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.
Portfolio Performance is an open source program that calculates the performance of an overall portfolio - across multiple accounts and accounts - using true-time weighted rate of return and internal rate of return.
Germany
EU
Comprehensive investment tracking tool for stock prices, dividends, brokerage fees, and corporate actions. Ideal for DIY investors and finance professionals, it provides easy-to-read charts, tax reports, Xero integration, mobile app support, and weekly updates.
United Kingdom
Portfolio tracker providing analytics, visualizations, historical performance, trade analytics across 70+ exchanges, 20000+ ETFs and cryptos for global investors.
Thailand
AllInvestView is a web platform to track your investments in a single place that can handle many assets and provide useful insights in a user friendly dashboard.
Track your investment portfolios and monitor the stock market with our easy to use software, including stock charts and free quotes. Track your actual portfolios or create virtual portfolios. Enter dividends and view Total Return. Compare portfolio performance.
United States
Turns the export your broker already gives you into a portfolio - holdings, fees, dividends and returns - without handing over a login.
Tukhe is a privacy-first, desktop portfolio tracker built in Rust. It connects directly to broker APIs (Interactive Brokers, Saxo, Kraken) for real-time consolidated views across accounts and currencies — no cloud, no account creation, no third-party data access.
FranceEU
Pyx is a native Mac app for self-directed investors who want to see their whole portfolio and do their own research without handing the data to a web service. It is free to download and use. There is no account, no cloud, and no telemetry: everything lives in one encrypted...
United States
InvMon is a personal finance software that provides a secure, locally-installed platform for tracking portfolios, accounts and any other investments with free market data and advanced rebalancing tools.
Switzerland
AI wealth platform combining brokerage, crypto, real estate, private equity, vehicles, loans and liabilities in one multi-currency portfolio, with PDF, Excel and CSV imports, multi-entity support, time-weighted and money-weighted returns, allocation, risk and benchmark analysis.
CyprusEU
Analyse your investment portfolio with AI. Monte Carlo simulations, risk decomposition, stress tests, rebalancing advice, and macro insights - completely free.
United Kingdom
