nomoat / Portfolio Genius / Alternatives

Alternatives to Portfolio Genius

Portfolio Genius: Tracks your investment accounts in one place and uses AI to flag concentration risk and suggest trades. Here are 5 other products that do a similar job. Of these, 3 have a free plan.

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  Capitally

  Tracks stocks, crypto, property and private investments across brokers, with returns analysis and data encrypted on your device.

  Since 2024

  Free plan · Money and budgeting · Individuals and families

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  StockFly

  Tracks stocks, ETFs and crypto across currencies, showing real returns, dividends and tax in plain language.

  Since 2026

  Free plan · Money and budgeting · Individuals and families

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  Basis Budget

  Personal budgeting app for iPhone and web that offers zero-based or spending-limit budgets, with paid bank sync.

  Free plan · Money and budgeting · Individuals and families

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  Pane

  Links your bank accounts so you can ask Claude, ChatGPT or other AI tools about your spending and balances.

  Since 2026

  Subscription · Money and budgeting · Individuals and families

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  Shelter

  Connects to your bank and shows how much you can safely spend before payday after upcoming bills.

  Subscription · Money and budgeting · Individuals and families