Snowball Analytics
Free plan
Portfolio and dividend tracker across brokers and currencies.
Verdict. Best for dividend investors tracking income across several accounts.
Sharesight
Performance and tax reporting for investment portfolios.
Free plan
Best for accurate returns and tax reports, especially in AU/NZ/UK/CA.
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.
Public
Free
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.