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Life & fun · alternatives · 2026

24 alternatives to Use wealthbot.io to easily setup your own portfolio management platform

Use wealthbot.io to easily setup your own wealth management platform ⛺ - wealthbot-io/wealthbot

Wealthbot.io is a platform that allows users to set up their own portfolio management system for wealth management. It provides the tools and infrastructure needed to build a customized wealth management platform. The… Below are 24 products that do a similar job, ranked by how close each is in meaning and then by launch-day votes. Prices are shown for the 1 we have checked on their own sites, 1 of them free or with a free tier. Use wealthbot.io to easily setup your own portfolio management platform launched in 2015; newer entries below may have overtaken it.

  1. 1

    Open source wealth management platform

    2015 · wealthbot.io · its alternatives →

  2. 2

    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 →

  3. 3

    Hey everyone! After another year of building as a solo dev on nights and weekends, I'm back with an update on this post: https://news.ycombinator.com/item?id=31083093. TL;DR - ProjectionLab (https://projectionlab.com) is a privacy-friendly personal finance planning tool where you can create financial plans that go beyond the standard online retirement calculators. And by popular request, it now supports self-hosting for Lifetime users! Something I'm grateful for is that our community here on HN is the difference between PL existing and not. There was actually a time…

    2023 · projectionlab.com · its alternatives →

  4. 4

    Intelligent portfolio management for self-directed investors

    2022 · globalpredictions.com · its alternatives →

  5. 5

    AI investing, done responsibly

    Aug 2026 · portfoliolab.ai · its alternatives →

  6. 6
    Principal▲134

    Your AI-powered wealth platform

    2024 · its alternatives →

  7. 7

    AI helps secure wealth, trusted by 300+ users

    2024 · its alternatives →

  8. 8

    Simple Automated Cryptocurrency Trader

    2020 · wealthybot.ai · its alternatives →

  9. 9

    Track, budget & forecast your way to financial independence

    2021 · wealthposition.com · its alternatives →

  10. 10

    Boring investment tracker with local data storage

    2024 · wealthfolio.app · its alternatives →

  11. 11
    HodlBot▲147

    Cryptocurrency investing on autopilot

    2019 · hodlbot.io · its alternatives →

  12. 12

    AI Powered Financial Plan and Investment Strategy Generator

    2025 · wealthboxai.com · its alternatives →

  13. 13

    Risk management platform for individual investors

    2023 · its alternatives →

  14. 14

    Plan your Wealth Journey with Cashvisory: Your Financial GPS

    2023 · cashvisory.com · its alternatives →

  15. 15
    FinTok.io▲110

    Track portfolios of institutional investors

    2022 · its alternatives →

  16. 16

    Automate crypto trading with your own market making bot

    2019 · hummingbot.io · its alternatives →

  17. 17

    Revolutionary asset tracker and investment analysis platform

    2022 · portfoliometa.com · its alternatives →

  18. 18

    Smart financial management platform for wealth management

    2025 · mymoneymanage.com · its alternatives →

  19. 19
    Pearl▲9

    AI personal wealth manager

    2025 · apps.apple.com · its alternatives →

  20. 20

    AI-powered personalized family office for your wealth

    Jul 2026 · play.google.com · its alternatives →

  21. 21

    See your Wealth Growing with You!

    2024 · wealthmirror.in · its alternatives →

  22. 22

    Your AI powered personalized investment portfolio manager

    2023 · notionparadise.gumroad.com · its alternatives →

  23. 23

    AI wealth advisor for the US and Canada

    Jun 2026 · its alternatives →

  24. 24

    AI-powered personal finance advisor for everyone

    2025 · moneymoo.lovable.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 →