Managing multiple investment accounts—brokerage, IRAs, 401(k)s, crypto wallets, robo-advisors—can get overwhelming fast. It’s easy to lose track of asset allocation, duplicate holdings, or underperforming funds when your portfolio is spread across different platforms. That’s where aggregation and portfolio tracking tools come in.
The best apps help investors gain a unified view of their entire portfolio in one place, save time, reduce stress, and identify inefficiencies like unbalanced risk exposure or missed opportunities. Whether you’re juggling accounts across Fidelity, Vanguard, Robinhood, and Coinbase—or you’re simply trying to track personal vs. retirement investments—having a central dashboard can streamline decision-making and improve outcomes.
This guide breaks down the top tools as of June 2025 that make multi-account investing easier. We look at what each offers, who it’s best for, all pricing details, and potential trade-offs. And because these platforms evolve rapidly, we’ve ensured all details are fresh and relevant.
For broader financial toolkits, see our updated resource on Fintech & Investing Tools in 2025: The Ultimate Guide to Building Wealth with Technology, or explore Top 10 Fintech Tools Every Investor Should Know for smarter investing options.
Quick Comparison Table
| Tool | Best For | Fees (June 2025) | Highlights | Drawbacks | Mobile Friendly | Alerts & Automation |
|---|---|---|---|---|---|---|
| Empower | Retirement & net worth tracking | Free | Strong dashboard, retirement modeling | Some sync issues with smaller banks | ✅ | ✅ Yes |
| Kubera | Total wealth view + crypto | $150/year | Clean UI, supports alt-assets & crypto | No budgeting, fewer alerts | ✅ | ❌ No |
| Sharesight | Tax-aware global portfolio | Free–$29/mo | Capital gains tracking, foreign assets | More complex UI, not U.S. focused | ✅ | ✅ Yes |
| MoneyWiz | Budget + investing in one | $49/year | Combines budgets, bank feeds, and investing | Needs setup time | ✅ | ✅ Yes |
| Quicken Premier | Traditional investors | $77/year (desktop only) | Desktop robustness, budgeting & investing | Limited mobile functionality | ❌ | ✅ Yes |
1. Empower (formerly Personal Capital)
- Price: Free
- Best For: Investors needing an all-in-one net worth and retirement snapshot
- Standouts:
- Easy linking of bank, brokerage, and retirement accounts
- Built-in retirement planner
- Smart alerts when allocations drift
- Watch out for:
- Sync issues with lesser-known banks
- Advisory upsells
Read more on related tools in our piece on the Best Apps for Tracking Your Net Worth.
2. Kubera
- Price: $150/year after free trial
- Best For: Investors focused on total net worth—including crypto, real estate, collectibles
- Standouts:
- Supports wallets like MetaMask and exchanges like Binance
- Manual asset input for art, cars, startups
- Clean interface
- Watch out for:
- No automated alerts
- Doesn’t support budgeting or spending tracking
Ideal for those who want a clear view of wealth beyond just stocks. Consider combining with an execution platform from our 7 Must-Have Apps for Day Traders list if you’re actively trading as well.
3. Sharesight
- Price: Free (up to 10 holdings), $19/mo (Starter), $29/mo (Investor)
- Best For: International investors and those who file capital gains
- Standouts:
- Handles U.S., Canadian, Australian, and UK tax scenarios
- Tracks dividends and DRIPs
- Custom benchmarking
- Watch out for:
- Interface isn’t the most intuitive
- Tax tools better outside the U.S.
A strong fit for investors juggling U.S. and overseas accounts. See how this compares to other wealth-building apps in our Best Dividend Trackers and Portfolio Management Tools breakdown.
4. MoneyWiz
- Price: $49/year
- Best For: Budget-conscious investors who want one app for everything
- Standouts:
- Bank, credit card, and brokerage sync
- Tracks subscriptions, expenses, and portfolio allocation
- Mobile-first design
- Watch out for:
- Not as tailored for high-net-worth investors
- Interface takes a bit of learning
MoneyWiz bridges the gap between budgeting and investing. It pairs well with starter tools from our Best Investing Apps for Beginners in 2025 roundup.
5. Quicken Premier
- Price: $77/year (desktop); mobile app limited
- Best For: Traditional desktop users with deep tracking needs
- Standouts:
- Advanced reporting and historical data
- Rebalancing alerts
- Connects to nearly every U.S. bank/broker
- Watch out for:
- Weak mobile experience
- Feels outdated to modern users
While it isn’t sleek, Quicken remains popular with those who value deep customization. If you use a robo-advisor, explore our review of Best Robo-Advisors Compared: Wealthfront vs Betterment vs SoFi to see how they stack up.
People Also Ask (PAA)
Can I manage all my investment accounts in one app?
Yes. Apps like Empower and Kubera allow linking of brokerage, retirement, crypto, and even real estate or collectibles.
Which tool is best for tracking across brokerages?
Empower and Sharesight are strong options for account linking and analysis. Kubera offers broader wealth views.
Do these tools sync in real time?
Mostly yes, but third-party APIs like Plaid can cause occasional sync delays. Some platforms offer manual overrides.
Which app supports the most asset types?
Kubera leads in supporting crypto wallets, NFTs, and custom assets. Empower is strongest for retirement tools.
Make Tracking Work For You
If your investments are spread across platforms, manually checking each one is inefficient—and risky. The right portfolio tool consolidates your view, reveals hidden overlap, and keeps you aligned with your strategy.
Whether you want deep tax reporting, AI-powered insights, or a dead-simple dashboard, these apps offer solutions for different needs. Your time is valuable—so is your portfolio.
Want more? Explore our guide to Top 10 Fintech Tools Every Investor Should Know, or revisit Fintech & Investing Tools in 2025 for the full wealthtech landscape.
