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AI · alternatives · 2026

IB

24 alternatives to I built an AI that knows my net worth: 3 countries, 6 currencies

I'm Canadian, live abroad, and my money is scattered across two countries, multiple currencies, banks, brokerages, real estate, and some private equity. No app could hold all of it, and none could answer a simple question like "what's my actual USD exposure?" Brisa pulls everything together (Plaid + manual accounts + real estate + PE, all multi-currency) and puts an AI on top that has my full financial picture in context. Instead of clicking through charts, I can just ask. Would appreciate any feedback!

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

  1. 1IQ

    Quick background: I used to code. Studied it in school, wrote some projects, but eventually convinced myself I wasn't cut out for it. Too slow, too many bugs, imposter syndrome — the usual story. So I pivoted, ended up as an investment associate at an early-stage angel fund, and haven't written real code in years. Fast forward to now. I'm a Buffett nerd — big believer in compound interest as a mental model for life. I run compound interest calculations constantly. Not because I need to, but because watching numbers grow over 30-40 years keeps me patient when markets get wild. It's basically…

    Jan 2026 · calquio.com · its alternatives →

  2. 2
    Ray▲293

    I've been using this daily for 4 months and figured others might find it useful. This is my first open source project so would love any feedback. Ray connects to your bank via Plaid, stores everything in an encrypted local SQLite database, and lets you ask questions about your finances in natural language. No cloud, no account, your data is stored on your machine. Before anything reaches the LLM, all PII is stripped — your name, companies, transaction details are redacted and replaced with tokens, then rehydrated locally in the response. The AI never sees who you are.

    Apr 2026 · rayfinance.app · its alternatives →

  3. 3

    A hedge fund in your pocket

    2021 · apps.apple.com · its alternatives →

  4. 4
    Leni▲358

    The world’s most accurate AI for investors

    Jun 2026 · leni.co · its alternatives →

  5. 5

    We just released an MCP server that lets Claude (or any MCP client) pull real-time and historical financial data: equities, options chains, crypto, FX, commodities, fundamentals, economic indicators, and 50+ technical signals. You can ask things like: “Plot NVDA’s RSI vs AMD’s over the past year.” “Show the yield curve shift since 2020.” “What are Apple’s recent earnings surprise trends? “Make a 3-statement model for ORCL.” Claude runs the requests, does the math, and returns the data or generates charts/models all inside the chat. Setup takes about a minute. You’ll need Claude Pro…

    Nov 2025 · mcp.alphavantage.co · its alternatives →

  6. 6

    AI helps secure wealth, trusted by 300+ users

    2024 · its alternatives →

  7. 7

    Hi HN! I'm excited to share that Treasury (https://treasury.sh) is now available on the iOS App Store. Treasury is a personal finance app I've been building, and we just opened up our public beta. We'd love your feedback. Currently, Treasury has a set of core building blocks that let you create financial setups as simple or as complex as you want. You can track your net worth, analyze spending, spot recurring transactions, and build budgets that actually match how you think about money. Download it from the App Store and let me know what you think.

    Jun 2026 · treasury.sh · its alternatives →

  8. 8

    AI wealth advisor for the US and Canada

    Jun 2026 · its alternatives →

  9. 9

    A while back, I built a simple app to track stocks. It pulled market data and generated daily reports based on my risk tolerance. Basically a personal investment assistant. It worked well enough that I kept going. Now, the same framework helps me with real estate: comparing neighborhoods, checking flood risk, weather patterns, school zones, old vs. new builds, etc. It’s a messy, multi-variable decision—which turns out to be a great use case for AI agents. Instead of ChatGPT or Grok 4, I use mcp-agent, which lets me build a persistent, multi-agent system that pulls live data, remembers my…

    2025 · github.com · its alternatives →

  10. 10MS

    For years, I have struggled to understand my cash flow and save for the future. In addition to that, my wife has many credit cards and accounts that complicate matters. I am building a tool that connects all our accounts, helps us create a budget, and tracks and adjusts expenses on the fly. I am also sprinkling some AI magic on it for financial suggestions. I am looking for feedback on the implementation. More importantly, I am looking for more beta testers to improve the product.

    2023 · financemadelovely.com · its alternatives →

  11. 11

    Personal finance & net worth, wired to your AI

    Aug 2026 · assetli.app · its alternatives →

  12. 12

    ImmoLens analysiert Immobilien-Exposés mit KI: versteckte Kosten erkennen, Sanierungsbedarf bewerten, KfW/BAFA/L-Bank Förderungen optimieren. Kostenlos testen.

    Jul 2026 · immo-lens.com · its alternatives →

  13. 13

    Uncover Hidden Insights, Invest with Confidence

    Jul 2026 · knowyourcompany.ai · its alternatives →

  14. 14

    Hi HN, A while ago I had a mildly depressing realization. Back in 2010, I had around $60k. Like a "responsible" person, I used it as a down payment on an apartment. Recently, out of curiosity, I calculated what would have happened if I had instead put that money into NVIDIA stock. I should probably add some context. For over 10 years I've worked as a developer on trading platforms and financial infrastructure. I made a rule for myself - never trade on the market. In 2015, when Bitcoin traded about 300 usd, my brother and I were talking about whether it was a bubble. He made a bold claim that…

    Feb 2026 · shouldhavebought.com · its alternatives →

  15. 15

    Grow wealth smarter with ai-powered net worth management

    2025 · vine-finance.com · its alternatives →

  16. 16

    AI financial advice based on your real bank data.

    Jul 2026 · getclearledger.net · its alternatives →

  17. 17

    Ask AI for any stock or crypto chart - get instant answers.

    2025 · apps.apple.com · its alternatives →

  18. 18

    technical analysis with AI

    2025 · dczt.dev · its alternatives →

  19. 19

    Your money finally makes sense ! Meet Your New AI comapnion.

    Jun 2026 · wiseflowapp.com · its alternatives →

  20. 20IB

    I built a web page that aggregates data about data center buildup, sovereign fund investments into AI and bottlenecks. The objective is to predict AI race cooldown by looking at a potential decrease of activity involving these elements. The website looks at the quarterly forms from the 5 biggest hyperscalers and adds their CapEx into the mix, calculating a composite index in the end showing how likely it is for the AI race to slow down. Enjoy!

    Jul 2026 · laurentiugabriel.github.io · its alternatives →

  21. 21

    Hey HN! Today I'm launching Pane, a tool that gives AI context on your financial data. Once connected, any MCP-compatible client (Claude, Cursor, ChatGPT, etc.) can answer questions like: - "What did I spend on food this month?" - "What's my net worth right now?" - "Show me my recurring subscriptions" - "How much do I owe across all credit cards?" - "What are my investment holdings?" It's been really transformative in helping me and some of my friends understand their finances, where they are overspending, or even being double billed in some cases. I'm very aware that this is a somewhat…

    Mar 2026 · pane.money · its alternatives →

  22. 22

    Built a free open source agentic CLI tool for financial modeling & analysis. Hadn't played around with real equity valuation modeling for awhile and wanted to build tooling to get myself back into the game. Bull.sh lets you query & store 10-Qs, 10-K in a local vector store to chat with them, build investment thesis from scratch or build full framework models through the CLI to export into excel. It's open source, just requires your own Anthropic API key and (optionally) AlphaVantage Free API key if you want save some tokens from scraping. Feel free to play around with it. Some ideas I have…

    Jan 2026 · github.com · its alternatives →

  23. 23

    Hey HN, we built an Econ+Finance database to let AI agents do investment research. We spend a lot of tokens to organize macro releases and SEC filings into a clean format, so that your agents have more context to do actual analysis. The problem AI agents are great at data analysis. But they become ineffective if most of their context window is spent on gathering and cleaning data, instead of validating hypotheses. Data in the wild is messy and rarely standardized. Definitions and measurements change over time. This problem is compounded by a fragmented data universe. Point solutions exist…

    Jul 2026 · github.com · its alternatives →

  24. 24

    Connect Your AI to Institutional-Grade Market Intelligence Plug any AI client, from ChatGPT to custom agents, directly into our financial data engine. Get real-time stock prices, fundamentals, institutional trading insights, and other financial data delivered through a universal Model Context Protocol (MCP) server.

    Sep 2026 · financialdata.net · 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 →