AI · alternatives · 2026
24 alternatives to PortfoliQa
Honest valuation tools for self-directed investors, US + BR
Below are 24 products that do a similar job, ranked by how close each is in meaning and then by launch-day votes.
- 1
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 · its alternatives →
- 2
Ray▲298I'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
Stock valuation for the everyday investor. Create, save, and analyze DCF models for any stock. Research all your investment ideas on EquityVal.
2024 · useequityval.com · its alternatives →
- 4
Portfoy▲6Track stocks, crypto, forex, and funds in one clean app.
Nov 2025 · play.google.com · its alternatives →
- 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
CDF: The intelligent brain for your personal finances.
Jan 2026 · cerebrodasfinancas.com.br · its alternatives →
- 7IB
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!
Jul 2026 · demo.joinbrisa.com · its alternatives →
- 8
Straightforward, easy-to-use paper trading platform
Dec 2025 · portfole.com · its alternatives →
- 9
Create a Stunning Portfolio and Resume in Minutes, Not Days
2024 · portfoliia.vercel.app · its alternatives →
- 10
Miiflo▲3A new investing playbook. Proven strategies. Defined risk.
Apr 2026 · miiflo.com · its alternatives →
- 11
Free fundamentalist analysis for every B3 stock
Jul 2026 · tesesdabolsa.com · its alternatives →
- 12NC
Hey Hacker News community, I’m excited to share something I’ve been working on that you’ll find really useful! I created a no-code tool called Portfoliia that simplifies the process of building stunning portfolios and resumes. Creating and updating portfolios and resumes can be a time-consuming and tedious task. Not everyone has the design skills or the time to keep their professional profiles polished and up-to-date. This can be a significant hurdle when you're focused on learning new skills, growing your career, and landing that dream job. With Portfoliia, you can quickly generate and…
2024 · its alternatives →
- 13
Real-time market intelligence for Windows, free forever
Mar 2026 · albertofettucini.github.io · its alternatives →
- 14
Intrinsiqq▲10This is a project I have been working on for the past several months Extracted all fundamentals for every US company from SEC filings through XBRL tags.
Jun 2026 · intrinsiqq.com · its alternatives →
- 15
A Buffett-style stock analysis terminal for your Mac
Jun 2026 · gentle-hat-39d7.zhenzexing8.workers.dev · its alternatives →
- 16
DCF, valuation, discounted cash flow calculator, investment
2024 · getvaluehunter.com · its alternatives →
- 17QT
Today we're releasing Quant (https://sourcetable.com/quant), an AI analyst that connects to 600+ exchanges with 1000+ built-in analysis tools. Andrew, CTO, has a background building software at hedge funds so we put his knowledge and experience into this application. The core idea: if you already know spreadsheets, you shouldn't need to learn Python/R or set up complex infrastructure to do serious quantitative analysis. One way to think of Quant is a low-cost Bloomberg Terminal alternative. What's inside: Portfolio optimization (including Dalio's risk parity approach),…
2025 · its alternatives →
- 18
Free Hedge Fund Systemic Risk Data & Financial Calculators
Aug 2026 · hedgefundmonitor.com · its alternatives →
- 19
Privacy first. Your finance. Your data. Your money in focus.
Apr 2026 · summaone.com · its alternatives →
- 20
track your portfolio from CSV exports, nothing leaves your browser
Jun 2026 · airtight.sell.app · its alternatives →
- 21
- 22
Free Shariah-compliant stock screener for Muslim investors
Feb 2026 · halalscreener.app · its alternatives →
- 23
Analyze stocks intrinsic value for free
2025 · stockinsights.net · its alternatives →
- 24
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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 →