Portfolio Tracker Comparison
| Tool | Price | Broker Sync | Tax Reports | Best For |
|---|---|---|---|---|
| Empower (Personal Capital) | Free | ✅ Yes | ❌ No | Net worth + investment overview |
| Sharesight | $0-$42/mo | ✅ Yes | ✅ Yes | Dividend + performance tracking |
| Portfolio Visualizer | Free / $49/mo | ❌ No | ❌ No | Backtesting + analytics |
| Stock Events | Free / $3.99/mo | ❌ Manual | ❌ No | Dividend calendar + mobile |
| Yahoo Finance Portfolio | Free | ✅ Partial | ❌ No | Quick price tracking |
| Wealthfront Track | Free | ✅ Yes | ❌ No | Clean UI for younger investors |
What to Track in Your Portfolio
- Total return (price appreciation + dividends reinvested) vs. S&P 500 benchmark
- Position sizing: % of portfolio in each holding, sector, and asset class
- Unrealized gains/losses with tax lot information for efficient tax harvesting
- Dividend income schedule: monthly, quarterly, and annual projection
- Portfolio beta and correlation to market — understand how it moves in downturns
- Cost basis: track this meticulously to avoid tax surprises at year-end