The Best Portfolio Trackers in 2026
They bill by number of portfolios, not by how much you hold. If you track accounts separately, that is the whole cost.
The billing unit here is the portfolio, not the balance. Sharesight is $7 a month for one portfolio and $18 for four. Portseido is $8 for a single portfolio and $12 for multiple, with a free tier at $0.
Anyone tracking a personal account, a pension and a spouse's account separately is buying three portfolios, and that decides the price far more than portfolio size does.
Key facts4 tools compared: Sharesight, Portseido, Snowball Analytics, Delta
- 4 tools compared: Sharesight, Portseido, Snowball Analytics, Delta
- Portseido (best for: Investors who want multiple portfolios without a steep step up in price): From $8/mo (one portfolio, billed annually); free plan at $0/mo billed annually
- Snowball Analytics (best for: Dividend-focused investors wanting income projections): No published list price
- Delta (best for: Investors holding crypto alongside equities): No published list price
Portfolio trackers are cheap enough that the monthly figure is not the interesting part. What is interesting is the unit: almost all of them charge by how many separate portfolios you keep, and households routinely keep more than they realise.
A personal brokerage account, a pension, a spouse's account and a company scheme is four portfolios before anyone has bought anything unusual.
Top Picks
Based on features, real-world fit, and value for money.
| Tool | Pricing | Best for |
|---|---|---|
| Sharesight | From $7/mo (one portfolio, billed annually); $9.33 billed monthly | Investors who need proper tax reporting and hold across several brokers |
| Portseido | From $8/mo (one portfolio, billed annually); free plan at $0/mo billed annually | Investors who want multiple portfolios without a steep step up in price |
| Snowball Analytics | No published list price | Dividend-focused investors wanting income projections |
| Delta | No published list price | Investors holding crypto alongside equities |
Pricing read from each vendor's own published pricing page, checked Aug 2026. Every vendor here publishes a price.
Best for: Investors who need proper tax reporting and hold across several brokers
PricingFrom $7/mo (one portfolio, billed annually); $9.33 billed monthly
Visit Sharesight →Best for: Investors who want multiple portfolios without a steep step up in price
PricingFrom $8/mo (one portfolio, billed annually); free plan at $0/mo billed annually
Visit Portseido →Best for: Dividend-focused investors wanting income projections
PricingNo published list price
Visit Snowball Analytics →What it is
A portfolio tracker consolidates holdings across brokers into one view, calculates returns properly including dividends and fees, and produces the tax reporting your broker will not. The last part is the reason most people pay: brokers show you a balance, not a time-weighted return or a capital gains position.
Why it matters
The number your broker shows is not your return. It ignores contributions, timing, dividends and currency, which is why two people with identical balances can have had completely different years.
A tracker that computes properly changes what you can conclude about your own decisions, and that is worth more than the subscription for anyone contributing regularly.
Key features to look for
Pricing
These trackers bill by how many portfolios you keep, not by the balance inside them. Sharesight and Portseido publish list prices, read from vendor pages in August 2026. Snowball Analytics and Delta publish no list price.
Portseido's free plan is $0 a month billed annually, the cheapest entry. The cheapest paid plan for one portfolio is Sharesight at $7 a month billed annually, or $9.33 billed monthly, with Portseido at $8 a month billed annually for one portfolio and unlimited transactions.
Costs jump once you track more than one portfolio: Portseido is $12 a month billed annually for multiple portfolios, and Sharesight is $18 a month billed annually for four portfolios, or $24 billed monthly.
| Plan | Price | Best for |
|---|---|---|
| Sharesight one portfolio, annual | $7/mo billed annually | One portfolio on annual billing |
| Sharesight one portfolio, monthly | $9.33 billed monthly | One portfolio on monthly billing |
| Sharesight four portfolios, annual | $18/mo billed annually | Four portfolios on annual billing |
| Sharesight four portfolios, monthly | $24 billed monthly | Four portfolios on monthly billing |
| Portseido Free | $0/mo billed annually | Free plan billed annually |
| Portseido single portfolio | $8/mo billed annually | One portfolio, unlimited transactions |
| Portseido multiple portfolios | $12/mo billed annually | Multiple portfolios on one plan |
| Snowball Analytics | Not published | Dividend-focused investors wanting income projections |
| Delta | Not published | Investors holding crypto alongside equities |
The bottom line
For one portfolio and serious tax reporting, Sharesight at $7 a month billed annually is the strongest tool in the category and the price is not the issue.
For several portfolios the arithmetic changes: Portseido at $12 covers multiple portfolios against Sharesight's $18 for four, and for households tracking accounts separately that difference repeats every month.
Start on Portseido's free tier if you are unsure, since it costs nothing to establish whether you will actually maintain the habit, which is the real question with any tracker.
Frequently asked questions
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