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Zenvesto Alternatives & Competitors

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Zenvesto logo

Alternatives to Zenvesto

Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which Zenvesto competitor is worth testing first.

Looking for a Zenvesto replacement? We've profiled 9 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 ZenvestoFree alternativesTool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Snowball Analytics logo

Snowball Analytics

Closest replacement

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 dividend analysis.
  • Snowball Analytics also has a free plan, so you can try it without paying. 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
DetailsCompare
getquin logo

getquin

Best workflow fit

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 dividend analysis.
  • getquin also has a free plan, so you can try it without paying. 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
Delta by eToro logo

Delta by eToro

Best audience fit

Best for: Retail investors looking for one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

  • Delta by eToro best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
  • Delta by eToro also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Basic is free with a limited number of tracked assets.

Watch for: Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.

View Delta PRO
DetailsCompare
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 portfolio watchlists.
  • Portfolio Performance also has a free plan, so you can try it without paying. 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

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
Snowball Analytics logo
Closest replacement

Snowball Analytics

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

Keep

  • Portfolio
  • Watchlist
  • Risk Metrics
  • Backtesting
  • News
  • Calendar

Gain

  • Dividend Tax / ADR Withholding
  • Alerts
  • Splits
  • Scores

Lose

  • Data Visualizations
  • Stock Ideas
  • Analyst Ratings & Price Targets

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists, 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

$0.82/mo less than Zenvesto

Fit
Drop-in replacement
Try Snowball AnalyticsCompare
Full review and details
2
Sharesight logo
Partial replacement

Sharesight

Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Keep

  • Portfolio
  • Risk Metrics
  • Compounding Calculator
  • Dividends

Gain

  • Performance Attribution
  • Downloadable Tax Reports
  • Capital Gains Estimator
  • Dividend Tax / ADR Withholding

Lose

  • Watchlist
  • Data Visualizations
  • Backtesting
  • News

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists, market monitoring, and charting and technical analysis.
  • Free-plan limits: Signup required. Free plan tracks one portfolio with up to 10 holdings. Starter is €9.33 per month or €7 per month billed annually; Standard is €22.67 or €17; Premium is €30.67 or €23, including VAT.
  • Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Cost
Free with signup

Free • Paid plans available

Fit
Partial replacement
Try SharesightCompare
Full review and details
3
Portseido logo
Partial replacement

Portseido

Bottom line: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Keep

  • Portfolio
  • Data Visualizations
  • Risk Metrics
  • Compounding Calculator
  • Dividends

Gain

  • Performance Attribution
  • Tax Lots / Lot Optimization
  • Splits
  • Dividend Tax / ADR Withholding

Lose

  • Watchlist
  • Backtesting
  • News
  • Calendar

Watch out

  • Avoid as a full replacement if you rely on market monitoring, fundamental research, and screening and idea generation.
  • Free-plan limits: Signup required. Free includes 100 transactions and 1 portfolio; all tiers advertise broker syncing and full reports. Pro has a 14-day trial with no credit card required.
  • Free tier has a transaction cap: Free supports 100 transactions and 1 portfolio; Plus removes the transaction cap but keeps 1 portfolio.
Cost
Free with signup

$8/moto go paid, billed yearly

$0.51/mo more than Zenvesto

Fit
Partial replacement
Try PortseidoCompare
Full review and details
4
Marketlog logo
MarketlogPartial replacement
4
Marketlog logo
Partial replacement

Marketlog

Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations
  • Risk Metrics
  • News
  • Calendar

Gain

  • Institutional Ownership
  • Monte Carlo
  • Alerts
  • Splits

Lose

  • Backtesting
  • Stock Ideas
  • Analyst Ratings & Price Targets
  • AI Research

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists, market monitoring, and screening and idea generation.
  • Free-plan limits: Signup required. Free supports unlimited portfolios, holdings, and transactions with manual tracking, 3 goals per portfolio, a 3-item watchlist, and 5 years of price history. Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
  • Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Cost
Free with signup

$6.67/moto go paid, billed yearly

$0.82/mo less than Zenvesto

Fit
Partial replacement
Track portfolios with MarketlogCompare
Full review and details
5
Delta by eToro logo
Delta by eToroBest audience fit
5
Delta by eToro logo
Best audience fit

Delta by eToro

Bottom line: Retail investors looking for one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations
  • Risk Metrics
  • News
  • Calendar

Gain

  • Alerts
  • ETF Analysis
  • Fund Analysis
  • Insider Data

Lose

  • Backtesting
  • Stock Ideas
  • Financials
  • Analyst Ratings & Price Targets

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists, fundamental research, and screening and idea generation.
  • Free-plan limits: Signup required. Basic is free with a limited number of tracked assets. PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting.
  • Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.
Cost
Free with signup

$4.49/moto go paid, billed yearly

$3/mo less than Zenvesto

Fit
Partial replacement
View Delta PROCompare
Full review and details
6
getquin logo
getquinBest workflow fit
6
getquin logo
Best workflow fit

getquin

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

Keep

  • Portfolio
  • Watchlist
  • News
  • Stock Ideas
  • AI Research
  • Dividends

Gain

  • Institutional Ownership
  • Market Sentiment
  • Alerts
  • Broker Connectors

Lose

  • Data Visualizations
  • Risk Metrics
  • Backtesting
  • Calendar

Watch out

  • Avoid as a full replacement if you rely on charting and technical analysis, fundamental research, and backtesting and quant research.
  • 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
7
Portfolio Performance logo
Portfolio PerformanceQuality-checked pick
7
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
  • Data Visualizations
  • Risk Metrics

Gain

  • Performance Attribution

Lose

  • Backtesting
  • News
  • Calendar
  • Stock Ideas

Watch out

  • Avoid as a full replacement if you rely on dividend analysis, 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

$5.41/mo less than Zenvesto

Fit
Drop-in replacement
Download Portfolio PerformanceCompare
Full review and details
8
Wealthfolio logo
WealthfolioPartial replacement
8
Wealthfolio logo
Partial 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
  • Data Visualizations
  • Risk Metrics

Gain

  • Performance Attribution
  • Monte Carlo
  • Retirement Calculator
  • Broker Connectors

Lose

  • Watchlist
  • Backtesting
  • News
  • Calendar

Watch out

  • Avoid as a full replacement if you rely on dividend analysis, portfolio watchlists, and market monitoring.
  • 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

$4.50/mo less than Zenvesto

Fit
Partial replacement
Download WealthfolioCompare
Full review and details
9
Ghostfolio logo
GhostfolioPartial replacement
9
Ghostfolio logo
Partial replacement

Ghostfolio

Bottom line: Privacy-conscious users looking for an open-source portfolio and net-worth dashboard they can self-host.

Keep

  • Portfolio
  • Data Visualizations

Gain

  • APIs & Data Feeds

Lose

  • Watchlist
  • Risk Metrics
  • Backtesting
  • News

Watch out

  • Avoid as a full replacement if you rely on dividend analysis, market monitoring, and fundamental research.
  • Free-plan limits: Self-hosted open-source use is free. Managed Basic hosting is free with unlimited transactions and accounts. Premium costs $48 per year and adds advanced analytics, professional market data, and email or chat support.
  • Self-hosting has operational burden: The self-hosted option requires running and maintaining your own Ghostfolio instance and data setup; managed Basic is also free.
Cost
Free, no signup

$4/moto go paid, billed yearly

$3.49/mo less than Zenvesto

Fit
Partial replacement
View Ghostfolio optionsCompare
Full review and details

What This Shortlist Tells You

Snowball Analytics is the closest drop-in replacement with overlapping coverage in Portfolio, Watchlist, and Risk Metrics while adding Dividend Tax / ADR Withholding and Alerts coverage and Tracks brokerage accounts, user-defined assets, and cash in separate or composite portfolios. and Supports stocks, ETFs, funds, bonds, crypto, currencies, commodities, cash, real estate, and custom assets across more than 30 exchanges and 30 currencies. features (workflow overlap ~77%).

Free tiers remain available through Snowball Analytics, Sharesight, Portseido, Marketlog, Delta by eToro, getquin, Portfolio Performance, Wealthfolio, and Ghostfolio for side-by-side testing.

Need mobile access? Snowball Analytics, Sharesight, and Portseido bring phone-ready workflows that Zenvesto lacks.

Round out your stack with new coverage areas like Dividend Tax / ADR Withholding, Alerts, Splits, and Scores.

Zenvesto still leads on Analyst Ratings & Price Targets, so keep it handy for those workflows.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×9Risk Metrics×7Data Visualizations×6Dividends×5Watchlist×5Compounding Calculator×4News×4AI Research×3

New angles introduced

Categories the alternatives add beyond Zenvesto.

Broker Connectors+7Alerts+5Performance Attribution+5Dividend Tax / ADR Withholding+3Retirement Calculator+3Splits+3APIs & Data Feeds+2Capital Gains Estimator+2

Access & Pricing

Free to start

9/9

9 of 9 start free, same as Zenvesto.

Paid plans from

$2.08/mo

Portfolio Performance is the cheapest paid upgrade. Zenvesto starts at $7.49/mo.

Mobile app

9 of 9

9 add a mobile app that Zenvesto lacks.

API access

2 of 9

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

Hands-on tested

1 of 9

1 tested hands-on. 1 are analyst picks.

Coverage overlap

56%

Average share of Zenvesto categories each alternative covers.

Frequently Asked Questions

What are the best alternatives to Zenvesto?

Snowball Analytics, Sharesight, and Portseido share the most workflows with Zenvesto, in that order. Start with the one whose Keep list matches what you use daily.

Which alternatives keep a free tier?

Snowball Analytics, Sharesight, Portseido, Marketlog, Delta by eToro, getquin, Portfolio Performance, Wealthfolio, and Ghostfolio 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 Zenvesto alternatives cover?

Between them the top matches cover AI Research, Backtesting, Calendar, Compounding Calculator, Data Visualizations, Dividends, Financials, News, Portfolio, Risk Metrics, Stock Ideas, and Watchlist. Zenvesto workflows in those areas move over as they are. The Lose column on each card names what does not.

Where does Zenvesto still stand out?

None of the alternatives here cover Analyst Ratings & Price Targets. Keep Zenvesto for that, or run both tools side by side.

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Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

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.