Apps similar to Patrimony include Wealthfolio, which is free and open source. Other options are Foliofox, CryptoJournal.Wpf, Ghostfolio and JStock. Personal Finance Tools like Patrimony are a crowded field, with more than 25 alternatives for the web, Mac, Windows, Linux and self-hosting.
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.
Foliofox lets you track investments, cash, crypto, real estate, and other assets while monitoring net worth, portfolio performance, allocation, and historical changes over time.
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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.
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.
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JStock makes it easy to track your stock investment. It provides well organized stock market information, to help you decide your best investment strategy.
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.
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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.
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.
Local-first wealth management software for tracking assets, liabilities, investments, income, budgets and financial goals. It stores portfolios on the user’s computer, works offline, analyzes net worth and allocation, and includes a local AI assistant.
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