Portfolio tracker and AI analyst for private investors: true returns, what your funds really own, and research on every stock you hold.
Cost / License
- Paid
- Proprietary
Platforms
- Online
Switzerland
+1
Wealthfolio Alternatives
Apps similar to Wealthfolio include Sure, which is free and open source. Other options are Foliofox, Enrich Finance, CryptoJournal.Wpf and MyFinanceTools. Personal Finance Tools like Wealthfolio are a crowded field, with more than 50 alternatives for the web, Mac, Windows, Android and Linux.
Alternatives list
Pro Stock Tracker transforms the investment tracking experience with its intuitive interface and robust features. Our platform, supported by a robust infrastructure built on over 30 years of historical data, tracks a diverse range of assets including stocks, ETFs, forex...
Cost / License
- Freemium
- Proprietary
Platforms
- Software as a Service (SaaS)
- Online
United Kingdom
Stock Comparer makes it easier for users to analyze stock fundamental data by comparing multiple stocks together. It's beginner friendly with a simple user interface that includes tooltips that explain the significance of different financial data.
Cost / License
- Freemium
- Proprietary
Application type
Platforms
- Mac
- Windows
- Linux
- Online
- Software as a Service (SaaS)
Statmetrics is an all-in-one mobile app for portfolio analytics and investment research. Access global markets & news, perform technical analysis, construct & backtest multi-asset portfolios, analyze fundamental & quantitative asset characteristics.
Cost / License
- Free
- Proprietary
Application typeApplication types
Platforms
- Android
- Android Tablet
+4
Net worth tracker for multi-asset portfolios. Stocks, real estate, alternatives, cashflow projections.
Cost / License
- Freemium
- Proprietary
Application type
Platforms
- Online
- Software as a Service (SaaS)
Italy
EU
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.
Cost / License
- Free
- Open Source (AGPL-3.0)
Application type
Platforms
- Windows
- Mac
- Linux
Germany- EU
+7
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.
Cost / License
- Free
- Proprietary
Application type
Platforms
- Online
- Software as a Service (SaaS)
- Germany
- EU
+6
Investbrain is a smart open-source investment tracker that helps you manage, track, and make informed decisions about your investments.
Cost / License
- Free
- Open Source
Platforms
- Online
In today's complex financial landscape, achieving your financial goals requires more than just saving; it requires smart management of your entire financial picture. That's where Merlin steps in.
Cost / License
- Paid
- Proprietary
Application type
Platforms
- Online
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...
Cost / License
- Freemium
- Proprietary
Application type
Platforms
- Online
- Software as a Service (SaaS)
Australia
+3
Create, save, and share valuation models for any public company to inform your next investment decision.
Cost / License
- Freemium
- Proprietary
Platforms
- Online
- Software as a Service (SaaS)
Patrimony is a personal net worth tracker built around a monthly logging habit rather than daily market-watching. Each month you enter the current value of your accounts — liquidity, investments, retirement — and Patrimony turns that into a clear picture over time: a net worth...
Cost / License
- Freemium
- Proprietary
Application type
Platforms
- Online
- Software as a Service (SaaS)
- Italy
- EU
+5
