>_ 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-$· combines portfolio tracking with an academy of narrated book summaries
smallfolk is a portfolio tracker and investing academy for self-directed investors. tracks stocks and options positions, imports via csv, and analyzes every closed trade by realized p&l, holding period, and capital employed. includes a library of 100+ investing book summaries delivered as audio, plus practical guides on options, value investing, and market history.
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| Smallfolk (this tool) | self-directed investors tracking their own stock and options portfolios and learning through book summaries | FREE-$ free tier | Free free forever · Pro advanced analytics | Retail |
| Snowball Analytics | investors and analysts looking for a curated directory of investing software and data products | FREE-$ free tier | — | Retail, RIA, Family Office, Hedge Fund |
| Astor | busy professionals (tech workers, consultants, bankers, founders) seeking personalized portfolio guidance and market analysis based on their connected accounts. | FREE free tier | Free $0 · Pro $9.99/month (promo from $14.99) · Max $39.99/month | Retail |
| Stock Expert AI | retail investors seeking organized market data and educational research tools in plain english | FREE free tier | — | Retail |
| Rallies: AI Financial Copilot | retail investors seeking unified portfolio monitoring and conversational equity research on mobile | FREE-$ free tier | Free Free · Rallies Pro $19.99 · Rallies Pro Yearly $99.99 | Retail |
| The Dutch Investors | long-term compounding investors seeking research, valuation models, and portfolio tools in one platform | FREE-$$ free tier | — | Retail |
| Buy Side Bro | individual investors and analysts seeking professional-grade market intelligence and hedge fund quality stock research. | FREE-$ free tier | Free Tier $0 · Pro Subscription $10.00 | Retail |
| stocksbrew | retail investors who want actionable calls on their watchlist without parsing multiple data feeds | FREE-$ free tier | Free $0 (up to 3 stocks) · Monthly $9/month · Yearly $99/year | Retail |
| Blossom Social | retail investors who want to track portfolios and dividends alongside a community feed of other investors' activity | $? | — | Retail |
| Quantified Odds | combines research tools with learning-first guided educational approach | FREE-$ free tier | — | — |
| finqOS | self-directed investors who want to document their investment rationale and review how their calls held up over time | $-$$ free tier | Free Trial $0 for 14 days · Pro Monthly $9.99/month · Pro Yearly $79.99/year · Founding Member (first 50) $39/year · Founding Member (next 200) $49/year | Retail |
free alternatives to Smallfolk
- Snowball Analytics — investors and analysts looking for a curated directory of investing software and data products
- Astor — busy professionals (tech workers, consultants, bankers, founders) seeking personalized portfolio guidance and market analysis based on their connected accounts. · Free $0 · Pro $9.99/month (promo from $14.99) · Max $39.99/month
- Stock Expert AI — retail investors seeking organized market data and educational research tools in plain english
- Rallies: AI Financial Copilot — retail investors seeking unified portfolio monitoring and conversational equity research on mobile · Free Free · Rallies Pro $19.99 · Rallies Pro Yearly $99.99
- The Dutch Investors — long-term compounding investors seeking research, valuation models, and portfolio tools in one platform
- Buy Side Bro — individual investors and analysts seeking professional-grade market intelligence and hedge fund quality stock research. · Free Tier $0 · Pro Subscription $10.00
- stocksbrew — retail investors who want actionable calls on their watchlist without parsing multiple data feeds · Free $0 (up to 3 stocks) · Monthly $9/month · Yearly $99/year
- Quantified Odds — combines research tools with learning-first guided educational approach
- finqOS — self-directed investors who want to document their investment rationale and review how their calls held up over time · Free Trial $0 for 14 days · Pro Monthly $9.99/month · Pro Yearly $79.99/year · Founding Member (first 50) $39/year · Founding Member (next 200) $49/year
- Snowball Analytics— Snowball Analytics is a portfolio tracking and dividend analytics platform that helps retail investors consolidate brokerage accounts, monitor performance, forecast dividend income, and analyze portfolio diversification
- Astor— Personal AI investment analyst that connects your accounts, runs deep research, and flags catalysts on your holdings 24/7.
- Stock Expert AI— Provides AI-generated MoonshotScore ratings (0-100) across 9 signals for 35,000+ US stocks, with portfolio screenshot OCR analysis and daily market intelligence from 70+ vetted news sources
- Rallies: AI Financial Copilot— Provides AI-powered stock research and portfolio analysis through natural language queries, connecting brokerages and bank accounts to track net worth, attribution, diversification, and risk exposure across holdings in one interface.
- The Dutch Investors— Provides stock deep dives, DCF and scenario valuations, watchlists, and portfolio tracking for long-term investors.
- Buy Side Bro— Live markets, overnight thematics, stock analysis, trade tools, stock analysis, earnings insights.
- stocksbrew— Provides buy/hold/sell calls on watchlist stocks by combining fundamentals, news, Reddit, earnings, and price action into one verdict per ticker
- Blossom Social— Tracks portfolios and dividends while providing a social feed of what other retail investors are buying and discussing.EquitiesPortfolio Tracking$?· 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.