Best Portfolio Trackers For Cryptocurrency And Stocks

Kubera is our top pick because it handles every kind of asset a crypto investor is likely to own in one place, and it does it without selling you anything. You connect brokerages and banks through aggregators including Plaid, MX, Yodlee, Mastercard, Akoya and SnapTrade, add crypto exchanges with read-only API keys, and paste in wallet addresses on 17 blockchains, including Bitcoin, Ethereum, Solana, XRP and Cardano, according to Kubera's help center.

Kubera tracks DeFi positions such as Uniswap liquidity and Maker vaults on Ethereum, BNB Chain and Polygon. It also values real estate and vehicles, tracks private investments with IRR and capital calls, and takes daily snapshots so you can see your net worth over time.

• Price: Essentials costs $250 a year, and Black costs $2,500 a year for family offices, according to Kubera's site. There's a 14-day trial and no free plan.
• Privacy: read-only connections that can't move money, no ads, no selling data, and SOC 2 Type II certification, per Kubera's security page.
• Estate handoff: a Dead Man's Switch sends your portfolio file and documents to a chosen contact after 90 days of inactivity and a series of check-in emails, per Kubera's help center.

That last feature matters for crypto in particular, because heirs who don't know a wallet exists can't claim it. Our estate planning for crypto article covers the rest. Kubera's price is the main drawback: it's up from $150 a year when this page was last updated.

Delta, owned by eToro, tracks crypto, stocks and funds in one phone app, and its free Basic plan covers 10 assets with unlimited connections to brokers, wallets and exchanges, according to Delta's App Store listing. Delta says it connects to 200+ exchanges, brokers and wallets.

The 10-asset cap is the catch. PRO raises it to 40 assets and PRO+ removes it. PRO costs $6.99 a month and PRO+ costs $13.99 a month, with lower rates when you pay yearly, and Delta says prices vary by market, according to Delta's PRO and PRO+ announcement. The US App Store lists PRO+ at $107.99 a year. Delta is strongest on phones, with a lighter desktop experience than Kubera.

Empower, the company that bought Personal Capital, offers a free dashboard with net worth, a Retirement Planner, budgeting and cash flow, and portfolio analysis, according to Empower's site. It syncs a wide range of banks, brokerages and 401(k) accounts, which is why it's still the best free choice for investors whose money is mostly in stocks and retirement plans.

Crypto is the weak spot. You add crypto as a manual "Cryptocurrency" account, and Empower prices it using CryptoCompare data, supporting only coins that trade against the US dollar, according to Empower's help center. There's no exchange or wallet sync.

Empower also sells managed investing. Its Personal Strategy service requires at least $100,000 and charges a tiered yearly fee based on a percentage of the assets it manages, according to Empower's Personal Strategy page.

CoinStats connects to 300+ wallets and exchanges, including Bitcoin, Solana and every EVM network, and tracks DeFi positions and NFTs, according to its App Store listing. If most of your money is in crypto spread across many wallets, it shows more of it than any other tracker here.

Pro costs $4.99 a month or $39.99 a year, and Premium runs $13.99 to $19.99 a month depending on country. Its App Store listing doesn't mention stocks or brokerage accounts, which is why it ranks below Kubera and Delta on a page about both.

Monarch is a budgeting app with investment tracking. Its standard plan costs $14.99 a month or $99.99 a year after a seven-day trial, and the Plus tier, aimed at people who want to go deeper on investments, costs $199.99 a year, according to Monarch's pricing page and its App Store listing. It connects to 13,000+ institutions, per Monarch's site, and says it never sells your financial data.

Monarch connects to Coinbase directly and shows those coins as their own investment type, according to Monarch's Coinbase announcement. We found no Monarch documentation for syncing wallet addresses. Pick it if your main goal is a budget and your crypto sits on Coinbase. Our best budgeting tools ranking compares it with other budget apps.

Snowball Analytics is built for stock and dividend investors. Its paid plans link automatically to 1,000+ brokers, and it tracks stocks, ETFs, funds and crypto across 70+ exchanges and 30+ currencies, according to Snowball's site and its App Store listing. Every plan, including the free one, shows IRR, so you see your real return after deposits and withdrawals.

The free plan covers one portfolio and 10 holdings but doesn't include broker linking. Paid plans run $79.99, $149.99 and $249.99 a year, with a 14-day trial and no card required, per Snowball's pricing page. We found no Snowball documentation for syncing a crypto exchange or wallet, which is why it ranks below CoinStats and Monarch on a page about both.

Sharesight focuses on accurate returns and reports, including dividends, currency effects and capital gains, across 700,000+ stocks, ETFs, funds and crypto in 60+ markets, according to Sharesight's features page. It's popular with investors outside the US.

The free plan covers 10 holdings. Starter costs $7 a month, Standard $18 and Premium $23.25, all billed yearly, per Sharesight's pricing. Trades import from 200+ brokers. Crypto comes in through a Coinbase connection, file imports from crypto brokers such as Coinbase and CoinSpot, a CSV template or manual entry, according to Sharesight's Coinbase page and its crypto help page. There's no wallet address sync.

Lunch Money is a budgeting app with a net worth view. It lets you pay what you want for an annual plan, with a $60 minimum since March 15, 2026, and a 30-day trial, according to Lunch Money's pricing update. For crypto, it syncs balances from Coinbase and Kraken with read-only API keys and from Ethereum wallet addresses, and you can track 300+ coins manually, according to Lunch Money's crypto help page.

It ranks lower than the earlier version of this page had it because only unstaked balances sync, transactions don't, and Binance isn't on its supported list. It now has iPhone and Android companion apps.

Ghostfolio is open-source software you can run on your own computer or server for free, so your portfolio data never leaves your hands, according to its GitHub page. It tracks stocks, ETFs and crypto with prices from Yahoo and CoinGecko. You enter trades by hand or by import, with no broker sync.