Best Investment Tracking Tools for Stocks & Crypto in 2025
Why Track Your Investments in 2025
Whether you're investing in stocks, cryptocurrencies, or a mix of both, tracking your portfolio is essential for making strategic, data-driven decisions. In 2025, financial markets are faster and more volatile, making real-time portfolio monitoring more important than ever. Investment tracking tools help you:
- Measure gains and losses over time
- Evaluate risk and diversify assets effectively
- Generate reports for tax filing and financial planning
- React to market trends with timely insights
With today’s intelligent tools, you can sync your brokerage accounts, crypto wallets, and even bank accounts—all from one dashboard.
Top Features of Modern Portfolio Trackers
When choosing an investment tracker, consider these must-have features that maximize value and usability:
- Real-Time Sync: Automatic updates from major stock exchanges, wallets, and crypto exchanges.
- Multi-Asset Dashboard: Track crypto, stocks, ETFs, mutual funds, and more in one place.
- Advanced Analytics: Portfolio allocation, volatility tracking, tax-loss harvesting, and ROI calculations.
- Cross-Platform Access: Web, iOS, and Android apps with seamless syncing across devices.
- Data Security: Encrypted storage, two-factor authentication, and read-only API connections.
Best Investment Tracking Tools for Stocks & Crypto in 2025
1. Delta Investment Tracker
Delta is a sleek, multi-asset portfolio tracker that supports stocks, cryptocurrencies, ETFs, and NFTs. Known for its intuitive interface and advanced analytics, it offers features like portfolio health scoring, transaction syncing, and custom alerts.
2. CoinStats
Ideal for crypto investors, CoinStats integrates with DeFi wallets and over 300 exchanges. Features include automated tax reports, real-time price alerts, staking dashboards, and performance summaries.
3. Kubera
Designed for high-net-worth individuals and diversified investors, Kubera tracks everything from crypto and stocks to real estate and private equity. Its clean interface and powerful net worth visualization tools make it a top choice for wealth management.
4. Empower (formerly Personal Capital)
Empower combines investment tracking with financial planning and retirement analysis. Especially valuable for U.S. investors, it offers budgeting tools, cash flow analysis, and retirement fee analyzers.
5. CoinMarketCap Portfolio
A beginner-friendly, free option for crypto investors. This portfolio offers fast syncing with wallets, public sharing capabilities, and access to CoinMarketCap’s data analytics ecosystem.
6. Google Sheets + APIs
For hands-on users, a DIY solution using Google Sheets combined with APIs from Binance, Coinbase, Alpha Vantage, or Yahoo Finance allows complete customization and transparency. Great for developers and power users.
Free vs Paid Investment Tracking Platforms
Most tracking platforms offer a free plan, but upgrading to a premium tier provides access to:
- Real-time market data and faster sync intervals
- Expanded portfolio limits (e.g., unlimited wallets or broker accounts)
- Tax optimization tools, including exportable tax reports
- Advanced charting, historical data, and custom asset tagging
- Ad-free experience and priority support
If you’re a serious investor or active trader, the benefits of a premium plan usually outweigh the cost.
How to Keep Your Investment Data Secure
Security is critical when connecting your financial accounts to third-party platforms. Protect yourself by choosing tools that:
- Use end-to-end encryption to secure data transmission
- Support read-only API keys for crypto exchanges and banks
- Offer two-factor authentication (2FA) and biometric access controls
- Do not request private keys or withdrawal access under any circumstances
Regularly review your API permissions and revoke access to any unused tools for maximum protection.
Final Thoughts: Choosing the Right Tool
The best investment tracking tool in 2025 depends on your specific needs—whether you're a crypto day trader, a long-term stock investor, or managing a diversified portfolio. Prioritize platforms that offer real-time syncing, data security, and meaningful analytics.
By staying informed and organized, you can maximize returns, minimize risk, and simplify your overall financial management.