11 Best Investment Portfolio Management Software For Mac of 2026 (Free & Paid)

If you’re trying to track your investments, monitor your net worth, or rebalance your portfolio on a Mac, there are now far better options than spreadsheets.

Modern portfolio trackers can automatically sync your brokerage accounts, analyze diversification, track dividends and crypto holdings, and even help optimize taxes and retirement planning.

After testing a wide range of portfolio tracking tools on macOS, we found that the best apps today focus on three things:

• Accurate portfolio tracking across multiple asset classes
• Reliable syncing with brokers and banks
• Clean, easy-to-use dashboards that work well on Macs

Some tools are ideal for long-term investors that want automated tracking and retirement planning, while others are better for privacy-focused investors that prefer local desktop software.

In this guide, we focus specifically on portfolio tracking software for Mac users – not general budgeting apps, personal finance software or institutional investment platforms.

Quick Picks

Best For	Software
Best Overall Portfolio Tracker	Empower
Best Free Open Source Tracker	Portfolio Performance
Best For Global Investors	Sharesight
Best For Crypto Tracking	Delta Investment Tracker
Best Privacy-Focused Option	Wealthfolio
Best Net Worth Tracker	Kubera
Best Spreadsheet-Based Tracking	Tiller
Best Investment Research Tools	Morningstar Investor

Comparison Table: Best Portfolio Trackers For Mac

Software	Best For	Pricing	Platform	Broker Sync	Crypto Support	Tax Tracking
Empower	Overall portfolio tracking	Free	Web, iOS, Android	Yes	Limited	Yes
Portfolio Perfor-mance	Free desktop tracking	Free	macOS, Windows, Linux	No	Limited	Yes
Sharesight	Global investors	Free / Plans from $7/month	Web	Yes	Limited	Excellent
Delta Investment Tracker	Crypto + stocks	Free / Paid	macOS, iOS, Android	Yes	Excellent	No
Kubera	Net worth tracking	$199/year	Web	Yes	Excellent	Limited
Wealthfolio	Privacy-focused tracking	Free	macOS	No	No	Limited
Tiller	Spreadsheet investors	$79/year or $6.58/month	Web, Excel, Google Sheets	Yes	No	Yes
Morning-star Investor	Research and analysis	$249/year	Web	Yes	No	Yes
Quicken Classic Premier	Budgeting + investments	$8.99/month	macOS, Windows	Yes	Limited	Yes
M1 Finance	Automated investing	Free / Paid	Web, iOS, Android	Yes	Limited	No
Fidelity Full View	Fidelity customers	Free	Web	Yes	No	Limited

1. Empower (Best Overall Portfolio Tracker For Mac)

Empower (formerly Personal Capital) remains one of the best all-round portfolio trackers available for Mac users.

Unlike traditional budgeting apps, Empower is heavily focused on investment tracking and long-term financial planning.

The platform automatically syncs investment accounts, retirement accounts, brokerage balances, and bank accounts into a single dashboard so you can monitor your overall financial position in real time.

Why We Like Empower

• Completely free portfolio tracking tools
• Excellent retirement planning features
• Strong investment fee analysis tools
• Supports syncing multiple brokerages and banks
• Helpful asset allocation visualizations
• “What-if” retirement simulations

One of Empower’s best features is its fee analyzer which helps uncover hidden management fees that can gradually erode portfolio performance.

The retirement planner is also one of the most polished available, allowing you to model scenarios such as early retirement, large expenses, inflation changes, or investment growth assumptions.

Although Empower also offers optional access to financial advisors, you can use the portfolio tracking tools completely free without signing up for advisory services.

Best For

Long-term investors that want a free, automated portfolio dashboard with retirement planning tools.

Drawbacks

• Primarily designed for U.S. investors
• Crypto support is limited
• No native Mac desktop app

Pricing: Free

2. Portfolio Performance (Best Free Open Source Portfolio Tracker)

If you prefer keeping your investment data locally on your Mac instead of in the cloud, Portfolio Performance is one of the best free offline tools available.

Portfolio Performance is an open-source desktop portfolio tracker that gives advanced investors extremely detailed analytics and reporting.

Unlike many web-based trackers, it stores data locally and focuses heavily on performance analysis.

Why We Like Portfolio Performance

• Completely free and open source
• Native Apple Silicon Mac support
• Advanced performance metrics including IRR and time-weighted returns
• Excellent dividend tracking
• Strong charting and visualization tools
• Privacy-focused local data storage

It supports stocks, ETFs, bonds, cash accounts, and custom assets with detailed transaction tracking.

The app can also generate highly customizable reports and allocation charts which are ideal for long-term DIY investors.

Although there’s a learning curve compared to cloud-based trackers, it’s one of the most powerful free portfolio trackers available for macOS.

Best For

Privacy-conscious investors and advanced users that want detailed portfolio analysis without subscriptions.

Drawbacks

• Manual data importing for some brokers
• Interface feels more technical than modern web apps
• No automated robo-advisor features

Pricing: Free

3. Sharesight (Best Portfolio Tracker For Global Investors)

Sharesight is one of the best portfolio trackers for investors outside the U.S. thanks to its excellent international market support.

The platform supports portfolios across dozens of global stock exchanges and automatically tracks dividends, currency changes, and capital gains.

Why We Like Sharesight

• Excellent multi-currency support
• Strong dividend tracking
• Automated tax reporting tools
• Tracks stocks, ETFs, and funds globally
• Supports over 200 broker integrations
• Clean web-based dashboard that works great on Mac

One area where Sharesight stands out is tax reporting.

It can automatically generate capital gains reports and dividend summaries which are especially useful for international investors managing portfolios across multiple currencies and exchanges.

It also supports manual asset tracking for investments like property, collectibles, or private investments.

Best For

International investors that want automated portfolio and tax tracking across global markets.

Drawbacks

• Free plan is limited to smaller portfolios
• Interface is functional rather than visually polished
• Limited crypto support

Pricing: Free for small portfolios / Paid plans from $7 per month

4. Delta Investment Tracker (Best For Crypto And Stocks)

Delta Investment Tracker is one of the best portfolio trackers for investors that manage both traditional investments and cryptocurrencies.

Originally designed for crypto tracking, Delta has evolved into a polished multi-asset investment tracker with a native Mac desktop app.

Why We Like Delta

• Excellent cryptocurrency tracking
• Beautiful Mac desktop app
• Supports stocks, ETFs, crypto, and funds
• Real-time pricing and alerts
• Portfolio growth and profit/loss tracking
• Connects with many major brokerages and exchanges

The interface is one of the cleanest and most modern we tested, especially for users that want a visual overview of performance.

Delta also handles crypto portfolios particularly well compared to more traditional investment trackers.

Best For

Investors that want to track both crypto and traditional investments in one dashboard.

Drawbacks

• Some integrations still rely on mobile setup
• Limited tax reporting tools
• Better for tracking than deep portfolio analysis

Check out our full Delta Investment Tracker review for more.

Pricing: Free / Pro version available

5. Kubera (Best Net Worth Tracker For Mac)

Kubera is one of the most comprehensive net worth tracking platforms available for Mac users.

Unlike traditional stock-focused portfolio trackers, Kubera is designed to track virtually every asset you own.

Why We Like Kubera

• Tracks stocks, crypto, property, vehicles, domains, and more
• Excellent crypto exchange integrations
• Supports global financial institutions
• Clean and modern interface
• Useful estate planning features
• Strong multi-currency support

Kubera stands out because it can combine traditional investments with alternative assets into one unified net worth dashboard.

You can even track NFTs, property values, and private investments alongside brokerage accounts.

Its “dead man’s switch” feature is also unique, helping ensure financial information can be passed to trusted contacts if needed.

Best For

High-net-worth users and investors that want a complete net worth overview across all assets.

Drawbacks

• More expensive than most portfolio trackers
• Limited budgeting features
• Overkill for smaller portfolios

Pricing: Starts at $199/year

6. Wealthfolio (Best Privacy-Focused Portfolio Tracker)

Wealthfolio is a lightweight open-source portfolio tracker designed for investors that prefer keeping financial data on their own devices.

Unlike many cloud-first investment apps, Wealthfolio focuses on simplicity, privacy, and local data storage.

Why We Like Wealthfolio

• Free and open source
• Clean native desktop experience
• Local-first data storage
• Simple portfolio analysis tools
• Tracks asset allocation and performance
• CSV import and export support

The interface is far cleaner and easier to navigate than many open-source finance tools.

Although it lacks the advanced integrations and automation of larger platforms, it’s an appealing option for users that want a lightweight Mac portfolio tracker without subscriptions.

Best For

Mac users that prioritize privacy and local portfolio management.

Drawbacks

• Fewer integrations than cloud competitors
• Limited automation
• Still relatively new compared to larger platforms

Check out our full WealthFolio review for more.

Pricing: Free

7. Tiller (Best Spreadsheet-Based Portfolio Tracker)

If you prefer managing investments inside spreadsheets but want automated account syncing, Tiller is one of the best solutions available for Mac users.

Unlike traditional portfolio trackers with fixed dashboards, Tiller connects your financial accounts directly to Google Sheets or Excel so you can build fully customizable investment and net worth trackers.

Why We Like Tiller

• Excellent spreadsheet flexibility
• Works with Excel and Google Sheets
• Automated transaction syncing
• Customizable portfolio templates
• Ideal for advanced spreadsheet users
• Great for DIY portfolio analysis
• Supports budgeting and investment tracking together

Tiller is especially appealing for investors that dislike being locked into rigid dashboards or subscription finance apps.

Because your data lives in spreadsheets, you can create custom portfolio allocation charts, dividend trackers, FIRE planning dashboards, retirement projections, or tax tracking systems exactly how you want them.

There’s a learning curve if you’re not comfortable with spreadsheets, but for advanced users it’s one of the most flexible portfolio tracking systems available.

Best For

Spreadsheet power users that want full control over investment and net worth tracking.

Drawbacks

• Requires spreadsheet knowledge
• No dedicated Mac desktop app
• Setup takes longer than traditional trackers

For more check out our Tiller review.

Pricing: $79/year or $6.58/month, Free Trial available

8. Morningstar Investor (Best For Investment Research)

Morningstar Investor is less of a pure portfolio tracker and more of an advanced investment research and portfolio analysis platform.

However, it remains one of the strongest tools for Mac investors that want deeper insights into portfolio quality, diversification, fees, and long-term performance.

Why We Like Morningstar Investor

• Industry-leading fund and ETF research
• Excellent portfolio analysis tools
• Strong retirement portfolio insights
• Detailed analyst ratings and reports
• Portfolio X-Ray diversification analysis
• Great for long-term investors

Morningstar’s Portfolio X-Ray tool is particularly useful because it breaks down your holdings across sectors, regions, market caps, and investment styles.

This makes it easier to spot overexposure to certain sectors or hidden concentration risks.

The platform is especially valuable for ETF and mutual fund investors that want institutional-grade research tools without using a professional trading platform.

Best For

Long-term investors focused on portfolio research, diversification, and retirement investing.

Drawbacks

• Expensive compared to simpler trackers
• Interface feels data-heavy at times
• Less focused on day-to-day portfolio tracking

Pricing: $249/year

9. Quicken Classic Premier (Best Traditional Investment Manager For Mac)

Quicken Classic Premier remains one of the longest-running personal finance platforms for Mac and still offers solid investment tracking features alongside budgeting tools.

Unlike newer portfolio-first apps, Quicken combines banking, budgeting, bill management, and investment tracking into one desktop application.

Why We Like Quicken Classic Premier

• Strong investment account syncing
• Detailed capital gains tracking
• Integrated budgeting and investing
• Good retirement account support
• Native Mac desktop software
• Tax planning and reporting tools

Quicken works particularly well for users that want to manage their entire financial life in one place rather than using separate budgeting and portfolio apps.

It supports stocks, ETFs, mutual funds, bonds, and retirement accounts with customizable reports and performance tracking.

Best For

Mac users that want combined budgeting and investment management software.

Drawbacks

• Interface feels dated compared to newer apps
• Subscription pricing has increased
• Some syncing issues with smaller banks

You can check out our full Quicken for Mac review for more.

Pricing: From $8.99/month

10. M1 Finance (Best For Automated Investing)

M1 Finance combines portfolio tracking with automated investing and portfolio rebalancing

Its signature “pie” investing system allows you to build customized portfolio allocations that automatically rebalance as you invest.

Why We Like M1 Finance

• Automated portfolio rebalancing
• Fractional share investing
• Clean and modern interface
• Excellent long-term investing approach
• Supports retirement and taxable accounts
• Easy passive investing setup

M1 Finance is particularly appealing for passive investors building ETF portfolios or long-term retirement strategies.

Although it’s more investment-platform focused than pure tracking software, the portfolio visualization tools are excellent.

Best For

Passive investors that want automated investing and simple portfolio management.

Drawbacks

• Primarily U.S.-focused
• Limited advanced portfolio analytics
• Not ideal for active traders

Pricing: Free / Optional premium plan available

11. Fidelity Full View (Best Free Portfolio Tracker For Fidelity Customers)

Fidelity Full View is a surprisingly capable free portfolio tracker for investors already using Fidelity accounts.

The platform aggregates external bank accounts, investments, credit cards, and loans into a single dashboard.

Why We Like Fidelity Full View

• Completely free for Fidelity users
• Strong account aggregation tools
• Good retirement planning insights
• Net worth tracking included
• Reliable syncing with major institutions

While it’s not as feature-rich as dedicated portfolio trackers like Empower or Sharesight, it’s a useful free option for existing Fidelity customers.

Best For

Fidelity customers that want simple free portfolio and net worth tracking.

Drawbacks

• Less advanced analytics than dedicated portfolio tools
• Limited customization
• Primarily tied to Fidelity ecosystem

Pricing: Free

Best Free Portfolio Tracking Software For Mac

You don’t necessarily need to pay for investment tracking software to get excellent portfolio analysis tools on a Mac.

Several of the best portfolio trackers available today offer generous free plans or are completely free and open source.

Here are some of the best free portfolio trackers for Mac users:

Empower

Best free overall portfolio tracker with automatic account syncing, retirement planning, and investment fee analysis.

Portfolio Performance

A completely free open-source desktop portfolio tracker with advanced analytics, dividend tracking, and local data storage.

Wealthfolio

A lightweight free portfolio tracker focused on privacy and local portfolio management.

Delta Investment Tracker

Excellent free option for tracking both cryptocurrency and traditional investments across multiple exchanges and brokers.

Fidelity Full View

A good free portfolio tracker for existing Fidelity customers that want account aggregation and net worth tracking.

Free portfolio trackers are usually more than enough for casual investors and long-term ETF investors.

However, paid tools may still be worthwhile if you need advanced tax reporting, deeper diversification analysis, estate planning, or support for more complex portfolios.

Free vs Paid Portfolio Trackers

Free portfolio trackers are often sufficient for casual investors with smaller portfolios.

However, paid tools usually provide:

• Better analytics
• More broker integrations
• Tax reporting features
• Retirement planning tools
• Advanced diversification analysis
• Crypto tracking support

For many Mac investors, free tools like Empower or Portfolio Performance are more than enough.

But investors with larger or more complex portfolios may benefit from premium tools like Kubera, Sharesight, or Morningstar Investor.

Portfolio Trackers vs Budgeting Apps

Although portfolio trackers and budgeting apps sometimes overlap, they are designed for very different purposes.

Budgeting apps primarily focus on:

• Tracking spending
• Managing bills and subscriptions
• Monitoring cash flow
• Creating monthly budgets
• Reducing expenses

Portfolio trackers, on the other hand, are designed to help investors monitor and analyze their investments.

This typically includes:

• Tracking stocks, ETFs, and crypto
• Monitoring portfolio performance
• Measuring diversification
• Tracking dividends and capital gains
• Retirement and net worth planning
• Asset allocation analysis

Some apps blur the line between both categories.

For example, Quicken Classic Premier combines budgeting and investment tracking in one desktop app, while Empower includes both net worth monitoring and retirement planning features.

However, many traditional budgeting apps lack advanced investment analytics and portfolio reporting tools.

That’s why this guide focuses specifically on portfolio tracking software for Mac users rather than general personal finance apps.

Cloud vs Desktop Portfolio Trackers For Mac

One of the biggest decisions when choosing portfolio tracking software on a Mac is whether to use a cloud-based platform or a desktop portfolio tracker.

Cloud-based portfolio trackers like Empower, Sharesight, and Kubera automatically sync your brokerage accounts, banks, retirement accounts, and crypto wallets in real time.

The main advantages of cloud portfolio trackers are:

• Automatic account syncing
• Real-time portfolio updates
• Access from any device
• Easier setup and maintenance
• Better mobile apps and web dashboards

However, cloud-based tools typically require storing your financial data with third-party aggregation services.

Desktop portfolio trackers like Portfolio Performance and Wealthfolio take a different approach by storing your investment data locally on your Mac.

This gives you more privacy and control over your financial information.

Desktop tools are often preferred by advanced DIY investors because they also tend to offer more customizable reporting and analytics.

The tradeoff is that desktop apps usually require more manual setup and may not support automatic syncing with every broker or exchange.

For most Mac users, cloud-based portfolio trackers are the easiest option thanks to automatic syncing and modern interfaces.

However, if privacy, offline access, or local data storage are important to you, desktop portfolio trackers may be a better fit.

How To Choose The Best Portfolio Tracking Software For Mac

The best portfolio tracker for you depends largely on how you invest and what level of analysis you need.

Here are the main things to look for when choosing portfolio tracking software on a Mac:

Broker & Bank Syncing

Automatic syncing saves enormous amounts of time compared to manual spreadsheet updates.

The best tools connect securely to brokerages, retirement accounts, crypto exchanges, and banks so your portfolio updates automatically.

Asset Class Support

Not all portfolio trackers support the same asset types.

Some are heavily focused on stocks and ETFs while others also support:

• Cryptocurrency
• Property and real estate
• Bonds
• Private investments
• NFTs and alternative assets
• International holdings

Tax & Dividend Tracking

If you invest outside tax-sheltered accounts, tax reporting becomes increasingly important.

Tools like Sharesight and Quicken provide much stronger capital gains and dividend reporting than simpler portfolio apps.

Mac Compatibility

Most modern portfolio trackers are web apps, but some Mac users still prefer native desktop software.

If local storage or offline access matters to you, tools like Portfolio Performance and Wealthfolio are worth considering.

Privacy

Cloud-based finance apps typically require syncing your financial accounts to third-party aggregation services.

If privacy is a concern, open-source local-first tools like Portfolio Performance or Wealthfolio may be a better fit.

Conclusion

For most Mac users, Empower remains the best overall portfolio tracking software thanks to its excellent free investment dashboard, retirement planning tools, and automatic account syncing.

However, the best option depends on your investing style:

• Portfolio Performance is ideal for privacy-focused investors
• Sharesight is best for international portfolios
• Delta Investment Tracker is strongest for crypto investors
• Kubera excels for multi-asset net worth tracking
• Tiller is perfect for spreadsheet enthusiasts

The good news is that Mac users now have far more capable investment tracking tools available than they did even a few years ago, especially with the rise of cloud syncing, crypto tracking, and modern web dashboards.

If you’re still relying on manual spreadsheets alone, upgrading to a dedicated portfolio tracker can save a huge amount of time while giving you much deeper insights into your investments.

Final Tip

Many investors use two tools: one to track everything in one place (like with Empower or Kubera) and another for deep research or hands-on trading (like Fidelity or M1 Finance). Mixing the right combo on Macs often works better than looking for just one tool to do it all.

FAQ

What is the best portfolio tracker for Mac users right now?

Empower (formerly Personal Capital) is consistently rated as one of the best all-round portfolio trackers for Mac users. It links all your accounts in one dashboard, tracks investments, analyzes fees, and even helps plan for retirement – all with a generous free plan.

Is there a free investment tracker for crypto and stocks?

Delta Investment Tracker is great for tracking both traditional investments and crypto in one place. It has a free plan with multi-asset support, price alerts, and watchlists – all available on Mac through its desktop app, web version or mobile app.

Does Quicken still work well for investment tracking on Mac?

Quicken Classic Premier is still one of the most popular choices for detailed portfolio tracking, budgeting, and reporting. The Mac version has improved a lot, though some advanced features are still Windows-only.

What about spreadsheet-based tracking for Mac?

Tiller is ideal for people who prefer spreadsheets. It automatically pulls in transactions and balances into Google Sheets or Excel on Mac, so you can customize reports, track investments, and see your net worth however you like.

Is there a portfolio tracker just for UK investors?

Sharesight caters for UK investors, especially those with ISAs and pensions. It helps track goals, risk levels, and portfolio performance. It’s all based online, so it works perfectly on Mac

Is there a simple, privacy-focused portfolio tracker for Mac?

Kubera is a modern portfolio tracker with a clean design and strong privacy features. It supports global assets, crypto, DeFi, and even home and vehicle values, so you get your true net worth in one dashboard. Portfolio Performance offers a more basic but offline app for tracking your portfolio.

Are there any tools with in-depth stock research as well?

Morningstar Investor goes beyond tracking. It’s a trusted platform for deep stock research, fund ratings, portfolio X-ray analysis, and risk assessments. It works on Mac through its online portal.

Can I track and invest commission-free on a Mac?

M1 Finance combines portfolio tracking with free investing in stocks and ETFs. It’s more hands-on than a traditional robo-advisor but still automates portfolio rebalancing. Its web app works smoothly on Mac.

Is there an open-source portfolio tracker for Mac?

Portfolio Performance is a free, open-source tool that runs on macOS. It’s powerful for DIY investors who want custom charts, performance analysis, and dividend tracking without paying for a subscription.

What if I want an all-in-one brokerage and tracker?

Fidelity offers easy portfolio tracking alongside commission-free investing, retirement accounts, and automated advice. It works on Mac through its secure web platforms.

Do any of these trackers handle international shares well?

Sharesight is excellent for tracking global portfolios, dividends, and tax reporting. It supports over 40 stock exchanges worldwide and runs entirely online, so it’s fully Mac-friendly.