Wealthfolio

Reviewed matches are labeled. Other suggestions come from a shared subcategory, use case, source listing or the same category. Compare features and current plans before choosing.

Product
InvMon InvMon is a personal finance software that provides a secure, locally-installed platform for tracking portfolios, accounts and any other investments with free market data and advanced rebalancing tools.
Turbobulls Portfolio, dividends and expenses across brokers and currencies, encrypted on your device.
Krosos Your entire financial picture, the tax math and the forecast
Portfosis Portfosis - Free AI-Powered Portfolio Analytics Dashboard
Tukhe Track your portfolio in real-time without compromising privacy. Local-first architecture for complete security
Foliofox AI-powered portfolio tracking and financial planning
Personal finance diary Stay in control of your money with a simple tracker
Flamingo Money Save and invest in 24K digital gold together

Selected by category and available use-case details. A topic match does not establish equivalent features.

Product
SnapCost Upload any invoice. AI reads it. Your expenses, organized.
Finly The money app that always knows your bills.
Clear Budget See where your money goes and what you can save
Splinity Stop the unfair 50/50 split - budget by income
BoatOps Expenses, budgets, maintenance & documents for your boat
PennyWise Turn bank notifications into expenses you approve

Added to this directory in the past 30 days. Dates refer to the directory listing, not the product launch.

Product
Passbion Financial calculators that show their math and formulas
Cash Book AI Expense Tracker for iPhone
FIYR Budgeting and net worth app that projects your FIRE date
The Housing Model Rent or buy? See the impact on your whole financial life.

Profiles grouped by topic. This does not confirm an offer, availability or a connection to this profile.

Profile
Jess Davis PhD.
Tony Yates Economist.
Pedro Schilling de Carvalho Assistant Professor @UCLLaws | Consultant @WorldBank | PhD & LLM @cambridgelaw | Financial Regulation, Sustainable Finance, and International Development

Shows and channels grouped by topic. A recommendation does not mean this profile was featured or endorsed.

Show
Global Markets Investor Newsletter
periods Newsletter · David Sable
bradford’s notes Newsletter · bradford cross

Retold founder accounts from startups in the same category, each linked to the original.

Story
Cory Zue sells a Django boilerplate, not a $10k MRR meter Cory Zue says SaaS Pegasus now makes about 80 percent of his income as a one-time Django starter kit, after Place Card Me taught him to sell PDFs for about $5 and after 2021 product income of about $113,000 across his po
ProjectionLab hit $10k MRR after years of nights and weekends Kyle Nolan says he built ProjectionLab for his own financial plan, did not expect others to want it, and reached $10,000 MRR after more than two years of solo nights-and-weekends work, with a stepwise chart he published
J Jen Yip stayed a company of one at $45,000 ARR Jen Yip says she ran Lunch Money as founder, engineer, designer, and support, and that by May 2020 the budgeting app had 600-plus users and $45,000 ARR. Later she wrote that paying subscribers crossed 1,000 and ARR $80,0
Brex changed co-CEOs when the company got too large for shared calls Henrique Dubugras says he and Pedro Franceschi invented an internal-versus-external co-CEO split at Pagar.me, repeated it at Brex, then moved to a Chairman and sole-CEO structure as Brex 3.0 and a possible IPO made joint

Subcategories in the same part of the directory, with the number of listed products.