Merlin AlternativesPersonal Finance Tools and other similar apps like Merlin

Merlin is described as 'In today's complex financial landscape, achieving your financial goals requires more than just saving; it requires smart management of your entire financial picture. That's where Merlin steps in' and is a personal finance tool in the business & commerce category. There are more than 10 alternatives to Merlin, not only websites but also apps for a variety of platforms, including SaaS, Docker, Node.JS and Mac apps. The best Merlin alternative is Wealthfolio, which is both free and Open Source. Other great sites and apps similar to Merlin are Sure, Sharesight, Portseido and Capitally.

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Alternatives list

  1. Wealthfolio icon
     30 likes

    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.

    42 Wealthfolio alternatives

    Cost / License

    Application type

    Platforms

    • Mac
    • Windows
    • Linux
    • Node.JS
     
  2. Sure icon
     12 likes

    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.

    68 Sure alternatives

    Cost / License

    Platforms

    • Self-Hosted
    • Docker
     
  3. Sharesight icon
     4 likes

    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.

    28 Sharesight alternatives

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
     
  4. Portseido icon
     Like

    Portfolio tracker providing analytics, visualizations, historical performance, trade analytics across 70+ exchanges, 20000+ ETFs and cryptos for global investors.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    • Android
    • iPhone
    • iPad
     
  5. Capitally icon
     9 likes

    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.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Software as a Service (SaaS)
     
  6. AllInvestView icon
     2 likes

    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.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
     
  7. Portfoloo icon
     4 likes

    Enables experienced DIY stock investors in North America to easily & quickly monitor and track performance of their investments across multiple brokerage accounts.

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Online
     
  8. SharesMaster icon
     1 like

    A free cloud-based stock portfolio manager that automatically tracks portfolio holdings, activities, dividends, capital gains as well as providing suggest actions.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
     
  9. Finary icon
     Like

    Portfolio tracker for the modern investor. Keep track of all your investments in real-time: Stocks, ETFs, mutual funds, Crypto, Real Estate and much more.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Software as a Service (SaaS)
    • Online
     
  10. Taxtallee icon
     Like

    Taxtallee is the all-in-one portfolio tracking and tax optimization platform designed specifically for Australian investors. It empowers you to seamlessly track both ASX and global stocks, manage complex income from dividends and trust distributions, and strategically minimize...

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
     
  11. Stock Unlock analyzes and scores over 170,000 global stocks & ETFs so you can save time and find better investments.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
     
12 of 13 Merlin alternatives