mirror of https://github.com/ghostfolio/ghostfolio
You can not select more than 25 topics
Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
4573 lines
129 KiB
4573 lines
129 KiB
import { Product } from '@ghostfolio/common/interfaces';
|
|
|
|
export const personalFinanceTools: Product[] = (
|
|
[
|
|
{
|
|
categories: [
|
|
'FAMILY_OFFICE',
|
|
'FINANCIAL_ADVISOR',
|
|
'NET_WORTH_TRACKING',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
key: '1fs-wealth',
|
|
name: '1fs Wealth',
|
|
origin: 'GB',
|
|
platforms: ['WEB'],
|
|
slogan: 'A single platform for all of your wealth.',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.1fs.co'
|
|
},
|
|
{
|
|
categories: [
|
|
'FAMILY_OFFICE',
|
|
'FINANCIAL_ADVISOR',
|
|
'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,
|
|
hasSelfHostingAbility: true,
|
|
key: 'acemoney',
|
|
name: 'AceMoney',
|
|
note: 'License is a perpetual license',
|
|
origin: 'US',
|
|
platforms: ['MACOS', 'WINDOWS'],
|
|
pricingPerYear: '$44.95',
|
|
slogan: 'Lifetime Personal Finance Control, One Single Payment.',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.mechcad.net'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'WEALTH_MANAGEMENT'],
|
|
key: 'addepar',
|
|
name: 'Addepar',
|
|
slogan: 'Transform your business with Addepar',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://addepar.com'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
hasSelfHostingAbility: true,
|
|
key: 'advent-portfolio-exchange',
|
|
name: 'Advent Portfolio Exchange',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
slogan: 'Simplify portfolio accounting and reporting',
|
|
updatedAt: '2026-09-23',
|
|
url: 'https://www.advent.com/solutions/advent-portfolio-exchange'
|
|
},
|
|
{
|
|
categories: [
|
|
'FINANCIAL_ADVISOR',
|
|
'FINANCIAL_PLANNING',
|
|
'NET_WORTH_TRACKING',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
key: 'advisorengine',
|
|
name: 'AdvisorEngine',
|
|
origin: 'US',
|
|
slogan: 'Your complete wealth management platform',
|
|
updatedAt: '2026-09-23',
|
|
url: 'https://www.advisorengine.com'
|
|
},
|
|
{
|
|
categories: ['WEALTH_MANAGEMENT'],
|
|
key: 'akkuro',
|
|
name: 'Akkuro',
|
|
slogan: 'Composable Banking',
|
|
updatedAt: '2026-07-09',
|
|
url: 'https://akkuro.com'
|
|
},
|
|
{
|
|
categories: [
|
|
'FAMILY_OFFICE',
|
|
'FINANCIAL_ADVISOR',
|
|
'NET_WORTH_TRACKING',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
hasSelfHostingAbility: false,
|
|
key: 'aleta',
|
|
name: 'Aleta',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
slogan: 'Family Office Software for Forward-Thinking Families',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://aleta.io'
|
|
},
|
|
{
|
|
categories: ['ETF_TRACKING', 'STOCK_TRACKING'],
|
|
founded: 2023,
|
|
hasSelfHostingAbility: false,
|
|
key: 'allinvestview',
|
|
languages: ['English'],
|
|
name: 'AllInvestView',
|
|
platforms: ['WEB'],
|
|
slogan: 'All your Investments in One View',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.allinvestview.com'
|
|
},
|
|
{
|
|
categories: ['WEALTH_MANAGEMENT'],
|
|
founded: 2019,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'allvue-systems',
|
|
name: 'Allvue Systems',
|
|
origin: 'US',
|
|
slogan: 'Investment Software Suite',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.allvuesystems.com'
|
|
},
|
|
{
|
|
categories: [
|
|
'BUDGETING',
|
|
'CRYPTOCURRENCY',
|
|
'ETF_TRACKING',
|
|
'NET_WORTH_TRACKING',
|
|
'STOCK_TRACKING',
|
|
'TAX_REPORTING'
|
|
],
|
|
founded: 2024,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'alpgain',
|
|
languages: ['Deutsch', 'English', 'Français', 'Italiano'],
|
|
name: 'Alpgain',
|
|
origin: 'CH',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: 'CHF 99',
|
|
slogan: 'Manage your entire Swiss wealth in one place',
|
|
updatedAt: '2026-08-27',
|
|
url: 'https://alpgain.ch'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_ADVISOR', '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,
|
|
key: 'alphatrackr',
|
|
languages: ['English'],
|
|
name: 'AlphaTrackr',
|
|
platforms: ['WEB'],
|
|
slogan: 'Investment Portfolio Tracking Tool',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.alphatrackr.com'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'NET_WORTH_TRACKING', 'WEALTH_MANAGEMENT'],
|
|
founded: 2017,
|
|
hasSelfHostingAbility: false,
|
|
key: 'altoo',
|
|
name: 'Altoo Wealth Platform',
|
|
origin: 'CH',
|
|
platforms: ['WEB'],
|
|
slogan: 'Simplicity for Complex Wealth',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://altoo.io'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
founded: 2018,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'altruist',
|
|
name: 'Altruist',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
slogan: 'The wealth platform built for independent advisors',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://altruist.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
hasFreePlan: true,
|
|
key: 'alwy',
|
|
languages: [
|
|
'Dansk',
|
|
'Deutsch',
|
|
'English',
|
|
'Nederlands',
|
|
'Norsk',
|
|
'Suomi',
|
|
'Svenska'
|
|
],
|
|
name: 'Alwy',
|
|
origin: 'SE',
|
|
platforms: ['IOS', 'WEB'],
|
|
slogan: 'Future-proof your business',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://alwy.se'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
|
|
founded: 2023,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'amsflow',
|
|
name: 'Amsflow Portfolio',
|
|
origin: 'SG',
|
|
pricingPerYear: '$228',
|
|
slogan: 'Portfolio Visualizer',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://amsflow.com'
|
|
},
|
|
{
|
|
categories: ['ETF_TRACKING', 'STOCK_TRACKING'],
|
|
founded: 2025,
|
|
hasFreePlan: true,
|
|
key: 'anantys',
|
|
languages: ['English', 'Français'],
|
|
name: 'Anantys',
|
|
origin: 'FR',
|
|
platforms: ['WEB'],
|
|
slogan: 'The investment copilot with no conflict of interest',
|
|
updatedAt: '2026-08-16',
|
|
url: 'https://anantys.com'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING'],
|
|
founded: 2018,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'anlage.app',
|
|
languages: ['English'],
|
|
name: 'Anlage.App',
|
|
origin: 'AT',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$120',
|
|
slogan: 'Analyze and track your portfolio.',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://anlage.app'
|
|
},
|
|
{
|
|
categories: [
|
|
'FAMILY_OFFICE',
|
|
'FINANCIAL_ADVISOR',
|
|
'TAX_REPORTING',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
key: 'arch',
|
|
name: 'Arch',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
slogan: 'Private Markets. Simplified.',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://arch.com'
|
|
},
|
|
{
|
|
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', 'NET_WORTH_TRACKING', 'WEALTH_MANAGEMENT'],
|
|
founded: 2021,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'asora',
|
|
name: 'Asora',
|
|
origin: 'IE',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$10800',
|
|
slogan: 'Software for the modern family office',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.asora.com'
|
|
},
|
|
{
|
|
categories: [
|
|
'FAMILY_OFFICE',
|
|
'FINANCIAL_ADVISOR',
|
|
'NET_WORTH_TRACKING',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
founded: 2011,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'asset-vantage',
|
|
name: 'Asset Vantage',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$30000',
|
|
slogan:
|
|
'The Financial Operating System for Modern Family Offices and Their Advisors',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.assetvantage.com'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE'],
|
|
founded: 2022,
|
|
hasFreePlan: false,
|
|
key: 'asseta',
|
|
languages: ['English'],
|
|
name: 'Asseta',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
slogan: 'The Intelligent Family Office Suite',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.asseta.ai'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'WEALTH_MANAGEMENT'],
|
|
key: 'atalaya',
|
|
languages: ['English', 'Español'],
|
|
name: 'Atalaya',
|
|
origin: 'ES',
|
|
slogan: 'Software for Family Offices',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.atalaya.ai'
|
|
},
|
|
{
|
|
categories: [
|
|
'FAMILY_OFFICE',
|
|
'FINANCIAL_ADVISOR',
|
|
'NET_WORTH_TRACKING',
|
|
'TAX_REPORTING',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
hasSelfHostingAbility: false,
|
|
key: 'atlasfive',
|
|
languages: ['English'],
|
|
name: 'AtlasFive®',
|
|
origin: 'US',
|
|
slogan: 'Experience Wealth Intelligence',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://eton-solutions.com'
|
|
},
|
|
{
|
|
categories: ['WEALTH_MANAGEMENT'],
|
|
founded: 2016,
|
|
key: 'atominvest',
|
|
name: 'Atominvest',
|
|
origin: 'GB',
|
|
slogan: 'Portfolio Management',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.atominvest.co'
|
|
},
|
|
{
|
|
categories: [
|
|
'FAMILY_OFFICE',
|
|
'FINANCIAL_ADVISOR',
|
|
'NET_WORTH_TRACKING',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
key: 'auria',
|
|
name: 'Auria',
|
|
platforms: ['WEB'],
|
|
slogan: 'Simplify the complexities of wealth with a unified solution',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://auriaplatform.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2020,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'balance-pro',
|
|
name: 'Balance Pro',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$47.99',
|
|
slogan: 'The Smarter Way to Track Your Finances',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.balancepro.app'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'bankin',
|
|
languages: ['English', 'Français'],
|
|
name: 'Bankin’',
|
|
origin: 'FR',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '€39.99',
|
|
slogan: 'L’app tout-en-1 pour mieux gérer son argent',
|
|
updatedAt: '2026-08-17',
|
|
url: 'https://www.bankin.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: true,
|
|
key: 'banktivity',
|
|
name: 'Banktivity',
|
|
origin: 'US',
|
|
platforms: ['IOS', 'MACOS'],
|
|
pricingPerYear: '$59.99',
|
|
slogan: 'Proactive money management app for macOS & iOS',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.banktivity.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
key: 'basil-wealth',
|
|
name: 'Basil',
|
|
platforms: ['WEB'],
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://basilwealth.com'
|
|
},
|
|
{
|
|
founded: 2022,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
isArchived: true,
|
|
key: 'basil-finance',
|
|
name: 'Basil Finance',
|
|
slogan:
|
|
'The ultimate solution for tracking and managing your investments',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://basil.fi'
|
|
},
|
|
{
|
|
categories: ['NET_WORTH_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'beam',
|
|
languages: ['Deutsch', 'English', 'Français'],
|
|
name: 'Beam',
|
|
origin: 'CH',
|
|
platforms: ['ANDROID', 'IOS'],
|
|
pricingPerYear: '$49.99',
|
|
slogan: 'Stop guessing your net worth',
|
|
updatedAt: '2026-08-27',
|
|
url: 'https://www.get-beam.app'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
|
|
founded: 2020,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'beanvest',
|
|
name: 'Beanvest',
|
|
origin: 'FR',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$100',
|
|
slogan: 'Stock Portfolio Tracker for Smart Investors',
|
|
updatedAt: '2026-07-05',
|
|
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: ['FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
founded: 2014,
|
|
hasSelfHostingAbility: false,
|
|
key: 'betterment-advisor-solutions',
|
|
name: 'Betterment Advisor Solutions',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
slogan: 'The independent custodian built for independent advisors',
|
|
updatedAt: '2026-09-23',
|
|
url: 'https://www.betterment.com/advisors'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2022,
|
|
hasSelfHostingAbility: false,
|
|
isArchived: true,
|
|
key: 'billi',
|
|
languages: ['English'],
|
|
name: 'Billi',
|
|
origin: 'CA',
|
|
platforms: ['ANDROID', 'IOS'],
|
|
slogan: 'Be Money Mindful',
|
|
updatedAt: '2026-08-17',
|
|
url: 'https://billi.webflow.io'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
|
|
founded: 2021,
|
|
hasFreePlan: true,
|
|
key: 'blossom-social',
|
|
languages: ['English'],
|
|
name: 'Blossom Social',
|
|
origin: 'CA',
|
|
platforms: ['ANDROID', 'IOS'],
|
|
slogan: 'Real Portfolios, Trades & Market Insights',
|
|
updatedAt: '2026-08-16',
|
|
url: 'https://blossomsocial.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2024,
|
|
hasSelfHostingAbility: false,
|
|
key: 'bluebudget',
|
|
languages: ['Deutsch', 'English', 'Français', 'Italiano'],
|
|
name: 'BlueBudget',
|
|
origin: 'CH',
|
|
platforms: ['ANDROID', 'IOS'],
|
|
slogan: 'Schweizer Budget App für einfache & smarte Budgetplanung',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.bluebudget.ch'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_PLANNING'],
|
|
founded: 2015,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'boldin',
|
|
name: 'Boldin',
|
|
note: 'Originally named as NewRetirement',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$144',
|
|
slogan: 'Take control with retirement planning tools that begin with you',
|
|
updatedAt: '2026-07-05',
|
|
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',
|
|
'CRYPTOCURRENCY',
|
|
'NET_WORTH_TRACKING',
|
|
'STOCK_TRACKING'
|
|
],
|
|
founded: 2014,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'budgetbakers',
|
|
languages: [
|
|
'Čeština',
|
|
'Deutsch',
|
|
'English',
|
|
'Español',
|
|
'Français',
|
|
'Italiano',
|
|
'Українська',
|
|
'עברית'
|
|
],
|
|
name: 'BudgetBakers',
|
|
origin: 'CZ',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
slogan: 'Your Finances in One Place',
|
|
updatedAt: '2026-08-18',
|
|
url: 'https://budgetbakers.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
key: 'budgetpulse',
|
|
name: 'BudgetPulse',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
slogan: 'Giving life to your finance!',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.budgetpulse.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2007,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'buxfer',
|
|
name: 'Buxfer',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$96',
|
|
regions: ['Global'],
|
|
slogan: 'Take control of your financial future',
|
|
updatedAt: '2026-07-09',
|
|
url: 'https://www.buxfer.com'
|
|
},
|
|
{
|
|
categories: [
|
|
'FAMILY_OFFICE',
|
|
'FINANCIAL_ADVISOR',
|
|
'NET_WORTH_TRACKING',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
founded: 2017,
|
|
hasSelfHostingAbility: false,
|
|
key: 'canopy',
|
|
languages: [
|
|
'Bahasa Indonesia',
|
|
'Bahasa Melayu',
|
|
'Deutsch',
|
|
'English',
|
|
'Español',
|
|
'Français',
|
|
'Italiano',
|
|
'Português',
|
|
'Tiếng Việt',
|
|
'Русский',
|
|
'العربية',
|
|
'ภาษาไทย',
|
|
'日本語',
|
|
'简体中文',
|
|
'繁體中文',
|
|
'한국어'
|
|
],
|
|
name: 'Canopy',
|
|
origin: 'SG',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
slogan: 'All your wealth, finally understood.',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.canopy.cloud'
|
|
},
|
|
{
|
|
categories: ['NET_WORTH_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'capitally',
|
|
name: 'Capitally',
|
|
origin: 'PL',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '€80',
|
|
slogan: 'Optimize your investments performance',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.mycapitally.com'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING'],
|
|
founded: 2022,
|
|
isArchived: true,
|
|
key: 'capmon',
|
|
name: 'CapMon.org',
|
|
note: 'CapMon.org was discontinued in 2023',
|
|
origin: 'DE',
|
|
platforms: ['WEB'],
|
|
slogan: 'Next Generation Assets Tracking',
|
|
updatedAt: '2026-07-05'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'cbonds',
|
|
name: 'Cbonds',
|
|
slogan: 'Financial Market Data Hub',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://cbonds.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'chaikin-analytics',
|
|
name: 'Chaikin Analytics',
|
|
slogan: 'Investing tools and research from Marc Chaikin & Team',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://chaikinanalytics.com'
|
|
},
|
|
{
|
|
founded: 2024,
|
|
hasFreePlan: true,
|
|
isOpenSource: true,
|
|
key: 'cleverbilling',
|
|
languages: ['Español'],
|
|
name: 'CleverBilling',
|
|
slogan: 'Toma el control total de tus finanzas.',
|
|
updatedAt: '2025-07-27'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
founded: 2016,
|
|
hasFreePlan: false,
|
|
key: 'clockwork',
|
|
name: 'Clockwork',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
slogan:
|
|
'Manage your alternative investments, and everything else, with Clockwork.',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.clockwork.app'
|
|
},
|
|
{
|
|
categories: ['WEALTH_MANAGEMENT'],
|
|
founded: 2011,
|
|
key: 'cobalt',
|
|
name: 'Cobalt',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
slogan: 'Next-Level Portfolio Monitoring',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.cobalt.pe'
|
|
},
|
|
{
|
|
categories: ['CRYPTOCURRENCY'],
|
|
founded: 2017,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'coinstats',
|
|
name: 'CoinStats',
|
|
origin: 'AM',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$168',
|
|
slogan: 'Manage All Your Wallets & Exchanges From One Place',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://coinstats.app'
|
|
},
|
|
{
|
|
categories: ['CRYPTOCURRENCY', 'TAX_REPORTING'],
|
|
founded: 2013,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'cointracking',
|
|
languages: ['Deutsch', 'English'],
|
|
name: 'CoinTracking',
|
|
origin: 'DE',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$120',
|
|
slogan: 'The leading Crypto Portfolio Tracker & Tax Calculator',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://cointracking.info'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_ADVISOR', '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: [
|
|
'BUDGETING',
|
|
'CRYPTOCURRENCY',
|
|
'DIVIDEND_TRACKING',
|
|
'ETF_TRACKING',
|
|
'NET_WORTH_TRACKING',
|
|
'STOCK_TRACKING'
|
|
],
|
|
founded: 2019,
|
|
hasFreePlan: true,
|
|
key: 'compiledsanity-personal-finance',
|
|
languages: ['English'],
|
|
name: 'CompiledSanity Personal Finance',
|
|
note: 'License is a perpetual license',
|
|
origin: 'AU',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: 'AUD 12',
|
|
slogan: 'Understand Your Money. Grow Your Wealth.',
|
|
updatedAt: '2026-10-08',
|
|
url: 'https://cspersonalfinance.io'
|
|
},
|
|
{
|
|
categories: ['WEALTH_MANAGEMENT'],
|
|
founded: 2019,
|
|
key: 'compound-planning',
|
|
name: 'Compound Planning',
|
|
origin: 'US',
|
|
platforms: ['IOS', 'WEB'],
|
|
slogan: 'Modern Wealth & Investment Management',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://compoundplanning.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2019,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'copilot-money',
|
|
name: 'Copilot Money',
|
|
origin: 'US',
|
|
platforms: ['IOS', 'MACOS', 'WEB'],
|
|
pricingPerYear: '$95',
|
|
slogan: 'Do money better with Copilot',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.copilot.money'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2014,
|
|
hasFreePlan: false,
|
|
key: 'countabout',
|
|
name: 'CountAbout',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$9.99',
|
|
slogan: 'Customizable and Secure Personal Finance App',
|
|
updatedAt: '2026-07-05',
|
|
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: ['FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
founded: 1987,
|
|
hasSelfHostingAbility: false,
|
|
key: 'croesus-advisor',
|
|
languages: ['English', 'Français'],
|
|
name: 'Croesus Advisor',
|
|
origin: 'CA',
|
|
slogan:
|
|
'A trusted, all-in-one, customizable portfolio management system that empowers top-performing advisors and firms.',
|
|
updatedAt: '2026-09-23',
|
|
url: 'https://www.croesus.com/solutions/portfolio-management'
|
|
},
|
|
{
|
|
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,
|
|
key: 'danelfin',
|
|
name: 'Danelfin',
|
|
pricingPerYear: '$264',
|
|
slogan: 'AI-Powered Stock Picking',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://danelfin.com'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE'],
|
|
founded: 2023,
|
|
hasFreePlan: false,
|
|
key: 'danti',
|
|
name: 'Danti',
|
|
origin: 'GB',
|
|
slogan: 'Digitising Generational Wealth',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://danti.io'
|
|
},
|
|
{
|
|
categories: ['CRYPTOCURRENCY'],
|
|
founded: 2020,
|
|
key: 'de.fi',
|
|
languages: ['English'],
|
|
name: 'De.Fi',
|
|
slogan: 'DeFi Portfolio Tracker',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://de.fi'
|
|
},
|
|
{
|
|
categories: [
|
|
'FINANCIAL_ADVISOR',
|
|
'INVESTMENT_RESEARCH',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
key: 'deepvest',
|
|
name: 'DeepVest',
|
|
slogan:
|
|
'The AI-Powered Research Platform for Financial Advisors and Investment Managers',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.deepvest.ai'
|
|
},
|
|
{
|
|
categories: ['CRYPTOCURRENCY'],
|
|
founded: 2016,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'defi-portfolio-tracker-by-zerion',
|
|
languages: ['English'],
|
|
name: 'DeFi Portfolio Tracker by Zerion',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$99',
|
|
slogan: 'DeFi Portfolio Tracker for All Chains',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://zerion.io/defi-portfolio-tracker'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING'],
|
|
founded: 2022,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'degiro-portfolio-tracker-by-capitalyse',
|
|
languages: ['English'],
|
|
name: 'DEGIRO Portfolio Tracker by Capitalyse',
|
|
origin: 'NL',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '€24',
|
|
slogan: 'Democratizing Data Analytics',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://capitalyse.app/app/degiro'
|
|
},
|
|
{
|
|
categories: ['CRYPTOCURRENCY', 'STOCK_TRACKING'],
|
|
founded: 2017,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'delta',
|
|
name: 'Delta Investment Tracker',
|
|
note: 'Acquired by eToro',
|
|
origin: 'BE',
|
|
platforms: ['ANDROID', 'IOS', 'MACOS', 'WEB', 'WINDOWS'],
|
|
pricingPerYear: '$150',
|
|
slogan: 'The app to track all your investments. Make smart moves only.',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://delta.app'
|
|
},
|
|
{
|
|
categories: ['DIVIDEND_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'digrin',
|
|
languages: ['English'],
|
|
name: 'Digrin',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$49.90',
|
|
slogan: 'Dividend Portfolio Tracker',
|
|
updatedAt: '2026-07-05',
|
|
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,
|
|
key: 'dividend-watch',
|
|
name: 'Dividend Watch',
|
|
pricingPerYear: '$72',
|
|
slogan: 'The Essential Dividend and Portfolio Tracker',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://dividend.watch'
|
|
},
|
|
{
|
|
categories: ['DIVIDEND_TRACKING'],
|
|
key: 'dividend-wealth',
|
|
name: 'Dividend Wealth',
|
|
pricingPerYear: '$99.99',
|
|
slogan: 'Track Your Dividends Like a Pro',
|
|
updatedAt: '2026-08-28',
|
|
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',
|
|
name: 'DivTracker',
|
|
pricingPerYear: '$29.99',
|
|
slogan: 'Your Ultimate Dividend Tracker',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://divtracker.app'
|
|
},
|
|
{
|
|
categories: ['DIVIDEND_TRACKING'],
|
|
founded: 2019,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'divvydiary',
|
|
languages: ['Deutsch', 'English'],
|
|
name: 'DivvyDiary',
|
|
origin: 'DE',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '€65',
|
|
slogan: 'Your personal Dividend Calendar',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://divvydiary.com'
|
|
},
|
|
{
|
|
categories: ['CRYPTOCURRENCY', 'ETF_TRACKING', 'STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'donkycapital',
|
|
languages: ['English', 'Italiano'],
|
|
name: 'DonkyCapital',
|
|
origin: 'IT',
|
|
platforms: ['ANDROID', 'WEB'],
|
|
pricingPerYear: '€57.48',
|
|
slogan: 'The Portfolio Tracker that replaces your spreadsheets',
|
|
updatedAt: '2026-08-16',
|
|
url: 'https://www.donkycapital.com'
|
|
},
|
|
{
|
|
categories: [
|
|
'FAMILY_OFFICE',
|
|
'NET_WORTH_TRACKING',
|
|
'TAX_REPORTING',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
founded: 2006,
|
|
key: 'elysys',
|
|
name: 'Elysys',
|
|
origin: 'MC',
|
|
slogan:
|
|
'Complete front-to-back investment accounting and portfolio management on Business Central',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.elysys.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING', 'FINANCIAL_ADVISOR', 'FINANCIAL_PLANNING'],
|
|
hasSelfHostingAbility: false,
|
|
key: 'emoney',
|
|
name: 'eMoney',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
slogan: 'Everything you need. Every stage of advice.',
|
|
updatedAt: '2026-09-23',
|
|
url: 'https://emoneyadvisor.com'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_PLANNING', 'NET_WORTH_TRACKING'],
|
|
founded: 2009,
|
|
hasSelfHostingAbility: false,
|
|
key: 'empower',
|
|
name: 'Empower',
|
|
note: 'Originally named as Personal Capital',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
slogan: 'Get answers to your money questions',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.empower.com'
|
|
},
|
|
{
|
|
alias: '8figures',
|
|
categories: ['NET_WORTH_TRACKING', 'STOCK_TRACKING'],
|
|
founded: 2022,
|
|
key: 'eightfigures',
|
|
name: '8FIGURES',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
slogan: 'Portfolio Tracker Designed by Professional Investors',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://8figures.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING', 'NET_WORTH_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'emma',
|
|
languages: ['English'],
|
|
name: 'Emma',
|
|
origin: 'GB',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '£41.99',
|
|
slogan: 'Take control of your money',
|
|
updatedAt: '2026-08-17',
|
|
url: 'https://emma-app.com'
|
|
},
|
|
{
|
|
categories: ['WEALTH_MANAGEMENT'],
|
|
key: 'envestnet',
|
|
name: 'Envestnet',
|
|
slogan: 'Everybody Deserves Financial Wellness',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.envestnet.com'
|
|
},
|
|
{
|
|
categories: [
|
|
'BUDGETING',
|
|
'FINANCIAL_ADVISOR',
|
|
'FINANCIAL_PLANNING',
|
|
'NET_WORTH_TRACKING'
|
|
],
|
|
founded: 1985,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'envestnet-moneyguide',
|
|
name: 'Envestnet MoneyGuide',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$2000',
|
|
slogan: 'A Comprehensive Planning Platform',
|
|
updatedAt: '2026-09-23',
|
|
url: 'https://www.moneyguidepro.com'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_ADVISOR', '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,
|
|
key: 'epsmomentum',
|
|
name: 'EPS Momentum',
|
|
origin: 'US',
|
|
pricingPerYear: '$83.88',
|
|
slogan: 'Stock Selection Analytics for Investors',
|
|
updatedAt: '2026-08-28',
|
|
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',
|
|
name: 'ETF Action',
|
|
slogan: 'Markets through the lens of ETFs',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.etfaction.com'
|
|
},
|
|
{
|
|
categories: ['ETF_TRACKING', 'INVESTMENT_RESEARCH'],
|
|
key: 'etf-insider',
|
|
name: 'ETF Insider',
|
|
slogan: 'Precision asset allocation',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://etfinsider.co'
|
|
},
|
|
{
|
|
categories: ['ETF_TRACKING', 'INVESTMENT_RESEARCH'],
|
|
hasFreePlan: true,
|
|
key: 'etf-research-center',
|
|
name: 'ETF Research Center',
|
|
slogan: 'A Smarter Approach to Exchange Traded Funds',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.etfrc.com'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_ADVISOR', '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,
|
|
hasFreePlan: false,
|
|
key: 'etops',
|
|
name: 'etops',
|
|
origin: 'CH',
|
|
platforms: ['WEB'],
|
|
slogan: 'Your financial superpower',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.etops.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2015,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'everydollar',
|
|
name: 'EveryDollar',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
slogan: 'Plan, track, find more margin',
|
|
updatedAt: '2026-07-05',
|
|
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,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'exirio',
|
|
name: 'Exirio',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$100',
|
|
slogan: 'All your wealth, in one place.',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.exirio.com'
|
|
},
|
|
{
|
|
categories: ['WEALTH_MANAGEMENT'],
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: true,
|
|
key: 'expersoft',
|
|
name: 'Expersoft',
|
|
origin: 'CH',
|
|
slogan: 'Investment Management Platforms',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.expersoft.com'
|
|
},
|
|
{
|
|
categories: ['ETF_TRACKING', 'INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
|
|
founded: 2008,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'extraetf',
|
|
languages: ['Deutsch', 'English'],
|
|
name: 'extraETF',
|
|
origin: 'DE',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '€89.99',
|
|
slogan: 'Die besten ETFs finden, vergleichen und beobachten',
|
|
updatedAt: '2026-08-16',
|
|
url: 'https://extraetf.com'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
hasSelfHostingAbility: false,
|
|
key: 'fa-platform',
|
|
languages: ['English'],
|
|
name: 'FA Platform',
|
|
origin: 'FI',
|
|
slogan: 'Empowering Investment Management with Innovation',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://fasolutions.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'factorstoday',
|
|
name: 'FactorsToday',
|
|
slogan: 'Modern Quantitative Analysis',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.factorstoday.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'fast-graphs',
|
|
name: 'FAST Graphs',
|
|
pricingPerYear: '$191.40',
|
|
slogan: 'Invest Intelligently with the Most Powerful Stock Analysis Tool',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.fastgraphs.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
founded: 2018,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
isArchived: true,
|
|
key: 'fey',
|
|
name: 'Fey',
|
|
note: 'Fey was discontinued in 2025',
|
|
origin: 'CA',
|
|
pricingPerYear: '$300',
|
|
slogan: 'Make better investments.',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://fey.com'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_ADVISOR', 'INVESTMENT_RESEARCH'],
|
|
founded: 1999,
|
|
hasSelfHostingAbility: false,
|
|
key: 'fiduciary-focus-toolkit',
|
|
name: 'Fiduciary Focus Toolkit',
|
|
note: 'Originally named as Fi360 Toolkit',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
slogan: 'Your all-in-one solution',
|
|
updatedAt: '2026-09-23',
|
|
url: 'https://www.broadridge.com/hub/fiduciary-governance-solutions/investment-and-account-evaluation-tools'
|
|
},
|
|
{
|
|
founded: 2023,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'fina',
|
|
languages: ['English'],
|
|
name: 'Fina',
|
|
origin: 'US',
|
|
pricingPerYear: '$115',
|
|
slogan: 'Flexible Financial Management',
|
|
updatedAt: '2026-06-04',
|
|
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,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'finanzfluss-copilot',
|
|
name: 'Finanzfluss Copilot',
|
|
origin: 'DE',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '€69.99',
|
|
slogan: 'Portfolio Tracker für dein Vermögen',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.finanzfluss.de/copilot'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2015,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'finanzguru',
|
|
languages: ['Deutsch'],
|
|
name: 'Finanzguru',
|
|
origin: 'DE',
|
|
platforms: ['ANDROID', 'IOS', 'MACOS'],
|
|
slogan: 'Finanzen. Magisch. Einfach.',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.finanzguru.de'
|
|
},
|
|
{
|
|
categories: ['NET_WORTH_TRACKING', 'STOCK_TRACKING'],
|
|
founded: 2020,
|
|
key: 'finary',
|
|
languages: ['Deutsch', 'English', 'Français'],
|
|
name: 'Finary',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
slogan: 'Real-Time Portfolio Tracker & Stock Tracker',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://finary.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2021,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'finateka',
|
|
languages: ['English'],
|
|
name: 'FINATEKA',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS'],
|
|
slogan:
|
|
'The most convenient mobile application for personal finance accounting',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://finateka.com'
|
|
},
|
|
{
|
|
categories: [
|
|
'BUDGETING',
|
|
'CRYPTOCURRENCY',
|
|
'DIVIDEND_TRACKING',
|
|
'NET_WORTH_TRACKING',
|
|
'STOCK_TRACKING'
|
|
],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'finboard',
|
|
languages: ['Deutsch', 'English', 'Español'],
|
|
name: 'FinBoard',
|
|
origin: 'ES',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '€49.90',
|
|
slogan: 'Your Personal Finance Dashboard',
|
|
updatedAt: '2026-10-08',
|
|
url: 'https://finboard.me'
|
|
},
|
|
{
|
|
categories: ['NET_WORTH_TRACKING', 'STOCK_TRACKING'],
|
|
founded: 2022,
|
|
key: 'fincake',
|
|
name: 'Fincake',
|
|
origin: 'VG',
|
|
slogan: 'Easy-to-use Portfolio Tracker',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://fincake.io'
|
|
},
|
|
{
|
|
categories: ['WEALTH_MANAGEMENT'],
|
|
founded: 2015,
|
|
hasFreePlan: false,
|
|
key: 'fincite',
|
|
name: 'Fincite',
|
|
origin: 'DE',
|
|
platforms: ['WEB'],
|
|
slogan: 'Wealth Management Software',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://fincite.de'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_ADVISOR', '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,
|
|
key: 'fintable',
|
|
languages: ['English'],
|
|
name: 'Fintable',
|
|
origin: 'CA',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$84.00',
|
|
slogan: 'Sync your bank to spreadsheets',
|
|
updatedAt: '2026-08-17',
|
|
url: 'https://fintable.io'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'fintel',
|
|
name: 'Fintel',
|
|
slogan: 'Essential Tools for Investors and Traders',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://fintel.io'
|
|
},
|
|
{
|
|
categories: [
|
|
'FINANCIAL_ADVISOR',
|
|
'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,
|
|
hasSelfHostingAbility: false,
|
|
key: 'finvest',
|
|
name: 'Finvest',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
slogan: 'Grow your wealth in a stress-free way',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.getfinvest.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
hasFreePlan: true,
|
|
key: 'finviz',
|
|
name: 'Finviz',
|
|
pricingPerYear: '$299.50',
|
|
slogan:
|
|
'Stock screener for investors and traders, financial visualizations',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://finviz.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING', 'FINANCIAL_PLANNING', 'NET_WORTH_TRACKING'],
|
|
founded: 2023,
|
|
hasFreePlan: true,
|
|
key: 'finwise',
|
|
name: 'FinWise',
|
|
origin: 'ZA',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '€69.99',
|
|
slogan: 'Personal finances, simplified',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://finwiseapp.io'
|
|
},
|
|
{
|
|
categories: ['NET_WORTH_TRACKING'],
|
|
founded: 2021,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'firekit',
|
|
languages: ['English', 'українська мова'],
|
|
name: 'FIREkit',
|
|
origin: 'UA',
|
|
pricingPerYear: '$40',
|
|
slogan: 'A simple solution to track your wealth online',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://firekit.space'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'fiscal.ai',
|
|
name: 'Fiscal.ai',
|
|
slogan: 'The Modern Financial Data Platform',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://fiscal.ai'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'flow',
|
|
languages: ['English', 'Nederlands'],
|
|
name: 'Flow',
|
|
origin: 'NL',
|
|
platforms: ['ANDROID', 'IOS'],
|
|
pricingPerYear: '€23.88',
|
|
slogan: 'Your money on autopilot',
|
|
updatedAt: '2026-08-17',
|
|
url: 'https://flowyour.money'
|
|
},
|
|
{
|
|
categories: ['NET_WORTH_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'folishare',
|
|
languages: ['Deutsch', 'English'],
|
|
name: 'folishare',
|
|
origin: 'AT',
|
|
pricingPerYear: '$65',
|
|
slogan: 'Take control over your investments',
|
|
updatedAt: '2026-07-05',
|
|
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,
|
|
hasSelfHostingAbility: false,
|
|
key: 'frollo',
|
|
languages: ['English'],
|
|
name: 'Frollo',
|
|
origin: 'AU',
|
|
platforms: ['ANDROID', 'IOS'],
|
|
slogan: 'Feel good about money',
|
|
updatedAt: '2026-08-17',
|
|
url: 'https://www.frollo.com.au'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING'],
|
|
founded: 1993,
|
|
hasSelfHostingAbility: true,
|
|
key: 'fund-manager',
|
|
name: 'Fund Manager',
|
|
note: 'License is a perpetual license',
|
|
origin: 'US',
|
|
platforms: ['WINDOWS'],
|
|
pricingPerYear: '$99',
|
|
slogan: 'Powerful portfolio management software',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.fundmanagersoftware.com'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'TAX_REPORTING', 'WEALTH_MANAGEMENT'],
|
|
founded: 1999,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: true,
|
|
key: 'fundcount',
|
|
name: 'FundCount',
|
|
origin: 'BB',
|
|
platforms: ['LINUX', 'MACOS', 'WEB', 'WINDOWS'],
|
|
pricingPerYear: '$14450',
|
|
slogan: 'One source of truth for every entity, fund, and asset class.',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://fundcount.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'gasti',
|
|
languages: [
|
|
'Deutsch',
|
|
'English',
|
|
'Español',
|
|
'Français',
|
|
'Italiano',
|
|
'Português'
|
|
],
|
|
name: 'Gasti',
|
|
origin: 'AR',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$60',
|
|
regions: ['Global'],
|
|
slogan: 'Take control of your finances from WhatsApp',
|
|
updatedAt: '2026-07-05',
|
|
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,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'getquin',
|
|
languages: ['Deutsch', 'English'],
|
|
name: 'getquin',
|
|
origin: 'DE',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '€48',
|
|
slogan: 'Portfolio Tracker, Analysis & Community',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.getquin.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'goodbudget',
|
|
name: 'Goodbudget',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
slogan: 'Budget with a why',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://goodbudget.com'
|
|
},
|
|
{
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
isArchived: true,
|
|
key: 'gospatz',
|
|
name: 'goSPATZ',
|
|
note: 'Renamed to Money Peak',
|
|
origin: 'DE',
|
|
slogan: 'Volle Kontrolle über deine Investitionen',
|
|
updatedAt: '2025-04-17'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'gurufocus',
|
|
name: 'GuruFocus',
|
|
slogan: 'Stock Market Research, Data and Tools',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.gurufocus.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING', 'NET_WORTH_TRACKING'],
|
|
founded: 2024,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'gustav',
|
|
languages: ['Français'],
|
|
name: 'Gustav',
|
|
origin: 'FR',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '€59.99',
|
|
slogan: 'Prenez enfin le contrôle de votre argent',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://get-gustav.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'hedgefollow',
|
|
name: 'HedgeFollow',
|
|
slogan: 'Follow Hedge Funds & Insiders using 13F filings',
|
|
updatedAt: '2026-08-28',
|
|
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,
|
|
hasSelfHostingAbility: false,
|
|
key: 'helvestor',
|
|
languages: ['Deutsch'],
|
|
name: 'Helvestor',
|
|
origin: 'CH',
|
|
platforms: ['IOS', 'WEB'],
|
|
slogan: 'Dein Vermögen im Überblick',
|
|
updatedAt: '2026-08-18',
|
|
url: 'https://www.helvestor.ch'
|
|
},
|
|
{
|
|
categories: ['NET_WORTH_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'holistic-capital',
|
|
languages: ['Deutsch'],
|
|
name: 'Holistic',
|
|
origin: 'DE',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
slogan: 'Die All-in-One Lösung für dein Vermögen.',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://holistic.capital',
|
|
useAnonymously: true
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2017,
|
|
hasSelfHostingAbility: false,
|
|
key: 'honeydue',
|
|
name: 'Honeydue',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS'],
|
|
slogan: 'Finance App for Couples',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.honeydue.com'
|
|
},
|
|
{
|
|
founded: 2003,
|
|
hasSelfHostingAbility: true,
|
|
isArchived: true,
|
|
key: 'ibank',
|
|
name: 'iBank',
|
|
note: 'Renamed to Banktivity',
|
|
origin: 'US',
|
|
updatedAt: '2026-06-23'
|
|
},
|
|
{
|
|
founded: 2022,
|
|
key: 'income-reign',
|
|
languages: ['English'],
|
|
name: 'Income Reign',
|
|
note: 'Income Reign was discontinued in 2025',
|
|
origin: 'US',
|
|
pricingPerYear: '$120',
|
|
updatedAt: '2025-08-27'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
key: 'infront',
|
|
name: 'Infront',
|
|
origin: 'NO',
|
|
platforms: ['WEB'],
|
|
slogan: 'Built for Complex Wealth. Made for Family Offices',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.infront.co/global/en/your-industry/wealth/family-offices.html'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
hasFreePlan: true,
|
|
key: 'insidearbitrage',
|
|
name: 'InsideArbitrage',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.insidearbitrage.com'
|
|
},
|
|
{
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
isArchived: true,
|
|
key: 'intuit-mint',
|
|
name: 'Intuit Mint',
|
|
note: 'Intuit Mint was discontinued in 2023',
|
|
origin: 'US',
|
|
pricingPerYear: '$60',
|
|
slogan: 'Managing money, made simple',
|
|
updatedAt: '2024-10-19'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'invesst',
|
|
name: 'Invesst',
|
|
slogan: 'Power Your Portfolio with AI',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://invesst.ai'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'investify',
|
|
name: 'Investify',
|
|
origin: 'PK',
|
|
platforms: ['ANDROID', 'IOS'],
|
|
slogan: 'Advanced portfolio tracking and stock market information',
|
|
updatedAt: '2026-07-05',
|
|
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,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: true,
|
|
key: 'invmon',
|
|
name: 'InvMon',
|
|
note: 'Originally named as A2PB',
|
|
origin: 'CH',
|
|
platforms: ['MACOS'],
|
|
pricingPerYear: '$156',
|
|
slogan: 'Track all your assets, investments and portfolios in one place',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://invmon.com',
|
|
useAnonymously: true
|
|
},
|
|
{
|
|
categories: ['CRYPTOCURRENCY', 'ETF_TRACKING', 'STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'inwestuje',
|
|
languages: ['Polski'],
|
|
name: 'inwestuje.app',
|
|
origin: 'PL',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
slogan: 'Inwestujesz? Śledź swój majątek w jednym miejscu',
|
|
updatedAt: '2026-08-16',
|
|
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: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
hasSelfHostingAbility: false,
|
|
key: 'j-ray',
|
|
languages: ['English'],
|
|
name: 'J-Ray',
|
|
origin: 'FI',
|
|
platforms: ['WEB'],
|
|
slogan: 'The Guiding Light for Complex Wealth',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://jaysolutions.com'
|
|
},
|
|
{
|
|
categories: ['ETF_TRACKING'],
|
|
founded: 2011,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'justetf',
|
|
name: 'justETF',
|
|
origin: 'DE',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '€119',
|
|
slogan: 'ETF portfolios made simple',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.justetf.com'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
founded: 2004,
|
|
hasSelfHostingAbility: true,
|
|
key: 'keesense',
|
|
languages: ['English', 'Français'],
|
|
name: 'KeeSense',
|
|
origin: 'MC',
|
|
slogan: 'Augmented Wealth Management',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.keesystem.com'
|
|
},
|
|
{
|
|
categories: ['CRYPTOCURRENCY', 'TAX_REPORTING'],
|
|
founded: 2018,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'koinly',
|
|
name: 'Koinly',
|
|
origin: 'SG',
|
|
slogan: 'Track all your crypto wallets in one place',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://koinly.io'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
founded: 2016,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'koyfin',
|
|
name: 'Koyfin',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$468',
|
|
slogan: 'Comprehensive financial data analysis',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.koyfin.com'
|
|
},
|
|
{
|
|
categories: ['NET_WORTH_TRACKING'],
|
|
founded: 2019,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'kubera',
|
|
name: 'Kubera®',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$249',
|
|
slogan: 'The Time Machine for your Net Worth',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.kubera.com'
|
|
},
|
|
{
|
|
categories: [
|
|
'FINANCIAL_ADVISOR',
|
|
'INVESTMENT_RESEARCH',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
founded: 2008,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'kwanti',
|
|
languages: ['English'],
|
|
name: 'Kwanti',
|
|
note: 'Originally named as Portfolio Lab',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$2628',
|
|
slogan: 'Smart Analytics for Data-Driven Advisors',
|
|
updatedAt: '2026-09-23',
|
|
url: 'https://kwanti.com'
|
|
},
|
|
{
|
|
categories: [
|
|
'CRYPTOCURRENCY',
|
|
'ETF_TRACKING',
|
|
'INVESTMENT_RESEARCH',
|
|
'STOCK_TRACKING'
|
|
],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'kyro',
|
|
languages: ['English'],
|
|
name: 'Kyro',
|
|
platforms: ['WEB'],
|
|
updatedAt: '2026-08-27',
|
|
url: 'https://my.kyro.app'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
founded: 2021,
|
|
hasFreePlan: false,
|
|
key: 'leafs',
|
|
languages: ['Deutsch', 'English'],
|
|
name: 'Leafs',
|
|
origin: 'CH',
|
|
slogan: 'Sustainability insights for wealth managers',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://leafs.ch'
|
|
},
|
|
{
|
|
categories: ['BUDGETING', 'NET_WORTH_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'lumio',
|
|
languages: ['English'],
|
|
name: 'Lumio',
|
|
origin: 'GB',
|
|
platforms: ['ANDROID', 'IOS'],
|
|
pricingPerYear: '£26.99',
|
|
slogan: 'Couples finances, made easy',
|
|
updatedAt: '2026-08-17',
|
|
url: 'https://www.lumio-app.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2020,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'lunch-money',
|
|
name: 'Lunch Money',
|
|
origin: 'CA',
|
|
slogan: 'Delightfully simple personal finance and budgeting',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://lunchmoney.app'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
founded: 2018,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'magnifi',
|
|
name: 'Magnifi',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$132',
|
|
slogan: 'AI Investing Assistant',
|
|
updatedAt: '2026-07-05',
|
|
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',
|
|
name: 'MarketInOut',
|
|
slogan: 'Stock Screener with Backtesting & Advanced Filters',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.marketinout.com'
|
|
},
|
|
{
|
|
categories: ['ETF_TRACKING', 'STOCK_TRACKING'],
|
|
key: 'marketlog',
|
|
name: 'Marketlog',
|
|
slogan: 'Stock Portfolio and Investments Tracker',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.marketlog.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
founded: 2022,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'markets.sh',
|
|
languages: ['English'],
|
|
name: 'markets.sh',
|
|
origin: 'DE',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '€168',
|
|
regions: ['Global'],
|
|
slogan: 'Financial Intelligence Platform',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://markets.sh'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'marketscreener',
|
|
name: 'MarketScreener',
|
|
slogan: 'Financial News & Stock Market Quotes',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.marketscreener.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'marketxls',
|
|
name: 'MarketXLS',
|
|
pricingPerYear: '$850',
|
|
slogan: 'Real-Time Stock Data & Analysis in Excel',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://marketxls.com'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'WEALTH_MANAGEMENT'],
|
|
founded: 2010,
|
|
key: 'masttro',
|
|
name: 'Masttro',
|
|
origin: 'US',
|
|
slogan: 'Your platform for wealth in full view',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://masttro.com'
|
|
},
|
|
{
|
|
founded: 2021,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: true,
|
|
isArchived: true,
|
|
isOpenSource: true,
|
|
key: 'maybe-finance',
|
|
languages: ['English'],
|
|
name: 'Maybe Finance',
|
|
note: 'Maybe Finance was discontinued in 2023, relaunched in 2024, and discontinued again in 2025',
|
|
origin: 'US',
|
|
pricingPerYear: '$145',
|
|
regions: ['US'],
|
|
slogan: 'Your financial future, in your control',
|
|
updatedAt: '2026-06-04',
|
|
url: 'https://github.com/maybe-finance/maybe'
|
|
},
|
|
{
|
|
categories: ['CRYPTOCURRENCY'],
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'merlincrypto',
|
|
languages: ['English'],
|
|
name: 'Merlin',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$204',
|
|
regions: ['CA', 'US'],
|
|
slogan: 'The smartest way to track your crypto',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.merlincrypto.com'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_PLANNING'],
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'mezzi',
|
|
name: 'Mezzi',
|
|
origin: 'US',
|
|
platforms: ['IOS', 'WEB'],
|
|
pricingPerYear: '$48',
|
|
slogan: 'Self-manage your wealth. Get fiduciary advice.',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.mezzi.com'
|
|
},
|
|
{
|
|
founded: 1991,
|
|
hasSelfHostingAbility: true,
|
|
isArchived: true,
|
|
key: 'microsoft-money',
|
|
name: 'Microsoft Money',
|
|
note: 'Microsoft Money was discontinued in 2010',
|
|
origin: 'US',
|
|
updatedAt: '2024-10-19'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'moatmap',
|
|
name: 'MoatMap',
|
|
slogan: 'AI Stock Screening & Equity Research',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://moatmap.ai'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2019,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'monarch-money',
|
|
name: 'Monarch Money',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$99.99',
|
|
slogan: 'The modern way to manage your money',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.monarch.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 1999,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: true,
|
|
key: 'moneydance',
|
|
name: 'Moneydance',
|
|
origin: 'GB',
|
|
platforms: ['ANDROID', 'IOS', 'LINUX', 'MACOS', 'WINDOWS'],
|
|
pricingPerYear: '$100',
|
|
slogan: 'Personal Finance Manager for Mac, Windows, and Linux',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://moneydance.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2016,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'moneypatrol',
|
|
name: 'MoneyPatrol',
|
|
origin: 'US',
|
|
pricingPerYear: '$29.99',
|
|
slogan: 'Personal Accounting Made Easy, Accurate, Comprehensive',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.moneypatrol.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'moneypeak',
|
|
name: 'Money Peak',
|
|
note: 'Originally named as goSPATZ',
|
|
origin: 'DE',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
slogan: 'Dein smarter Finance Assistant',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://moneypeak.ai'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2007,
|
|
key: 'moneyspire',
|
|
name: 'Moneyspire',
|
|
note: 'License is a perpetual license',
|
|
origin: 'US',
|
|
platforms: ['LINUX', 'MACOS', 'WINDOWS'],
|
|
pricingPerYear: '$59.99',
|
|
slogan: 'Have total control of your financial life',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.moneyspire.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: true,
|
|
key: 'moneywell',
|
|
name: 'MoneyWell',
|
|
origin: 'US',
|
|
platforms: ['IOS', 'MACOS'],
|
|
slogan: 'Personal Budgeting Software for Mac and iOS',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://moneywell.app'
|
|
},
|
|
{
|
|
categories: ['BUDGETING', 'FINANCIAL_PLANNING', 'NET_WORTH_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'moneywellth',
|
|
languages: ['English'],
|
|
name: 'MoneyWellth',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$84.99',
|
|
slogan: 'Make Money Simple with MoneyWellth',
|
|
updatedAt: '2026-09-23',
|
|
url: 'https://www.moneywellth.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
key: 'moneywiz',
|
|
name: 'MoneyWiz',
|
|
origin: 'US',
|
|
platforms: ['IOS', 'MACOS'],
|
|
pricingPerYear: '$29.99',
|
|
slogan: 'Get money management superpowers',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.wiz.money'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
isArchived: true,
|
|
key: 'monse',
|
|
name: 'Monse',
|
|
note: 'Renamed to Nexafin',
|
|
pricingPerYear: '$60',
|
|
slogan: 'Gain financial control and keep your data private.',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://monse.app'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2025,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'monsy',
|
|
languages: ['English'],
|
|
name: 'Monsy',
|
|
origin: 'ID',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$20',
|
|
slogan: 'Smart, simple, stress-free money tracking.',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.monsy.app'
|
|
},
|
|
{
|
|
categories: [
|
|
'FINANCIAL_ADVISOR',
|
|
'FINANCIAL_PLANNING',
|
|
'INVESTMENT_RESEARCH',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
key: 'morningstar-direct-advisory-suite',
|
|
name: 'Morningstar Direct Advisory Suite',
|
|
note: 'Originally named as Advisor Workstation',
|
|
origin: 'US',
|
|
slogan: 'Build trust. Showcase value. Deliver elevated advice at scale.',
|
|
updatedAt: '2026-09-23',
|
|
url: 'https://www.morningstar.com/business/products/direct-advisory-suite'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'morningstar-portfolio-manager',
|
|
languages: ['English'],
|
|
name: 'Morningstar® Portfolio Manager',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
slogan:
|
|
'Track your equity, fund, investment trust, ETF and pension investments in one place.',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.morningstar.com/mm'
|
|
},
|
|
{
|
|
categories: ['CRYPTOCURRENCY', 'ETF_TRACKING', 'STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
key: 'my-stocks-portfolio',
|
|
languages: [
|
|
'Deutsch',
|
|
'English',
|
|
'Français',
|
|
'Türkçe',
|
|
'简体中文',
|
|
'繁體中文'
|
|
],
|
|
name: 'My Stocks Portfolio & Market',
|
|
platforms: ['ANDROID', 'IOS'],
|
|
pricingPerYear: '$49.99',
|
|
slogan:
|
|
'Keep track of and visualize your investments throughout your day',
|
|
updatedAt: '2026-08-16',
|
|
url: 'https://peeksoft.co'
|
|
},
|
|
{
|
|
categories: ['BUDGETING', 'NET_WORTH_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'myfinancetools',
|
|
languages: ['Deutsch', 'English', 'Español', 'Français', 'Português'],
|
|
name: 'MyFinanceTools',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$36',
|
|
slogan: 'Your Personal Finance Command Center',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://myfinancetools.io'
|
|
},
|
|
{
|
|
categories: [
|
|
'FAMILY_OFFICE',
|
|
'FINANCIAL_ADVISOR',
|
|
'NET_WORTH_TRACKING',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
hasSelfHostingAbility: false,
|
|
key: 'myfo',
|
|
languages: ['English'],
|
|
name: 'MYFO',
|
|
origin: 'CA',
|
|
platforms: ['WEB'],
|
|
slogan: 'The First Full Family Office Operating System',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.myfotech.com'
|
|
},
|
|
{
|
|
categories: ['CRYPTOCURRENCY', 'NET_WORTH_TRACKING', 'STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'myfund',
|
|
languages: ['English', 'Polski'],
|
|
name: 'MyFund',
|
|
origin: 'PL',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: 'PLN 36.10',
|
|
slogan: 'Manage all your assets and accounts in one place',
|
|
updatedAt: '2026-08-16',
|
|
url: 'https://myfund.pl'
|
|
},
|
|
{
|
|
categories: ['CRYPTOCURRENCY'],
|
|
founded: 2020,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'nansen',
|
|
name: 'Crypto Portfolio Tracker by Nansen',
|
|
origin: 'SG',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$1188',
|
|
slogan: 'Your Complete Crypto Portfolio, Reimagined',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.nansen.ai/crypto-portfolio-tracker'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING'],
|
|
founded: 2017,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'navexa',
|
|
name: 'Navexa',
|
|
origin: 'AU',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$90',
|
|
slogan: 'The Intelligent Portfolio Tracker',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.navexa.com'
|
|
},
|
|
{
|
|
categories: [
|
|
'BUDGETING',
|
|
'CRYPTOCURRENCY',
|
|
'ETF_TRACKING',
|
|
'FINANCIAL_PLANNING',
|
|
'NET_WORTH_TRACKING',
|
|
'STOCK_TRACKING'
|
|
],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'neontra',
|
|
languages: ['English'],
|
|
name: 'Neontra',
|
|
origin: 'CA',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$75',
|
|
slogan:
|
|
'Everything you own. Everything you owe. Everything in one place.',
|
|
updatedAt: '2026-09-02',
|
|
url: 'https://neontra.com'
|
|
},
|
|
{
|
|
categories: [
|
|
'BUDGETING',
|
|
'CRYPTOCURRENCY',
|
|
'ETF_TRACKING',
|
|
'NET_WORTH_TRACKING',
|
|
'STOCK_TRACKING'
|
|
],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'neto',
|
|
languages: [
|
|
'Deutsch',
|
|
'English',
|
|
'Español',
|
|
'Français',
|
|
'Italiano',
|
|
'Português'
|
|
],
|
|
name: 'Neto',
|
|
origin: 'ES',
|
|
platforms: ['ANDROID', 'IOS'],
|
|
pricingPerYear: '€49.99',
|
|
slogan: 'Tus gastos, tus ahorros y tu patrimonio en una sola app',
|
|
updatedAt: '2026-10-08',
|
|
url: 'https://netoapp.es'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'networthy',
|
|
name: 'Networthy',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '€49.99',
|
|
slogan: 'Your Personal Financial Analyst, powered by AI.',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://networthy.pro'
|
|
},
|
|
{
|
|
categories: ['NET_WORTH_TRACKING'],
|
|
key: 'nexafin',
|
|
name: 'Nexafin',
|
|
platforms: ['WEB'],
|
|
slogan: 'Your Finances. Finally Clear.',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://nexafin.com'
|
|
},
|
|
{
|
|
categories: [
|
|
'FINANCIAL_ADVISOR',
|
|
'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',
|
|
name: 'okama',
|
|
slogan: 'Efficient Frontier for the investment portfolios',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://okama.io'
|
|
},
|
|
{
|
|
categories: ['DIVIDEND_TRACKING'],
|
|
hasFreePlan: true,
|
|
key: 'onlydividends',
|
|
languages: ['English', 'Español', 'Français'],
|
|
name: 'OnlyDividends',
|
|
origin: 'FR',
|
|
platforms: ['ANDROID', 'IOS'],
|
|
pricingPerYear: '€49.99',
|
|
slogan: 'Dividend Day Should Feel Like Payday',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://onlydividends.app'
|
|
},
|
|
{
|
|
categories: [
|
|
'FAMILY_OFFICE',
|
|
'FINANCIAL_ADVISOR',
|
|
'FINANCIAL_PLANNING',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
founded: 1999,
|
|
hasSelfHostingAbility: false,
|
|
key: 'orion-advisor-technology',
|
|
name: 'Orion Advisor Technology',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
slogan: 'Run a firm where every advisor can thrive.',
|
|
updatedAt: '2026-09-23',
|
|
url: 'https://orion.com/advisor-tech'
|
|
},
|
|
{
|
|
categories: [
|
|
'FINANCIAL_ADVISOR',
|
|
'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: [
|
|
'CRYPTOCURRENCY',
|
|
'ETF_TRACKING',
|
|
'FAMILY_OFFICE',
|
|
'NET_WORTH_TRACKING',
|
|
'STOCK_TRACKING',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'ormax',
|
|
languages: ['English'],
|
|
name: 'Ormax',
|
|
origin: 'CY',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$240',
|
|
slogan: 'AI Wealth Management',
|
|
updatedAt: '2026-10-08',
|
|
url: 'https://ormax.ai'
|
|
},
|
|
{
|
|
categories: [
|
|
'CRYPTOCURRENCY',
|
|
'ETF_TRACKING',
|
|
'FAMILY_OFFICE',
|
|
'INVESTMENT_RESEARCH',
|
|
'STOCK_TRACKING'
|
|
],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'palance',
|
|
languages: ['English', '日本語', '中文'],
|
|
name: 'Palance',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$1200',
|
|
slogan: 'Markets, in clarity.',
|
|
updatedAt: '2026-09-23',
|
|
url: 'https://palance.co'
|
|
},
|
|
{
|
|
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,
|
|
hasSelfHostingAbility: false,
|
|
hasFreePlan: true,
|
|
key: 'parqet',
|
|
name: 'Parqet',
|
|
note: 'Originally named as Tresor One',
|
|
origin: 'DE',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '€99.99',
|
|
regions: ['AT', 'CH', 'DE'],
|
|
slogan: 'Dein Vermögen immer im Blick',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.parqet.com'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_PLANNING', 'STOCK_TRACKING'],
|
|
founded: 2017,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'passiv',
|
|
languages: ['English'],
|
|
name: 'Passiv',
|
|
origin: 'CA',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$99',
|
|
slogan: 'Autopilot for your Portfolio',
|
|
updatedAt: '2026-08-16',
|
|
url: 'https://passiv.com'
|
|
},
|
|
{
|
|
categories: ['NET_WORTH_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'patrice',
|
|
languages: [
|
|
'Deutsch',
|
|
'English',
|
|
'Español',
|
|
'Français',
|
|
'Italiano',
|
|
'Português'
|
|
],
|
|
name: 'Patrice',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '€49',
|
|
slogan: 'Votre patrimoine, enfin clair',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://mypatrice.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
hasSelfHostingAbility: false,
|
|
key: 'peek',
|
|
name: 'Peek',
|
|
origin: 'SG',
|
|
platforms: ['IOS'],
|
|
slogan: 'Feel in control of your money without spreadsheets or shame',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://peek.money'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
key: 'pennies',
|
|
name: 'Pennies',
|
|
origin: 'US',
|
|
platforms: ['IOS'],
|
|
pricingPerYear: '$39.99',
|
|
slogan: 'Your money. Made simple.',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.getpennies.com'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
founded: 2020,
|
|
hasSelfHostingAbility: false,
|
|
key: 'performativ',
|
|
languages: ['Deutsch', 'English', 'Nederlands'],
|
|
name: 'Performativ',
|
|
origin: 'DK',
|
|
platforms: ['WEB'],
|
|
slogan: 'The Operating System Powering Tomorrow’s Wealth Management',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.performativ.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,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'pinklion',
|
|
name: 'PinkLion',
|
|
origin: 'DE',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '€50',
|
|
slogan: 'Invest smarter, not harder',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://pinklion.xyz'
|
|
},
|
|
{
|
|
categories: ['DIVIDEND_TRACKING'],
|
|
founded: 2023,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'plainzer',
|
|
languages: ['English'],
|
|
name: 'Plainzer',
|
|
origin: 'PL',
|
|
pricingPerYear: '$74',
|
|
slogan: 'Free dividend tracker for your portfolio',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://plainzer.com'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_PLANNING', 'NET_WORTH_TRACKING'],
|
|
founded: 2023,
|
|
hasSelfHostingAbility: false,
|
|
key: 'plannix',
|
|
name: 'Plannix',
|
|
origin: 'IT',
|
|
platforms: ['WEB'],
|
|
slogan: 'Your Personal Finance Hub',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.plannix.co'
|
|
},
|
|
{
|
|
categories: [
|
|
'CRYPTOCURRENCY',
|
|
'FAMILY_OFFICE',
|
|
'FINANCIAL_ADVISOR',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
founded: 2012,
|
|
hasSelfHostingAbility: true,
|
|
key: 'pmplus',
|
|
name: 'PMplus®',
|
|
origin: 'CH',
|
|
platforms: ['WEB'],
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.suissetechpartners.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2015,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'pocketguard',
|
|
name: 'PocketGuard',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$74.99',
|
|
slogan: 'Budgeting App & Finance Planner',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://pocketguard.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING', 'FINANCIAL_PLANNING'],
|
|
founded: 2008,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'pocketsmith',
|
|
languages: ['English'],
|
|
name: 'PocketSmith',
|
|
origin: 'NZ',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$120',
|
|
regions: ['Global'],
|
|
slogan: 'Know where your money is going',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.pocketsmith.com'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
founded: 2017,
|
|
key: 'point',
|
|
languages: ['English'],
|
|
name: 'Point',
|
|
origin: 'GB',
|
|
slogan: 'AI-Ready Investment Data',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://pointgroup.io'
|
|
},
|
|
{
|
|
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,
|
|
hasSelfHostingAbility: false,
|
|
key: 'portfeo',
|
|
languages: ['Polski'],
|
|
name: 'Portfeo',
|
|
origin: 'PL',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: 'PLN 168',
|
|
slogan: 'Wszystkie Twoje inwestycje w jednym miejscu',
|
|
updatedAt: '2026-08-16',
|
|
url: 'https://www.portfeo.pl'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_PLANNING', 'NET_WORTH_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'portfolio-coach',
|
|
languages: ['English'],
|
|
name: 'Portfolio Coach',
|
|
origin: 'GB',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '£120',
|
|
slogan: 'Know your wealth. Ask it anything.',
|
|
updatedAt: '2026-08-13',
|
|
url: 'https://portfoliocoach.co.uk'
|
|
},
|
|
{
|
|
categories: ['DIVIDEND_TRACKING', 'STOCK_TRACKING'],
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'portfolio-dividend-tracker',
|
|
languages: ['English', 'Nederlands'],
|
|
name: 'Portfolio Dividend Tracker',
|
|
origin: 'NL',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '€60',
|
|
slogan: 'Manage all your portfolios',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://portfoliodividendtracker.com'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'portfolio-trader',
|
|
languages: ['English'],
|
|
name: 'Portfolio Trader',
|
|
origin: 'AU',
|
|
platforms: ['IOS'],
|
|
slogan:
|
|
'Professional stock portfolio tracking for iPhone, iPad and Apple Watch',
|
|
updatedAt: '2026-08-16',
|
|
url: 'https://www.iportfoliotrader.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'portfolio-visualizer',
|
|
languages: ['English'],
|
|
name: 'Portfolio Visualizer',
|
|
pricingPerYear: '$360',
|
|
slogan: 'Tools for Better Investors',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.portfoliovisualizer.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'portfolio123',
|
|
name: 'Portfolio123',
|
|
slogan: 'Power Your Portfolio with Backtested Stock Strategies',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.portfolio123.com'
|
|
},
|
|
{
|
|
categories: ['DIVIDEND_TRACKING', 'ETF_TRACKING', 'STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'portfolioglance',
|
|
languages: ['English', 'Polski'],
|
|
name: 'PortfolioGlance',
|
|
origin: 'PL',
|
|
platforms: ['WEB'],
|
|
slogan: 'One look. Clear picture of your portfolio.',
|
|
updatedAt: '2026-08-13',
|
|
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',
|
|
name: 'PortfoliosLab',
|
|
slogan: 'Financial tools for smart investors',
|
|
updatedAt: '2026-08-28',
|
|
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,
|
|
isArchived: true,
|
|
key: 'portfoloo',
|
|
name: 'Portfoloo',
|
|
note: 'Portfoloo was discontinued',
|
|
slogan:
|
|
'Free Stock Portfolio Tracker with unlimited portfolio and stocks for DIY investors',
|
|
updatedAt: '2026-07-05'
|
|
},
|
|
{
|
|
categories: ['DIVIDEND_TRACKING', 'STOCK_TRACKING'],
|
|
founded: 2021,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'portseido',
|
|
languages: ['Deutsch', 'English', 'Français', 'Nederlands'],
|
|
name: 'Portseido',
|
|
origin: 'TH',
|
|
pricingPerYear: '$96',
|
|
slogan: 'Portfolio Performance and Dividend Tracker',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.portseido.com'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
key: 'private-wealth-systems',
|
|
name: 'Private Wealth Systems',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
slogan: 'Portfolio Management & Reporting Software',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://privatewealthsystems.com'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_PLANNING'],
|
|
founded: 2021,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: true,
|
|
key: 'projectionlab',
|
|
name: 'ProjectionLab',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$108',
|
|
slogan: 'Build Financial Plans You Love.',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://projectionlab.com'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING'],
|
|
founded: 2022,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'prostocktracker',
|
|
name: 'Pro Stock Tracker',
|
|
origin: 'GB',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$60',
|
|
slogan: 'The stock portfolio tracker built for long-term investors',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://prostocktracker.com'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_ADVISOR', '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: [
|
|
'FAMILY_OFFICE',
|
|
'FINANCIAL_ADVISOR',
|
|
'TAX_REPORTING',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
founded: 2012,
|
|
key: 'qplix',
|
|
languages: ['Deutsch', 'English'],
|
|
name: 'QPLIX',
|
|
origin: 'DE',
|
|
platforms: ['IOS', 'WEB'],
|
|
slogan: 'Your Software to Master Wealth Management.',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.qplix.com'
|
|
},
|
|
{
|
|
categories: ['NET_WORTH_TRACKING'],
|
|
hasSelfHostingAbility: false,
|
|
key: 'quantive',
|
|
name: 'Quantive',
|
|
platforms: ['WEB'],
|
|
slogan: 'See your financial life clearly',
|
|
updatedAt: '2026-07-05',
|
|
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,
|
|
hasSelfHostingAbility: false,
|
|
key: 'rallies',
|
|
languages: ['English'],
|
|
name: 'Rallies',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$99.99',
|
|
slogan:
|
|
'Your entire financial life in one app, monitored continuously by agents',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://rallies.ai'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'reflexivity',
|
|
name: 'Reflexivity',
|
|
note: 'Originally named as Toggle AI',
|
|
slogan: 'Faster Insights. Better Analysis. Greater Confidence.',
|
|
updatedAt: '2026-09-23',
|
|
url: 'https://reflexivity.com'
|
|
},
|
|
{
|
|
categories: ['DIVIDEND_TRACKING', 'NET_WORTH_TRACKING', 'STOCK_TRACKING'],
|
|
founded: 2014,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'rentablo',
|
|
languages: ['Deutsch'],
|
|
name: 'Rentablo',
|
|
origin: 'DE',
|
|
platforms: ['WEB'],
|
|
slogan: 'Das kostenfreie Tool für Ihren Finanzerfolg',
|
|
updatedAt: '2026-08-16',
|
|
url: 'https://www.rentablo.de'
|
|
},
|
|
{
|
|
categories: [
|
|
'BUDGETING',
|
|
'FINANCIAL_ADVISOR',
|
|
'FINANCIAL_PLANNING',
|
|
'NET_WORTH_TRACKING'
|
|
],
|
|
founded: 2015,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'rightcapital',
|
|
name: 'RightCapital',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$1799.40',
|
|
slogan: 'Financial planning software done right',
|
|
updatedAt: '2026-09-23',
|
|
url: 'https://www.rightcapital.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING', 'NET_WORTH_TRACKING'],
|
|
founded: 2015,
|
|
hasSelfHostingAbility: false,
|
|
key: 'rocket-money',
|
|
name: 'Rocket Money',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
slogan: 'Track your net worth',
|
|
updatedAt: '2026-07-05',
|
|
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,
|
|
hasSelfHostingAbility: false,
|
|
isArchived: true,
|
|
key: 'sarmaaya.pk',
|
|
name: 'Sarmaaya.pk Portfolio Tracking',
|
|
note: 'Sarmaaya.pk Portfolio Tracking was discontinued in 2024',
|
|
origin: 'PK',
|
|
slogan: 'Unified platform for financial research and portfolio tracking',
|
|
updatedAt: '2026-07-05'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
founded: 2004,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'seeking-alpha',
|
|
name: 'Seeking Alpha',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$239',
|
|
slogan: 'Stock Market Analysis & Tools for Investors',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://seekingalpha.com'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_PLANNING', 'NET_WORTH_TRACKING'],
|
|
founded: 2022,
|
|
key: 'segmio',
|
|
name: 'Segmio',
|
|
origin: 'RO',
|
|
platforms: ['WEB'],
|
|
slogan: 'Track your net worth. Project every possible future.',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.segmio.com'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
founded: 2019,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'sesame-one',
|
|
name: 'Sesame One',
|
|
origin: 'GB',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '£20000',
|
|
slogan: 'Spend more time building investment value, not spreadsheets',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.landytech.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
|
|
key: 'sharescope',
|
|
name: 'ShareScope',
|
|
origin: 'GB',
|
|
slogan:
|
|
'Award-winning investment, trading and portfolio management tools',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.sharescope.co.uk'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING', 'TAX_REPORTING'],
|
|
founded: 2007,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'sharesight',
|
|
name: 'Sharesight',
|
|
origin: 'NZ',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$135',
|
|
regions: ['Global'],
|
|
slogan: 'Stock Portfolio Tracker',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.sharesight.com'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
isArchived: true,
|
|
key: 'sharesmaster',
|
|
name: 'SharesMaster',
|
|
note: 'SharesMaster was discontinued',
|
|
slogan: 'Free Stock Portfolio Tracker',
|
|
updatedAt: '2026-07-05'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'simple-portfolio',
|
|
name: 'Simple Portfolio',
|
|
origin: 'CZ',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '€80',
|
|
slogan: 'Stock Portfolio Tracker',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://simpleportfolio.app'
|
|
},
|
|
{
|
|
categories: ['BUDGETING', 'NET_WORTH_TRACKING'],
|
|
founded: 2020,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'simplifi',
|
|
name: 'Simplifi by Quicken',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.quicken.com/products/simplifi'
|
|
},
|
|
{
|
|
categories: ['DIVIDEND_TRACKING', 'INVESTMENT_RESEARCH'],
|
|
key: 'simply-safe-dividends',
|
|
name: 'Simply Safe Dividends',
|
|
pricingPerYear: '$468',
|
|
slogan: 'Proven dividend research and tracking tools',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.simplysafedividends.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
|
|
founded: 2014,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'simply-wallstreet',
|
|
name: 'Stock Portfolio Tracker & Visualizer by Simply Wall St',
|
|
origin: 'AU',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$120',
|
|
slogan: 'Smart portfolio tracker for informed investors',
|
|
updatedAt: '2026-07-05',
|
|
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,
|
|
hasSelfHostingAbility: false,
|
|
key: 'snoop',
|
|
languages: ['English'],
|
|
name: 'Snoop',
|
|
origin: 'GB',
|
|
platforms: ['ANDROID', 'IOS'],
|
|
pricingPerYear: '£47.99',
|
|
slogan: 'Cut the cost of living and build your savings',
|
|
updatedAt: '2026-08-17',
|
|
url: 'https://snoop.app'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING'],
|
|
founded: 2021,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'snowball-analytics',
|
|
name: 'Snowball Analytics',
|
|
origin: 'FR',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$80',
|
|
slogan: 'Simple and powerful portfolio tracker',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://snowball-analytics.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'spendee',
|
|
languages: ['English'],
|
|
name: 'Spendee',
|
|
origin: 'CZ',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$14.99',
|
|
slogan: 'The only app that gets your money into shape',
|
|
updatedAt: '2026-08-17',
|
|
url: 'https://www.spendee.com'
|
|
},
|
|
{
|
|
key: 'splashmoney',
|
|
name: 'SplashMoney',
|
|
origin: 'US',
|
|
slogan: 'Manage your money anytime, anywhere.',
|
|
updatedAt: '2025-09-14'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
key: 'ssc-black-diamond',
|
|
name: 'SS&C Black Diamond Wealth Solutions',
|
|
slogan: 'The Cornerstone of a Successful Business',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.sscblackdiamond.com'
|
|
},
|
|
{
|
|
categories: ['ETF_TRACKING', 'STOCK_TRACKING'],
|
|
key: 'statfolio',
|
|
name: 'Statfolio',
|
|
slogan: 'Take control of your investments',
|
|
updatedAt: '2026-08-28',
|
|
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,
|
|
key: 'stock-analysis',
|
|
name: 'Stock Analysis',
|
|
pricingPerYear: '$79',
|
|
slogan: 'Free Online Stock Information for Investors',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://stockanalysis.com'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING'],
|
|
founded: 2019,
|
|
hasSelfHostingAbility: false,
|
|
key: 'stock-events',
|
|
name: 'Stock Events',
|
|
origin: 'DE',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
slogan: 'Track all your Investments',
|
|
updatedAt: '2026-07-05',
|
|
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',
|
|
name: 'StockCharts',
|
|
pricingPerYear: '$239.40',
|
|
slogan: 'Advanced Charting, Screening & Financial Analysis Tools',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://stockcharts.com'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING'],
|
|
key: 'stockle',
|
|
name: 'Stockle',
|
|
origin: 'FI',
|
|
platforms: ['WEB'],
|
|
slogan: 'Supercharge your investments tracking experience',
|
|
updatedAt: '2026-07-05',
|
|
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,
|
|
isArchived: true,
|
|
key: 'stockmarketeye',
|
|
name: 'StockMarketEye',
|
|
origin: 'FR',
|
|
note: 'StockMarketEye was discontinued in 2023',
|
|
slogan: 'A Powerful Portfolio & Investment Tracking App',
|
|
updatedAt: '2026-07-05'
|
|
},
|
|
{
|
|
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',
|
|
name: 'Stockopedia',
|
|
pricingPerYear: '€550',
|
|
slogan: 'Data-Driven Stock Research for Active Investors',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.stockopedia.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
|
|
founded: 2011,
|
|
hasFreePlan: true,
|
|
key: 'stock-rover',
|
|
languages: ['English'],
|
|
name: 'Stock Rover',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$79.99',
|
|
slogan: 'Investment Research and Portfolio Management',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.stockrover.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
|
|
key: 'stock-unlock',
|
|
name: 'Stock Unlock',
|
|
pricingPerYear: '$90',
|
|
slogan: 'Unique Stock Insights & Portfolio Tracking',
|
|
updatedAt: '2026-08-28',
|
|
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,
|
|
hasSelfHostingAbility: false,
|
|
key: 'stonksfolio',
|
|
languages: ['English'],
|
|
name: 'Stonksfolio',
|
|
origin: 'BG',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '€49.90',
|
|
slogan: 'Visualize all of your portfolios',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://stonksfolio.com'
|
|
},
|
|
{
|
|
categories: [
|
|
'FINANCIAL_ADVISOR',
|
|
'INVESTMENT_RESEARCH',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
hasFreePlan: false,
|
|
key: 'stratifi',
|
|
name: 'StratiFi',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$5995',
|
|
slogan:
|
|
'Use AI trained by top independent wealth firms, engineered with sophisticated quant finance & grounded in proven behavioral finance.',
|
|
updatedAt: '2026-09-23',
|
|
url: 'https://www.stratifi.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'streamxls',
|
|
name: 'StreamXLS',
|
|
pricingPerYear: '$590',
|
|
slogan: 'Excel bridge to IBKR TWS',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://streamxls.com'
|
|
},
|
|
{
|
|
categories: ['NET_WORTH_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'sumio',
|
|
name: 'Sumio',
|
|
origin: 'CZ',
|
|
platforms: ['ANDROID', 'IOS'],
|
|
pricingPerYear: '$20',
|
|
slogan: 'AI-Powered Portfolio & Net Worth Tracker',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.sumio.app'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE'],
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'sumit',
|
|
languages: ['English'],
|
|
name: 'SumIt',
|
|
platforms: ['WEB'],
|
|
slogan: 'Powerfully simple family office accounting.',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://getsumit.com'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'WEALTH_MANAGEMENT'],
|
|
hasSelfHostingAbility: true,
|
|
key: 'swimbird',
|
|
languages: ['English'],
|
|
name: 'Swimbird',
|
|
origin: 'SE',
|
|
platforms: ['ANDROID', 'IOS'],
|
|
slogan: 'Wealth Management Software',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.swimbird.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'tc2000',
|
|
name: 'TC2000',
|
|
slogan: 'Helping traders think for themselves for over 30 years',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.tc2000.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'tickeron',
|
|
name: 'Tickeron',
|
|
slogan: 'AI Trading Agents, Tools and News',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://tickeron.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
|
|
key: 'tickertape',
|
|
name: 'Tickertape',
|
|
pricingPerYear: '₹2999',
|
|
slogan: 'Financial freedom begins here',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.tickertape.in'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
key: 'tikr',
|
|
name: 'TIKR',
|
|
slogan: 'Invest like Wall Street with TIKR Terminal',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.tikr.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2016,
|
|
hasFreePlan: false,
|
|
key: 'tiller',
|
|
name: 'Tiller',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$79',
|
|
slogan:
|
|
'Your financial life in a spreadsheet, automatically updated each day',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://tiller.com'
|
|
},
|
|
{
|
|
categories: [
|
|
'FINANCIAL_ADVISOR',
|
|
'INVESTMENT_RESEARCH',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
founded: 2010,
|
|
hasFreePlan: false,
|
|
key: 'tindeco',
|
|
languages: ['English'],
|
|
name: 'Tindeco',
|
|
origin: 'CH',
|
|
slogan: 'Scalable Investing Made Simple',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://tindecofs.com'
|
|
},
|
|
{
|
|
categories: ['CRYPTOCURRENCY', 'DIVIDEND_TRACKING', 'STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'tinywallet',
|
|
languages: ['Deutsch', 'English'],
|
|
name: 'TinyWallet',
|
|
origin: 'DE',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '€35',
|
|
slogan: 'Your key to empowered wealth management',
|
|
updatedAt: '2026-08-13',
|
|
url: 'https://www.tinywallet.de'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'tipranks',
|
|
name: 'TipRanks',
|
|
slogan: 'Make Smarter, Data-Driven Investment Decisions',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.tipranks.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'todays-budget',
|
|
languages: ['Deutsch', 'English', 'Español', 'Français', '日本語'],
|
|
name: 'Today’s Budget',
|
|
origin: 'DE',
|
|
platforms: ['IOS'],
|
|
pricingPerYear: '$24.99',
|
|
slogan: 'Make your money go further with daily budgets',
|
|
updatedAt: '2026-08-18',
|
|
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,
|
|
key: 'trackinsight',
|
|
name: 'Trackinsight',
|
|
slogan: 'Empowering ETF Investors',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.trackinsight.com'
|
|
},
|
|
{
|
|
categories: ['DIVIDEND_TRACKING', 'ETF_TRACKING', 'STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'trackinv',
|
|
languages: ['English'],
|
|
name: 'TrackinV',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '€40',
|
|
slogan: 'See your real investment performance — across every broker',
|
|
updatedAt: '2026-08-16',
|
|
url: 'https://trackinv.com'
|
|
},
|
|
{
|
|
categories: ['DIVIDEND_TRACKING', 'STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'trackyourdividends',
|
|
languages: ['English'],
|
|
name: 'TrackYourDividends',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$99.99',
|
|
slogan:
|
|
'Follow the Performance, Payments, and Diversification of Your Dividend Portfolio',
|
|
updatedAt: '2026-08-16',
|
|
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',
|
|
slogan:
|
|
'Trading journal for tracking, reviewing, and improving your trades',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.tradebb.ai'
|
|
},
|
|
{
|
|
categories: ['TAX_REPORTING'],
|
|
key: 'tradelog',
|
|
name: 'TradeLog',
|
|
pricingPerYear: '$219',
|
|
regions: ['US'],
|
|
slogan: 'Take Control Of Trader Taxes',
|
|
updatedAt: '2026-08-28',
|
|
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,
|
|
hasSelfHostingAbility: false,
|
|
key: 'tradervue',
|
|
name: 'Tradervue',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$360',
|
|
slogan: 'The Trading Journal to Improve Your Trading Performance',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.tradervue.com'
|
|
},
|
|
{
|
|
key: 'tradezella',
|
|
name: 'TradeZella',
|
|
pricingPerYear: '$315',
|
|
slogan: 'Meet Your AI Trading Partner',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.tradezella.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
hasFreePlan: true,
|
|
key: 'tradingview',
|
|
name: 'TradingView',
|
|
slogan: 'Track All Markets',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.tradingview.com'
|
|
},
|
|
{
|
|
categories: ['CRYPTOCURRENCY', 'ETF_TRACKING', 'STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'treestep',
|
|
languages: ['English', 'Français'],
|
|
name: 'Treestep',
|
|
origin: 'FR',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '€80.04',
|
|
slogan: 'Investing that never bores you',
|
|
updatedAt: '2026-08-16',
|
|
url: 'https://www.treestep.fr'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING', 'TAX_REPORTING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'trefolio',
|
|
languages: [
|
|
'Deutsch',
|
|
'English',
|
|
'Español',
|
|
'Français',
|
|
'Italiano',
|
|
'Nederlands',
|
|
'Polski',
|
|
'Português'
|
|
],
|
|
name: 'trefolio',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '€60',
|
|
slogan: 'The Extra Leaf for Your Portfolio',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://trefolio.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'trendlyne',
|
|
name: 'Trendlyne',
|
|
pricingPerYear: '₹2190',
|
|
slogan: 'The Stock Market Platform to Stay Ahead',
|
|
updatedAt: '2026-08-28',
|
|
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,
|
|
hasSelfHostingAbility: false,
|
|
hasFreePlan: true,
|
|
isArchived: true,
|
|
key: 'tresor-one',
|
|
name: 'Tresor One',
|
|
note: 'Renamed to Parqet',
|
|
origin: 'DE',
|
|
regions: ['AT', 'CH', 'DE'],
|
|
slogan: 'Dein Vermögen immer im Blick',
|
|
updatedAt: '2026-07-05'
|
|
},
|
|
{
|
|
categories: ['NET_WORTH_TRACKING', 'STOCK_TRACKING'],
|
|
founded: 2025,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'turbobulls',
|
|
name: 'Turbobulls',
|
|
origin: 'RO',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '€35.90',
|
|
slogan: 'Your complete portfolio and expense tracker. Actually private.',
|
|
updatedAt: '2026-09-09',
|
|
url: 'https://www.turbobulls.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'tweenvest',
|
|
name: 'Tweenvest',
|
|
slogan: 'Analyzing stocks has never been easier',
|
|
updatedAt: '2026-08-28',
|
|
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',
|
|
name: 'Uncle Stock',
|
|
pricingPerYear: '$130',
|
|
slogan: 'Fundamental Stock Screener',
|
|
updatedAt: '2026-08-28',
|
|
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,
|
|
hasSelfHostingAbility: false,
|
|
key: 'utluna',
|
|
languages: ['Deutsch', 'English', 'Français'],
|
|
name: 'Utluna',
|
|
origin: 'CH',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$300',
|
|
slogan: 'Your Portfolio. Revealed.',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.utluna.com',
|
|
useAnonymously: true
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'validea',
|
|
name: 'Validea',
|
|
slogan:
|
|
'Factor-Based Portfolios and Investment Research Utilizing Proven Long-Term Strategies',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.validea.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'valuedge',
|
|
name: 'ValuEdge',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '€78',
|
|
slogan: 'Track your real portfolio. Not a watchlist.',
|
|
updatedAt: '2026-07-05',
|
|
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,
|
|
hasFreePlan: true,
|
|
key: 'vyzer',
|
|
name: 'Vyzer',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$348',
|
|
slogan: 'Virtual Family Office for Smart Wealth Management',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://vyzer.co'
|
|
},
|
|
{
|
|
categories: ['BUDGETING', 'NET_WORTH_TRACKING'],
|
|
founded: 2020,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'walletguide',
|
|
name: 'Walletguide',
|
|
origin: 'DE',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '€90',
|
|
slogan: 'Personal finance reimagined with AI',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://walletguide.com'
|
|
},
|
|
{
|
|
hasSelfHostingAbility: false,
|
|
isArchived: true,
|
|
key: 'wallmine',
|
|
languages: ['English'],
|
|
name: 'wallmine',
|
|
note: 'wallmine was discontinued in 2024',
|
|
origin: 'CZ',
|
|
pricingPerYear: '$600',
|
|
slogan: 'Make Smarter Investments',
|
|
updatedAt: '2025-12-13'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
founded: 2020,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'wallstreetzen',
|
|
name: 'WallStreetZen',
|
|
origin: 'HK',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$234',
|
|
slogan: 'Stock market analysis for the serious part-time investor',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.wallstreetzen.com'
|
|
},
|
|
{
|
|
categories: ['FINANCIAL_ADVISOR', 'FINANCIAL_PLANNING'],
|
|
key: 'wealth-wizards',
|
|
languages: ['English'],
|
|
name: 'Wealth Wizards',
|
|
origin: 'GB',
|
|
regions: ['GB'],
|
|
slogan: 'Get new regime ready.',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.wealthwizards.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,
|
|
hasSelfHostingAbility: false,
|
|
key: 'wealtharc',
|
|
name: 'WealthArc',
|
|
origin: 'CH',
|
|
platforms: ['WEB'],
|
|
slogan: 'Manage wealth data more efficiently',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.wealtharc.com'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'WEALTH_MANAGEMENT'],
|
|
founded: 2019,
|
|
hasFreePlan: false,
|
|
key: 'wealthbrain',
|
|
languages: ['English'],
|
|
name: 'Wealthbrain',
|
|
origin: 'AE',
|
|
platforms: ['WEB'],
|
|
slogan: 'Portfolio Management System',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://wealthbrain.com'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING'],
|
|
founded: 2024,
|
|
hasSelfHostingAbility: true,
|
|
isArchived: true,
|
|
isOpenSource: true,
|
|
key: 'wealthfolio',
|
|
languages: ['English'],
|
|
name: 'Wealthfolio',
|
|
origin: 'CA',
|
|
platforms: ['IOS', 'LINUX', 'MACOS', 'WEB', 'WINDOWS'],
|
|
slogan: 'Open-Source, Offline & Private Portfolio Tracker',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://wealthfolio.app'
|
|
},
|
|
{
|
|
categories: ['NET_WORTH_TRACKING'],
|
|
founded: 2015,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
key: 'wealthica',
|
|
languages: ['English', 'Français'],
|
|
name: 'Wealthica',
|
|
origin: 'CA',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$50',
|
|
slogan: 'See all your investments in one place',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://wealthica.com'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2018,
|
|
hasFreePlan: true,
|
|
key: 'wealthposition',
|
|
name: 'WealthPosition',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$60',
|
|
slogan: 'Personal Finance & Budgeting App',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.wealthposition.com'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
hasSelfHostingAbility: true,
|
|
key: 'wealthspectrum',
|
|
languages: ['English'],
|
|
name: 'WealthSpectrum',
|
|
origin: 'IN',
|
|
platforms: ['WEB'],
|
|
slogan: 'Powering smart investment operations',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.wealthspectrum.com'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING'],
|
|
founded: 2018,
|
|
hasSelfHostingAbility: false,
|
|
key: 'wealthy-tracker',
|
|
languages: ['English'],
|
|
name: 'Wealthy Tracker',
|
|
origin: 'IN',
|
|
platforms: ['WEB'],
|
|
slogan: 'One app to manage all your investments',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.wealthy.in/tracker'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING'],
|
|
key: 'whal',
|
|
name: 'Whal',
|
|
origin: 'US',
|
|
slogan: 'Manage your investments in one place',
|
|
updatedAt: '2026-07-05'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
key: 'wisesheets',
|
|
name: 'Wisesheets',
|
|
pricingPerYear: '$60',
|
|
slogan: 'The Ultimate Spreadsheet Add-On for Stock Investors',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.wisesheets.io'
|
|
},
|
|
{
|
|
categories: ['FAMILY_OFFICE', 'FINANCIAL_ADVISOR', 'WEALTH_MANAGEMENT'],
|
|
founded: 2010,
|
|
hasSelfHostingAbility: true,
|
|
key: 'wize',
|
|
languages: ['English'],
|
|
name: 'WIZE',
|
|
origin: 'CH',
|
|
slogan: 'The all-in-one Wealth & Asset management IT platform',
|
|
updatedAt: '2026-09-24',
|
|
url: 'https://www.wize.net'
|
|
},
|
|
{
|
|
categories: [
|
|
'FINANCIAL_ADVISOR',
|
|
'INVESTMENT_RESEARCH',
|
|
'WEALTH_MANAGEMENT'
|
|
],
|
|
key: 'ycharts',
|
|
name: 'YCharts',
|
|
slogan: 'Financial Research and Proposal Platform',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://ycharts.com'
|
|
},
|
|
{
|
|
categories: ['STOCK_TRACKING'],
|
|
founded: 2021,
|
|
hasFreePlan: true,
|
|
hasSelfHostingAbility: false,
|
|
isArchived: true,
|
|
key: 'yeekatee',
|
|
languages: ['Deutsch', 'English', 'Español', 'Français', 'Italiano'],
|
|
name: 'yeekatee',
|
|
note: 'yeekatee was discontinued in 2024',
|
|
origin: 'CH',
|
|
regions: ['Global'],
|
|
slogan: 'Connect. Share. Invest.',
|
|
updatedAt: '2026-07-05'
|
|
},
|
|
{
|
|
categories: ['BUDGETING'],
|
|
founded: 2004,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'ynab',
|
|
name: 'YNAB (You Need a Budget)',
|
|
origin: 'US',
|
|
platforms: ['ANDROID', 'IOS', 'WEB'],
|
|
pricingPerYear: '$109',
|
|
slogan: 'Change Your Relationship With Money',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://www.ynab.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH'],
|
|
hasFreePlan: true,
|
|
key: 'zacks',
|
|
name: 'Zacks',
|
|
slogan: 'Stock Research, Analysis, & Recommendations',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://www.zacks.com'
|
|
},
|
|
{
|
|
categories: ['CRYPTOCURRENCY', 'STOCK_TRACKING'],
|
|
key: 'zenvesto',
|
|
name: 'Zenvesto',
|
|
slogan: 'Smart Investment Portfolio Tracker',
|
|
updatedAt: '2026-08-28',
|
|
url: 'https://zenvesto.com'
|
|
},
|
|
{
|
|
categories: ['INVESTMENT_RESEARCH', 'STOCK_TRACKING'],
|
|
founded: 2019,
|
|
hasFreePlan: false,
|
|
hasSelfHostingAbility: false,
|
|
key: 'ziggma',
|
|
name: 'Ziggma',
|
|
origin: 'US',
|
|
platforms: ['WEB'],
|
|
pricingPerYear: '$84',
|
|
slogan: 'Your solution for investing success',
|
|
updatedAt: '2026-07-05',
|
|
url: 'https://ziggma.com'
|
|
}
|
|
] satisfies Product[]
|
|
).sort((a, b) => {
|
|
return a.name.localeCompare(b.name, undefined, { sensitivity: 'base' });
|
|
});
|
|
|