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 real cost basis and realized P&L, our pick is SmartFolio — FIFO tax lots kept on your device, free. For automatic broker sync, Delta.
Yahoo Finance is the app most people already have for quotes, news and daily briefings. Its portfolios are fine for a watchlist and thin for the questions tax season asks: which lots did I sell, and what did I actually make?
These are the trackers built for those questions.
Switch to SmartFolio if
- You need realized and unrealized P&L
- You sell in lots and need FIFO
- You want your holdings private
Stay with Yahoo Finance if
- You mainly read news and quotes
- You want live market briefings
- A watchlist is all you need
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 |
| Yahoo Finance | People who want news, quotes and alerts | Free with optional paid plans |
| Delta by eToro | Investors who want broker sync | Delta Basic free; PRO and PRO+ subscriptions |
| Stock Events | Dividend investors | Free tier plus Pro |
| getquin | People who want net worth plus portfolio | Free tier plus paid plans |
| Sharesight | Sharesight users on the go | Free app; paid web 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.
Yahoo Finance
- Best for
- People who want news, quotes and alerts
- Highlights
- Real-time alerts
- Live market briefings
- Deep market data
- Pricing
- Free with optional paid plans
- Watch out
- Basic cost-basis tracking.
Delta by eToro
- Best for
- Investors who want broker sync
- Highlights
- 200+ exchanges and brokers
- Stocks and crypto
- iPhone, iPad and web
- Pricing
- Delta Basic free; PRO and PRO+ subscriptions
- Watch out
- Syncing means sharing account access.
Stock Events
- Best for
- Dividend investors
- Highlights
- Dividend and earnings calendar
- Many asset types
- Alerts
- Pricing
- Free tier plus Pro
- Watch out
- Pro for more watchlists and sync.
getquin
- Best for
- People who want net worth plus portfolio
- Highlights
- Brokers, banks and assets
- Spending
- AI insights
- Pricing
- Free tier plus paid plans
- Watch out
- Broad money app.
News app, or ledger?
Keep Yahoo Finance for the news. Use a ledger for the money: SmartFolio records each trade and works out FIFO lots, realized and unrealized P&L and tax-year summaries, on your device.
Common questions
Does Yahoo Finance track cost basis?
Its portfolios can hold purchase prices, but lot-level tax tracking is basic.
What is the best app for FIFO cost basis on iPhone?
SmartFolio calculates FIFO tax lots automatically, free.
Is there a private portfolio tracker?
SmartFolio keeps everything on your device with no brokerage login.
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.
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