Best portfolio monitoring tools in 2025

Raguie

AI-driven financial assistant for informed investing decisions.

Mest

Monitor finances and analyze investments in one easy place.

RoBoLyst

Insightful guidance for effective money management and financial literacy.

Ask AI Credit Expert

Quick answers for credit score and debt management questions.

Timmy

Personal finance companion for tracking spending and saving smartly.

FinFit

Personal finance prompts for informed financial decision-making.

Unitor.ai

AI assistant for personalized financial planning and analysis.

Paid + from $9.99/m
open
Kniru

Manage personal finances with ease and clarity.

Origin

A comprehensive financial management resource for individuals.

Dubify

Efficient financial management for tracking income and expenses.

Quicken

Comprehensive personal finance management software for budgeting and tracking.

Bricks

AI-powered spreadsheet for quick reports and data visuals.

Wefire

Personal finance assistant for managing savings and spending.

Paid + from $8.99/m
open
CountAbout

Manage budgets and track expenses with customizable features.

Free + from $9.99/y
open
FinanceGPT Chat

Smart financial assistant for personalized insights and analysis.

Maxint

Personal finance tracker for budgeting and net worth management.

Statementsheet

Effortlessly convert bank statements to Excel or CSV formats.

Percy Lab

Streamlined login management for online accounts and services.

Personal Capital

Financial management solution for tracking and planning money.

Quadency

Multi-exchange trading and automation for crypto investors.

Ssi

AI-driven insights for smart trading decisions based on sentiment.

ChatterQuant

AI-driven insights for stock and cryptocurrency trading.

TradeUI

Insights into options flow and market analysis for traders.

Investfly

Automated trading strategies made accessible for all traders.

PionexGPT

Automated cryptocurrency trading for effortless investment opportunities.