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Finary

Finary alternatives

The closest alternatives to Finary, ranked by how similar they are — each shown with the exact features it does better. Honest, and kept up to date.

Why people look for alternatives to Finary

  • Most analytics need paid Finary Plus
  • Aggregation-first — you connect accounts rather than avoid linking
  • No AI analysis, tax reports or public/shareable portfolios
  • Increasingly a distribution platform (life insurance, crypto trading, PEA)
What Finary doesn't do
Tax reports
AI portfolio analysis
AI asset & market analysis
Portfolio health score
Rebalancing & drift
Custom groupings / tags
Return method (TWR/MWR)
Benchmark & alpha
Backtesting & scenarios
Open source
Self-hostable
Public API
Public / social portfolios
AI portfolio review
  1. 1
    PortfolioGlance

    PortfolioGlance

    That's us
    Free

    Manual multi-asset portfolio tracker with AI insights — no account linking, no card, free to start.

    Does more than Finary
    CSV / broker import AI portfolio analysis AI asset & market analysis Portfolio health score Rebalancing & drift Custom groupings / tags+4

    Finary does better: Automatic bank/broker sync, Dividend/income forecast, Mobile app

    Compare Finary vs PortfolioGlanceRead review
  2. 2
    Wealthica

    Wealthica

    Freemium

    Canadian financial-account aggregator that syncs banks and brokerages into one dashboard with an add-on store.

    Does more than Finary
    Tax reports Portfolio health score Custom groupings / tags Benchmark & alpha Public API

    Finary does better: Goal & time-to-goal

    Compare Finary vs WealthicaRead reviewVisit official site
  3. 3
    getquin

    getquin

    Freemium

    Social portfolio tracker with broker connections, analytics and a community feed.

    Does more than Finary
    AI portfolio analysis AI asset & market analysis Return method (TWR/MWR) Benchmark & alpha Public / social portfolios

    Finary does better: CSV / broker import

    Compare Finary vs getquinRead reviewVisit official site
  4. 4
    Rentablo

    Rentablo

    Freemium

    German browser-based portfolio tracker with PSD2 bank sync, dividend calendar and true TWROR + IRR returns.

    Does more than Finary
    CSV / broker import Tax reports Portfolio health score Custom groupings / tags Return method (TWR/MWR) Benchmark & alpha

    Finary does better: Mobile app, Multi-language

    Compare Finary vs RentabloRead reviewVisit official site
  5. 5
    Parqet

    Parqet

    Freemium

    German-built tracker with local-device broker autosync, dividend forecasting and a community.

    Does more than Finary
    CSV / broker import Tax reports Custom groupings / tags Return method (TWR/MWR) Benchmark & alpha Backtesting & scenarios+1

    Finary does better: Goal & time-to-goal

    Compare Finary vs ParqetRead reviewVisit official site
  6. 6
    Delta

    Delta

    Freemium

    Multi-asset portfolio tracker for stocks, ETFs, crypto and forex with broker and exchange auto-sync.

    Does more than Finary
    CSV / broker import Tax reports AI portfolio analysis AI asset & market analysis Portfolio health score Benchmark & alpha

    Finary does better: Dividend/income forecast, Goal & time-to-goal

    Compare Finary vs DeltaRead reviewVisit official site
  7. 7
    Portseido

    Portseido

    Freemium

    Import-based multi-broker tracker with TWR/MWR analytics, dividends and benchmarking.

    Does more than Finary
    CSV / broker import Custom groupings / tags Return method (TWR/MWR) Benchmark & alpha No account linking required

    Finary does better: Automatic bank/broker sync, Goal & time-to-goal, Multi-language

    Compare Finary vs PortseidoRead reviewVisit official site
  8. 8
    Portfolio Trader

    Portfolio Trader

    Freemium

    Native Apple portfolio tracker with both MWR and TWR, cost-basis accounting and a one-time purchase.

    Does more than Finary
    CSV / broker import Return method (TWR/MWR) Benchmark & alpha No account linking required

    Finary does better: Automatic bank/broker sync, Multi-asset, Dividend/income forecast +1

    Compare Finary vs Portfolio TraderRead reviewVisit official site
See all Portfolio trackers

We list competitors alongside our own product and link to their official sites. Comparisons are written to be honest — including where another tool beats PortfolioGlance. Details like pricing change; always check the official site.

This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.