Sites and apps similar to SharesMaster include Sure, which is free and open source. Other options are Wealthfolio, getquin, InvMon and Tradizer. There's no shortage of Personal Finance Tools like SharesMaster, with more than 25 alternatives for Android, Mac, Windows, iPhone and iPad.
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
Tukhe is a privacy-first, desktop portfolio tracker built in Rust. It connects directly to broker APIs (Interactive Brokers, Saxo, Kraken) for real-time consolidated views across accounts and currencies — no cloud, no account creation, no third-party data access.
France
EU
Pyx is a native Mac app for self-directed investors who want to see their whole portfolio and do their own research without handing the data to a web service. It is free to download and use. There is no account, no cloud, and no telemetry: everything lives in one encrypted...
United States
Enables experienced DIY stock investors in North America to easily & quickly monitor and track performance of their investments across multiple brokerage accounts.
Free, open-source portfolio tracker for the desktop. True time-weighted and money-weighted returns, multi-currency accounts, broker CSV import. No account, data stays local.
GermanyEU
Taxtallee is the all-in-one portfolio tracking and tax optimization platform designed specifically for Australian investors. It empowers you to seamlessly track both ASX and global stocks, manage complex income from dividends and trust distributions, and strategically minimize...
Australia
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.
GermanyEU
A simple, free, and fast way to view and track your stock market losses or gains. My Stocks can also be configured to send automated email reports providing snapshots showing stock performance based on current market values.
Thesa is a portfolio tracker that sits on top of whatever brokerage you use. Upload a screenshot or CSV of
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.
