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, Node.JS, Mac and Windows apps. The best Merlin alternative is Wealthfolio, which is both free and Open Source. Other great sites and apps similar to Merlin are Sharesight, Portseido, Capitally and AllInvestView.

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Alternatives list

  1. Wealthfolio icon
     29 likes
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    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.

    41 Wealthfolio alternatives

    Cost / License

    • Free
    • Open Source

    Application type

    Platforms

    • Mac
    • Windows
    • Linux
    • Node.JS
     
    • Wealthfolio is the most popular Windows, Mac & Linux alternative to Merlin.

    • Wealthfolio is the most popular Open Source & free alternative to Merlin.

    • Wealthfolio is Free and Open SourceMerlin is Paid and Proprietary
    • Wealthfolio is Privacy focusedMerlin is not according to our users
  2. Sharesight icon
     4 likes
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    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.

    26 Sharesight alternatives

    Cost / License

    • Freemium (Subscription)
    • Proprietary

    Application type

    Platforms

    • Online
     
    • Sharesight is the most popular Web-based alternative to Merlin.

    • Sharesight is Freemium and ProprietaryMerlin is Paid and Proprietary
  3. Portseido icon
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    Portfolio tracker providing analytics, visualizations, historical performance, trade analytics across 70+ exchanges, 20000+ ETFs and cryptos for global investors.

    Cost / License

    • Freemium (Subscription)
    • Proprietary

    Platforms

    • Online
    • Android
    • iPhone
    • iPad
     
    • Portseido is the most popular Android, iPhone & iPad alternative to Merlin.

    • Portseido is Freemium and ProprietaryMerlin is Paid and Proprietary
    • Portseido is Customizable and Privacy focusedMerlin is not according to our users
  4. Capitally icon
     9 likes
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    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

    • Subscription
    • Proprietary

    Application type

    Platforms

    • Software as a Service (SaaS)
     
    • Capitally is the most popular SaaS alternative to Merlin.

    • Capitally is the most popular commercial alternative to Merlin.

    • Capitally is Paid and ProprietaryMerlin is also Paid and Proprietary
    • Capitally is Privacy focusedMerlin is not according to our users
  5. AllInvestView icon
     2 likes
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    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 (Subscription)
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
     
  6. Portfoloo icon
     4 likes
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    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
     
  7. SharesMaster icon
     1 like
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    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 (Subscription)
    • Proprietary

    Application type

    Platforms

    • Online
     
  8. Finary icon
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    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.

    15 Finary alternatives

    Cost / License

    • Freemium (Subscription)
    • Proprietary

    Platforms

    • Software as a Service (SaaS)
    • Online
     
  9. Taxtallee icon
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    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 (Subscription)
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
     
  10. Copy a direct link to this comment to your clipboard

    Pro Stock Tracker transforms the investment tracking experience with its intuitive interface and robust features. Our platform, supported by a robust infrastructure built on over 30 years of historical data, tracks a diverse range of assets including stocks, ETFs, forex...

    Cost / License

    • Freemium (Subscription)
    • Proprietary

    Platforms

    • Software as a Service (SaaS)
    • Online
     
12 of 12 Merlin alternatives