Ormax AI is described as 'AI portfolio tracker combining brokerage, crypto, private assets, liabilities and statements with multi-entity support, return analytics and benchmark comparisons' and is a personal finance tool in the business & commerce category. There are more than 10 alternatives to Ormax AI for a variety of platforms, including Web-based, SaaS, iPhone, iPad and Mac apps. The best Ormax AI alternative is Wealthfolio, which is both free and Open Source. Other great apps like Ormax AI are Enrich Finance, Sharesight, Portseido and Capitally.
Wealthfolio is a simple, desktop-based investment tracker. Your financial data is stored safely on your own computer Ditch the spreadsheets, forget about those pesky subscription fees, and no more worries about SaaS services playing around with your data.
Enrich Finance is a portfolio intelligence platform that helps DIY investors see their true asset allocation across all accounts, track progress toward goals, and make smarter rebalancing and tax decisions.
United States
Comprehensive investment tracking tool for stock prices, dividends, brokerage fees, and corporate actions. Ideal for DIY investors and finance professionals, it provides easy-to-read charts, tax reports, Xero integration, mobile app support, and weekly updates.
United Kingdom
Portfolio tracker providing analytics, visualizations, historical performance, trade analytics across 70+ exchanges, 20000+ ETFs and cryptos for global investors.
Thailand
Capitally is a secure personal investments tracker, designed to help you monitor a variety of assets - from stocks, ETFs, real estate, to crypto and even custom assets like art, collectibles, or startups.
India
AllInvestView is a web platform to track your investments in a single place that can handle many assets and provide useful insights in a user friendly dashboard.
Tukhe is a privacy-first, desktop portfolio tracker built in Rust. It connects directly to broker APIs (Interactive Brokers, Saxo, Kraken) for real-time consolidated views across accounts and currencies — no cloud, no account creation, no third-party data access.
France
EU
Most portfolio trackers show you a return. TrackinV shows you if you earned it. Compare your time-weighted return against the World indices - annualized. Multi-currency, crypto, mutual funds, dividends.
NetherlandsEU
Portfolio tracker for the modern investor. Keep track of all your investments in real-time: Stocks, ETFs, mutual funds, Crypto, Real Estate and much more.
FranceEU
DonkyCapital is an advanced portfolio tracking software that combines powerful analytics with absolute privacy. Monitor stocks, ETFs, crypto, and real estate in one customizable dashboard, securely importing data without ever sharing your bank credentials.
ItalyEU
Net worth tracker for multi-asset portfolios. Stocks, real estate, alternatives, cashflow projections.
ItalyEU
Greenline is a free personal finance dashboard. Track your portfolio, net worth, fees, and dividends across all your accounts in one view.
Canada
