Commerce · alternatives · 2026
24 alternatives to Wealth Beacon
Your financial dashboard redefined
Below are 24 products that do a similar job, ranked by how close each is in meaning and then by launch-day votes. Wealth Beacon launched in 2024; newer entries below may have overtaken it.
- 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 →
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Financial independence, precisely mapped
May 2026 · findyourbeacon.app · its alternatives →
- 4

Say goodbye to financial anxiety
2023 · cashews.finance · its alternatives →
- 5
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 →
- 6

Dive into the world of finance with AI-powered insights
2025 · google.com · its alternatives →
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AssetDash▲216Track your NFTs, cryptos, stocks, and private equity
2022 · apps.apple.com · its alternatives →
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Wealthfolio▲167Boring investment tracker with local data storage
2024 · wealthfolio.app · its alternatives →
- 11

Track, budget & forecast your way to financial independence
2021 · wealthposition.com · its alternatives →
- 12

Serving Individuals, Startups, and Financial Institutions
2023 · its alternatives →
- 13
Hummings▲117A personal finance companion to help you spend smarter
2016 · hellohummings.com · its alternatives →
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Round▲93Tech-enabled wealth manager with Wall St’s top fund managers
2020 · investround.com · its alternatives →
- 15

Intelligent portfolio management for self-directed investors
2022 · globalpredictions.com · its alternatives →
- 16

Portfolio tracker for investments, crypto & stocks
2022 · balanceviewer.com · its alternatives →
- 17

Smart investing made simpler (and prettier)
2016 · wealthsimple.com · its alternatives →
- 18

Advanced stock market analysis and portfolio tracking tool
2023 · its alternatives →
- 19

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The ultimate stock tracking tool to maximize your returns
2018 · apps.apple.com · its alternatives →
- 22

Revolutionary asset tracker and investment analysis platform
2022 · portfoliometa.com · its alternatives →
- 23

Investy is a portfolio analyzation tool that allows individual or professional investors to breakdown a stock portfolio and see financial data across the aggregated investments. Investors can model hypothetical portfolios, leverage diversification and allocation data as well as compare their portfolio against professionals such as Warren Buffett and others. http://www.investy.com
2011 · investy.com · its alternatives →
- 24

Track all your crypto & stock assets in one easy-to-use app.
2022 · 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 →