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Quicken (Simplifi & Classic) Alternatives & Competitors

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Quicken (Simplifi & Classic) logo

Alternatives to Quicken (Simplifi & Classic)

Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which Quicken (Simplifi & Classic) competitor is worth testing first.

Looking for a Quicken (Simplifi & Classic) replacement? We've profiled 5 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.

Visit Quicken (Simplifi & Classic)Free alternativesTool details

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Which Alternative Should You Use?

Wealthfolio logo

Wealthfolio

Closest replacement

Best for: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

  • Wealthfolio best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Wealthfolio adds a free starting point that the base tool does not show. Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account.

Watch for: No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.

Download Wealthfolio
DetailsCompare
Snowball Analytics logo

Snowball Analytics

Best workflow fit

Best for: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

  • Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Snowball Analytics adds a free starting point that the base tool does not show. Free-plan limits: Signup required. Free plan has portfolio, holding, custom asset, watchlist, and history limits.

Watch for: Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.

Try Snowball Analytics
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Portfolio Performance logo

Portfolio Performance

Quality-checked pick

Best for: Cost-sensitive investors looking for local-first desktop portfolio accounting, TTWROR/IRR performance, multi-currency support, imports, exports, and rebalancing without sending broker credentials to a SaaS app.

  • Portfolio Performance best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Portfolio Performance adds a free starting point that the base tool does not show. Free-plan limits: Official desktop site describes Portfolio Performance as open source software for Windows, macOS, and Linux.

Watch for: Desktop-first workflow: The core product is a desktop application. The mobile app is primarily a companion for viewing the portfolio file.

Download Portfolio Performance
DetailsCompare
getquin logo

getquin

Strong runner-up

Best for: European retail investors looking for a social, mobile-friendly portfolio and net-worth tracker.

  • getquin best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • getquin adds a free starting point that the base tool does not show. Free-plan limits: Signup required. Core portfolio tracking is free to download/use.

Watch for: Regional price differences: The public annual Euro prices exclude country tax; in-app prices can vary by region.

Open getquin
DetailsCompare

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
Wealthfolio logo
Closest replacement

Wealthfolio

Bottom line: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

Keep

  • Portfolio
  • Broker Connectors

Gain

  • Data Visualizations
  • Performance Attribution
  • Risk Metrics
  • Monte Carlo

Lose

  • Watchlist
  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports

Watch out

  • Avoid as a full replacement if you rely on portfolio alerts, market monitoring, and fundamental research.
  • Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account. Free use relies on manual tracking or CSV imports; automatic brokerage and device sync require Wealthfolio Connect. Self-hosted use requires the user to supply and maintain the server, authentication, secrets, backups, and updates.
  • No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.
Cost
Free, no signup

$2.99/moto go paid

No comparable monthly price for Quicken (Simplifi & Classic)

Fit
Partial replacement
Download WealthfolioCompare
Full review and details
2
getquin logo
Partial replacement

getquin

Bottom line: European retail investors looking for a social, mobile-friendly portfolio and net-worth tracker.

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Broker Connectors

Gain

  • Institutional Ownership
  • Stock Ideas
  • Market Sentiment
  • Dividends

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Financials

Watch out

  • Avoid as a full replacement if you rely on portfolio alerts, fundamental research, and charting and technical analysis.
  • Free-plan limits: Signup required. Core portfolio tracking is free to download/use. Free includes unlimited bank and broker connections, real-time financial data, net worth view, and essential analysis.
  • Regional price differences: The public annual Euro prices exclude country tax; in-app prices can vary by region.
Cost
Free with signup

Free • Paid plans available

Fit
Partial replacement
Open getquinCompare
Full review and details
3
Kubera logo
Partial replacement

Kubera

Bottom line: High-net-worth households, founders, expats, and advisors needing a global balance-sheet view across public, private, crypto, real estate, and other assets.

Keep

  • Portfolio
  • Broker Connectors

Gain

  • APIs & Data Feeds
  • Advisor Operations
  • Custom Dashboards
  • Blogs

Lose

  • Watchlist
  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports

Watch out

  • Avoid as a full replacement if you rely on portfolio alerts, market monitoring, and fundamental research.
  • Free-plan limits: Signup required. Trial-only access. 14-day full trial before paid subscription.
  • No permanent free plan: Kubera is a paid product after the 14-day trial, so casual users looking for a free tracker should be sent elsewhere.
Cost
Free trial only

$20.83/moto go paid, billed yearly

No comparable monthly price for Quicken (Simplifi & Classic)

Fit
Partial replacement
Start Kubera trialCompare
Full review and details
4
Snowball Analytics logo
Snowball AnalyticsBest workflow fit
4
Snowball Analytics logo
Best workflow fit

Snowball Analytics

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

  • Portfolio
  • Watchlist
  • News
  • Alerts
  • Financials
  • Broker Connectors

Gain

  • Backtesting
  • Dividends
  • Dividend Tax / ADR Withholding
  • Calendar

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • Desktop access

Watch out

  • Avoid as a full replacement if you rely on market monitoring and charting and technical analysis.
  • Free-plan limits: Signup required. Free plan has portfolio, holding, custom asset, watchlist, and history limits. Paid plans have a 14-day trial with no credit card required.
  • Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Cost
Free with signup

$6.67/moto go paid, billed yearly

No comparable monthly price for Quicken (Simplifi & Classic)

Fit
Partial replacement
Try Snowball AnalyticsCompare
Full review and details
5
Portfolio Performance logo
Portfolio PerformanceQuality-checked pick
5
Portfolio Performance logo
Quality-checked pick

Portfolio Performance

Analyst pickTested by us

Bottom line: Cost-sensitive investors looking for local-first desktop portfolio accounting, TTWROR/IRR performance, multi-currency support, imports, exports, and rebalancing without sending broker credentials to a SaaS app.

Keep

  • Portfolio
  • Watchlist

Gain

  • Data Visualizations
  • Performance Attribution
  • Risk Metrics

Lose

  • Tax Lots / Lot Optimization
  • Capital Gains Estimator
  • Downloadable Tax Reports
  • News

Watch out

  • Avoid as a full replacement if you rely on portfolio alerts, market monitoring, and fundamental research.
  • Free-plan limits: Official desktop site describes Portfolio Performance as open source software for Windows, macOS, and Linux. Mobile companion app is separate; US App Store Premium costs $3 monthly or $25 yearly, and other stores may differ. Data is stored locally and can be exported as CSV or JSON.
  • Desktop-first workflow: The core product is a desktop application. The mobile app is primarily a companion for viewing the portfolio file.
Cost
Free, no signup

$2.08/moto go paid, billed yearly

No comparable monthly price for Quicken (Simplifi & Classic)

Fit
Partial replacement
Download Portfolio PerformanceCompare
Full review and details

What This Shortlist Tells You

Wealthfolio is the closest drop-in replacement with overlapping coverage in Portfolio and Broker Connectors while adding Data Visualizations and Performance Attribution coverage, Free AGPL-3.0 core app with local SQLite storage and no required account. and Desktop applications for macOS, Windows, and Linux, native iPhone and iPad support, and a Docker-based self-hosted web edition. features, and a free tier (workflow overlap ~25%).

Budget-conscious? Try Wealthfolio, getquin, Snowball Analytics, and Portfolio Performance to get started without a paid plan.

Round out your stack with new coverage areas like Data Visualizations, Performance Attribution, Risk Metrics, and Monte Carlo.

Quicken (Simplifi & Classic) still leads on Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports, so keep it handy for those workflows.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×5Broker Connectors×4Watchlist×3Alerts×2News×2Financials×1

New angles introduced

Categories the alternatives add beyond Quicken (Simplifi & Classic).

Performance Attribution+3Risk Metrics+3AI Research+2Custom Dashboards+2Data Visualizations+2Dividends+2Education+2Retirement Calculator+2

Access & Pricing

Free to start

4/5

4 of 5 start free, which Quicken (Simplifi & Classic) does not.

Paid plans from

$2.08/mo

Portfolio Performance is the cheapest listed monthly upgrade. No comparable monthly price is listed for Quicken (Simplifi & Classic).

Mobile app

5 of 5

5 have a mobile app, like Quicken (Simplifi & Classic).

API access

1 of 5

1 expose an API or data feed, usually on a paid plan.

Hands-on tested

1 of 5

1 tested hands-on. 1 are analyst picks.

Coverage overlap

43%

Average share of Quicken (Simplifi & Classic) categories each alternative covers.

Frequently Asked Questions

What are the best alternatives to Quicken (Simplifi & Classic)?

Wealthfolio, getquin, and Kubera share the most workflows with Quicken (Simplifi & Classic), in that order. Start with the one whose Keep list matches what you use daily.

Which alternatives keep a free tier?

Wealthfolio, getquin, Snowball Analytics, and Portfolio Performance start free, so you can test them before paying. Check each card for signup and usage limits on the free plan.

Which workflows do the top Quicken (Simplifi & Classic) alternatives cover?

Between them the top matches cover Alerts, Broker Connectors, Financials, News, Portfolio, and Watchlist. Quicken (Simplifi & Classic) workflows in those areas move over as they are. The Lose column on each card names what does not.

Where does Quicken (Simplifi & Classic) still stand out?

None of the alternatives here cover Tax Lots / Lot Optimization, Capital Gains Estimator, and Downloadable Tax Reports. Keep Quicken (Simplifi & Classic) for that, or run both tools side by side.

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Feedback

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.