Sites and apps similar to Portfoloo include Sure, which is free and open source. Other options are Wealthfolio, Enrich Finance, InvMon and Tradizer. You're spoiled for choice with Personal Finance Tools like Portfoloo: we list more than 25 alternatives for Android, Mac, Windows, iPhone and iPad.
Open-source personal finance solution supporting links to over 10,000 institutions, manual and CSV account input, detailed transaction management, advanced budgeting tools, secure encryption, customizable categories, visual summaries, and self-hosting privacy options.
United States
Wealthfolio is a simple, desktop-based investment tracker. Your financial data is stored safely on your own computer Ditch the spreadsheets, forget about those pesky subscription fees, and no more worries about SaaS services playing around with your data.
Enrich Finance is a portfolio intelligence platform that helps DIY investors see their true asset allocation across all accounts, track progress toward goals, and make smarter rebalancing and tax decisions.
United States
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.
Switzerland
Master your trading performance with a unified command center for market data, breaking news, and professional risk management.
A financial markets platform providing real-time data, quotes, charts, financial tools, breaking news and analysis across 250 exchanges around the world in 44 language editions.
British Virgin Islands
At Yahoo! Finance, you get free stock quotes, up to date news, portfolio management resources, international market data, message boards, and mortgage rates that help you manage your financial life.
United States
Just Assets is a free, ad-free portfolio manager. Built with privacy in mind, everything is stored locally via SQLite. Compare assets, track dividends, calculate XIRR, and use hierarchical rebalancing to know where to allocate your next deposit.
Spain
EU
The Google Finance app offers a new way to get instant market intel and AI-powered insights. Stay on top of the latest market events, track the stocks you care about, dive deeper with charting tools, and ask any financial question to get AI responses.
United States
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
Portfolio tracker providing analytics, visualizations, historical performance, trade analytics across 70+ exchanges, 20000+ ETFs and cryptos for global investors.
Thailand
AllInvestView is a web platform to track your investments in a single place that can handle many assets and provide useful insights in a user friendly dashboard.
