Apps similar to InvMon include Sure, which is free and open source. Other options are Wealthfolio, Sharesight, CryptoJournal.Wpf and Portseido. Personal Finance Tools like InvMon are a crowded field, with more than 25 alternatives for the web, Mac, Windows, Linux and self-hosting.
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
The Rich is a financial management tool for a variety of investments, including stocks and cryptocurrencies. It provides real-time information on users' portfolios and dividend stocks, and supports linkage with over 20 securities firms.
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.
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
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
Investoscope is a portfolio tracker for the individual investor built exclusively for Mac OS X. With a compelling and intuitive one window user interface, Investoscope lets you monitor the performance of your investments in stocks, bonds, mutual funds and other securities.
Folify is a portfolio allocation and rebalancing service for self-directed investors. Holdings from multiple accounts, markets, and asset classes can be organized in one place, including instruments that do not fit broker-specific trackers.
A web application for the overall performance of multiple portfolios with different financial instruments and currencies.
Patrimony is a personal net worth tracker built around a monthly logging habit rather than daily market-watching. Each month you enter the current value of your accounts — liquidity, investments, retirement — and Patrimony turns that into a clear picture over time: a net worth...
ItalyEU
Free, private portfolio tracker: import your broker's file (Robinhood, Fidelity, Schwab and more) and follow every holding with its own news and SEC figures.
GermanyEU
