Sites and apps similar to pfolio.io include Sharesight, which has a free version. Other options are CryptoJournal.Wpf, Portfolio Performance, TrackMyShares and Thesa. In total there are eight Personal Finance Tools like pfolio.io for Windows, Linux and Mac.
Comprehensive investment tracking tool for stock prices, dividends, brokerage fees, and corporate actions. Ideal for DIY investors and finance professionals, it provides easy-to-read charts, tax reports, Xero integration, mobile app support, and weekly updates.
United Kingdom
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.
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.
Germany
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TrackMyShares is a portfolio tracker built for self-directed investors in the US and Australia who want serious tax reporting without paying Sharesight prices.
Australia
Thesa is a portfolio tracker that sits on top of whatever brokerage you use. Upload a screenshot or CSV of
Analyse your investment portfolio with AI. Monte Carlo simulations, risk decomposition, stress tests, rebalancing advice, and macro insights - completely free.
United Kingdom
Greenline is a free personal finance dashboard. Track your portfolio, net worth, fees, and dividends across all your accounts in one view.
Canada
Free, private portfolio tracker: import your broker's file (Robinhood, Fidelity, Schwab and more) and follow every holding with its own news and SEC figures.
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