Portfolio tracking & agents

Portfolio and dividend tracker across brokers and currencies.

Verdict. Best for dividend investors tracking income across several accounts.

Portfolio tracker with AI insights and a social investing community.

Verdict. Best free-to-start tracker with a community feed, popular in Europe.

Performance and tax reporting for investment portfolios.

Verdict. Best for accurate returns and tax reports, especially in AU/NZ/UK/CA.

Brokerage with AI agents that monitor markets and act on your rules.

Verdict. Best for retail investors who want AI agents built into their brokerage.

Global broker that now lets eligible clients authorize connected AI to trade in a separate AI partition.

Verdict. Best for experienced traders who want AI automation with account-level guardrails.

AI investing assistant that connects to your accounts and answers questions.

Verdict. Best for beginners who want plain-English answers about their own portfolio.