Portfeo alternatives
Apps that do the same job as Portfeo. The most similar ones are at the top.
Why people look for alternatives to Portfeo
- No free plan, only a 30-day trial
- Withholding tax only, no PIT-38 report
- Polish only, and no native phone app confirmed
Rather import a CSV than hand over a bank login? Stocks, ETFs, crypto, property and deposits in one free app.
A phone-first ledger for investors who track tax lots and currencies by hand. Free with ads, Premium $49.99 a year.
Beats Portfeo on free tier, mobile app, and multi-language.
Portfeo wins on public / social portfolios.
Made for Polish investors with GPW shares, Polish funds and IKE/IKZE accounts. Paid only, from about 4.49 PLN a month.
Beats Portfeo on tax reports, public API, mobile app, and multi-language.
Deep return analytics and tax reports for 11 countries, without linking any account. Paid only, after a 14-day trial.
Beats Portfeo on dividend/income forecast, tax reports, backtesting & scenarios, and multi-language.
Portfeo wins on public / social portfolios.
For investors with several brokers who'd rather import than link accounts. TWR and MWR returns, free plan capped by trades.
Beats Portfeo on dividend/income forecast, free tier, and mobile app.
Portfeo wins on tax reports, custom groupings / tags, and public / social portfolios.
Free sync with 350+ German banks and brokers, from the Finanzfluss team, but no AI despite the name. PLUS €69.99 a year.
Beats Portfeo on automatic bank/broker sync, dividend/income forecast, portfolio health score, and free tier.
Small European tracker that publishes its return formulas. CSV or manual entry, free for 1 portfolio, Premium €40 a year.
Beats Portfeo on dividend/income forecast, free tier, and public / social portfolios.
Portfeo wins on tax reports, custom groupings / tags, and mobile app.
Free Polish tracker that knows all eight retail treasury-bond series and names its return method. Manual entry only.
Beats Portfeo on AI portfolio analysis, portfolio health score, free tier, and public / social portfolios.
Portfeo wins on CSV / broker import, tax reports, and custom groupings / tags.
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.