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Portfolio Tracking

See what you own, what it’s paying, how fast it’s recovering, and what changed—without spreadsheet pain.

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FAQ (fast answers)

Quick answer: Portfolio tracking tools help Yield Raiders see holdings, cost basis, income, allocation drift, and recovery progress after the ex-date—so you can audit what changed, reduce surprises, and improve the system over time.

What is this category for?

Portfolio Tracking tools help Yield Raiders monitor holdings, performance, income, allocation drift, and recovery progress after the ex-date. The goal is simple: fewer surprises, cleaner decisions, and a repeatable process you can improve over time.

What should a Yield Raider look for?

Look for (1) accurate holdings + cost basis, (2) dividend/income views, (3) performance + allocation dashboards, and (4) easy imports (CSV or broker sync). Bonus points if it shows “what changed?” so you can audit mistakes fast.

Portfolio Insight

Portfolio analytics + risk/performance views that make “what happened?” obvious.

Best for: performance breakdowns, risk views, and portfolio diagnostics. Why Yield Raiders care: helps you spot which positions (or habits) are dragging recovery. Watch-outs: some features may require paid tiers; start with the basics and expand.
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Stock Rover

Portfolio management + research that’s strong on fundamentals and screening.

Best for: tracking + research in one place (great if you also screen candidates). Why Yield Raiders care: helps validate holdings and monitor portfolio quality while you run the system. Watch-outs: feature depth can feel like a cockpit—use a “default dashboard” and stick to it.
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Simply Wall St

Visual portfolio + stock snapshots that are fast to understand.

Best for: quick “at-a-glance” understanding of holdings and fundamentals. Why Yield Raiders care: sanity-checks your holdings so you don’t keep raiding yield traps. Watch-outs: don’t treat visuals as gospel—use it as a filter, then verify.
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Sharesight

Performance tracking that’s especially strong on returns, income, and reporting.

Best for: portfolio performance, dividend/income reporting, and clean tracking. Why Yield Raiders care: makes it easier to measure “did this raid actually improve results?” Watch-outs: paid tiers may be needed depending on holdings/features.
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Yahoo Finance Portfolios

A simple, familiar place to track a portfolio and watchlist-style performance.

Best for: basic tracking with minimal setup. Why Yield Raiders care: quick visibility into moves and performance without heavy tooling. Watch-outs: not designed for deep dividend-capture journaling—pair with your Trade Log.
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Snowball Analytics

Portfolio + dividend tracking with dashboards and income forecasting.

Best for: income views, dividend tracking, and portfolio dashboards. Why Yield Raiders care: keeps the “income picture” clear while you refine your capture system. Watch-outs: syncing/import options vary—test with one account first.
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Kubera

“All assets” tracking—stocks + cash + crypto + real estate style net-worth view.

Best for: net worth + multi-account overview in one dashboard. Why Yield Raiders care: great for seeing total exposure and avoiding accidental concentration. Watch-outs: more “big picture” than dividend-capture-specific—pair with your Trade Log.
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Seeking Alpha (Portfolio)

Portfolio tracking plus research, alerts, and idea discovery in one ecosystem.

Best for: tracking holdings alongside research and news flow. Why Yield Raiders care: helps you keep tabs on positions without living in your broker app. Watch-outs: research-heavy tools can become a rabbit hole—set time limits.
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Morningstar (Portfolio & Research)

Research + portfolio monitoring inside a long-running investor platform.

Best for: investors who want research and monitoring together. Why Yield Raiders care: useful for quality checks and ongoing monitoring of holdings. Watch-outs: features and access levels may vary by subscription and region.
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AlphaSheet

Spreadsheet-style portfolio tracking with analytics (without building it all from scratch).

Best for: spreadsheet-minded investors who want faster setup than DIY sheets. Why Yield Raiders care: gives you a structured dashboard feel while you keep your system rules-based. Watch-outs: always confirm any imported data before acting on it.
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PortfolioPilot

AI-assisted portfolio analysis and planning features.

Best for: investors who want portfolio feedback and analysis in plain English. Why Yield Raiders care: useful for “big picture” risk checks while you run tactical capture trades. Watch-outs: treat AI outputs as a second opinion, not a command.
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Finary

Portfolio and net-worth tracking with a modern dashboard feel.

Best for: a clean “all-in-one” view across accounts and assets. Why Yield Raiders care: helps you keep your overall exposure sane while you run repeated trades. Watch-outs: availability and account connections can vary by country.
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Disclosure: Some links in this directory may be affiliate links, which may earn a commission at no extra cost to you.