>_ alternatives to Smallfolk
10 portfolio tracking tools that do a similar job to Smallfolk, with the facts side-by-side.
See full data, pricing and features on the Smallfolk profile page.
the tool you're replacing
Smallfolk— Tracks stocks and options positions, analyzes closed trades by P&L and holding period, and provides audio summaries of 100+ investing books alongside practical guides.
EquitiesPortfolio TrackingFREE-$· combines portfolio tracking with an academy of narrated book summaries
smallfolk is a portfolio tracker and investing academy for self-directed investors. tracks stocks and options positions, imports via csv, and analyzes every closed trade by realized p&l, holding period, and capital employed. includes a library of 100+ investing book summaries delivered as audio, plus practical guides on options, value investing, and market history.
| tool | best for | pricing | who uses it |
|---|---|---|---|
| Smallfolk (this tool) | self-directed investors tracking their own stock and options portfolios and learning through book summaries | FREE-$ | Retail |
| Snowball Analytics | retail investors tracking dividend income and portfolio performance across multiple brokerage accounts | FREE-$ | Retail |
| Astor | busy professionals (tech workers, consultants, bankers, founders) seeking personalized portfolio guidance and market analysis based on their connected accounts. | FREE | Retail |
| Stock Expert AI | retail investors seeking organized market data and educational research tools in plain english | FREE | Retail |
| Rallies: AI Financial Copilot | retail investors seeking unified portfolio monitoring and conversational equity research on mobile | FREE-$ | Retail |
| The Dutch Investors | long-term compounding investors seeking research, valuation models, and portfolio tools in one platform | FREE-$$ | Retail |
| Buy Side Bro | individual investors and analysts seeking professional-grade market intelligence and hedge fund quality stock research. | FREE-$ | Retail |
| stocksbrew | retail investors who want actionable calls on their watchlist without parsing multiple data feeds | FREE-$ | Retail |
| Blossom Social | retail investors who want to track portfolios and dividends alongside a community feed of other investors' activity | $? | Retail |
| Quantified Odds | combines research tools with learning-first guided educational approach | FREE-$ | — |
| finqOS | research canvas that timestamps evidence and thesis blocks for retrospective review | $-$$ | — |
- Snowball Analytics— Snowball Analytics is a portfolio tracking and dividend analytics platform that helps retail investors consolidate brokerage accounts, monitor performance, forecast dividend income, and analyze portfolio diversification
- Astor— Personal AI investment analyst that connects your accounts, runs deep research, and flags catalysts on your holdings 24/7.
- Stock Expert AI— Provides AI-generated MoonshotScore ratings (0-100) across 9 signals for 35,000+ US stocks, with portfolio screenshot OCR analysis and daily market intelligence from 70+ vetted news sources
- Rallies: AI Financial Copilot— Provides AI-powered stock research and portfolio analysis through natural language queries, connecting brokerages and bank accounts to track net worth, attribution, diversification, and risk exposure across holdings in one interface.
- The Dutch Investors— Provides stock deep dives, DCF and scenario valuations, watchlists, and portfolio tracking for long-term investors.
- Buy Side Bro— Live markets, overnight thematics, stock analysis, trade tools, stock analysis, earnings insights.
- stocksbrew— Provides buy/hold/sell calls on watchlist stocks by combining fundamentals, news, Reddit, earnings, and price action into one verdict per ticker
- Blossom Social— Tracks portfolios and dividends while providing a social feed of what other retail investors are buying and discussing.EquitiesPortfolio Tracking$?· social feed showing real investor portfolios and community buying activity
- Quantified Odds— Provides stock market research tools, charting, fundamentals analysis, and guided educational content for learning investors.
- finqOS— Records investment theses and supporting evidence on a research canvas alongside screener, watchlist, and portfolio tracking to document why trades were made and how calls held up over time.