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.
Weekly Stage Analysis scores more than 1,900 stocks across major US indexes, plus 11 sectors, 22 industries, cryptocurrencies, and macro ETFs. Eight weekly checks determine four price-cycle Stages, with market health, breadth, heatmaps, screeners, scans, charts, and watchlists.
United States
Assets Tracker is a free and open-source app for tracking your net worth and investments in one place.
Create, save, and share valuation models for any public company to inform your next investment decision.
A free portfolio tracker that shows all your investments — stocks, ETFs, crypto, real estate and cash — across multiple portfolios and 30+ currencies in one simple dashboard.
Poland
EU
Stock Unlock analyzes and scores over 170,000 global stocks & ETFs so you can save time and find better investments.
United States
A web application for the overall performance of multiple portfolios with different financial instruments and currencies.
An minimalist all-in-one asset tracker and watchlist portfolio application written in C++. This application keeps your asset data private. It can tracks all of your asset from stocks, funds, property, cryptocurrencies, gold, and other physical asset.
Complete wealth dashboard for individuals & couples. Stocks, crypto, real estate, retirement simulations, AI analysis. Works anywhere. Free tier available.
VestArta tracks money-weighted returns to spot laggards, forecasts dividend growth with a monthly payout calendar, and uses a projection engine to see if your thesis (Bear/Base/Bull) is actually playing out.
FinRiskAI is a web app that helps you understand how risky your stock portfolio really is—without drowning you in charts.
Analyse your investment portfolio with AI. Monte Carlo simulations, risk decomposition, stress tests, rebalancing advice, and macro insights - completely free.
United Kingdom
Turbobulls encrypts your transactions on your device, with AES-256, before they are sent. What reaches the server is ciphertext, so your holdings, amounts and balances are not readable by us. That is a property of the architecture, not a policy we promise to keep.
RomaniaEU
