Best Portfolio Analysis Tools in the USA
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Compare the Top Portfolio Analysis Tools in the USA as of March 2026
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What are Portfolio Analysis Tools in the USA?
Portfolio analysis tools are software platforms that help investors, asset managers, and financial analysts assess and optimize investment portfolios. These tools typically provide features for analyzing the performance of individual assets and entire portfolios, including return on investment (ROI), risk metrics, asset allocation, and diversification. Portfolio analysis tools also allow users to track historical performance, evaluate market trends, and simulate different investment strategies. By using these tools, users can make data-driven decisions to optimize their portfolios, reduce risks, and align their investments with financial goals. Compare and read user reviews of the best Portfolio Analysis tools in the USA currently available using the table below. This list is updated regularly.
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Sharesight
Sharesight
Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).Starting Price: $11.25 per month (annually)
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