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.
Platforms
- Self-Hosted
- PHP
Jamaica
+1
Patrimony Alternatives
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.
Alternatives list
MotiveWave's Trading Software is broker-neutral and equips active and professional traders with a leading edge trading platform for analysis of stocks, equities, futures and forex.
Platforms
- Mac
- Windows
- Linux
Track your investment portfolios and monitor the stock market with our easy to use software, including stock charts and free quotes. Track your actual portfolios or create virtual portfolios. Enter dividends and view Total Return. Compare portfolio performance.
Cost / License
- Paid
- Proprietary
Since
- Since 2011
Platforms
- Mac
- Windows
- Linux
United States
Quantive replaces the net worth spreadsheet. You enter balances manually or upload an Excel export from your bank — no bank connection, no aggregator in the trust chain.
Platforms
- Online
- Software as a Service (SaaS)
Germany
EU
Turns the export your broker already gives you into a portfolio - holdings, fees, dividends and returns - without handing over a login.
Platforms
- Online
- Android
+3
T
Pyx is a native Mac app for self-directed investors who want to see their whole portfolio and do their own research without handing the data to a web service. It is free to download and use. There is no account, no cloud, and no telemetry: everything lives in one encrypted...
Platforms
- Mac
- United States
+2
Chart Geany is a cross platform software solution for market technical analysis and charting. Novice and experienced investors will find a fast and easy tool to analyze stocks and other financial instruments on their desktop, and take the right decisions.
Cost / License
- Free
- Open Source
Since
- Since 2013
Alerts
- Discontinued
Platforms
- Mac
- Windows
- Linux
Greece- EU
Trading journal, portfolio tracker and budget planner for retail investors. Trades automatically sync to your monthly budget.
Platforms
- Online
- Software as a Service (SaaS)
- Greece
- EU
+8
InvMon is a personal finance software that provides a secure, locally-installed platform for tracking portfolios, accounts and any other investments with free market data and advanced rebalancing tools.
Platforms
- Mac
- Windows
Switzerland
+1
Statmetrics is an all-in-one mobile app for portfolio analytics and investment research. Access global markets & news, perform technical analysis, construct & backtest multi-asset portfolios, analyze fundamental & quantitative asset characteristics.
Platforms
- Android
- Android Tablet
+4
Investoscope is a portfolio tracker for the individual investor built exclusively for Mac OS X. With a compelling and intuitive one window user interface, Investoscope lets you monitor the performance of your investments in stocks, bonds, mutual funds and other securities.
Platforms
- Mac
I
Self-hosted portfolio tracker that consolidates banks, brokerages, exchanges and on-chain wallets into one real-time view.
Platforms
- Online
- Self-Hosted
- Software as a Service (SaaS)
+1
