offers unparalleled tracking and reporting.
Cryptocurrency Support
Kubera partners directly with popular crypto data sources like CoinMarketCap, CoinGecko, and Coinpaprika to seamlessly integrate pricing data and market capitalization information. As the broader digital asset market continues evolving at lightning speed, Kubera ensures portfolio accuracy.
In addition to thousands of cryptocurrencies, Kubera also tracks leading NFT collections like Bored Ape Yacht Club plus overall inventory and floor pricing. No other portfolio platform comes close to Kubera’s web3 capabilities.
Connectivity
The platform leverages Plaid to link with over 20,000 financial institutions across five countries and counting. This makes aggregating investment accounts, bank balances, mortgages, and loans a breeze.
Manually input other asset classes like real estate and collectibles to round out your total net worth picture.
Pricing
While offering a functional free tier, unlocking full portfolio tracking and reporting necessitates a paid subscription. Pricing is 150peryearor150peryearor14.99 monthly.
Pros and Cons
Pros
- Cutting-edge crypto and NFT tracking
- Access highly detailed asset reports
- Plaid integration with thousands of institutions
Cons
- Mostly tailored to digital asset investors
- Steep subscription cost for basic users
For web3 early adopters, Kubera is the crystal-clear category leader. With innovative blockchain connectivity and insights, Kubera is a must for crypto tracking.
Delta – Best for Multi-Asset Portfolio
For traditional stock and bond investors also dabbling in real estate, commodities, collectibles, and cryptocurrency, finding a single platform to rule them all poses challenges. This is where Delta shines as the premier multi-asset portfolio tracker.
Asset Class Coverage
Delta enables manual tracking of practically any asset class – including international market stocks, mutual funds, precious metals, and property.
The platform also includes auto-sync connections with leading crypto exchanges like Coinbase, Binance, and FTX to track balances and pricing data.
Key Functionalities
Beyond displaying asset allocation and net worth, Delta provides real-time price monitoring via mobile and desktop apps. Configure personalized alerts and detailed charts to monitor performance.
For collectors, Delta facilitates logging individual assets like cards, comics, watches, and wine. This helps quantify entire collections over time.
Pricing
The base Delta platform is free to use with minimal ads. For unlimited exchanges and wallet connections plus collectibles support, upgrade to Delta Pro for $6.99 per month.
Pros and Cons
Pros
- Tracks stocks, funds, crypto, real estate, and collectibles
- Clean mobile interface with alerts
- Gather total portfolio insights
Cons
- Manual input required for certain assets
- Monthly subscription fee adds up
For investors with diverse assets, Delta can capture everything in one dashboard.
Sharesight – Best for International Investors
Expanding beyond domestic markets introduces another tracking challenge: dealing with international stocks, ETFs, mutual funds, and currencies. Sharesight simplifies this complexity for global investors.
Global Market Coverage
With direct exchange partnerships across Europe, Asia, Oceania, and Africa, Sharesight covers over 250,000 assets trading on 50 global markets. This breadth allows accurate tracking of complex portfolios.
The platform also handles dividend calculations, corporate actions, and cost basis accounting across regions to provide transparency into bottom-line returns.
Dividend Tracking
Accurately tracking dividend distributions and payments from international securities involves converting currencies and accounting for foreign taxes. Sharesight automatically handles all these calculations seamlessly.
Pricing
Given the immense accounting and technical heavy lifting to track global assets in real-time, Sharesight’s pricing is reasonable at $12 per month. Discounts are also available for annual subscriptions.
Pros and Cons
Pros
- Auto-sync with 200+ global brokers
- Tracks investments across 50 international exchanges
- Dividend and cost basis clarity
Cons
- $12 monthly fee adds up
- Manual input still required for certain assets
In an increasingly globalized world, Sharesight delivers much-needed transparency and simplification to complex portfolios.
Conclusion
Tracking investments using spreadsheets and statements is frustrating and time-consuming. The top apps reviewed provide tailored solutions to fit any investor’s needs.
Empower oversees entire household finances, Kubera dominates crypto and NFT tracking, Delta handles multi-asset allocations, while Sharesight streamlines global equities. Consider which platform best matches your portfolio tracking requirements. Leveraging a purpose-built application Accurately monitoring portfolio balances, asset allocation, risk factors, and performance is critical for investment success
