Alternatives

Products that do what Use wealthbot.io to easily setup your own portfolio management platform does

1. 1
   WealthBot.io▲87

   Open source wealth management platform

   2015

2. 2WP
   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

3. 3
   Portfolio Lab▲306

   AI investing, done responsibly

   27d ago · portfoliolab.ai

4. 4
   Principal▲134

   Your AI-powered wealth platform

   2024

5. 5
   Global Predictions PortfolioPilot▲92

   Intelligent portfolio management for self-directed investors

   2022

6. 6
   Hello Money▲178

   Design your own portfolio from 24,000+ funds and stocks

   2014

7. 7LO
   Lannister – open-source wealth manager app▲102

   2019 · lannister.capital

8. 8
   MyInvestment-AI▲130

   AI helps secure wealth, trusted by 300+ users

   2024

9. 9
   Surmount AI▲127

   Invest smarter, not harder using data-driven strategies

   2023

10. 10
    AdvisorBot▲105

    The personal advisor for your startup

    2017

11. 11CP
    Cryptocurrency portfolio app on Blockstack▲94

    2017 · coinsapp.co

12. 12
    HodlBot▲147

    Cryptocurrency investing on autopilot

    2019

13. 13
    Autonomous▲64

    Superintelligent financial advisor at 0% advisory fees

    Jan 2026

14. 14AN
    A New Robo Advisor tailored to your personal financial plan▲6

    2017 · app.unitedincome.com

15. 15SS
    Stock Screener and Portfolio Management for DIY Equity Investors▲52

    2019 · eqzen.com

16. 16PS
    Publicly share your stock portfolio▲25

    2020 · withlaguna.com

17. 17SF
    Slackbot for founders to track their startup's finances▲60

    2016 · swayfinance.com

18. 18
    CoinsManager▲57

    Free Open-source multi-address multi-currency Portfolio

    2014

19. 19PW
    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

20. 20WG
    Wallmine – Google Finance portfolio alternative▲29

    2017 · wallmine.com

21. 21
    Helvestor▲1

    See your whole portfolio. Understand it with AI.

    11d ago · helvestor.ch

22. 22SI
    Stockwallet.io – A dead simple investment portfolio tracker▲16

    2019 · stockwallet.io

23. 23HA
    Host and monitor your trading algorithms in realtime▲7

    2019 · kloudtrader.com

24. 24CI
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    2017 · cryptopocket.io

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