Snowball Analytics
Free plan
Portfolio and dividend tracker across brokers and currencies.
Verdict. Best for dividend investors tracking income across several accounts.
Magnifi
AI investing assistant that connects to your accounts and answers questions.
See site
Best for beginners who want plain-English answers about their own portfolio.
Ranked in
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.