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Commerce · alternatives · 2026

24 alternatives to MyHoldings.io

Automated Rebalance Notifications for DIY Investors

Below are 24 products that do a similar job, ranked by how close each is in meaning and then by launch-day votes. MyHoldings.io launched in 2018; newer entries below may have overtaken it.

  1. 1

    The dashboard of your finances

    2025 · myfinancereport.com · its alternatives →

  2. 2
    Soon▲86

    Reimburse your spending w/ crypto gains, powered by OpenAI

    2023 · soon.app · its alternatives →

  3. 3
    AssetDash▲216

    Track your NFTs, cryptos, stocks, and private equity

    2022 · apps.apple.com · its alternatives →

  4. 4
    Mezzi▲166

    Save on your taxes

    2023 · mezzi.com · its alternatives →

  5. 5

    Personal dividend calendar for your portfolio

    2022 · divvydiary.com · its alternatives →

  6. 6

    Advanced stock market analysis and portfolio tracking tool

    2023 · its alternatives →

  7. 7
    Passiv▲68

    Autopilot for your brokerage account

    2020 · passiv.com · its alternatives →

  8. 8

    We handpick the top 1% of stocks, invest successfully

    2022 · mywallst.com · its alternatives →

  9. 9

    Raising money? Connect the tools you already run. immut reads them every day, so the investors you choose can ask your business a question.

    2015 · immut.io · its alternatives →

  10. 10UH

    YourStake turns client chaos into organized intelligence with AI-powered assistants for financial advisors. Our Document, Meeting, and Portfolio assistants streamline your practice while our values-based investing solutions help you deliver on client priorities.

    2020 · yourstake.org · its alternatives →

  11. 11

    Portfolio tracker for investments, crypto & stocks

    2022 · balanceviewer.com · its alternatives →

  12. 12

    Track your Masternode Returns

    2018 · its alternatives →

  13. 13

    My Expenses is a very simple app to track expenses for one-time budgets. Let's say you're going on vacations in Italy and you want to allocate $1.500 to this trip. You create a budget "Italy" in 30 seconds and you're ready to go. Each time you make an expense in Italy, you add it to the app in a few seconds and you instantly know you're remaining budget. I'm bored of super complex apps. Yes, they do a lot of things, but it often takes a while to get used to the app and understand all its features. That's why I created this app. I want people to be able to track their expenses in seconds, as…

    2023 · apps.apple.com · its alternatives →

  14. 14

    Share helps you create automated investing strategies

    2022 · its alternatives →

  15. 15

    A simple finance app for tracking your income and expenses

    2025 · its alternatives →

  16. 16
    DivPlan▲62

    Your dividend calculator app

    2020 · apps.apple.com · its alternatives →

  17. 17
    Crumbs▲50

    Micro investing for crypto

    2017 · apps.apple.com · its alternatives →

  18. 18SI
  19. 19

    At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life.

    2017 · wallmine.com · its alternatives →

  20. 20

    Track and control your money with just a picture

    2025 · howispendmy.money · its alternatives →

  21. 21

    Track all your crypto & stock assets in one easy-to-use app.

    2022 · its alternatives →

  22. 22

    AI-Powered Portfolio Rebalancing

    2025 · app--rebalancr-9391457a.base44.app · its alternatives →

  23. 23

    Track your money. No ads, no subscriptions, just clarity

    2025 · balancetrackr.com · its alternatives →

  24. 24

    Know exactly what to buy or sell to rebalance your portfolio

    Jul 2026 · balanceinvest.app · 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 →