Track portfolio performance and analyze trends
Monitor investment gains and losses over time. View detailed performance reports. Compare portfolio values across different time frames. Set custom alerts for market changes. Export data in spreadsheet format.
Showing 1–20 of 1,000 ranked alternatives.
Ameriprise
Access accounts and track investments
Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.
Creative Planning, Inc.
Access portfolio and manage investments
View investment portfolios, track asset performance, and manage accounts. Adjust allocations, set reminders, and receive notifications. Sync with desktop software and access detailed reports.
Nino Finance, Inc.
Track crypto holdings and
Track cryptocurrency holdings and performance across wallets and exchanges. View net worth, gains, losses, and transaction history. Generate tax reports and export data for accounting. Set up alerts for price changes and updates.
Yahoo Inc.
Track , get alerts, and view real-time
Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.
CoinMarketCap, LLC
Track prices and portfolio data
Track cryptocurrency prices and market trends in real time. View coin statistics and news updates. Add preferred cryptocurrencies to a portfolio . Monitor Bitcoin and other coins with live data. Set up alerts for price changes.
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
LPL FINANCIAL CORPORATION
Access accounts, track trends, manage goals
Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
McKinley Carter Wealth Services, Inc
Check portfolio balance and track performance
Check portfolio balance and track account performance. Run custom reports and analyze investment allocation. Set up alerts and manage transactions. View detailed performance charts and historical data.
Whelan Financial, Inc.
View portfolio balances and statements anytime
View portfolio balances and performance metrics. Access quarterly statements and other account documents. Retrieve transaction history and investment details. Set up account alerts and notifications. Submit support requests directly through the .
COINSTATSAPP LLC
Track , DeFi, and NFT assets
Track cryptocurrency, DeFi, and NFT assets in one place. View real-time prices, market data, and performance. Add custom coins, set price alerts, and analyze historical trends. Export data and monitor transactions across multiple wallets.
Dow Jones & Company, Inc., publisher of The Wall Street Journal.
Track market and updates
Access real-time market , including stock prices, index movements, and securities information. Read breaking , videos, and analysis. Receive alerts for market changes. Track financial and investment insights.
Apponance, Inc.
Track , analyze data, trade quickly
View real-time quotes and pre-market/after-hour data. Customize advanced charts with technical indicators. Track portfolio performance and set price alerts. Place trades and manage orders directly. Access market news and analyst ratings.
The Vanguard Group, Inc.
Invest, track, and manage your portfolio
Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
Beacon Hill Private Wealth LLC
View portfolio values and allocations
View portfolio values and allocations in real time. Track asset distributions and performance metrics. Receive notifications for account activity and market changes. Adjust investment settings and access detailed reports.
Crypto Inc.
Track prices and manage portfolios
Track cryptocurrency, precious metals, and fiat currencies with real-time data from exchanges like Coinbase, Binance, and Kraken. Monitor portfolio value, set price alerts, and view market trends.
OneAscent
Access portfolio data anytime
Access portfolio data in real time. View investment performance, asset allocation, and transaction history. Receive alerts for account changes. Export reports and contact support through the .
Simply Wall Street Pty Ltd
Invest in stocks and track your portfolio
Track prices and receive real-time alerts. Analyze company fundamentals with visual charts. Set investment goals and monitor portfolio performance. Get news and insights on market trends. Manage holdings and adjust strategies over time.
Ronan Stark
Track prices and manage your portfolio
Lets users simulate trading with virtual currency. Invest in major cryptocurrencies, track portfolio performance, and monitor real-time market data. Set up and manage investment strategies without financial risk.
Seeking Alpha Ltd.
Track stock prices and market
Access real-time financial and market . Track stock prices and charts. Set customizable alerts for watched stocks. View earnings reports and transcripts. Manage a portfolio with tracking tools.
OKX Inc.
Trade , track balances, secure funds
Monitor and manage digital assets with real-time market data and portfolio tracking. Trade , Ethereum, and other cryptocurrencies. Set up limit orders and stop-losses. Secure funds with two-factor authentication and cold storage.
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