Finary alternatives
Apps that do the same job as Finary. The most similar ones are at the top.
Why people look for alternatives to Finary
- Its gain figure ignores deposits, withdrawals and realised gains, as its help centre explains
- No CSV import for brokers: file upload exists only for Crypto.com and Swissborg
- The free plan links 2 accounts, and most analysis needs Plus
Rather import a CSV than hand over a bank login? Stocks, ETFs, crypto, property and deposits in one free app.
Pulls Canadian bank and broker accounts into one dashboard, updated daily. Free for 3 institutions, paid from CA$50 a year.
Beats Finary on tax reports, portfolio health score, custom groupings / tags, and benchmark & alpha.
Finary wins on goal & time-to-goal.
Broker sync plus a social feed where investors share their portfolios. Free plan, deeper analytics in Premium.
Beats Finary on AI portfolio analysis, AI asset & market analysis, return method (TWR/MWR), and benchmark & alpha.
Finary wins on CSV / broker import.
Syncs German bank depots and gets the return maths right. Free for one bank, PLUS from €4.99 a month.
Beats Finary on CSV / broker import, tax reports, portfolio health score, and custom groupings / tags.
Finary wins on mobile app and multi-language.
Syncs your broker from your own phone, so the login never leaves it. Dividend forecasts and a free Basic plan.
Beats Finary on CSV / broker import, tax reports, custom groupings / tags, and return method (TWR/MWR).
Finary wins on goal & time-to-goal.
Puts stocks, ETFs and crypto from many brokers and exchanges in one phone app. Free up to 10 assets, PRO $53.88 a year.
Beats Finary on CSV / broker import, tax reports, AI portfolio analysis, and AI asset & market analysis.
Finary wins on dividend/income forecast and goal & time-to-goal.
For investors with several brokers who'd rather import than link accounts. TWR and MWR returns, free plan capped by trades.
Beats Finary on CSV / broker import, custom groupings / tags, return method (TWR/MWR), and benchmark & alpha.
Finary wins on automatic bank/broker sync, goal & time-to-goal, and multi-language.
Native iPhone, iPad and Apple Watch tracker with MWR and TWR, paid once instead of monthly. Pro costs $4.99 or $49.99.
Beats Finary on CSV / broker import, return method (TWR/MWR), benchmark & alpha, and no account linking required.
Finary wins on automatic bank/broker sync, multi-asset, and dividend/income forecast.
About PortfolioGlance
Skip the trade-by-trade logging. Just tell us what you hold today, and we reconstruct the history and performance for you. Prefer import? CSV works too.
Try PortfolioGlance freeWe list competitors next to our own app and link to their sites. Where another app is better than PortfolioGlance, we say so. Prices change, so check the official site before you pay.