From 3c9cc2e5311ba02b26a130656efdfcb079b51015 Mon Sep 17 00:00:00 2001
From: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
Date: Thu, 24 Sep 2026 08:01:15 +0200
Subject: [PATCH] Task/extend personal finance tools (20260923) (#7940)

Extend personal finance tools
---
 .../src/lib/interfaces/product.interface.ts   |   1 +
 libs/common/src/lib/personal-finance-tools.ts | 845 ++++++++++++++++++
 2 files changed, 846 insertions(+)

diff --git a/libs/common/src/lib/interfaces/product.interface.ts b/libs/common/src/lib/interfaces/product.interface.ts
index b11c7ecada..11d5e35b05 100644
--- a/libs/common/src/lib/interfaces/product.interface.ts
+++ b/libs/common/src/lib/interfaces/product.interface.ts
@@ -17,6 +17,7 @@ export interface Product {
   pricingPerYear?: string;
   regions?: string[];
   slogan?: string;
+  updatedAt?: string;
   url?: string;
   useAnonymously?: boolean;
 }
diff --git a/libs/common/src/lib/personal-finance-tools.ts b/libs/common/src/lib/personal-finance-tools.ts
index e6c6ce5d34..31e43bf21b 100644
--- a/libs/common/src/lib/personal-finance-tools.ts
+++ b/libs/common/src/lib/personal-finance-tools.ts
@@ -2,6 +2,24 @@ import { Product } from '@ghostfolio/common/interfaces';
 
 export const personalFinanceTools: Product[] = (
   [
+    {
+      categories: [
+        'FAMILY_OFFICE',
+        'FINANCIAL_PLANNING',
+        'NET_WORTH_TRACKING',
+        'WEALTH_MANAGEMENT'
+      ],
+      hasSelfHostingAbility: false,
+      key: 'abbove',
+      languages: ['English', 'Français', 'Nederlands'],
+      name: 'Abbove',
+      note: 'Originally named as PaxFamilia',
+      origin: 'BE',
+      platforms: ['WEB'],
+      slogan: 'Where every wealth planning journey begins',
+      updatedAt: '2026-09-23',
+      url: 'https://www.abbove.com'
+    },
     {
       categories: ['BUDGETING'],
       hasFreePlan: true,
@@ -72,6 +90,21 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Manage your entire Swiss wealth in one place',
       url: 'https://alpgain.ch'
     },
+    {
+      categories: ['WEALTH_MANAGEMENT'],
+      hasFreePlan: false,
+      hasSelfHostingAbility: false,
+      key: 'alphaquark',
+      languages: ['English'],
+      name: 'AlphaQuark',
+      origin: 'IN',
+      platforms: ['WEB'],
+      regions: ['IN'],
+      slogan:
+        'Best Wealth Management Platform in India for RAs, RIAs & Sub-Brokers',
+      updatedAt: '2026-09-23',
+      url: 'https://alphaquark.in'
+    },
     {
       categories: ['STOCK_TRACKING'],
       founded: 2016,
@@ -143,6 +176,31 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Analyze and track your portfolio.',
       url: 'https://anlage.app'
     },
+    {
+      categories: ['FAMILY_OFFICE', 'WEALTH_MANAGEMENT'],
+      founded: 2002,
+      key: 'archway',
+      languages: ['English'],
+      name: 'Archway',
+      origin: 'US',
+      platforms: ['WEB'],
+      slogan: 'The foundation for every transaction',
+      updatedAt: '2026-09-23',
+      url: 'https://www.archwaygroup.com'
+    },
+    {
+      categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'asignal',
+      languages: ['English'],
+      name: 'ASignal',
+      platforms: ['WEB'],
+      pricingPerYear: '$180',
+      slogan: 'Every signal comes with the research attached.',
+      updatedAt: '2026-09-23',
+      url: 'https://asignal.io'
+    },
     {
       categories: ['FAMILY_OFFICE'],
       founded: 2022,
@@ -246,6 +304,20 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Stock Portfolio Tracker for Smart Investors',
       url: 'https://beanvest.com'
     },
+    {
+      categories: ['INVESTMENT_RESEARCH'],
+      hasFreePlan: false,
+      hasSelfHostingAbility: false,
+      key: 'benzinga-pro',
+      languages: ['English'],
+      name: 'Benzinga Pro',
+      origin: 'US',
+      platforms: ['WEB'],
+      slogan:
+        'The Best Investment Research Software & Breaking Stock Market News',
+      updatedAt: '2026-09-23',
+      url: 'https://www.benzinga.com/pro'
+    },
     {
       categories: ['BUDGETING'],
       founded: 2022,
@@ -297,6 +369,26 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Take control with retirement planning tools that begin with you',
       url: 'https://www.boldin.com'
     },
+    {
+      categories: [
+        'DIVIDEND_TRACKING',
+        'ETF_TRACKING',
+        'FINANCIAL_PLANNING',
+        'STOCK_TRACKING'
+      ],
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'borderfolio',
+      languages: ['English'],
+      name: 'BorderFolio',
+      origin: 'GE',
+      platforms: ['WEB'],
+      pricingPerYear: '$149',
+      slogan:
+        'Your broker shows what your portfolio is worth. BorderFolio shows how you built it.',
+      updatedAt: '2026-09-23',
+      url: 'https://borderfolio.app'
+    },
     {
       categories: [
         'BUDGETING',
@@ -430,6 +522,16 @@ export const personalFinanceTools: Product[] = (
       slogan: 'The leading Crypto Portfolio Tracker & Tax Calculator',
       url: 'https://cointracking.info'
     },
+    {
+      categories: ['WEALTH_MANAGEMENT'],
+      hasSelfHostingAbility: true,
+      key: 'comarch-wealth-management',
+      name: 'Comarch Wealth Management',
+      origin: 'PL',
+      slogan: 'Empower RMs. Engage customers. Enhance business growth.',
+      updatedAt: '2026-09-23',
+      url: 'https://www.comarch.com/finance/banking/comarch-wealth-management'
+    },
     {
       categories: ['WEALTH_MANAGEMENT'],
       founded: 2019,
@@ -465,6 +567,36 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Customizable and Secure Personal Finance App',
       url: 'https://countabout.com'
     },
+    {
+      categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
+      founded: 2025,
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'coveredge',
+      languages: ['English'],
+      name: 'CoverEdge',
+      origin: 'US',
+      platforms: ['WEB'],
+      pricingPerYear: '$239.88',
+      slogan: 'Know what your options income is really earning.',
+      updatedAt: '2026-09-23',
+      url: 'https://coveredge.io'
+    },
+    {
+      categories: ['CRYPTOCURRENCY'],
+      founded: 2021,
+      hasFreePlan: false,
+      hasSelfHostingAbility: true,
+      key: 'crypto-excel',
+      languages: ['English', 'Français'],
+      name: 'Crypto Excel',
+      origin: 'FR',
+      platforms: ['WEB'],
+      pricingPerYear: '€70.80',
+      slogan: 'Excel in your investments.',
+      updatedAt: '2026-09-23',
+      url: 'https://www.cryptoexcel.io'
+    },
     {
       categories: ['INVESTMENT_RESEARCH'],
       hasFreePlan: true,
@@ -555,6 +687,21 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Dividend Portfolio Tracker',
       url: 'https://www.digrin.com'
     },
+    {
+      categories: ['INVESTMENT_RESEARCH'],
+      founded: 2020,
+      hasFreePlan: false,
+      hasSelfHostingAbility: false,
+      key: 'diversiview',
+      languages: ['English'],
+      name: 'Diversiview',
+      origin: 'AU',
+      platforms: ['WEB'],
+      pricingPerYear: 'AUD 490',
+      slogan: 'Portfolio Analysis & Portfolio Optimization',
+      updatedAt: '2026-09-23',
+      url: 'https://diversiview.online'
+    },
     {
       categories: ['DIVIDEND_TRACKING'],
       hasFreePlan: true,
@@ -572,6 +719,26 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Track Your Dividends Like a Pro',
       url: 'https://dividend-wealth.com'
     },
+    {
+      categories: [
+        'DIVIDEND_TRACKING',
+        'ETF_TRACKING',
+        'INVESTMENT_RESEARCH',
+        'STOCK_TRACKING'
+      ],
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'dividendatlas',
+      languages: ['English', 'Nederlands'],
+      name: 'DividendAtlas',
+      origin: 'NL',
+      platforms: ['WEB'],
+      pricingPerYear: '€79.90',
+      slogan:
+        'Research every dividend stock that pays. Then track what you own.',
+      updatedAt: '2026-09-23',
+      url: 'https://dividendatlas.com'
+    },
     {
       categories: ['DIVIDEND_TRACKING'],
       key: 'divtracker',
@@ -650,6 +817,14 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Everybody Deserves Financial Wellness',
       url: 'https://www.envestnet.com'
     },
+    {
+      categories: ['WEALTH_MANAGEMENT'],
+      key: 'envestnet-tamarac',
+      name: 'Envestnet Tamarac',
+      slogan: 'Envestnet Tamarac. Built for the way RIAs work.',
+      updatedAt: '2026-09-23',
+      url: 'https://www.envestnet.com/tamarac'
+    },
     {
       categories: ['INVESTMENT_RESEARCH'],
       hasFreePlan: true,
@@ -660,6 +835,24 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Stock Selection Analytics for Investors',
       url: 'https://epsmomentum.com'
     },
+    {
+      categories: [
+        'DIVIDEND_TRACKING',
+        'ETF_TRACKING',
+        'NET_WORTH_TRACKING',
+        'STOCK_TRACKING',
+        'TAX_REPORTING'
+      ],
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'equitystat',
+      languages: ['English'],
+      name: 'EquityStat',
+      platforms: ['WEB'],
+      slogan: 'Track All Your Stocks In One Place',
+      updatedAt: '2026-09-23',
+      url: 'https://equitystat.com'
+    },
     {
       categories: ['ETF_TRACKING', 'INVESTMENT_RESEARCH'],
       key: 'etf-action',
@@ -682,6 +875,17 @@ export const personalFinanceTools: Product[] = (
       slogan: 'A Smarter Approach to Exchange Traded Funds',
       url: 'https://www.etfrc.com'
     },
+    {
+      categories: ['WEALTH_MANAGEMENT'],
+      hasSelfHostingAbility: false,
+      key: 'etna-financial-advisor-software',
+      name: 'ETNA Financial Advisor Software',
+      origin: 'US',
+      platforms: ['WEB'],
+      slogan: 'Transform wealth management with our turnkey SaaS solution',
+      updatedAt: '2026-09-23',
+      url: 'https://www.etnasoft.com/financial-advisor-software'
+    },
     {
       categories: ['WEALTH_MANAGEMENT'],
       founded: 2010,
@@ -705,6 +909,25 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Plan, track, find more margin',
       url: 'https://www.ramseysolutions.com/money/everydollar'
     },
+    {
+      categories: [
+        'CRYPTOCURRENCY',
+        'ETF_TRACKING',
+        'INVESTMENT_RESEARCH',
+        'STOCK_TRACKING'
+      ],
+      hasFreePlan: false,
+      hasSelfHostingAbility: true,
+      key: 'excel-price-feed',
+      languages: ['English'],
+      name: 'Excel Price Feed',
+      origin: 'GB',
+      platforms: ['WINDOWS'],
+      pricingPerYear: '$165',
+      slogan: 'Live financial markets data in your Excel spreadsheet.',
+      updatedAt: '2026-09-23',
+      url: 'https://www.excelpricefeed.com'
+    },
     {
       categories: ['NET_WORTH_TRACKING'],
       founded: 2020,
@@ -783,6 +1006,21 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Flexible Financial Management',
       url: 'https://www.fina.money'
     },
+    {
+      categories: ['CRYPTOCURRENCY', 'STOCK_TRACKING'],
+      hasFreePlan: false,
+      hasSelfHostingAbility: false,
+      key: 'financial-tech-wiz-trading-journal',
+      languages: ['English'],
+      name: 'Financial Tech Wiz Trading Journal',
+      origin: 'US',
+      platforms: ['WEB'],
+      pricingPerYear: '$119',
+      slogan:
+        'The Trading Journal Built to Track, Analyze, and Improve Your Performance',
+      updatedAt: '2026-09-23',
+      url: 'https://journal.financialtechwiz.com'
+    },
     {
       categories: ['NET_WORTH_TRACKING'],
       founded: 2023,
@@ -854,6 +1092,17 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Wealth Management Software',
       url: 'https://fincite.de'
     },
+    {
+      categories: ['WEALTH_MANAGEMENT'],
+      hasSelfHostingAbility: true,
+      key: 'finfolio',
+      name: 'FinFolio',
+      origin: 'US',
+      platforms: ['ANDROID', 'IOS', 'WEB'],
+      slogan: 'Wealth management simplified.',
+      updatedAt: '2026-09-23',
+      url: 'https://www.finfolio.com'
+    },
     {
       categories: ['BUDGETING'],
       hasSelfHostingAbility: false,
@@ -873,6 +1122,19 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Essential Tools for Investors and Traders',
       url: 'https://fintel.io'
     },
+    {
+      categories: ['INVESTMENT_RESEARCH', 'WEALTH_MANAGEMENT'],
+      hasSelfHostingAbility: false,
+      key: 'fintellion',
+      name: 'Fintellion',
+      origin: 'US',
+      platforms: ['WEB'],
+      pricingPerYear: '$1188',
+      slogan:
+        'Research Companies. Track Market Events. Connect the Intelligence to Client Holdings.',
+      updatedAt: '2026-09-23',
+      url: 'https://www.fintellion.ai'
+    },
     {
       categories: ['ETF_TRACKING', 'STOCK_TRACKING'],
       founded: 2021,
@@ -951,6 +1213,21 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Take control over your investments',
       url: 'https://www.folishare.com'
     },
+    {
+      categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
+      hasFreePlan: false,
+      hasSelfHostingAbility: false,
+      key: 'foremetrics',
+      languages: ['English'],
+      name: 'Foremetrics',
+      origin: 'NL',
+      platforms: ['WEB'],
+      pricingPerYear: '€89',
+      slogan:
+        'Stock research, portfolio tracking, and valuation tools in one clear workspace',
+      updatedAt: '2026-09-23',
+      url: 'https://foremetrics.ai'
+    },
     {
       categories: ['BUDGETING', 'NET_WORTH_TRACKING'],
       hasFreePlan: true,
@@ -997,6 +1274,21 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Take control of your finances from WhatsApp',
       url: 'https://gasti.pro'
     },
+    {
+      categories: ['DIVIDEND_TRACKING', 'STOCK_TRACKING', 'TAX_REPORTING'],
+      founded: 2026,
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'geckopro',
+      languages: ['English'],
+      name: 'GeckoPro',
+      origin: 'NZ',
+      platforms: ['ANDROID', 'WEB'],
+      pricingPerYear: 'NZD 79.90',
+      slogan: 'Portfolio intelligence, without the noise.',
+      updatedAt: '2026-09-23',
+      url: 'https://geckopro.app'
+    },
     {
       categories: ['NET_WORTH_TRACKING', 'STOCK_TRACKING'],
       founded: 2020,
@@ -1060,6 +1352,25 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Follow Hedge Funds & Insiders using 13F filings',
       url: 'https://hedgefollow.com'
     },
+    {
+      categories: [
+        'ETF_TRACKING',
+        'INVESTMENT_RESEARCH',
+        'NET_WORTH_TRACKING',
+        'STOCK_TRACKING'
+      ],
+      founded: 2025,
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'helm-terminal',
+      languages: ['English'],
+      name: 'Helm Terminal',
+      platforms: ['WEB'],
+      pricingPerYear: '$149',
+      slogan: 'Your portfolio. A clearer picture.',
+      updatedAt: '2026-09-23',
+      url: 'https://helmterminal.dev'
+    },
     {
       categories: ['DIVIDEND_TRACKING', 'ETF_TRACKING', 'STOCK_TRACKING'],
       hasFreePlan: true,
@@ -1150,6 +1461,56 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Advanced portfolio tracking and stock market information',
       url: 'https://www.investify.pk'
     },
+    {
+      categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
+      hasFreePlan: false,
+      hasSelfHostingAbility: false,
+      key: 'investingpro',
+      name: 'InvestingPro',
+      origin: 'CY',
+      platforms: ['ANDROID', 'IOS', 'WEB'],
+      slogan: 'Make your next trade LEGENDARY',
+      updatedAt: '2026-09-23',
+      url: 'https://www.investing.com/pro'
+    },
+    {
+      categories: [
+        'DIVIDEND_TRACKING',
+        'ETF_TRACKING',
+        'STOCK_TRACKING',
+        'TAX_REPORTING'
+      ],
+      hasFreePlan: false,
+      hasSelfHostingAbility: true,
+      key: 'investment-account-manager',
+      languages: ['English'],
+      name: 'Investment Account Manager',
+      origin: 'US',
+      platforms: ['WINDOWS'],
+      pricingPerYear: '$159',
+      slogan: 'The Software Solution for Investing',
+      updatedAt: '2026-09-23',
+      url: 'https://www.investmentaccountmanager.com'
+    },
+    {
+      categories: [
+        'DIVIDEND_TRACKING',
+        'ETF_TRACKING',
+        'FINANCIAL_PLANNING',
+        'STOCK_TRACKING'
+      ],
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'investor-pilot',
+      languages: ['English'],
+      name: 'Investor Pilot',
+      origin: 'AU',
+      platforms: ['WEB'],
+      pricingPerYear: '$144',
+      slogan: 'Take control of your investing journey',
+      updatedAt: '2026-09-23',
+      url: 'https://investorpilot.co'
+    },
     {
       categories: ['NET_WORTH_TRACKING'],
       founded: 2021,
@@ -1177,6 +1538,21 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Inwestujesz? Śledź swój majątek w jednym miejscu',
       url: 'https://inwestuje.app'
     },
+    {
+      categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
+      founded: 2024,
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'istfin',
+      languages: ['Türkçe'],
+      name: 'İstfin',
+      origin: 'TR',
+      platforms: ['WEB'],
+      pricingPerYear: '₺1188',
+      slogan: 'Veriyi Stratejiye Dönüştürün',
+      updatedAt: '2026-09-23',
+      url: 'https://istfin.com'
+    },
     {
       categories: ['ETF_TRACKING'],
       founded: 2011,
@@ -1290,6 +1666,21 @@ export const personalFinanceTools: Product[] = (
       slogan: 'AI Investing Assistant',
       url: 'https://magnifi.com'
     },
+    {
+      categories: ['CRYPTOCURRENCY'],
+      founded: 2023,
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'mantapex',
+      languages: ['Deutsch', 'English', 'Español', 'Français', '中文'],
+      name: 'Mantapex',
+      origin: 'NO',
+      platforms: ['ANDROID', 'WEB'],
+      pricingPerYear: '$29',
+      slogan: 'Track Your Crypto Portfolio Across 50+ Chains',
+      updatedAt: '2026-09-23',
+      url: 'https://mantapex.com'
+    },
     {
       categories: ['INVESTMENT_RESEARCH'],
       key: 'marketinout',
@@ -1633,6 +2024,24 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Your Finances. Finally Clear.',
       url: 'https://nexafin.com'
     },
+    {
+      categories: [
+        'FINANCIAL_PLANNING',
+        'INVESTMENT_RESEARCH',
+        'WEALTH_MANAGEMENT'
+      ],
+      hasFreePlan: false,
+      hasSelfHostingAbility: false,
+      key: 'nitrogen',
+      name: 'Nitrogen',
+      note: 'Originally named as Riskalyze',
+      origin: 'US',
+      platforms: ['WEB'],
+      pricingPerYear: '$1188',
+      slogan: 'Showcase the value of advice in every client moment.',
+      updatedAt: '2026-09-23',
+      url: 'https://nitrogenwealth.com'
+    },
     {
       categories: ['INVESTMENT_RESEARCH'],
       key: 'okama',
@@ -1652,6 +2061,34 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Dividend Day Should Feel Like Payday',
       url: 'https://onlydividends.app'
     },
+    {
+      categories: ['INVESTMENT_RESEARCH', 'WEALTH_MANAGEMENT'],
+      hasFreePlan: false,
+      hasSelfHostingAbility: false,
+      key: 'orion-risk-intelligence',
+      name: 'Orion Risk Intelligence',
+      note: 'Originally named as HiddenLevers',
+      origin: 'US',
+      platforms: ['WEB'],
+      pricingPerYear: '$2970',
+      slogan: 'Risk analytics. Built on BeFi.',
+      updatedAt: '2026-09-23',
+      url: 'https://orion.com/advisor-tech/risk-intelligence'
+    },
+    {
+      categories: ['INVESTMENT_RESEARCH'],
+      hasFreePlan: false,
+      hasSelfHostingAbility: true,
+      key: 'panda-trading-solutions',
+      languages: ['English', 'Español', 'Português'],
+      name: 'Panda Trading Solutions',
+      origin: 'BR',
+      platforms: ['WINDOWS'],
+      pricingPerYear: '$899',
+      slogan: 'One click on the board. Everything follows.',
+      updatedAt: '2026-09-23',
+      url: 'https://tspanda.com'
+    },
     {
       categories: ['NET_WORTH_TRACKING'],
       founded: 2020,
@@ -1720,6 +2157,19 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Your money. Made simple.',
       url: 'https://www.getpennies.com'
     },
+    {
+      categories: ['FAMILY_OFFICE'],
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'pinion',
+      languages: ['English'],
+      name: 'Pinion',
+      platforms: ['WEB'],
+      pricingPerYear: '$50',
+      slogan: 'Track your angel portfolio.',
+      updatedAt: '2026-09-23',
+      url: 'https://pinion.vc'
+    },
     {
       categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
       founded: 2022,
@@ -1785,6 +2235,19 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Know where your money is going',
       url: 'https://www.pocketsmith.com'
     },
+    {
+      categories: ['FINANCIAL_PLANNING', 'WEALTH_MANAGEMENT'],
+      hasFreePlan: false,
+      hasSelfHostingAbility: true,
+      key: 'portax',
+      name: 'PORTAX',
+      origin: 'US',
+      platforms: ['WINDOWS'],
+      pricingPerYear: '$899',
+      slogan: 'After-Tax Portfolio Analysis',
+      updatedAt: '2026-09-23',
+      url: 'https://www.portaxsoftware.com'
+    },
     {
       categories: ['BUDGETING', 'NET_WORTH_TRACKING', 'STOCK_TRACKING'],
       hasFreePlan: false,
@@ -1867,6 +2330,43 @@ export const personalFinanceTools: Product[] = (
       slogan: 'One look. Clear picture of your portfolio.',
       url: 'https://www.portfolioglance.com'
     },
+    {
+      categories: ['INVESTMENT_RESEARCH'],
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'portfoliometrics',
+      languages: [
+        'Čeština',
+        'Deutsch',
+        'English',
+        'Español',
+        'Français',
+        'Italiano',
+        '日本語',
+        '简体中文',
+        '繁體中文'
+      ],
+      name: 'PortfolioMetrics',
+      origin: 'CZ',
+      platforms: ['WEB'],
+      pricingPerYear: '$139',
+      slogan: 'What do you want to backtest today?',
+      updatedAt: '2026-09-23',
+      url: 'https://portfoliometrics.net',
+      useAnonymously: true
+    },
+    {
+      categories: ['FAMILY_OFFICE', 'TAX_REPORTING', 'WEALTH_MANAGEMENT'],
+      founded: 1999,
+      hasSelfHostingAbility: false,
+      key: 'portfolioshop',
+      name: 'PortfolioShop',
+      origin: 'US',
+      platforms: ['WEB'],
+      slogan: 'Precision in Every Position',
+      updatedAt: '2026-09-23',
+      url: 'https://www.portfolioshop.com'
+    },
     {
       categories: ['INVESTMENT_RESEARCH'],
       key: 'portfolioslab',
@@ -1874,6 +2374,27 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Financial tools for smart investors',
       url: 'https://portfolioslab.com'
     },
+    {
+      categories: [
+        'CRYPTOCURRENCY',
+        'DIVIDEND_TRACKING',
+        'ETF_TRACKING',
+        'INVESTMENT_RESEARCH',
+        'STOCK_TRACKING'
+      ],
+      founded: 2025,
+      hasFreePlan: false,
+      hasSelfHostingAbility: false,
+      key: 'portfoliotrackr',
+      languages: ['English'],
+      name: 'PortfolioTrackr',
+      origin: 'AE',
+      platforms: ['ANDROID', 'IOS', 'WEB'],
+      pricingPerYear: '$99.99',
+      slogan: 'Every position. One dashboard.',
+      updatedAt: '2026-09-23',
+      url: 'https://portfoliotrackr.com'
+    },
     {
       categories: ['STOCK_TRACKING'],
       hasFreePlan: true,
@@ -1923,6 +2444,18 @@ export const personalFinanceTools: Product[] = (
       slogan: 'The stock portfolio tracker built for long-term investors',
       url: 'https://prostocktracker.com'
     },
+    {
+      categories: ['WEALTH_MANAGEMENT'],
+      founded: 2007,
+      key: 'pulse-by-assetbook',
+      languages: ['English'],
+      name: 'Pulse by AssetBook',
+      origin: 'US',
+      platforms: ['WEB'],
+      slogan: 'Portfolio Management and Reporting Software',
+      updatedAt: '2026-09-23',
+      url: 'https://www.assetbook.com'
+    },
     {
       categories: ['NET_WORTH_TRACKING'],
       hasSelfHostingAbility: false,
@@ -1932,6 +2465,25 @@ export const personalFinanceTools: Product[] = (
       slogan: 'See your financial life clearly',
       url: 'https://usequantive.app'
     },
+    {
+      categories: [
+        'CRYPTOCURRENCY',
+        'ETF_TRACKING',
+        'INVESTMENT_RESEARCH',
+        'STOCK_TRACKING'
+      ],
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'quotrend',
+      languages: ['English'],
+      name: 'QuoTrend',
+      origin: 'CY',
+      platforms: ['ANDROID', 'IOS', 'WEB'],
+      pricingPerYear: '$154.80',
+      slogan: 'Know what to trade in your own words.',
+      updatedAt: '2026-09-23',
+      url: 'https://quotrend.com'
+    },
     {
       categories: ['INVESTMENT_RESEARCH', 'NET_WORTH_TRACKING'],
       hasFreePlan: true,
@@ -1949,6 +2501,7 @@ export const personalFinanceTools: Product[] = (
       categories: ['INVESTMENT_RESEARCH'],
       key: 'reflexivity',
       name: 'Reflexivity',
+      note: 'Originally named as Toggle AI',
       slogan: 'Faster Insights. Better Analysis. Greater Confidence.',
       url: 'https://reflexivity.com'
     },
@@ -1976,6 +2529,20 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Track your net worth',
       url: 'https://www.rocketmoney.com'
     },
+    {
+      categories: ['DIVIDEND_TRACKING', 'ETF_TRACKING', 'STOCK_TRACKING'],
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'safe-dividend-tracker',
+      languages: ['English'],
+      name: 'Safe Dividend Tracker',
+      origin: 'US',
+      platforms: ['ANDROID', 'IOS', 'WEB'],
+      pricingPerYear: '$95.88',
+      slogan: 'The Smarter Way to Build Dividend Income',
+      updatedAt: '2026-09-23',
+      url: 'https://safedividendtracker.com'
+    },
     {
       categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
       founded: 2019,
@@ -2086,6 +2653,27 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Smart portfolio tracker for informed investors',
       url: 'https://simplywall.st'
     },
+    {
+      categories: [
+        'CRYPTOCURRENCY',
+        'ETF_TRACKING',
+        'INVESTMENT_RESEARCH',
+        'STOCK_TRACKING'
+      ],
+      founded: 2024,
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'sirius-investors',
+      languages: ['English'],
+      name: 'Sirius Investors',
+      origin: 'NL',
+      platforms: ['WEB'],
+      pricingPerYear: '$190',
+      slogan:
+        'Professional-Grade Investment Research with Automated Portfolio Management',
+      updatedAt: '2026-09-23',
+      url: 'https://www.siriusinvestors.com'
+    },
     {
       categories: ['BUDGETING'],
       hasFreePlan: true,
@@ -2145,6 +2733,22 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Take control of your investments',
       url: 'https://statfolio.net'
     },
+    {
+      categories: [
+        'DIVIDEND_TRACKING',
+        'ETF_TRACKING',
+        'INVESTMENT_RESEARCH',
+        'STOCK_TRACKING'
+      ],
+      founded: 2010,
+      key: 'statmetrics',
+      name: 'Statmetrics',
+      origin: 'DE',
+      platforms: ['ANDROID'],
+      slogan: 'Mobile App Solution for investment analysis and management',
+      updatedAt: '2026-09-23',
+      url: 'https://statmetrics.org'
+    },
     {
       categories: ['INVESTMENT_RESEARCH'],
       hasFreePlan: true,
@@ -2165,6 +2769,35 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Track all your Investments',
       url: 'https://stockevents.app'
     },
+    {
+      categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
+      founded: 2025,
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'stock-expert-ai',
+      name: 'Stock Expert AI',
+      origin: 'US',
+      platforms: ['WEB'],
+      slogan: 'Research US stocks with AI.',
+      updatedAt: '2026-09-23',
+      url: 'https://www.stockexpertai.com'
+    },
+    {
+      categories: ['DIVIDEND_TRACKING', 'ETF_TRACKING', 'STOCK_TRACKING'],
+      founded: 2010,
+      hasFreePlan: false,
+      hasSelfHostingAbility: true,
+      key: 'stock-portfolio-organizer',
+      languages: ['English'],
+      name: 'Stock Portfolio Organizer',
+      note: 'License is a perpetual license',
+      origin: 'AU',
+      platforms: ['WINDOWS'],
+      pricingPerYear: '$99',
+      slogan: 'The Ultimate Stock Portfolio Management Software',
+      updatedAt: '2026-09-23',
+      url: 'https://www.stockportfolioorganizer.com'
+    },
     {
       categories: ['INVESTMENT_RESEARCH'],
       key: 'stockcharts',
@@ -2182,6 +2815,25 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Supercharge your investments tracking experience',
       url: 'https://stockle.app'
     },
+    {
+      categories: [
+        'DIVIDEND_TRACKING',
+        'ETF_TRACKING',
+        'STOCK_TRACKING',
+        'TAX_REPORTING'
+      ],
+      hasFreePlan: false,
+      hasSelfHostingAbility: true,
+      key: 'stockmarket-plus',
+      languages: ['English'],
+      name: 'StockMarket Plus',
+      origin: 'AU',
+      platforms: ['WINDOWS'],
+      pricingPerYear: 'AUD 288',
+      slogan: 'Share Portfolio Management Software Australia',
+      updatedAt: '2026-09-23',
+      url: 'https://stockmarketplus.com.au'
+    },
     {
       categories: ['STOCK_TRACKING'],
       founded: 2008,
@@ -2192,6 +2844,20 @@ export const personalFinanceTools: Product[] = (
       note: 'StockMarketEye was discontinued in 2023',
       slogan: 'A Powerful Portfolio & Investment Tracking App'
     },
+    {
+      categories: ['DIVIDEND_TRACKING', 'STOCK_TRACKING', 'TAX_REPORTING'],
+      hasFreePlan: true,
+      hasSelfHostingAbility: true,
+      key: 'stockmaster',
+      languages: ['English'],
+      name: 'StockMaster',
+      origin: 'AU',
+      platforms: ['WINDOWS'],
+      pricingPerYear: '$275',
+      slogan: 'Australia Leading Portfolio Management Software',
+      updatedAt: '2026-09-23',
+      url: 'https://supertech.com.au/stockmaster.html'
+    },
     {
       categories: ['INVESTMENT_RESEARCH'],
       key: 'stockopedia',
@@ -2221,6 +2887,20 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Unique Stock Insights & Portfolio Tracking',
       url: 'https://stockunlock.com'
     },
+    {
+      categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
+      hasFreePlan: true,
+      hasSelfHostingAbility: true,
+      key: 'stockwarepro',
+      languages: ['English'],
+      name: 'StockwarePro',
+      origin: 'IN',
+      platforms: ['WINDOWS'],
+      pricingPerYear: '$70',
+      slogan: 'Signals are often lagging, AI gives us the leading edge!',
+      updatedAt: '2026-09-23',
+      url: 'https://www.stockwarepro.com'
+    },
     {
       categories: ['STOCK_TRACKING'],
       hasFreePlan: true,
@@ -2330,6 +3010,25 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Make your money go further with daily budgets',
       url: 'https://www.todays-budget.com'
     },
+    {
+      categories: [
+        'CRYPTOCURRENCY',
+        'DIVIDEND_TRACKING',
+        'ETF_TRACKING',
+        'STOCK_TRACKING',
+        'TAX_REPORTING'
+      ],
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'track-my-shares',
+      languages: ['English'],
+      name: 'Track My Shares',
+      platforms: ['WEB'],
+      pricingPerYear: '$49.99',
+      slogan: 'The portfolio tracker that handles your tax time too.',
+      updatedAt: '2026-09-23',
+      url: 'https://trackmyshares.com'
+    },
     {
       categories: ['ETF_TRACKING'],
       founded: 2016,
@@ -2364,6 +3063,22 @@ export const personalFinanceTools: Product[] = (
         'Follow the Performance, Payments, and Diversification of Your Dividend Portfolio',
       url: 'https://www.trackyourdividends.com'
     },
+    {
+      categories: ['CRYPTOCURRENCY', 'STOCK_TRACKING'],
+      founded: 2026,
+      hasFreePlan: false,
+      hasSelfHostingAbility: false,
+      key: 'trade-journal-ai',
+      languages: ['English'],
+      name: 'Trade Journal AI',
+      origin: 'US',
+      platforms: ['IOS', 'WEB'],
+      pricingPerYear: '$195',
+      slogan:
+        'The AI trading journal that reads every entry — not just every trade',
+      updatedAt: '2026-09-23',
+      url: 'https://tradejournal.ai'
+    },
     {
       key: 'tradebb',
       name: 'TradeBB',
@@ -2380,6 +3095,34 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Take Control Of Trader Taxes',
       url: 'https://tradelog.com'
     },
+    {
+      categories: ['CRYPTOCURRENCY', 'ETF_TRACKING', 'STOCK_TRACKING'],
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'tradersforge-journal',
+      languages: ['English', 'Español', 'Português'],
+      name: 'TradersForge Journal',
+      origin: 'US',
+      platforms: ['IOS', 'WEB'],
+      pricingPerYear: '$100',
+      slogan: 'Your Trading Journal — now with Forge.',
+      updatedAt: '2026-09-23',
+      url: 'https://app.tradersforge.net'
+    },
+    {
+      categories: ['CRYPTOCURRENCY', 'STOCK_TRACKING'],
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'traderswatcher',
+      languages: ['English'],
+      name: 'TradersWatcher',
+      origin: 'CA',
+      platforms: ['WEB'],
+      pricingPerYear: '$290',
+      slogan: 'The journal that watches you trade.',
+      updatedAt: '2026-09-23',
+      url: 'https://traderswatcher.com'
+    },
     {
       founded: 2011,
       hasFreePlan: false,
@@ -2449,6 +3192,20 @@ export const personalFinanceTools: Product[] = (
       slogan: 'The Stock Market Platform to Stay Ahead',
       url: 'https://trendlyne.com'
     },
+    {
+      categories: ['CRYPTOCURRENCY', 'INVESTMENT_RESEARCH'],
+      hasFreePlan: false,
+      hasSelfHostingAbility: false,
+      key: 'trendspider',
+      languages: ['English'],
+      name: 'TrendSpider',
+      origin: 'US',
+      platforms: ['ANDROID', 'IOS', 'WEB'],
+      pricingPerYear: '$708',
+      slogan: 'Welcome to the AI-Powered Super Platform for Active Investors',
+      updatedAt: '2026-09-23',
+      url: 'https://trendspider.com'
+    },
     {
       categories: ['NET_WORTH_TRACKING'],
       founded: 2020,
@@ -2482,6 +3239,37 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Analyzing stocks has never been easier',
       url: 'https://www.tweenvest.com'
     },
+    {
+      categories: [
+        'CRYPTOCURRENCY',
+        'ETF_TRACKING',
+        'INVESTMENT_RESEARCH',
+        'STOCK_TRACKING'
+      ],
+      hasFreePlan: false,
+      hasSelfHostingAbility: false,
+      key: 'tykr',
+      languages: ['English'],
+      name: 'Tykr',
+      origin: 'US',
+      platforms: ['ANDROID', 'IOS', 'WEB'],
+      pricingPerYear: '$99.99',
+      slogan: 'Clear Confident Investing',
+      updatedAt: '2026-09-23',
+      url: 'https://tykr.com'
+    },
+    {
+      categories: ['CRYPTOCURRENCY', 'STOCK_TRACKING'],
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'ultratrader',
+      name: 'UltraTrader',
+      platforms: ['ANDROID', 'IOS', 'WEB'],
+      pricingPerYear: '$108',
+      slogan: 'The Best Trading Journal for Web & Mobile',
+      updatedAt: '2026-09-23',
+      url: 'https://ultratrader.app'
+    },
     {
       categories: ['INVESTMENT_RESEARCH'],
       key: 'uncle-stock',
@@ -2490,6 +3278,19 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Fundamental Stock Screener',
       url: 'https://www.unclestock.com'
     },
+    {
+      categories: ['STOCK_TRACKING'],
+      hasFreePlan: true,
+      hasSelfHostingAbility: false,
+      key: 'upogee',
+      languages: ['English', 'Español'],
+      name: 'Upogee',
+      origin: 'ES',
+      platforms: ['WEB'],
+      slogan: 'See whether what you’re doing with your investments is working.',
+      updatedAt: '2026-09-23',
+      url: 'https://upogee.com'
+    },
     {
       categories: ['STOCK_TRACKING'],
       hasFreePlan: true,
@@ -2523,6 +3324,35 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Track your real portfolio. Not a watchlist.',
       url: 'https://valuedge.app'
     },
+    {
+      categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
+      hasFreePlan: false,
+      hasSelfHostingAbility: false,
+      key: 'valuescreener',
+      languages: ['English'],
+      name: 'ValueScreener',
+      origin: 'US',
+      platforms: ['WEB'],
+      pricingPerYear: '$228',
+      slogan:
+        'We draft the numbers. You write the reason. We tell you the day one breaks.',
+      updatedAt: '2026-09-23',
+      url: 'https://valuescreener.ai'
+    },
+    {
+      categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
+      hasFreePlan: false,
+      hasSelfHostingAbility: true,
+      key: 'vectorvest',
+      languages: ['English'],
+      name: 'VectorVest',
+      origin: 'US',
+      platforms: ['ANDROID', 'IOS', 'WEB', 'WINDOWS'],
+      pricingPerYear: '$499',
+      slogan: 'Protect & grow your stock portfolio in only 10 minutes a day',
+      updatedAt: '2026-09-23',
+      url: 'https://www.vectorvest.com'
+    },
     {
       categories: ['FAMILY_OFFICE', 'WEALTH_MANAGEMENT'],
       founded: 2020,
@@ -2572,6 +3402,21 @@ export const personalFinanceTools: Product[] = (
       slogan: 'Stock market analysis for the serious part-time investor',
       url: 'https://www.wallstreetzen.com'
     },
+    {
+      categories: ['FAMILY_OFFICE', 'TAX_REPORTING'],
+      founded: 2001,
+      hasFreePlan: false,
+      hasSelfHostingAbility: false,
+      key: 'wealth-write-up',
+      languages: ['English', 'Français'],
+      name: 'Wealth Write.Up',
+      origin: 'CA',
+      platforms: ['WEB'],
+      pricingPerYear: 'CAD 899',
+      slogan: 'The Competitive Edge in Investment Accounting',
+      updatedAt: '2026-09-23',
+      url: 'https://wealthwriteup.com'
+    },
     {
       categories: ['FAMILY_OFFICE', 'WEALTH_MANAGEMENT'],
       founded: 2015,