Create, save, and share valuation models for any public company to inform your next investment decision.
Cost / License
- Freemium
- Proprietary
Platforms
- Online
- Software as a Service (SaaS)
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.
Alternatives list
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.
Cost / License
- Free
- Proprietary
Platforms
- Online
- Software as a Service (SaaS)
Poland
EU
+2
Stock Unlock analyzes and scores over 170,000 global stocks & ETFs so you can save time and find better investments.
Cost / License
- Freemium
- Proprietary
Application type
Platforms
- Online
United States
A web application for the overall performance of multiple portfolios with different financial instruments and currencies.
Cost / License
- Free
- Open Source (Apache-2.0)
Platforms
- Self-Hosted
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.
Cost / License
- Free
- Open Source
Application typeApplication types
Platforms
- Mac
- Windows
- Linux
Complete wealth dashboard for individuals & couples. Stocks, crypto, real estate, retirement simulations, AI analysis. Works anywhere. Free tier available.
Cost / License
- Freemium
- Proprietary
Application typeApplication types
Platforms
- Online
- Software as a Service (SaaS)
+3
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.
Cost / License
- Freemium
- Proprietary
Application typeApplication types
Platforms
- Online
- Software as a Service (SaaS)
+5
FinRiskAI is a web app that helps you understand how risky your stock portfolio really is—without drowning you in charts.
Cost / License
- Freemium
- Proprietary
Platforms
- Online
- Software as a Service (SaaS)
+3
Analyse your investment portfolio with AI. Monte Carlo simulations, risk decomposition, stress tests, rebalancing advice, and macro insights - completely free.
Cost / License
- Free
- Proprietary
Platforms
- Online
United Kingdom
+1
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.
Cost / License
- Freemium
- Proprietary
Application type
Platforms
- Online
- Software as a Service (SaaS)
Romania- EU
Replace that pesky spreadsheet with this personal finance platform with portfolio tracking, expense tracking, 13+ financial calculators, and personalized insights. Track stocks, crypto, real estate, pensions, create goals and more with real-time price updates and multi-currency support.
Cost / License
- Freemium
- Proprietary
Application type
Platforms
- Online
- Software as a Service (SaaS)
Switzerland
+2
Investbrain is a smart open-source investment tracker that helps you manage, track, and make informed decisions about your investments.
Cost / License
- Free
- Open Source
Platforms
- Online
