Apps similar to Finary include Sure, which is free and open source. Other options are Wealthfolio, Enrich Finance, InvestTrack and CWFMS. You're spoiled for choice with Personal Finance Tools like Finary: we list more than 25 alternatives for the web, Mac, self-hosting, iPhone and iPad.
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
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.
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
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
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
France
EU
Capitally is a secure personal investments tracker, designed to help you monitor a variety of assets - from stocks, ETFs, real estate, to crypto and even custom assets like art, collectibles, or startups.
India
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.
Most people tracking their net worth run four things that disagree with each other: a spreadsheet, a portfolio tracker, a tax workbook and a retirement calculator.
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