💡 Pick it for stronger broker connections, dividend tracking, and tax reporting than Exirio.
Sharesight is an online investment portfolio tracking and management tool that provides performance and tax reports for investors.
Starting at $15 per month
Best Exirio Alternatives ranked by AI · updated Aug 2026
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Exirio is an investment portfolio tracker for individual investors who want to consolidate holdings and evaluate performance across asset classes. It stands out with portfolio analytics designed to show returns, allocation, and investment progress in one dashboard.
Top 6 Exirio alternatives
2
Empower Personal Dashboard
Empower
💡 Choose it if you want free US account aggregation plus budgeting, net-worth, and retirement analysis.
Empower Personal Dashboard is a free financial-tracking service for monitoring spending, investments, net worth, and cash flow. It is particularly useful for...
Pros
- Free account aggregation and net-worth monitoring
- Stronger investment and retirement views than Bootstrap Money
- Cash-flow and spending dashboards provide useful financial context
Cons
- Budgeting controls are less comprehensive than YNAB's
- Personalized advisory outreach may be unwanted by some users
- Less focused on step-by-step financial education than Bootstrap Money
💡 Pick it when your portfolio includes real estate, crypto, private assets, and multiple currencies.
Kubera is a net worth and portfolio tracking service for people managing accounts, properties, private investments, and liabilities. It stands out for...
Pros
- Broader asset and liability coverage than myPFS
- Strong support for investment, property, and alternative-asset tracking
- Useful historical net worth reporting for wealthier households
Cons
- More expensive than basic personal finance apps
- Less focused on producing a lender-specific statement
- Can require manual updates for unusual or private assets
From $150/year
💡 Choose it for maximum analytical depth, local data control, and zero subscription cost.
Portfolio Performance is a free, open-source desktop application for tracking securities, transactions, dividends, and portfolio performance. It is aimed at self-directed investors...
Pros
- Free with no recurring subscription
- Open-source and stores portfolio data locally
- Detailed performance, allocation, and transaction analysis
Cons
- Requires more manual setup than GainsKeeper
- Broker imports are less turnkey than commercial services
- Tax-reporting automation is more limited
Free, open source
💡 Pick it for a stronger mobile experience, market alerts, and combined stock-and-crypto tracking.
Delta is a comprehensive software solution for project management and collaboration.
Starting at $29.99/month
6
getquin
getquin
💡 Choose it if you want portfolio tracking combined with an active social investing community.
getquin is a social investment tracking platform for monitoring portfolios, dividends, and market activity across supported brokers and assets. It targets retail...
Pros
- Offers a more social investing experience than Beanvest
- Broker connections can reduce manual data entry
- Includes dividend tracking and portfolio performance views
Cons
- Community features can add noise compared with Beanvest's focused tracking
- Broker support and automation vary by country
- Less established for professional tax and advisor reporting than Sharesight
Freemium, Premium from about €9.99/mo
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