Apps similar to Capitally include Sure, which is free and open source. Other options are Wealthfolio, Enrich Finance, Foliofox and CryptoJournal.Wpf. There's no shortage of Personal Finance Tools like Capitally, with more than 25 alternatives for the web, Windows, Mac, self-hosting and Linux.
Open-source personal finance solution supporting links to over 10,000 institutions, manual and CSV account input, detailed transaction management, advanced budgeting tools, secure encryption, customizable categories, visual summaries, and self-hosting privacy options.
United States
Wealthfolio is a simple, desktop-based investment tracker. Your financial data is stored safely on your own computer Ditch the spreadsheets, forget about those pesky subscription fees, and no more worries about SaaS services playing around with your data.
Enrich Finance is a portfolio intelligence platform that helps DIY investors see their true asset allocation across all accounts, track progress toward goals, and make smarter rebalancing and tax decisions.
United States
Foliofox lets you track investments, cash, crypto, real estate, and other assets while monitoring net worth, portfolio performance, allocation, and historical changes over time.
Italy
EU
Offline desktop app for managing cryptocurrency portfolios enables tracking spot and futures, planning take-profit and stop-loss scenarios, analyzing PnL, adding trading evidence, accessing live price feeds, supporting asset icons, and safeguarding all data locally.
FinRiskAI is a web app that helps you understand how risky your stock portfolio really is—without drowning you in charts.
Privacy-first portfolio tracker for stocks & crypto with Personal Rate of Return (like APY for investments), taxes, and Future Calculator.
Ghostfolio is an open source wealth management software built with web technology. The application empowers busy people to keep track of stocks, ETFs or cryptocurrencies and make solid, data-driven investment decisions.
Switzerland
CWFMS is a self-hosted PHP accounting and wealth management system built for small businesses and freelancers. Buy once, own it permanently — no monthly fees, no cloud lock-in, no per-user charges.
Jamaica
Replace that pesky spreadsheet with this personal finance platform with portfolio tracking, expense tracking, 13+ financial calculators, and personalized insights. Track stocks, crypto, real estate, pensions, create goals and more with real-time price updates and multi-currency support.
Switzerland
Track and analyze your multi-asset portfolio with ease and in-depth. Monitor various asset classes including stocks, cryptocurrencies, real estate, P2P loans, and private equity.
Most portfolio trackers tell you what you own and what it's worth today. Vicenda also tells you what it could be worth tomorrow.
SpainEU
