Portfosis Alternatives

Portfosis is described as 'Analyse your investment portfolio with AI. Monte Carlo simulations, risk decomposition, stress tests, rebalancing advice, and macro insights - completely free' and is an website in the business & commerce category. There are more than 10 alternatives to Portfosis, not only websites but also apps for a variety of platforms, including Mac, Windows, Linux and Android apps. The best Portfosis alternative is Wealthfolio, which is both free and Open Source. Other great sites and apps similar to Portfosis are CryptoJournal.Wpf, Ghostfolio, CWFMS and JStock.

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Portfosis alternatives page was last updated

Alternatives list

  1. Wealthfolio icon
     32 likes

    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.

    56 Wealthfolio alternatives

    Cost / License

    Application type

    Platforms

    • Mac
    • Windows
    • Linux
    • Node.JS
     
  2. 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.

    Cost / License

    Application type

    Platforms

    • Windows
     
  3. Ghostfolio icon
     7 likes

    Ghostfolio is an open source wealth management software built with web technology. The application empowers busy people to keep track of stocks, ETFs or cryptocurrencies and make solid, data-driven investment decisions.

    Cost / License

    Application type

    Platforms

    • Online
    • Self-Hosted
     
  4. CWFMS icon
     1 like

    CWFMS is a self-hosted PHP accounting and wealth management system built for small businesses and freelancers. Buy once, own it permanently — no monthly fees, no cloud lock-in, no per-user charges.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Self-Hosted
    • PHP
     
  5. JStock icon
     12 likes

    JStock makes it easy to track your stock investment. It provides well organized stock market information, to help you decide your best investment strategy.

    Cost / License

    • Free
    • Open Source

    Application type

    Platforms

    • Mac
    • Windows
    • Linux
    • Android
     
  6. 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.

    31 Portfolio Performance alternatives

    Cost / License

    • Free
    • Open Source

    Platforms

    • Mac
    • Windows
    • Linux
     
  7. Capitally icon
     9 likes

    Capitally is a secure personal investments tracker, designed to help you monitor a variety of assets - from stocks, ETFs, real estate, to crypto and even custom assets like art, collectibles, or startups.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Software as a Service (SaaS)
     
  8. Stock Events is the only global portfolio tracker, stock market and dividend tracker with an accurate one day chart over all your investments. Get the most detailed and complete dividend and earnings data to stay in the loop of your favorite stocks and never miss important...

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    • Android
    • iPhone
    • iPad
    • Android Tablet
     
  9. The Rich icon
     2 likes

    The Rich is a financial management tool for a variety of investments, including stocks and cryptocurrencies. It provides real-time information on users' portfolios and dividend stocks, and supports linkage with over 20 securities firms.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Online
    • Android
    • iPhone
    • iPad
     
  10. AllInvestView icon
     2 likes

    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.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
     
  11. 22 Dividends icon
     1 like

    The 22 Dividends app is a stock portfolio tracker dedicated to dividend investors.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Android
    • iPhone
     
  12. justETF icon
     2 likes

    In addition to a professional ETF screener, it offers numerous model portfolios, a strategy builder, investment guides, ETF education articles and an online portfolio management tool for ETF portfolios.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
     
12 of 22 Portfosis alternatives