Alternatives

Products that do what BriefcaseApp does

AI powered portfolio monitoring for investments

1
Finary▲330
Track your net worth in real-time
2021
2
Wealthfolio▲167
Boring investment tracker with local data storage
2024
3
Delta Investment Tracker▲123
The app to track all your investments, make smart moves only
2021
4
AssetDash▲216
Track your NFTs, cryptos, stocks, and private equity
2022
5
Rich Finance Tracker▲103
Automate your finance tracking in Notion
2022
6
AssetClass▲128
Stock and crypto portfolio tracker
2021
7
Principal▲134
Your AI-powered wealth platform
2024
8
Trackquity▲127
An easy way to track your stock and crypto holdings
2024
9
CoinIQ▲25
Don't just track your portfolio, understand it.
2025
10
AInvest Terminal▲17
The AI-powered market terminal for everyday investors
Jul 2026 · ainvest.com
11
heap▲9
Your AI Finance Tracker
Jun 2026 · heapai.org
12
Assetli.app▲32
Personal finance & net worth, wired to your AI
22d ago · assetli.app
13
Portfolio Genius▲3
Smart portfolio tracking with AI-driven trade ideas
Feb 2026
14
FolioTrack▲3
Track your investment portfolio. Understand it, too.
Apr 2026 · folio-track.com
15
Glance▲11
Track investments across brokers, no more spreadsheets
May 2026 · glancewealth.com
16
AssetTracker▲5
All Your Portfolios. One Dashboard.
Jan 2026
17
The Pocket Ledger▲5
Track finances across currencies using the power of AI
Jan 2026
18IM
Investment monitoring tool for data nerds and privacy buffs▲14
Hey HN, As someone who geeks out on both investment data and privacy tech, I built Capitally to scratch my own itch. It's encrypted on-device so that once I can afford to hire a second engineer, he cannot peek into my own data! I wanted a way to monitor ALL my investments (stocks, crypto, real estate, angel investments, etc.) in one place and really dig into the data - but without compromising my privacy. Here's how Capitally makes that possible: On the data side: Import data from CSVs, spreadsheets, or any other source via a flexible no-code editor Map any data format into a standardized…
2024 · mycapitally.com
19
Walletlify▲9
Track expenses, investments & subscriptions with Wallet AI.
Feb 2026
20
Spektrm▲6
Your AI Financial Analyst
Dec 2025
21
Finvise AI▲10
Manage every asset from one intelligent workspace.
Jul 2026 · finviseai.com
22
Diofolio - Portfolio tracker▲3
Track your net worth and investments with clarity
Feb 2026
23
Asset Quadrant▲6
Track stocks, ETFs, crypto & metals — with an AI digest
May 2026 · asset-quadrant.solardev.online
24
TraderTrak — AI Powered Trade Management▲6
Predict. Prevent. Profit. With AI.
Nov 2025

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