Apps similar to Portseido include Sure, which is free and open source. Other options are Wealthfolio, Zenvesto, DonkyCapital and StockFly. Personal Finance Tools like Portseido are a crowded field, with more than 25 alternatives for the web, Mac, Windows, Linux and self-hosting.
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.
Zenvesto is a portfolio tracker built for investors who want deeper portfolio insights. Monitor performance, sector allocation, analyst ratings, and portfolio health from one clean dashboard.
DonkyCapital is an advanced portfolio tracking software that combines powerful analytics with absolute privacy. Monitor stocks, ETFs, crypto, and real estate in one customizable dashboard, securely importing data without ever sharing your bank credentials.
Italy
EU
Switch your whole portfolio into any currency in one click, with every return rebuilt at each trade's own exchange rate. No holding limit, core free.
United Arab Emirates
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.
Jamaica
AI portfolio analyzer for people who pick their own stocks. Score how well your holdings fit your worldview (0–100) and find stocks that match.
NetherlandsEU
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
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
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.
India
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.
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
