Explore eight hosted, desktop and self-hostable workflows. Check imports, cash flows and export before trusting a portfolio total.
Analyze a holdings snapshotHosted service
Free: one portfolio and ten holdings, including closed holdings. US Starter 9.33 USD monthly or 7 USD/month on annual billing; taxes may apply.
Imports and portfolio reporting; advanced multi-currency valuation depends on plan.
Desktop
Open-source desktop software; data-provider, device and optional ecosystem services are separate.
Transaction history, cash accounts, TTWROR/IRR, allocation, XML storage and CSV/JSON export.
Self-hostable
Open-source self-hosted edition; hosted subscription, infrastructure and data entitlements are separate.
Self-hosted wealth tracking with investments, accounts and analytical views; deployment maintenance is your responsibility.
Hosted service
Free: one portfolio, ten holdings, one custom holding. Paid checkout and billing period must be checked; ambiguous zero monthly placeholders are not quoted.
Broker report imports on Free; linked brokerage and advanced rebalancing belong to paid tiers.
Mobile-led
Current free versus paid allowances depend on the selected app tier; no exact price or permanent full free entitlement asserted.
Investment tracking through mobile-led portfolio views and supported connection/manual workflows.
Mobile-led
Inspect current app subscription and holding limits; selected home-page features do not establish full free entitlement.
Portfolio and dividend-event tracking; distinguish forecast calendars from actual received payments.
Hosted service
Current subscription and connected-institution coverage require plan/checkout verification; exact price not established here.
A broad balance-sheet and wealth view rather than only a listed-stock trade journal.
Desktop
Open-source local application; premium features, third-party APIs and integrations have separate terms.
Local-first crypto and financial-history accounting using supported exchanges, chains and manual records.
A selected-document comparison, not a whole-market ranking. Free local software can have hosting or data costs. A free app download does not establish a complete free reporting entitlement.