Patrimony Alternatives

Patrimony is described as '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' and is an app in the business & commerce category. There are more than 25 alternatives to Patrimony for a variety of platforms, including Web-based, SaaS, Mac, Windows and Linux apps. The best Patrimony alternative is Wealthfolio, which is both free and Open Source. Other great apps like Patrimony are CryptoJournal.Wpf, Foliofox, Ghostfolio and JStock.

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Alternatives list

  1. Wealthfolio icon
     35 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.

    Cost / License

    Application type

    Platforms

    • Mac
    • Windows
    • Linux
    • Node.JS
    Good alternative?
     
  2. Offline desktop app for managing cryptocurrency portfolios enables tracking spot and futures, planning take-profit and stop-loss scenarios, analyzing PnL, adding trading evidence, accessing live price feeds, supporting asset icons, and safeguarding all data locally.

    Cost / License

    Application type

    Platforms

    • Windows
    Good alternative?
     
  3. Foliofox icon
     4 likes

    Foliofox lets you track investments, cash, crypto, real estate, and other assets while monitoring net worth, portfolio performance, allocation, and historical changes over time.

    Cost / License

    • Free
    • Open Source (MIT)

    Application type

    Platforms

    • Online
    Good alternative?
     
  4. Ghostfolio icon
     7 likes

    Ghostfolio is an open source wealth management software built with web technology. The application empowers busy people to keep track of stocks, ETFs or cryptocurrencies and make solid, data-driven investment decisions.

    37 Ghostfolio alternatives

    Cost / License

    Application type

    Platforms

    • Online
    • Self-Hosted
    Good alternative?
     
  5. JStock icon
     12 likes

    JStock makes it easy to track your stock investment. It provides well organized stock market information, to help you decide your best investment strategy.

    54 JStock alternatives

    Cost / License

    • Free
    • Open Source

    Application type

    Platforms

    • Mac
    • Windows
    • Linux
    • Android
    Good alternative?
     
  6. 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.

    Cost / License

    • Free
    • Open Source

    Application type

    Platforms

    • Mac
    • Windows
    • Linux
    Good alternative?
     
  7. The Rich icon
     2 likes

    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.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Online
    • Android
    • iPhone
    • iPad
    Good alternative?
     
  8. 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)
    Good alternative?
     
  9. 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)
    Good alternative?
     
  10. 22 Dividends icon
     1 like

    The 22 Dividends app is a stock portfolio tracker dedicated to dividend investors.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Android
    • iPhone
    Good alternative?
     
  11. justETF icon
     2 likes

    In addition to a professional ETF screener, it offers numerous model portfolios, a strategy builder, investment guides, ETF education articles and an online portfolio management tool for ETF portfolios.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    Good alternative?
     
  12. CWFMS icon
     1 like

    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.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Self-Hosted
    • PHP
    Good alternative?
     
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