Alternatives
Products that do what Money OS — Personal CFO does
Get a complete personalised investment plan in 5 minutes
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- 2WP
Thank you for your comments, just some context: - The app is a simple desktop application that works on macOS, Windows, and Ubuntu. - I developed this app for my own needs. Getting tired of SaaS app subscriptions and privacy concerns. - For now, the activities are logged manually or imported from a CSV file. No integration with Plaid or other platforms. - No monetization is planned for now (only a "buy me a coffee" if you use and appreciate the app).
2024 · wealthfolio.app
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- 9FL
We built a local-first, private, multi-currency, double-entry based personal finance app. It will help you track, visualize, and plan your financial journey. Use the `Try demo` button, to try it without an account. Small screens (mobiles) are not supported yet. By local-first we mean, your data is on your system (we use sqlite over opfs, in browser). For synching across devices, the data is encrypted with your key before it leaves your device. You can backup the data locally (if you are using chrome) and/or to your dropbox. It's designed so that we (the people building it) can't access…
Nov 2025 · finbodhi.com
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It’s pretty simple: ask us absolutely anything about your finances (it’s okay to be really specific to your situation!) and our algorithm backed by a Certified Financial Planner will give you a hyper-personalized spot-on answer, for free. Go ahead and stump us! Let’s really kick the tires on this thing :) Up until now, we've been doing comprehensive financial advising for free. Our most popular feature is the ability to just ask us anything so we figured why not make that feature available for everyone? Also for free :) Some more context: Uprise’s mission is to make wealth…
2022 · app.uprise.us
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Problem: If you have less than $100k to invest, you get a robo-advisor that asks you 5 questions and dumps you into one of three cookie-cutter portfolios. If you have more than $100k, you get a human advisor who charges 1-1.5% annually to... basically do the same thing with a smile and calming voice attached. Meanwhile, institutional investors get custom strategies built around specific durations, target dates, tax situations and actual investment goals. Not because the math is harder—but because the economics only work at scale. Here's the thing: Both traditional advisors and robo-advisors…
2025 · fulfilledwealth.co
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FINora - AI CFO – Turn Your Business Data into Decisions
Jan 2026 · tanvirt.gumroad.com
- 20TA
I built this as a personal finance app that allows me to see how my recurring incomes and expenses will affect my network over the years. So trackm can show up to 4 years in the future and track when your accounts will go negative given you expenses and incomes. I've been dogfooding it for the past 10 days, fixing issues I find from my day-to-day use and now it's at a point where I'm comfortable sharing it with others. The app is free for 30 days, after which it goes into read-only mode. Paying the one-time license fee unlocks it forever.
Mar 2026 · trackm.net
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- 22MMoneyOnFIRE▲21
We’re Scott and Sunny—two long-time personal finance nerds. When we met 6 years ago we compared our personal finance spreadsheets. Ours were packed with macros, scenarios, and tax modeling—but even then, found they were not complete. Planning for financial independence is hard, and the cost of mistakes is high. So we built the tool we always wanted: MoneyOnFIRE. MOF calculates a personalized, tax-aware roadmap to financial independence—across account types, life goals, and withdrawal strategies. It shows you not just if you can achieve financial indepdendence, but how, when, and what to…
2025 · moneyonfire.com
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