Free Portfolio Trackers: Limits, Local Editions and Trials

Count closed holdings too

Sharesight’s selected US Free plan limits portfolios and holdings; its definition counts previously closed investments. Snowball Analytics separately documents free holdings, custom holdings and report-import limits. Read the precise unit rather than counting only the positions still open. Sharesight US plans and holdings limits · Snowball Analytics free and paid entitlements

Local software still needs a backup

Portfolio Performance, Ghostfolio and Rotki offer source-accessible local or self-hosted workflows. Check the actual edition licence and the cost of hosting, data services and maintenance. Local storage does not mean that market-data or blockchain requests never leave your machine.

Free app does not establish free everything

The selected Delta and Stock Events home pages do not establish the complete current subscription matrix. We leave those free entitlements unknown. Check holding caps, refreshes, exports and connection permissions in the exact selected tier.

Our analyzer has a narrower boundary

The local analyzer needs no account and accepts manual prices and FX. It provides a current snapshot, cost difference and allocation comparison. It is not a replacement for a full transaction ledger, automatic corporate actions, income reconciliation or total-return reporting.