Disclosure: SmartFolio is ours, and it is listed first. It gets the same four fields as every other app, including its drawbacks.
Short answer
For tax-lot cost basis kept on your own iPhone, our pick is SmartFolio, free. For dividends on a calendar, Stock Events.
Sharesight is a respected web portfolio tracker, strong on dividends and tax reports. Its iPhone app is a companion: it mirrors your Sharesight portfolios and watchlist.
If you want the whole thing to live on your phone — or you don’t want a web account — these are the options.
Switch to SmartFolio if
- You want the tracker itself on your phone
- You don’t want a web account
- You need FIFO tax lots, not a report subscription
Stay with Sharesight if
- You rely on its tax reports
- Your accountant uses it
- You track many markets and currencies
At a glance
| App | Best for | Pricing |
|---|---|---|
| SmartFolio (ours) | Investors who want stocks, ETFs, dividends and crypto in one private place — imported from their broker’s file, with no login | Free |
| Sharesight | Existing Sharesight users who want their portfolios on iPhone | Free app; Sharesight account with paid plans |
| Delta by eToro | Investors who want accounts synced automatically | Delta Basic free; PRO and PRO+ subscriptions |
| Stock Events | Dividend investors | Free tier plus Pro |
| getquin | People who want portfolio plus net worth | Free tier plus paid plans |
| Yahoo Finance | People who want news and a watchlist | Free with optional paid plans |
The apps in detail
SmartFolio
Ours
- Best for
- Investors who want stocks, ETFs, dividends and crypto in one private place — imported from their broker’s file, with no login
- Highlights
- Import from 19 brokers — Wealthsimple, Questrade, TD, Fidelity, Schwab, Robinhood and more — or any CSV or Excel file
- Every buy, sale and dividend on each stock, with the gain on every sale (FIFO, lot by lot)
- Dividend and interest income, plus an estimate of the next 12 months
- Free, with no account and no ads; data stays on the device, with CSV export
- Pricing
- Free
- Watch out
- There is no live brokerage sync — to update, you import the file your broker lets you download or add trades yourself. It needs iOS 26.2 or later, and because everything is stored on the device there is no web view.
Delta by eToro
- Best for
- Investors who want accounts synced automatically
- Highlights
- 200+ exchanges and brokers
- Real-time prices
- iPhone, iPad and web
- Pricing
- Delta Basic free; PRO and PRO+ subscriptions
- Watch out
- Auto-refresh and more AI are PRO.
Stock Events
- Best for
- Dividend investors
- Highlights
- Dividend and earnings calendar
- 50+ exchanges
- Price alerts
- Pricing
- Free tier plus Pro
- Watch out
- Unlimited watchlists and calendar sync are Pro.
getquin
- Best for
- People who want portfolio plus net worth
- Highlights
- Brokers, banks and assets
- Spending tracking
- AI insights
- Pricing
- Free tier plus paid plans
- Watch out
- Broad rather than deep on tax lots.
Yahoo Finance
- Best for
- People who want news and a watchlist
- Highlights
- Real-time alerts
- Live briefings
- Market data
- Pricing
- Free with optional paid plans
- Watch out
- Cost-basis tracking is basic.
Tax lots on your own device
Most trackers either sync your broker (and see everything) or sit on a website. SmartFolio keeps every buy, sell, dividend and split on your iPhone and works out FIFO cost basis and realized P&L itself, with CSV export for tax time.
The cost is no live sync: when you want to catch up, you import your broker’s export file again — duplicates are skipped.
Common questions
Is Sharesight free?
The iPhone app is free but needs a Sharesight account, which has paid plans on the web.
What tracks FIFO tax lots on iPhone?
SmartFolio calculates FIFO tax lots automatically, free.
Which Sharesight alternative syncs my broker?
Delta by eToro syncs with 200+ exchanges and brokers.
App Store listings checked on 27 September 2026. Prices change — each entry describes how an app is paid for rather than a number that goes stale.
Published · No affiliate links
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