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. MotiveWave icon
     1 like

    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.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Mac
    • Windows
    • Linux
    Good alternative?
     
  2. 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.

    57 StockMarketEye alternatives

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Mac
    • Windows
    • Linux
    Good alternative?
     
  3. Quantive icon
     1 like

    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.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Good alternative?
     
  4.  1 like

    Turns the export your broker already gives you into a portfolio - holdings, fees, dividends and returns - without handing over a login.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Android
    Good alternative?
     
  5. Pyx icon
     1 like

    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...

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Mac
    • US flagUnited States
    Overview: total value, performance, allocation, movers, tags, and upcoming earnings on one screen. Light theme.
    Good alternative?
     
  6. Chart Geany icon
     1 like

    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.

    28 Chart Geany alternatives

    Cost / License

    • Free
    • Open Source

    Alerts

    • Discontinued

    Platforms

    • Mac
    • Windows
    • Linux
    Good alternative?
     
  7. TrackEdge icon
     1 like

    Trading journal, portfolio tracker and budget planner for retail investors. Trades automatically sync to your monthly budget.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Good alternative?
     
  8. InvMon icon
     1 like

    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.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Mac
    • Windows
    Good alternative?
     
  9. 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.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Android
    • Android Tablet
    Good alternative?
     
  10. 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.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Alerts

    • Discontinued

    Platforms

    • Mac
    Good alternative?
     
  11. Scani icon
     Like

    Self-hosted portfolio tracker that consolidates banks, brokerages, exchanges and on-chain wallets into one real-time view.

    Cost / License

    • Freemium
    • Open Source (MIT)

    Application type

    Platforms

    • Online
    • Self-Hosted
    • Software as a Service (SaaS)
    Good alternative?
     
  12. astt icon
     Like

    Assets Tracker is a free and open-source app for tracking your net worth and investments in one place.

    Cost / License

    • Free
    • Open Source (MIT)

    Application type

    Platforms

    • Self-Hosted
    • Docker
    Good alternative?
     
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