>_ alternatives to Viewfolio
12 portfolio tracking tools that do a similar job to Viewfolio, with the facts side-by-side.
See full data, pricing and features on the Viewfolio profile page.
the tool you're replacing
Viewfolio— Tracks portfolio performance, visualizes risk, and maps institutional research and news to holdings for long-term investors.
Multi-assetPortfolio Tracking$$· maps institutional research and news directly to portfolio holdings
tracks portfolio performance, visualizes risk, and maps institutional research and news directly to holdings. web-based tool for monitoring multi-asset portfolios (stocks, etfs) with charting and position-level news aggregation.
| tool | best for | pricing | who uses it |
|---|---|---|---|
| Viewfolio (this tool) | long-term investors tracking assets and following institutional research mapped to their holdings | $$ | Retail |
| Portfolio Visualizer | investors running historical portfolio backtests, monte carlo simulations, and tactical asset allocation models across funds and asset classes. | FREE | Retail, RIA |
| Astor | busy professionals (tech workers, consultants, bankers, founders) seeking personalized portfolio guidance and market analysis based on their connected accounts. | FREE | Retail |
| TIKR Terminal | individual investors seeking fundamental analysis and portfolio tracking tools previously limited to institutional users. | FREE-$ | Retail, RIA, Family Office, Mutual Fund, Hedge Fund |
| testfolio | backtesting ETF portfolios with customizable rebalancing and cashflow assumptions | $? | Retail |
| Capnote | investors, traders, brokers, and wealth managers seeking to automate research and reporting workflows. | $-$$ | Retail, RIA |
| Tradervue | active traders journaling executions to identify patterns and refine strategies | FREE-$$ | Retail |
| TradesViz | AI Q&A lets you query trading data in plain English and add results to custom dashboards | FREE-$$ | — |
| Snowball Analytics | retail investors tracking dividend income and portfolio performance across multiple brokerage accounts | FREE-$ | Retail |
| Kinfo | retail traders who want broker-verified performance tracking with optional public sharing | FREE-$ | Retail |
| Daily Dose | individuals who want a single consolidated email replacing multiple apps and newsletters, with live market/sports data and personalized topic selection. | $ | Retail |
| Wolfora | pea and brokerage investors in france seeking consolidated multi-account tracking and stock screening in one platform | FREE-$$ | Retail |
| Guardfolio | self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account. | $$ | Retail |
- Portfolio Visualizer— Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.
- Astor— Personal AI investment analyst that connects your accounts, runs deep research, and flags catalysts on your holdings 24/7.
- TIKR Terminal— Free global terminal covering 100k+ stocks across 92 countries with S&P CapIQ financials, screener, and 10k+ investor portfolios.
- testfolio— Backtests portfolios with asset allocation comparison, rebalancing modeling, cashflow analysis, and historical risk-return metrics for ETFs.Multi-assetPortfolio Management$?· models rebalancing and cashflows in historical portfolio simulations
- Capnote— Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.Multi-assetPortfolio Tracking$-$$· one-click AI-generated financial memos that turn weeks of manual work into minutes
- Tradervue— Tracks and analyzes trades across stocks, futures, forex, and options with automated charts, performance metrics, and trade journaling to identify patterns and improve trading decisions.Multi-assetPortfolio TrackingFREE-$$· exit performance analysis showing actual vs best potential P&L
- TradesViz— Tracks and analyzes trades across stocks, futures, options, forex, and crypto with 600+ statistics, AI-powered insights, and auto-sync from 200+ brokers.Multi-assetPortfolio TrackingFREE-$$· AI Q&A lets you query trading data in plain English and add results to custom dashboards
- 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
- Kinfo— Tracks trading performance through verified broker integration and displays public leaderboard of top tradersMulti-assetPortfolio TrackingFREE-$· broker-verified trade tracking with optional public leaderboard
- Daily Dose— Generates personalized AI-written morning briefs covering markets, sports, weather, and other selected topics delivered daily via email at a user-specified time.Multi-assetNews & Sentiment$· real-time market data and scores for user-specified tickers and teams only
- Wolfora— Tracks multi-account wealth across PEA, brokerage and crypto portfolios, screens 40,000+ global stocks by fundamentals, and monitors earnings dates with dividend alerts.Multi-assetPortfolio TrackingFREE-$$· integrated PEA + brokerage + crypto portfolio tracker for French investors
- Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alertsMulti-assetPortfolio Tracking$$· ETF look-through analysis reveals duplicate holdings hidden inside funds