8+ Best Personal Capital Alternatives (2025)

Explore top alternatives to Personal Capital for managing your finances effectively.

While Personal Capital is a popular choice for financial management, exploring alternatives can provide tailored solutions that better fit your needs. Whether you're seeking budgeting tools, investment tracking, or retirement planning, alternatives like Anysave and Fina Money offer unique features that may suit your financial goals more effectively. Consider factors such as user interface, pricing, and specific functionalities when evaluating these options. Each alternative brings its own strengths, ensuring you find the perfect fit for your financial journey.

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#1
Rewiser logo

Rewiser

Rewiser is a plugin-based finance app that helps you shape your own money experience. Start simple, then add what you need. Track income, manage expenses, and connect tools like Stripe. It’s personal finance, designed to fit you.

Rewiser is a plugin-based finance app that allows users to customize their financial experience. It enables tracking of income and managing expenses while connecting with various tools. Designed for founders, freelancers, and teams, Rewiser offers a simple, fast, and modular approach to personal finance, catering to individual needs.
#2
Investron logo

Investron

Hey everyone!

I started Investron as a personal side project because I wanted a simple, clean app to track my investments. Something that updates prices automatically and gives me a clear overview of how things are going.

Over time, I started exploring how AI could help me invest smarter. I tried using AI to analyze company or ticker data directly... but honestly, that didn’t lead anywhere useful.

What I did discover, though, is this: when AI has access to the internet, it can search data faster than any human. And based on our preferences, it can identify investment options that are a better match.

Basically, it can help answer the question so many people have:

“I’ve got some money what should I do with it?”

So I’d love for people to try it out, share feedback, and help shape where it goes next.

Wallet Features:

- Investments tracking wallet.

- Automatic prices updates with support for stocks, crypto, currencies, commodities, deposits, bonds.

- Manual assets with date/price series.

- Support and automatic conversion for 21 most popular currencies.

- Charts for better tracking/understanding of investments

AI Features:

- deep integration with wallets

- search agent for finding investments

- search agent to check prices

- Multiple prompts that i have tested that help to optimise our portfolio and search for new opportunities

- Investments strategies prompts

Investron is a personal investment tracking app that offers automatic price updates for a variety of assets, including stocks, crypto, and commodities. It leverages AI to help users identify investment opportunities and optimize their portfolios, providing a clean interface for tracking investments and generating insights.
#3
Fina Money logo

Fina Money

The world's most flexible finance tracker - combination of spreadsheet's versatility and modern app's simplicity.
Fina Money cover
Fina is the world's most flexible finance tracker, combining the versatility of spreadsheets with the simplicity of modern apps. It allows users to build a personalized financial tracking system tailored to their needs, enabling easy monitoring of cash flow, budget setting, and gaining insights into financial health with customizable tools.
#4
Anysave logo

Anysave

Anysave streamlines the way you manage your savings, giving you a single, convenient hub for all your financial information — especially if you hold funds in multiple currencies or at several institutions.

Anysave streamlines the way you manage your savings, giving you a single, convenient hub for all your financial information — especially if you hold funds in multiple currencies or at several institutions. It is a free personal finance dashboard that consolidates all your savings, investments, and crypto balances in one clear view, with automatic currency conversion and growth-tracking charts.
#5
Sumio logo

Sumio

Sumio helps users take control of their financial future by organizing assets and liabilities securely and privately. It provides AI-powered assistance, aiding users to make more informed decisions and plan confidently for the future. Sumio tracks net worth effortlessly, offering automated portfolio management for stocks, ETFs, cryptocurrencies, and more from global markets. With Sumio, users can easily monitor, project, and visualize their financial standing while ensuring privacy and security.
Sumio cover
Take control of your financial future with Sumio. Easily organize your assets and liabilities securely and privately. Make decisions and plan for the future with confidence, while tracking your net worth effortlessly and managing your portfolio across various global markets.
#6
Stock Portfolio Tracker logo

Stock Portfolio Tracker

Stock Portfolio Tracker is a comprehensive platform for long-term investors, offering 30+ years of historical data, advanced analytics, and precise performance calculation through the Money-Weighted Rate of Return (MWRR) methodology. It supports a wide range of assets across 85 exchanges, ensuring accurate insights with seamless dividend and corporate action tracking.

Stock Portfolio Tracker is a comprehensive platform for long-term investors, offering 30+ years of historical data, advanced analytics, and precise performance calculation through the Money-Weighted Rate of Return (MWRR) methodology. It supports a wide range of assets across 85 exchanges, ensuring accurate insights with seamless dividend and corporate action tracking.
#7
Pro Stock Tracker logo

Pro Stock Tracker

Pro Stock Tracker is a portfolio tracking platform for investors and institutions, supporting stocks, ETFs, mutual funds, crypto, bonds, and forex across 85+ global exchanges. It offers detailed reports, multi-portfolio tracking, and accurate MWRR-based returns with automated dividends and corporate actions.
Pro Stock Tracker cover
Pro Stock Tracker is a comprehensive portfolio tracking platform designed for investors and institutions. It supports a wide range of assets including stocks, ETFs, mutual funds, crypto, bonds, and forex across 85+ global exchanges, offering detailed reports, multi-portfolio tracking, and accurate MWRR-based returns with automated dividends and corporate actions.
#8
Stock Portfolio Tracker logo

Stock Portfolio Tracker

Stock Portfolio Tracker is a comprehensive platform for long-term investors, offering 30+ years of historical data, advanced analytics, and precise performance calculation through the Money-Weighted Rate of Return (MWRR) methodology. It supports a wide range of assets across 85 exchanges, ensuring accurate insights with seamless dividend and corporate action tracking.

Stock Portfolio Tracker is a comprehensive platform for long-term investors, offering 30+ years of historical data, advanced analytics, and precise performance calculation through the Money-Weighted Rate of Return (MWRR) methodology. It supports a wide range of assets across 85 exchanges, ensuring accurate insights with seamless dividend and corporate action tracking.

Alternatives