Guides · Updated 7 September 2026
Portfolio tracker comparisons, checked against the vendors' own pages
Which tracker fits which investor — with the free tiers, prices, broker imports, currency handling, tax features and data residency read off each product's own site on a stated date, and every product's limits spelled out, ours included. We build Fortunest, so we are not neutral; the tables are meant to be checkable rather than impartial.
For a quick overview, start with the nine key differences on the homepage. The comparisons below cover the detailed features, limits and sources.
Doing more with a portfolio
What the AI can tell you about your portfolio
Every metric explained on your own numbers, holdings filtered by a sentence, news, earnings and SEC filings summarised, trade recommendations and simulations interpreted, data added by chat or screenshot — each AI-connected feature, and what it costs.
Your portfolio inside Claude Code, Codex and any MCP agent
A portfolio tracker with an MCP server: what an external agent can read, what it can do after your approval, and what it sees.
Super-investor 13F portfolios
Follow the quarterly filings of well-known investors and compare their weights with yours — consensus, overlap, flows.
Backtest your trade plan
Replay a year of recommendations from your own dated transactions, with the assumptions and the coverage stated.
Best portfolio tracker for…
European investors
Eight trackers for anyone holding DEGIRO, XTB, Trading 212, Revolut, Trade Republic or a crypto exchange — imports, currencies, returns, tax, AI and where the data lives.
An AI assistant that reads your portfolio
What the AI in each tracker can actually see and do, which models it runs on, whether it can run locally, and what the feature costs.
Multi-currency portfolios
Why a history valued at today's rate is wrong, and which trackers convert every day at that day's rate.
Privacy-first and local
Trackers that keep the portfolio on your own disk or your own server — with and without running a server yourself.
Free trackers
What each free tier really includes and exactly where it stops — holdings caps, account requirements, missing features.
Stocks and crypto together
Exchanges by read-only API, wallets by file, brokers by export — and transfers between them matched so nothing is counted twice.
By broker
DEGIRO
No private API exists, so every tracker reads the CSV — how to export it and what you get.
Trading 212
API connection or CSV export, and which trackers read either.
XTB
The CSV route, step by step, and the trackers that take the file.
Revolut
Where the export hides in the app, and what a tracker can rebuild from it.
Fortunest vs…
getquin
The most connections and a community, versus an assistant that reads the portfolio and a desktop app that keeps it local.
Sharesight
Accountant-grade tax reports and 200+ automatic brokers, versus price, EU broker exports and privacy.
Parqet
PDF statements and German tax, versus Europe-wide exports and the AI assistant.
Portfolio Performance
Free, open source and a file on your disk, versus hosted or local with an assistant and no maintenance.
Ghostfolio
Self-hosting on your own server, versus a signed desktop app that needs no server at all.
Snowball Analytics
A dividend tracker first, versus whole-portfolio analysis with tax lots and an assistant.
Česky
How these guides are written
Every cell in every table is what the vendor's own pricing, features or privacy page says, in the vendor's words, on the date named under the table. "Not described" means the page says nothing about it; "not checked" means we did not verify it and you should. No product is scored out of five and no rating is invented; a green ✓ marks whichever product leads a row on that row's own terms, and it is often not ours. Fortunest's own facts come from the documentation, which is kept current with every release — the changelog says what changed and when. Nothing here is financial or tax advice.