Best Portfolio Trackers For Cryptocurrency And Stocks

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Managing your investment portfolio across multiple asset classes—especially when it includes both cryptocurrency and traditional securities—can quickly become overwhelming. Juggling spreadsheets, logging into various exchange and brokerage accounts, and manually updating prices is not only time-consuming but error-prone. That’s where a reliable, all-in-one portfolio tracker comes in.

The right portfolio tracker consolidates your crypto, stocks, ETFs, and even alternative assets into a single dashboard, giving you real-time insights into your net worth, asset allocation, and performance trends. Whether you're a beginner investor or a seasoned trader, having a unified view of your finances simplifies decision-making and improves long-term financial planning.

Below, we break down the top portfolio tracking tools that support both cryptocurrency and traditional investments—each selected based on usability, security, feature set, and value.

Kubera: Best Overall Crypto & Stock Portfolio Tracker

If you're looking for a sleek, powerful, and comprehensive portfolio tracker, Kubera stands out as the best overall option.

👉 Discover a smarter way to track your crypto and stock investments today.

Kubera markets itself as the “world’s most modern portfolio tracker,” and its clean interface and robust functionality back up that claim. It supports an impressively wide range of asset classes:

This breadth makes Kubera ideal for tracking your total net worth—not just investments, but tangible assets too. Connecting accounts is seamless through secure integrations with services like Plaid, ensuring your login credentials are never exposed. Kubera doesn’t store sensitive data; instead, it pulls encrypted financial information directly from trusted third-party connectors.

The dashboard presents your portfolio in an elegant table or interactive chart format, allowing you to analyze performance by asset class, currency, or individual holdings. You can also set custom alerts, view unrealized gains/losses, and export reports for tax purposes.

While Kubera is one of the pricier options at $15/month or $150/year (with a 14-day free trial), its depth of features justifies the cost—especially for investors with diverse holdings.

Core keywords: crypto portfolio tracker, stock portfolio tracker, net worth tracker, investment tracking app

Empower: Best For Portfolio Visualization

For investors focused on long-term wealth building, Empower (formerly Personal Capital) offers powerful financial planning tools alongside solid portfolio tracking capabilities.

Empower excels in visualizing your financial health with dynamic charts that show asset allocation, retirement projections, and fee analysis. While it doesn’t support direct cryptocurrency wallet or exchange integrations, you can manually input your crypto holdings—such as Bitcoin or Ethereum—and the platform will automatically update their market value using live price data.

This makes Empower less ideal for active crypto traders but perfectly suitable for those who hold crypto as part of a diversified, buy-and-hold strategy. Its retirement planner and 401(k) fee analyzer add significant value for traditional investors.

Security-wise, Empower uses bank-level encryption, multi-factor authentication, and strict privacy policies. The service is completely free to use—though it promotes its wealth management arm, there’s no obligation to engage with advisors.

If you want a professional-grade financial dashboard that combines strong visualization with retirement planning—and you’re okay entering crypto data manually—Empower is a top choice.

Lunch Money: Best For Budgeting & Portfolio Tracking Combined

Lunch Money bridges the gap between personal finance management and investment tracking.

Originally designed as a budgeting tool similar to YNAB (You Need A Budget), Lunch Money has evolved into a full-featured net worth tracker. You can import data via CSV uploads or connect accounts through Plaid for automatic syncing of bank balances, loans, investments, and crypto wallets.

One standout feature is its support for over 1,000 cryptocurrencies, making it ideal for investors in altcoins and stablecoins not widely supported elsewhere. While it lacks a mobile app—which limits on-the-go access—the web interface is intuitive and highly customizable.

Beyond portfolio tracking, Lunch Money helps you create budgets, categorize spending, and analyze cash flow trends. This dual functionality makes it perfect for users who want to manage daily finances alongside long-term investments.

Pricing starts at $10/month or $100/year (with occasional discounts bringing annual plans down to $70), plus a 14-day free trial. Though the design isn’t as polished as Kubera’s, Lunch Money delivers exceptional versatility for the price.

Delta: Best For Beginner Investors

New to investing? Delta offers one of the most user-friendly experiences for tracking both crypto and stocks.

👉 Start building your investment confidence with real-time portfolio insights.

The Delta app features a minimalist, visually appealing dashboard that displays your portfolio breakdown by asset class—crypto, stocks, ETFs, mutual funds—with clear performance metrics. Free users can connect up to two exchanges and two wallets, which works well for casual investors with modest holdings.

Live price updates ensure your data stays current, though Delta currently lacks direct brokerage integrations. However, the team has announced plans to roll out stock account syncing soon—a major upgrade on the horizon.

Security is a strong point: private keys remain on your device and are never transmitted to Delta’s servers. For premium features like unlimited connections and advanced analytics, Delta Pro offers early-bird pricing between $60–$80 annually depending on platform (iOS vs Android).

Until brokerage sync launches, Pro may not be worth the upgrade—but the free version remains an excellent entry point for beginners.

Frequently Asked Questions (FAQ)

Q: Can these portfolio trackers access my funds?
A: No. Reputable tools like Kubera, Empower, and Delta use read-only access via secure APIs (e.g., Plaid). They can view balances but cannot move money or execute trades.

Q: Are free portfolio trackers safe?
A: Yes—many free tools generate revenue through financial advisory services or premium upgrades. As long as they use encryption and multi-factor authentication (like Empower), they’re generally secure.

Q: Do I need to pay taxes on tracked crypto gains?
A: Yes. Portfolio trackers help calculate capital gains, but reporting remains your responsibility. Use exportable tax reports to simplify filing.

Q: Which tracker supports the most cryptocurrencies?
A: Lunch Money leads with support for over 1,000 digital assets, including niche altcoins and stablecoins.

Q: Can I track NFTs or real estate in these apps?
A: Kubera allows manual entry for real estate and vehicles. NFT tracking is limited across platforms due to valuation challenges.

When Should You Use an All-In-One Portfolio Tracker?

An integrated tracker makes sense if you:

However, specialized tools may offer deeper features—like advanced tax lot tracking or algorithmic rebalancing—that generalist platforms lack. Always assess your needs before committing.

Final Thoughts

The rise of cryptocurrency has transformed personal finance. What once seemed unnecessary—a tool combining stock and crypto tracking—is now essential for modern investors.

Platforms like Kubera, Empower, Lunch Money, and Delta cater to different needs—from holistic net worth monitoring to beginner-friendly interfaces. Each brings unique strengths to help you stay informed, organized, and in control.

👉 See how leading investors streamline their portfolios with advanced tracking tools.

As financial ecosystems continue to converge, expect even tighter integration between traditional finance and digital assets. For now, choosing the right all-in-one tracker empowers you to navigate this evolution with clarity—and confidence.