Best apps for tracking investments have become essential tools for investors of all experience levels. With the growing complexity of financial markets, keeping track of your assets, returns, and diversification strategies requires more than a spreadsheet or the occasional bank statement.
Today, technology empowers users with powerful and user-friendly applications that deliver real-time insights, personalized alerts, and detailed analytics, all in the palm of your hand.
Furthermore, the demand for smarter financial tools has exploded. From long-term retirement planners to short-term crypto traders, everyone needs a system that keeps their investments organized, visible, and aligned with their financial goals.
That’s where investment tracking apps come in, they simplify portfolio monitoring, identify hidden fees, and even offer strategic recommendations to help you rebalance or diversify your assets.
Choosing from the best apps for tracking investments is not just about finding the most features, but about finding the right match for your investment style.
Whether you prefer automated dashboards, in-depth research tools, or personalized financial guidance, this guide will walk you through the top options available in 2025 and how they can help you stay on top of your finances with confidence and clarity.
5 Best Apps for Tracking Investments
1 – Empower: Comprehensive Financial Overview
Empower is widely recognized as one of the best apps for tracking investments due to its ability to provide a comprehensive overview of your financial life. Formerly known as Personal Capital, this platform allows you to sync bank accounts, credit cards, mortgages, and investments into a single, easy-to-navigate dashboard. As a result, users can monitor their entire financial portfolio in real time.
Key features include the InvestmentCheckup, which evaluates your asset allocation and offers tailored suggestions for improvement, and the FeeAnalyzer. Which detects hidden fees that may be silently reducing your returns. Additionally, the RetirementPlanner uses your actual spending and savings data to simulate retirement scenarios, helping you better understand your financial future through dynamic, visual projections.
Moreover, Empower is often listed among the best personal finance apps because it blends robust free tools with optional premium advisory services. Whether you’re a beginner or a seasoned investor, Empower helps you not just track your investments, but also understand how each financial decision impacts your long-term wealth strategy.
2 – The Best Apps for Tracking Investments – Morningstar
Among the best apps for tracking investments, Morningstar stands out as a powerhouse of financial research and analysis. Known globally for its trusted ratings and extensive investment database, Morningstar is particularly suited for investors who crave data-driven decision-making and long-term planning strategies.
To begin with, Morningstar offers a feature called Portfolio X-Ray, which goes far beyond basic performance tracking. This tool provides a deep analysis of your portfolio’s diversification, asset allocation, sector exposure, and geographic spread. It helps investors identify overlaps and blind spots that might otherwise go unnoticed in a surface-level review.
Moreover, Morningstar delivers independent analyst reports on thousands of mutual funds, ETFs, and stocks. These reports assess everything from risk level to historical performance and fund manager track record. For active investors looking to compare similar assets or better understand market dynamics, these insights are incredibly valuable.
Another standout feature is its screening tools, which allow users to filter investments based on customizable metrics such as P/E ratios, dividend yield, ESG scores, and much more. This makes it easier to discover potential opportunities that align with specific financial goals or ethical criteria.
3 – Stock Rover: Advanced Analytics for Stock Enthusiasts
When it comes to deep investment analysis, Stock Rover is undoubtedly one of the best apps for tracking investments, especially for users who prefer a hands-on and data-driven approach.
While many platforms offer surface-level tracking, Stock Rover goes several layers deeper, making it a favorite among fundamental analysts and active stock traders.
It provides over 650 financial metrics for more than 8,500 North American stocks, mutual funds, and ETFs. With this wide range of indicators, investors can drill down into everything from profitability ratios to dividend growth and debt-to-equity levels.
In addition, Stock Rover’s customizable dashboards allow you to design your own interface, highlighting only the metrics that matter most to your strategy. This flexibility is particularly useful for seasoned investors who know exactly what they want to monitor, and how. Furthermore, you can create custom screeners using multi-layered criteria to discover stocks that align with your specific investment goals.
Another key strength of Stock Rover is its robust portfolio management feature. Not only does it track the performance of your holdings in real time, but it also provides alerts, rebalancing recommendations, and income forecasts. As a result, you’re not just watching your investments, you’re actively managing them with precision.
4 – The Best Apps for Tracking Investments – Kubera
For investors with diverse portfolios that go beyond traditional stocks and bonds, Kubera has emerged as one of the most versatile and forward-thinking platforms available. It is frequently highlighted among the best apps for tracking investments, especially for those who need a centralized dashboard to monitor assets spread across different categories, currencies, and countries.
What sets Kubera apart right from the start is its clean, minimalist interface that prioritizes ease of use without sacrificing powerful features. Unlike many finance apps focused solely on market securities, Kubera allows you to track a wide variety of asset classes, including cryptocurrencies, real estate, vehicles, precious metals, collectibles, and even domain names.
This makes it an excellent fit for modern investors who are expanding their financial footprint in unconventional ways.
Additionally, Kubera supports global account integration, syncing with thousands of banks, brokerages, and crypto wallets around the world. Whether your funds are in a U.S. brokerage account, a European bank, or a decentralized finance wallet, Kubera ensures that everything is visible in one place.
This global reach is a key advantage for expatriates, digital nomads, or investors managing cross-border assets. One of the most innovative additions to Kubera is its Life Beat feature. In the event of an emergency or death, this function automatically shares your financial data with a designated beneficiary after a period of user inactivity. This adds a layer of estate planning to your investment tracking, something few platforms address directly.
5 – Yahoo Finance: User-Friendly Investment Monitoring
To start, one of Yahoo Finance’s most compelling strengths is its real-time market data. Users can track stock prices, currency exchange rates, commodities, indexes, and cryptocurrencies with up-to-the-minute accuracy.
Whether you want to follow a specific company or monitor global market movements, Yahoo Finance keeps you informed with just a few clicks. In addition, the platform allows you to create custom watchlists, so you can monitor specific stocks, sectors, or ETFs that matter to you.
These watchlists are not only customizable but also synchronized across devices, allowing investors to keep tabs on their portfolio whether on a computer, tablet, or smartphone.
What truly enhances Yahoo Finance’s appeal is its integrated news feed, which pulls relevant financial headlines, expert analyses, and corporate earnings updates directly into your dashboard.
This context is particularly useful for understanding the “why” behind sudden price shifts or market volatility, making the app both informative and timely. Furthermore, the app includes a basic portfolio tracker that lets users manually input their holdings and monitor performance over time.
Although this feature may not offer automation or deep analytical tools like other premium apps, it’s an excellent starting point for casual investors or those who prefer manual control of their data.
Conclusion
In today’s increasingly complex financial landscape, choosing the right tool to monitor and manage your assets is more than just a convenience, it’s a strategic necessity. The best apps for tracking investments go beyond simple number displays; they offer meaningful insights, smart automation, and a clearer understanding of how your money is working for you.
Whether you’re a long-term investor planning for retirement, a frequent trader looking for advanced metrics, or simply someone who wants to stay informed, there’s an app tailored to your needs.
As we’ve explored, platforms like Empower and Morningstar are ideal for investors seeking comprehensive financial overviews and professional-grade research. Meanwhile, Stock Rover caters to those who want detailed fundamental analysis, and Kubera offers a modern, global solution for tracking diverse assets, from crypto to collectibles.
For more casual users or beginners, Yahoo Finance provides an easy entry point into the investment world without sacrificing essential tools. And let’s not forget SigFig, Tiller, and Sharesight, which serve niche needs through automation, customization, or global reach. Ultimately, the best choice depends on your personal investment style, level of experience, and long-term financial goals. The key is to find a platform that not only helps you track your progress but also empowers you to make smarter, more informed decisions.
