A Yahoo Finance portfolio alternative with crypto built in

Yahoo Finance portfolios are a simple way to follow stocks: add tickers, enter your lots, watch the quotes. They're free and sit next to Yahoo's news and research. Once your holdings spread across brokerages, exchanges and crypto wallets, you may want something that keeps up on its own. Sonar is one option. Here is an honest comparison.

What Yahoo Finance does well

• Free portfolios. Create a portfolio by hand, import a CSV, or link a brokerage account. Record transactions and lots, track cash (deposits, withdrawals, income and fees) and follow dividends.
• Research around the quotes. Yahoo Finance pairs portfolios with news, charts, financials and watchlists, and Silver and Gold add analyst and Morningstar ratings, research reports, screeners and historical data.
• Portfolio analytics on Bronze. Bronze ($7.95 a month billed yearly, $95.40 a year) adds portfolio performance, volatility risk and diversification views.
• Apps everywhere. Desktop, mobile web, iPhone and Android.

Yahoo Finance suits stock investors who want quotes, news and research in one free place, with a simple portfolio alongside.

Where Sonar is different

• Crypto connected, not typed in. Yahoo quotes crypto pairs, but its help pages don't describe connecting wallets or exchanges. Sonar reads wallets by public address on more than 50 networks, including Ethereum and other EVM chains, Solana, Bitcoin and XRP Ledger, and on Starter, Standard and Premium connects crypto exchanges through Plaid.
• One net worth, with history. Coins, stocks, ETFs and cash in one total. Import past transactions and Sonar rebuilds your portfolio's value from daily closing prices, so the chart starts when you started.
• Performance that accounts for deposits. Change includes money you added or withdrew; unrealized P&L leaves it out. Both are on the Free plan.
• Social data on what you hold. On Starter, each stock and coin you hold shows mentions, engagement, sentiment, social dominance, discussion themes, top creators and news.
• Onchain activity for your coins. On Standard, the coins you hold show holders, transfers, supply concentration and network activity.
• Your portfolio in Claude and ChatGPT. An MCP connector, a REST API and a command-line tool give your assistant or scripts read access to your holdings.
• No ads. Sonar is paid for by subscriptions. Your data isn't sold or used for advertising. See security.

Yahoo Finance and Sonar compared

When Yahoo Finance is the better choice

• You mainly hold stocks and want a free portfolio next to news, financials and research.
• You want analyst ratings, research reports or screeners. Sonar doesn't offer them.
• You want dividend and lot tracking in a free tool.
• You want a native phone app today.

When Sonar fits better

• You hold crypto in wallets or on exchanges and want it updated automatically.
• You want stocks, ETFs and coins in one net worth with a history that goes back to your first trade.
• You want to see what the market is saying about each holding.
• You want to ask Claude or ChatGPT about your portfolio. See pricing.

How to move from Yahoo Finance

1. Export your portfolio. In Yahoo Finance on a desktop browser, open My Portfolio and download the portfolio as CSV, or download a positions file from your broker.
2. Import into Sonar. Sonar matches symbol, quantity and cost basis columns, and you can re-match any column before saving. See importing a CSV.
3. Connect the rest. Add wallet addresses, or on Starter, Standard and Premium connect a US brokerage or crypto exchange through Plaid.

Positions Sonar can't match to an asset are kept and flagged, not dropped. Browse the sample portfolio to see how it looks first.

Questions

Is Sonar free like Yahoo Finance?

Sonar has a Free plan: your portfolio, live prices, performance and allocation, manual entry, CSV import and one connected wallet. Social data, alerts, onchain data and AI access are on paid plans.

Can I track crypto and stocks together in Sonar?

Yes. See the crypto portfolio tracker and stock portfolio tracker pages.

Can I import my Yahoo Finance portfolio?

Yes. Download it as CSV from Yahoo Finance on a desktop browser and upload it, checking that symbol and quantity point at the right columns. You can also paste rows in Sonar's simple format (symbol, quantity, cost basis, account).

Does Sonar have stock research like Yahoo Finance?

Sonar shows social data and news for the assets you hold, not analyst ratings, financial statements or screeners.

Is Sonar read-only?

Yes. It can read balances and history. It can't place trades or move funds.

Yahoo and Yahoo Finance are trademarks of their owners. Sonar is not affiliated with Yahoo. Facts about Yahoo Finance were checked on its website and help center on October 24, 2026, and may have changed since.