# Finary alternatives

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We list PortfolioGlance first; the rest are ranked by how similar they are, each shown with the exact features it does better.

## 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 roast

## Finary alternatives

1. **PortfolioGlance** (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, Return method (TWR/MWR), Benchmark & alpha, No account linking required, AI portfolio roast
   - Markdown profile: https://www.portfolioglance.com/investing-apps/portfolioglance.md
2. **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
   - Markdown profile: https://www.portfolioglance.com/investing-apps/wealthica.md
3. **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
   - Markdown profile: https://www.portfolioglance.com/investing-apps/getquin.md
4. **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
   - Markdown profile: https://www.portfolioglance.com/investing-apps/rentablo.md
5. **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, Public / social portfolios
   - Markdown profile: https://www.portfolioglance.com/investing-apps/parqet.md
6. **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
   - Markdown profile: https://www.portfolioglance.com/investing-apps/delta.md
7. **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
   - Markdown profile: https://www.portfolioglance.com/investing-apps/portseido.md
8. **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
   - Markdown profile: https://www.portfolioglance.com/investing-apps/portfolio-trader.md

Verified 2026-07-09
Sources:
- Finary — Pricing (official) — https://finary.com/en/pricing
- Finary Plus — features (official) — https://finary.com/en/finary-plus
- Finary — Wealth tracking (official) — https://finary.com/en/wealth-tracking
- Finary Help Centre — Understanding my performance (P&L) — https://help.finary.com/en/articles/7664120-understanding-my-performance-p-l
- Finary Help Centre — Import your Crypto.com transactions — https://help.finary.com/en/articles/6525295-import-your-crypto-com-transactions
- Finary community — CSV/XLS import request (open, last reply 2025-12-20) — https://community.finary.com/t/ajout-fonction-dimport-upload-de-fichiers-csv-ou-xls/32668
- Finary community — Smart rules & custom categories (budget transactions, shipped 2024-11-22) — https://community.finary.com/t/fonctionnalite-menu-de-gestion-des-smart-rules-categories-personnalisees/17239

*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.*