Read the full Investbrain review
Investbrain

Investbrain alternatives

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 Investbrain

  • Returns are cost-basis only — (market value − average cost) — with no TWR/MWR/XIRR and no benchmark series
  • Not multi-asset: every holding must resolve to a live ticker, so no real estate, cash, bonds or crypto (crypto is “not planned”)
  • No health score, rebalancing, goal projection or custom tags — the portfolio object has three fields
  • Non-commercial CC-BY-NC 4.0 licence, not OSI open source, despite the project's “open-sourced” wording
  • Single maintainer, README-only documentation, and no native mobile app
What Investbrain doesn't do
Automatic bank/broker sync
Multi-asset
Dividend/income forecast
Tax reports
Portfolio health score
Rebalancing & drift
Goal & time-to-goal
Custom groupings / tags
Return method (TWR/MWR)
Benchmark & alpha
Public / social portfolios
AI portfolio roast
  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 Investbrain
    CSV / broker import Multi-asset AI asset & market analysis Portfolio health score Rebalancing & drift Goal & time-to-goal+4

    Investbrain does better: Backtesting & scenarios, Open source, Self-hostable +1

  2. 2
    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 Investbrain
    CSV / broker import Multi-asset Return method (TWR/MWR) Benchmark & alpha Mobile app

    Investbrain does better: AI portfolio analysis, AI asset & market analysis, Backtesting & scenarios +3

  3. 3
    Delta

    Delta

    Freemium

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

    Does more than Investbrain
    CSV / broker import Automatic bank/broker sync Multi-asset Tax reports AI asset & market analysis Portfolio health score+2

    Investbrain does better: Backtesting & scenarios, No account linking required, Open source +2

  4. 4
    Wealthfolio

    Wealthfolio

    Freemium

    Open-source, local-first portfolio tracker with time-weighted and money-weighted returns, rebalancing and an optional paid broker sync.

    Does more than Investbrain
    CSV / broker import Automatic bank/broker sync Multi-asset Portfolio health score Rebalancing & drift Goal & time-to-goal+5

    Investbrain does better: Public API

  5. 5
    Ghostfolio

    Ghostfolio

    Freemium

    Open-source, privacy-first tracker you can self-host or use via a paid cloud plan.

    Does more than Investbrain
    CSV / broker import Multi-asset Portfolio health score Goal & time-to-goal Custom groupings / tags Return method (TWR/MWR)+3

    Investbrain does better: AI portfolio analysis, AI asset & market analysis, Backtesting & scenarios

  6. 6
    Finary

    Finary

    Freemium

    European wealth aggregator linking 20,000+ banks, brokers, crypto and real estate in one view.

    Does more than Investbrain
    Automatic bank/broker sync Multi-asset Dividend/income forecast Goal & time-to-goal Mobile app

    Investbrain does better: AI portfolio analysis, AI asset & market analysis, Backtesting & scenarios +4

  7. 7
    My Stocks Portfolio & Market

    My Stocks Portfolio & Market

    Freemium

    Native iOS and Android tracker with lot-level cost-basis accounting, XIRR and multi-currency support.

    Does more than Investbrain
    CSV / broker import Multi-asset Tax reports Custom groupings / tags Return method (TWR/MWR) Benchmark & alpha+1

    Investbrain does better: AI portfolio analysis, AI asset & market analysis, Backtesting & scenarios +3

  8. 8
    inwestuje

    inwestuje

    Free

    Free Polish portfolio tracker with TWR, index benchmarking and all eight retail treasury-bond series.

    Does more than Investbrain
    Multi-asset Portfolio health score Return method (TWR/MWR) Benchmark & alpha Public / social portfolios

    Investbrain does better: CSV / broker import, AI portfolio analysis, AI asset & market analysis +5

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.