Jasmine Birtles
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The Best Stock Portfolio Trackers for UK Investors in 2026
Ruby Layram
7th Oct 2026
Once you have a few investments, keeping tabs on them gets fiddly. Maybe you have a Stocks & Shares ISA with one platform, a general investment account with another, and a few shares you picked up along the way. Logging into each one to work out how you are really doing is a faff.
That is where a portfolio tracker comes in. It is simply an app or website that pulls your investments into one place so you can see what you own, how it is performing and how much dividend income you are getting. Here are six options UK beginners can look at, from free to premium, and what each one is best for.
What should a UK investor look for in a tracker?
- Sterling and UK shares: can it handle GBP and London-listed holdings?
- Easy importing: can you upload a broker statement or connect an account instead of typing everything in?
- Dividends: does it track income automatically?
- Privacy: where is your data stored, and do you have to hand over broker logins?
- Cost: do the free limits suit the size of your portfolio?
Features at a glance
| Tracker | Cost | Free tier limits | Best for | Watch out for |
|---|---|---|---|---|
| Yahoo Finance | Pricing not stated in its help pages | Limits not stated | Simple everyday tracking | Sign-in needed; limited detail on analysis |
| Google Finance | Needs Google account; no price stated | Not stated | Quick asset allocation view | Portfolio tools currently web-only |
| Portfolio Performance | Free (open source) | None stated | Privacy and detailed returns | Desktop-style tool; steeper learning curve |
| Sharesight | Free to £21/month (annual billing) | 1 portfolio, 10 holdings | Dividends and broker links | No UK CGT report |
| Snowball Analytics | Free to $249.99/year | 1 portfolio, 10 holdings | Dividend investors | Priced in US dollars |
| Stockopedia | From £295/year | No free tier stated | Stock pickers | Premium price |
1. Yahoo Finance: best for simple, no-fuss tracking
What it is: Yahoo Finance lets you create portfolios by linking a brokerage account, importing a CSV file or building one by hand. You can track transactions including buying and selling shares, cash deposits and withdrawals, and dividends. It also shows “lots”, a summary of purchases made on different days.
Why it is worth a look: It is a familiar name and a good starting point if you just want to see your holdings in one list.
Key consideration: You need to sign in, and its help pages do not spell out limits or pricing, so check what you get once you are logged in.
2. Google Finance: best for a quick health check
What it is: Google Finance lets you build custom portfolios, either from its left panel, by uploading a file (such as a spreadsheet or picture), or by typing something like “Create a new portfolio and add 50 shares of GOOG” into its AI bar.
Why it is worth a look: Its Insights tab shows asset allocation, concentration risk (is too much of your money in one area?) and performance heatmaps, which is handy for spotting where you are over-exposed.
Key consideration: You need a Google Account, and Google says the portfolio and research tools are currently exclusive to the web experience, with mobile to follow.
3. Portfolio Performance: best for privacy and proper return figures
What it is: A free, open-source tool that calculates the performance of your investments across all accounts, using True-Time Weighted Return (TTWROR) and Internal Rate of Return (IRR). In plain English, these methods work out how well your investments did, taking your deposits and withdrawals into account.
Why it is worth a look: Your data is stored in a file on your own computer, not in the cloud. It supports multiple currencies, rebalancing tools and data export, and has desktop versions for Windows, macOS and Linux plus iOS and Android apps.
Key consideration: It is not as slick as a commercial app, and you will have to enter or import your transactions yourself.
4. Sharesight: best for dividends and linking brokers
What it is: A portfolio tracker that covers over 700,000 securities across 60+ markets, uses GBP as your base currency and follows the UK tax year ending 5 April. Its site says it integrates with UK investment platforms including Interactive Brokers, Hargreaves Lansdown and interactive investor.
Price: Free for 1 portfolio and 10 holdings. Starter is £6 a month on annual billing (30 holdings), Standard is £14 (4 portfolios, unlimited holdings) and Premium is £21 (10 portfolios). All plans include automatic dividends and price alerts.
Key consideration: Sharesight itself states it does not currently offer a Capital Gains Tax report for UK portfolios, including the 30-day rule, and recommends speaking to a UK tax adviser or accountant for that. It does offer income and sold-securities reports, but do not rely on it as your CGT calculator.
5. Snowball Analytics: best for dividend fans
What it is: A tracker with a dedicated dividend tracker, dividend calendar and income projections. It lets you benchmark your return against indices, ETFs or even inflation, and works on iOS and Android.
Price: Free forever for 1 portfolio and 10 holdings, with paid plans at $79.99, $149.99 and $249.99 a year. There is a 14-day free trial that needs no credit card. Importing is possible via CSV, Excel or PDF statements, plus automated broker sync.
Key consideration: Prices are in US dollars, and its portfolio tracker page does not mention UK ISAs specifically, so test with your own holdings during the trial.
6. Stockopedia: best if you pick individual shares
What it is: More of a research service than a simple tracker. Its portfolio tool shows time-weighted returns, valuations, position sizes and diversification by country, sector and style, plus its StockRanks and RiskRatings for each holding. It covers 35,000+ stocks including LSE and AIM listings, and offers broker import tools.
Price: Plans start at £295 a year after a 14-day free trial, according to its portfolio features page.
Key consideration: It is a premium product, so it only makes sense if you will use the research and screening as well.
Which tracker should you choose?
- Brand new, small portfolio: start with Yahoo Finance, Google Finance or a free tier like Sharesight or Snowball.
- Privacy-minded: Portfolio Performance keeps your data on your own device.
- Dividend focused: Snowball Analytics or Sharesight.
- Active stock picker: Stockopedia, if the price makes sense for you.
What to do next
- List your accounts: ISA, general investment account, pension and any other holdings.
- Pick one tracker and try it free with your real holdings for a week.
- Import rather than type wherever you can, using a broker statement or CSV file.
- Check it matches your broker. Compare values with your platform to make sure nothing is missing.
- Keep your own records for tax. If you sell shares outside an ISA, keep your trade history and check HMRC guidance or speak to a tax professional.
- Review monthly, not daily. Start small, be patient.
This article is for informational and educational purposes only and is not regulated financial advice or tax advice. Investing involves risk, and you could lose some or all of your money. Prices and features are as published on each provider’s official website on 7 October 2026 and may change. Do your own research or speak to a regulated financial adviser or tax professional before making decisions.
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