Category
AI investment portfolio trackers: what they are and who makes them
hosted trackers with ai access, local and self-hosted programs, wealth dashboards, research-led and tax-aware trackers: Parqet, Wealthfolio, Finary through Yahoo Finance.
Types of AI investment portfolio trackers
Hosted trackers with AI access
Parqet, Getquin and Finary run as hosted accounts and name an AI route: Claude and ChatGPT links in one case, in-app AI agents in another, and an AI connector for your own assistant in the third. Buyers get broker sync plus questions about their own holdings.
Local and self-hosted programs
Wealthfolio, Ghostfolio and Portfolio Performance keep data on your own machine or server. Wealthfolio and Ghostfolio add an MCP server so an AI client can read the portfolio, while Portfolio Performance names no AI feature and stores everything in an open file.
Wealth dashboards
Kubera and Finary treat the portfolio as part of a balance sheet that includes banks, property and private investments. Kubera is priced per year with limits on AI agent operations, which makes it a fit for people with complex, multi-owner holdings.
Research-led and tax-aware trackers
Simply Wall St pairs tracking with company reports and an AI assistant called Charlie, Sharesight leans on tax reporting and dividend income, and Yahoo Finance offers a free-form portfolio inside a news site. Pick these when research or tax output matters more than AI chat.
Facts at a glance
| Tool | Publisher | Based in | Access |
|---|---|---|---|
| Parqet | Parqet Fintech GmbH | Not stated on the vendor pages | Free tier + API |
| Wealthfolio | Wealthfolio (company name not stated on the opened page) | Not stated on the vendor pages | Free tier |
| Finary | Finary SAS | France | Free tier |
| Getquin | getquin (legal entity not stated on the opened page) | Not stated on the vendor pages | Paid |
| Kubera | Kubera Apps, Inc. | Not stated on the vendor pages | Trial |
| Simply Wall St | Simply Wall Street Pty Ltd | Australia | Free tier |
| Sharesight | Sharesight Ltd | Not stated on the vendor pages | Free tier |
| Ghostfolio | Ghostfolio (organization behind the open source project) | Not stated on the vendor pages | Free tier |
| Portfolio Performance | Andreas Buchen | Not stated on the vendor pages | Free tier |
| Portseido | Portseido Co., Ltd. | Thailand | Free tier |
| Yahoo Finance | Yahoo | United States | Paid |
