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Portfeo

Portfeo alternatives

The closest alternatives to Portfeo, 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 Portfeo

  • Paid-only — 30-day trial, no permanent free tier
  • No AI analysis, health score or rebalancing
  • Withholding tax only — not a full Polish (Belka/PIT-38) tax report
  • Polish-only interface; native mobile app not confirmed
What Portfeo doesn't do
Automatic bank/broker sync
Dividend/income forecast
AI portfolio analysis
AI asset & market analysis
Portfolio health score
Rebalancing & drift
Goal & time-to-goal
Backtesting & scenarios
Free tier
Open source
Self-hostable
Public API
Multi-language
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 Portfeo
    AI portfolio analysis AI asset & market analysis Portfolio health score Rebalancing & drift Goal & time-to-goal Free tier+2

    Portfeo does better: Tax reports, Public / social portfolios

    Compare Portfeo vs PortfolioGlanceRead review
  2. 2
    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 Portfeo
    Free tier Mobile app Multi-language

    Portfeo does better: Public / social portfolios

    Compare Portfeo vs My Stocks Portfolio & MarketRead reviewVisit official site
  3. 3
    MyFund

    MyFund

    Paid

    Feature-rich Polish portfolio tracker for GPW, foreign markets, funds and IKE/IKZE, with Polish tax tools.

    Does more than Portfeo
    Tax reports Public API Mobile app Multi-language Public / social portfolios
    Compare Portfeo vs MyFundRead reviewVisit official site
  4. 4
    Capitally

    Capitally

    Paid

    Analytics-focused, privacy-first portfolio tracker with multi-currency performance and tax reporting across many jurisdictions.

    Does more than Portfeo
    Dividend/income forecast Tax reports Backtesting & scenarios Multi-language

    Portfeo does better: Public / social portfolios

    Compare Portfeo vs CapitallyRead reviewVisit official site
  5. 5
    Portseido

    Portseido

    Freemium

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

    Does more than Portfeo
    Dividend/income forecast Free tier Mobile app

    Portfeo does better: Tax reports, Custom groupings / tags, Public / social portfolios

    Compare Portfeo vs PortseidoRead reviewVisit official site
  6. 6
    Finanzfluss Copilot

    Finanzfluss Copilot

    Freemium

    German portfolio tracker and net-worth app from the Finanzfluss media brand, with free 350+ broker auto-sync.

    Does more than Portfeo
    Automatic bank/broker sync Dividend/income forecast Portfolio health score Free tier Mobile app Public / social portfolios
    Compare Portfeo vs Finanzfluss CopilotRead reviewVisit official site
  7. 7
    TrackinV

    TrackinV

    Freemium

    European analytics-first portfolio tracker with transparent TWR + Modified Dietz returns from CSV or manual entry.

    Does more than Portfeo
    Dividend/income forecast Free tier Public / social portfolios

    Portfeo does better: Tax reports, Custom groupings / tags, Mobile app

    Compare Portfeo vs TrackinVRead reviewVisit official site
  8. 8
    inwestuje

    inwestuje

    Free

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

    Does more than Portfeo
    AI portfolio analysis Portfolio health score Free tier Public / social portfolios

    Portfeo does better: CSV / broker import, Tax reports, Custom groupings / tags

    Compare Portfeo vs inwestujeRead 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.