18.8
rotki is an open-source, self-hosted portfolio manager, accounting, and analytics tool focused on privacy.
Free planOpen sourceWebAPILinux
Alternatives to Advyzon
Advyzon is an all-in-one wealth management platform for advisory firms, bringing portfolio management, reporting, billing, CRM, document controls, rebalancing, and client access together. Its reports can use performance, allocation, and trading data, and its portfolio tools include strategy management and automated alerts. Quantum supports tax-loss harvesting, cash management, and multi-custodial trading; the branded portal and mobile app provide account information.…
28.7
Stock Rover is a browser-based investment research platform covering stocks, ETFs, and funds across major North American exchanges.
Free planAndroidiOSWeb
38.6
Sharesight is an online portfolio and dividend tracker for following investment prices, performance and income.
Free planAndroidiOSWeb
- 4
Snowball Analytics
Snowball Analytics helps retail investors plan and track investments, review portfolio performance and monitor dividends.
Free planAndroidiOSWeb8.6From $79.99 a year - 5
Finary
Finary is an app for tracking money, investments, and net worth across connected accounts and assets.
Free planAndroidiOSWebAPI8.5From €44.99 a year - 6
FundCount
FundCount brings portfolio, partnership, and general ledger accounting together for investment analysis and reporting.
AndroidiOSWebAPI8.3From $4,000 a year - 7
CoinTracking
CoinTracking combines cryptocurrency portfolio tracking, analysis, and tax reporting.
Free planAndroidiOSWebAPI8.3From $49 a year - 8
Portfolio Performance
Portfolio Performance is a free desktop application for tracking securities across accounts and examining portfolio results.
Free planAndroidiOSLinuxmacOS8.2From $25 a year - 9
getquin
Free planAndroidiOSWeb8.0From €8,999 a year - 10
Wealthfolio
Wealthfolio is a local-first, open-source investment tracker and personal finance app.
Free planiOSWebLinuxmacOS8.0From $2.99 a month - 11
Kubera
AndroidiOSWeb7.8From $250 a year - 12
Morningstar Investor
AndroidiOSWeb7.7From $249 a year - 13
Exirio
AndroidiOSWeb7.6From $89 a year - 14
PortfolioPilot
Free planWeb7.6From $240 a year - 15
Asora
Asora is a family-office operating platform for centralizing financial data, managing portfolios, and reporting across multiple asset types.
AndroidiOSWeb7.5 - 16
Orion Portfolio Accounting
Orion Portfolio Accounting provides portfolio accounting, performance reporting and billing for financial advisors and firms.
AndroidiOSWebAPI7.4From $13,000 a year - 17
Enfusion
Enfusion is a front-to-back investment management platform for hedge funds and asset managers.
iOSWebLinuxmacOS7.4 - 18
Dynamo CRM & Deal Management
Dynamo CRM & Deal Management is cloud software for investment teams working in private capital markets.
AndroidiOSWebAPI7.4From $1 a year - 19
QPLIX
QPLIX is wealth management software for consolidating and managing portfolios and assets.
AndroidiOSWebAPI7.3 - 20
Quicken
WebmacOSWindows7.3From $3.99 a month - 21
Ghostfolio
Free planAndroidWebSelf-hosted7.3Free plan - 22
Xplan
Xplan is financial advice and wealth management software for advice practices, from individual advisers to large networks.
AndroidiOSWebAPI7.2 - 23
Black Diamond Wealth Solutions
AndroidiOSWebAPI7.1 - 24
Asset Vantage
AndroidiOSWeb7.1 - 25
Juniper Square
Juniper Square combines software, data, and fund administration services to help private markets firms manage fund operations and investor relationships.
AndroidiOSWebAPI7.1 - 26
Addepar
AndroidiOSWebAPI7.0 - 27
WealthSpectrum
WealthSpectrum is a wealth management platform for front-, middle-, and back-office operations.
AndroidiOSWebAPI7.0 - 28
Landytech Sesame One
Landytech Sesame One is a platform for managing multi-asset portfolios, combining data consolidation, analytics, reporting, accounting, and AI.
AndroidiOSWebAPI7.0 - 29
Allocare AMS
AndroidiOSWebAPI7.0 - 30
Advisor360° CRM
Advisor360° CRM is a wealth management client relationship management application built into the Advisor360° platform.
AndroidiOSWebAPI7.0