Best Portfolio Tracker UK

Most portfolio trackers are built for American investors first, with the UK bolted on afterwards. The tell-tale signs: performance benchmarked against the S&P 500 by default, no concept of an ISA, and US-heavy stock coverage with London-listed shares as an afterthought.

If you invest through UK platforms like Trading 212, Freetrade or Hargreaves Lansdown, you want a tracker that speaks your language — FTSE benchmarks, ISA awareness, proper coverage of UK-listed stocks. Here's an honest look at the options.

What actually matters in a portfolio tracker

Before the list, the criteria worth judging any tracker on:

Automatic syncing. If you have to enter trades manually forever, you'll stop updating it within months. Broker connections (via API or import) are the single biggest quality-of-life feature.

The right benchmarks. "Am I beating the market?" only means something if the comparison is your market.

Dividend tracking. For income investors, a consolidated dividend view is essential — most broker apps don't provide one.

Analysis, not just display. Charts of what you own are nice. Knowing whether you're overconcentrated, which factors drive your returns, and why a holding is lagging — that's the difference between a tracker and a toy.

Honest pricing. Many trackers advertise free plans that gate syncing or meaningful analytics behind a subscription. Check what the free tier actually includes.

1. Openbook — best for UK investors who want research built in

Yes, this is our own product, so make of the placement what you will — but the reasoning is straightforward. Openbook's Portfolio Tracker is built UK-first: FTSE All-Share benchmarking, coverage of 2,400+ UK stocks (25,000+ equities and ETFs overall), and plain-English analysis aimed at everyday investors rather than professionals.

Two things set it apart. First, automatic Trading 212 syncing via read-only API — connect once and your portfolio maintains itself, with more broker connections on the way. Second, the tracker sits on top of a full research platform: every holding comes with Reward & Risk Scores, factor analysis (value, quality, momentum, income), risk and concentration alerts, and Deep Stock Research. Most trackers show you what happened; Openbook is built to explain why.

The Basic plan is free with no credit card, and includes portfolio tracking.

2. Portseido — best for dividend-focused multi-broker tracking

Portseido is a polished performance and dividend tracker that supports imports from many brokers, including Trading 212. Strong on performance charts and dividend projections, with a clean interface. It's a tracker rather than a research platform — you'll see what your portfolio did, but you'll go elsewhere to understand the businesses you own.

3. Simple Portfolio — best free visualiser

Simple Portfolio does what the name suggests: a straightforward, visually pleasant way to see your Trading 212 portfolio. A good fit if you want a lightweight overview without much analytical depth.

4. AllInvestView — best for import flexibility

AllInvestView supports imports from a wide range of platforms and publishes detailed how-to guides for each broker. A solid general-purpose choice if your holdings are spread across several brokers and you want everything in one place.

5. Getquin — best for the social angle

Getquin combines portfolio tracking with a community feed where investors share their portfolios and ideas. If you like the social dimension, it's the standout; if you'd rather your portfolio stayed between you and your tracker, look elsewhere.

6. A spreadsheet — best if you enjoy the craft

Genuinely a valid option. Total control, zero cost, works with any broker via CSV export. The catch is maintenance: every trade, dividend and price update is on you. Most investor spreadsheets are immaculate for a quarter and abandoned by summer. If you're currently in the spreadsheet trenches, our guide to exporting Trading 212 data covers the workflow — and the escape route.

Quick comparison

Tracker	UK-first?	Auto-sync	Dividend view	Research included	Free tier
Openbook	Yes	Trading 212 (API)	Yes	Yes — Scores & deep research	Yes — no card needed
Portseido	No	Broker imports	Yes	No	Limited
Simple Portfolio	No	Trading 212	Basic	No	Yes
AllInvestView	No	Broker imports	Yes	No	Limited
Getquin	No	Broker imports	Yes	No	Limited
Spreadsheet	You decide	No	DIY	No	Yes — forever

Competitor details summarised from their public sites at the time of writing — check current plans before choosing.

The bottom line

If you want a tracker that's genuinely built around the UK market — and analysis that tells you why your portfolio behaves the way it does, not just what it did — start with Openbook's free plan. Connect your Trading 212 account in two minutes, or build your portfolio manually, and judge the difference yourself.