Commerce · alternatives · 2026

24 alternatives to Clavix

Know what you're exposed to, not just your portfolio value.

Below are 24 products that do a similar job, ranked by how close each is in meaning and then by launch-day votes.

1
Portfolio Returns▲83
Track portfolios and calculate returns in one place
2022 · apps.apple.com · its alternatives →
2
StackUp▲64
Get a data-driven report card on your financial advisor
2018 · stackup.ai · its alternatives →
3
Portfolio Tracker▲76
Track the performance of your broker accounts in one place
2023 · brokerchooser.com · its alternatives →
4
Basket▲68
Minimal investment portfolio tracker
2021 · apps.apple.com · its alternatives →
5
Savvy Trader▲67
Create, share and discover great investment portfolios
2023 · savvytrader.com · its alternatives →
6
Claritus▲82
A simple way to keep track of your wealth
2022 · its alternatives →
7
If I Invested In▲82
Visualize your investment
2021 · ifiinvested.in · its alternatives →
8
YieldMirror▲4
AI-powered portfolio risk monitoring with institutional-grade metrics. Get instant alerts for drawdown, concentration, volatility, Alpha, Beta, Sharpe, VaR & more. The same tools hedge funds use.
Feb 2026 · yieldmirror.app · its alternatives →
9FD
Free Dividend Watchlist/Portfolio▲17
2020 · waves.saplingsolutions.com · its alternatives →
10
StockLift▲11
Embedded portfolio analysis for fintech platforms & lenders
2025 · stocklift.co · its alternatives →
11
CeFinan▲8
I made this project to help investors cut through the noise and make smarter decisions using clear, data-driven insights. Most stock and crypto tools overwhelm users with raw data — I wanted to create something that simplifies analysis without sacrificing depth. CeFinan lets you audit your portfolio with an AI-powered Health Score based on 8 key criteria, including news sentiment and advanced financial indicators. I also built a Correlation tool that shows how stocks move together, helping users spot hidden risks or diversification opportunities. The Growth section visualizes performance…
2025 · cefinan.com · its alternatives →
12
PortfolioMetrics▲6
Portfolio backtesting and optimisation tool for investors
2025 · portfoliometrics.net · its alternatives →
13
Ripplora▲3
AI portfolio terminal — see macro impact on your holdings
Jun 2026 · ripplora.com · its alternatives →
14
Glance▲11
Track investments across brokers, no more spreadsheets
May 2026 · glancewealth.com · its alternatives →
15
FinRiskAI — Portfolio Risk in 60s▲6
Understand portfolio risk in minutes, not spreadsheets
Jan 2026 · finriskai.com · its alternatives →
16
Built a tool to analyze the performance and risk of your IBKR portfolio▲12
A portfolio analysis tool that helps active investors deeply understand what drives their performance and risk exposure. It can be connected with Interactive Brokers to have your data automatically updated.
2025 · ibviz.com · its alternatives →
17
Fidr▲6
Build low-risk portfolios by defining how much you can lose
Dec 2025 · its alternatives →
18RC
Rebalance Calc – A Portfolio Rebalancing Calculator▲16
A Portfolio Rebalancing and Tax Optimization Calculator
2016 · rebalancecalc.com · its alternatives →
19
Investment Calculator▲13
Stock analysis & investment calculator
2025 · tool.goldendoorasset.com · its alternatives →
20
ClaritX▲6
Free AI stock research — 9 perspectives, one clear verdict
Jul 2026 · claritx.ai · its alternatives →
21
DividendDynasty▲14
Track, analyze, and optimize your dividend portfolio with AI
2025 · dividenddynasty.co · its alternatives →
22
riskit▲9
get a risk score for your crypto directly into your inbox.
2023 · its alternatives →
23
Portfolio Analyzer▲10
Free professional stock analysis tool
2025 · its alternatives →
24
FolioTrack▲3
Track your investment portfolio. Understand it, too.
Apr 2026 · folio-track.com · its alternatives →

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Ranked by how close each launch is in meaning, then by votes. Prices were read from each product’s own site when checked and can change. Refine with your own description →