Alternatives

Products that do what POLIVIZ does

Portfolio Management for the next generation.

1WP
Wealthfolio: Private, open-source investment tracker▲924
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
2
Qooore▲199
Investing app for GenZ
2020
3
Generated Assets▲364
Turn any idea into an investable index with AI
2025
4
Stockle 2.0▲383
The modern way to connect investments
2024
5
Global Predictions PortfolioPilot▲92
Intelligent portfolio management for self-directed investors
2022
6
Round▲93
Tech-enabled wealth manager with Wall St’s top fund managers
2020
7
Leaderboard▲98
Showing you who the best portfolio managers actually are
2023
8
Foresight▲201
Financial model templates for startups and investors
2015
9
Portfolio Visualizer▲80
An index investor's dream come true
2014
10
Blockfolio▲257
Effortlessly monitor & manage all your crypto in one place
2017
11
AssetClass▲128
Stock and crypto portfolio tracker
2021
12UW
Use wealthbot.io to easily setup your own portfolio management platform▲114
2015 · github.com
13
Notion Portfolio Manager▲186
Notion template to track your investments
2021
14
Long-term Portfolio by Public.com▲128
Lock in the investments you believe in for the long-term
2020
15
Openfolio 2.0▲118
Invest with friends - entirely new version of app
2016
16
Blockfolio 2.0▲149
Effortlessly manage all your crypto in one place.
2018
17
FinTab▲78
The accounting system for cryptocurrency portfolios
2018
18
Visible 2.0▲133
Modern investor relationship management
2015
19
Potfolio▲102
Platform to learn to invest by investing
2020
20
Simfolio▲106
Forecast your future net worth, stay on top of your finances
2021
21
WealthBot.io▲87
Open source wealth management platform
2015
22
Portfolio Returns▲83
Track portfolios and calculate returns in one place
2022
23WU
We used investor tools to find the best startups to work at▲29
hey y'all -- can you please tell us if our job search tool sucks? :D we built it using an investor platform called Harmonic.ai to gather startup data, then contextualize it so that job seekers could find out about the most exciting startups hiring first (like if they just raised, growing headcount fast, have an ex-unicorn founder, etc). pretty sure we're the first platform doing anything like this. anyway, let me know what you think. really excited to launch this thing soon! getting feedback from the hn community first is really fun :)
2022 · joinmaasive.com
24PW
Personalized Wealth Management – Institutional Meets Consumer▲15
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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