Snowball Analytics
Free plan
Portfolio and dividend tracker across brokers and currencies.
Verdict. Best for dividend investors tracking income across several accounts.
Interactive Brokers
Global broker that now lets eligible clients authorize connected AI to trade in a separate AI partition.
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Best for experienced traders who want AI automation with account-level guardrails.
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Alternatives
Other tools in portfolio tracking & agents.
getquin
Free plan
Portfolio tracker with AI insights and a social investing community.
Verdict. Best free-to-start tracker with a community feed, popular in Europe.
Sharesight
Free plan
Performance and tax reporting for investment portfolios.
Verdict. Best for accurate returns and tax reports, especially in AU/NZ/UK/CA.