Sites and apps similar to Merlin include Sure, which is free and open source. Other options are Wealthfolio, Sharesight, Portseido and Capitally. You can choose from more than 10 Personal Finance Tools like Merlin for Mac, Windows, Linux, Android and iPhone.
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.
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
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.
Enables experienced DIY stock investors in North America to easily & quickly monitor and track performance of their investments across multiple brokerage accounts.
A free cloud-based stock portfolio manager that automatically tracks portfolio holdings, activities, dividends, capital gains as well as providing suggest actions.
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.
France
EU
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...
Australia
Stock Unlock analyzes and scores over 170,000 global stocks & ETFs so you can save time and find better investments.
United States
