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Best Alternatives to SimplyPortfolio

12 honest alternatives – every field labelled, no fake scores.

About SimplyPortfolio

Track stocks, ETFs, gold and silver across every market and currency in one dashboard — real cost basis, honest P&L, no broker logins. Free for 3 holdings.

Best for: Individuals looking for a straightforward way to track a limited number of investments without needing to connect to brokerage accounts.

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When to look for an alternative

Not for:

Users who require automated tracking or integration with brokerage accounts, or those with extensive portfolios exceeding three holdings.

Known limitation:

Limited to tracking only three holdings on the free plan, which may not suffice for users with larger portfolios. (AI-inferred; may be outdated – founders can correct this)

AI-inferred from public information – may be outdated. Founders can correct.

12 Alternatives to SimplyPortfolio

Personal Finance
EarnPerCard logo
EarnPerCard
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Apply for Credit Cards & Earn Real Rewards

Free trial
MoneyMind AI logo
MoneyMind AI
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An intelligent personal finance platform that combines real-time transaction tracking, predictive spending insights, and a dedicated AI assistant to help you master your budget and reach your financia

Homio logo
Homio
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Homio helps couples and housemates split expenses, share chores, sync shopping lists and keep every home organized — together.

YNAB logo
YNAB
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Have you ever worried about money? You're not alone. Download YNAB, get good at money, and never worry about money again.

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Your Finances logo
Your Finances
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Actual Budget is a super fast and privacy-focused app for managing your finances.

Monarch logo
Monarch
Personal Finance

The modern way to manage your money.

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Tiller logo
Tiller
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Only Tiller automatically tracks your daily spending, balances, and budgets in Google Sheets and Excel with flexible…

Free trial
RiskGlass logo
RiskGlass
Personal Finance

The trading-book terminal that reads your wall of contracts into strategies, shows payoff & Greeks, watches perps, tracks xStocks and journals every trade. Read-only, one book, every venue.

Free planFree trial
Klutter AI logo
Klutter AI
Personal Finance

KlutterAI - The smart way to manage your money. AI-powered expense tracking, receipt scanning, and financial forecasting. Stop losing receipts and start tracking your expenses effortlessly.

Copilot logo
Copilot
Personal Finance

Track spending, budgets, investments & net worth all in one beautifully designed place.

Free trial
Stocky logo
Stocky
Personal Finance

Replace your fragmented financial stack. Stocky is the complete, unified command center for global markets. Track multi-currency portfolios, deploy Agentic AI, and explore 70,000+ symbols in real-time

Free planFree trial
Advancia logo
Advancia
Personal Finance

Giving Workers Control of their earnings. Made through technology. Instant access to earnings with Earned Wage Access and financial educatio

How we sourced this: Alternatives are tools in the same category as SimplyPortfolio listed on directree. Tool details are a mix of observed facts (crawled from each site) and AI-inferred fields (always labelled). No fake precision scores. Founders can submit and claim their listing to correct any field.