Commerce · alternatives · 2026

24 alternatives to Secfi Portfolio

A portfolio tracker that doesn’t ignore your private equity

Below are 24 products that do a similar job, ranked by how close each is in meaning and then by launch-day votes. Secfi Portfolio launched in 2023; newer entries below may have overtaken it.

1. 1
   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 · its alternatives →

2. 2
   AssetDash▲216

   Track your NFTs, cryptos, stocks, and private equity

   2022 · apps.apple.com · its alternatives →

3. 3
   Wealthfolio▲167

   Boring investment tracker with local data storage

   2024 · wealthfolio.app · its alternatives →

4. 4
   Trackquity▲127

   An easy way to track your stock and crypto holdings

   2024 · trackquity.com · its alternatives →

5. 5
   AssetClass▲128

   Stock and crypto portfolio tracker

   2021 · web.archive.org · its alternatives →

6. 6
   Basket▲68

   Minimal investment portfolio tracker

   2021 · apps.apple.com · its alternatives →

7. 7
   Statfolio▲68

   Portfolio tracker for stocks and ETFs with powerful charts

   2021 · statfolio.net · its alternatives →

8. 8
   Delta Investment Tracker▲123

   The app to track all your investments, make smart moves only

   2021 · delta.app · its alternatives →

9. 9FS
   FINLO - Stock tracking & research tools built by retail investors▲63

   Get simple, smart investment portfolios curated by experts

   2021 · finlo.io · its alternatives →

10. 10
    PortfolioMeta▲56

    Revolutionary asset tracker and investment analysis platform

    2022 · portfoliometa.com · its alternatives →

11. 11
    Squirrel Portfolio Tracker▲85

    The most secure way to track all of your crypto assets

    2018 · its alternatives →

12. 12
    Options Exercise Financing By Secfi▲122

    Exercise your startup options without the risk

    2020 · secfi.com · its alternatives →

13. 13
    TipRanks Smart Portfolio▲65

    The ultimate stock tracking tool to maximize your returns

    2018 · apps.apple.com · its alternatives →

14. 14
    Stox▲91

    Global, multi-asset investment tracking for everyone

    2021 · its alternatives →

15. 15
    OnePortfolio▲12

    Track Your Portfolios in One Place

    2025 · its alternatives →

16. 16
    Portfolio Tracker▲76

    Track the performance of your broker accounts in one place

    2023 · brokerchooser.com · its alternatives →

17. 17SI
    Stockwallet.io – A dead simple investment portfolio tracker▲16

    2019 · stockwallet.io · its alternatives →

18. 18
    Stockle (Beta)▲69

    Track, manage and optimize your investments with Stockle

    2023 · stockle.app · its alternatives →

19. 19
    Divercefi▲82

    Build, track & manage portfolios for all asset types

    2024 · app.divercefi.com · its alternatives →

20. 20
    AssetTracker▲5

    All Your Portfolios. One Dashboard.

    Jan 2026 · assettracker.xyz · its alternatives →

21. 21
    Glance▲11

    Track investments across brokers, no more spreadsheets

    May 2026 · glancewealth.com · its alternatives →

22. 22
    PortfolioX▲15

    Stock, Crypto & Dividends Tracker

    2025 · portfoliox.io · its alternatives →

23. 23
    Flashfi▲13

    Personal finance tracking simplified.

    2024 · flashfi.co · its alternatives →

24. 24
    Dividend.watch portfolio tracker▲3

    All-in-one tracker for dividend investors

    2022 · dividend.watch · its alternatives →

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 →