# MyFinanceTools Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about MyFinanceTools Software - reviews, pricing plans, popular comparisons to other Stock Portfolio Management products and more. Source: https://www.capterra.com/p/10039210/MyFinanceTools --- # MyFinanceTools Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on April 1, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support) MyFinanceTools ## What is MyFinanceTools? MyFinanceTools is personal finance software for managing financial assets and planning. It tracks cash accounts, investments, cryptocurrencies, real estate, and alternative assets like art in one place. Real-time portfolio tracking provides live market data for up-to-date valuations. The platform offers free financial calculators for budgeting, debt payoff, mortgage planning, and investment returns, accessible without an account. Users can plan budgets, calculate emergency funds, compare investment strategies, and run Monte Carlo simulations. MyFinanceTools provides personalized insights through risk assessment and asset allocation analysis, offering tailored recommendations based on goals and risk tolerance. An AI-powered advisor evaluates diversification, risk alignment, and progress toward objectives. With multi-currency support, it tracks accounts like savings, stocks, ETFs, bonds, pensions, and cryptocurrencies, ensuring detailed visibility into investment performance. ## What is MyFinanceTools used for? [Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $36 Flat Rate, Per Year Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for MyFinanceTools?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://myfinancetools.io/&name=MyFinanceTools) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### MyFinanceTools 0.0 VS. [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting Price $36 Flat Rate, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.3 (43) Value For Money 0.0 (0) Value For Money 2.5 (38) Customer Service 0.0 (0) Customer Service 4.5 (38) ## MyFinanceTools alternatives [Seeking Alpha](https://www.capterra.com/p/229273/Seeking-Alpha/) [4.3 (43)](https://www.capterra.com/p/229273/Seeking-Alpha/reviews/) Starting price $29.99 Per User, Per Month [Learn More](https://www.capterra.com/p/229273/Seeking-Alpha/) [Cash App](https://www.capterra.com/p/246167/Cash-App/) [4.2 (679)](https://www.capterra.com/p/246167/Cash-App/reviews/) Starting price Contact vendor for pricing [Learn More](https://www.capterra.com/p/246167/Cash-App/) [xtb](https://www.capterra.com/p/252510/xtb/) [4.1 (9)](https://www.capterra.com/p/252510/xtb/reviews/) Starting price Contact vendor for pricing [Learn More](https://www.capterra.com/p/252510/xtb/) Highest Rated [Excel Price Feed](https://www.capterra.com/p/194120/Excel-Price-Feed/) [4.7 (30)](https://www.capterra.com/p/194120/Excel-Price-Feed/reviews/) Starting price $15.00 Per User, Per Month [Learn More](https://www.capterra.com/p/194120/Excel-Price-Feed/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Budgeting/Forecasting Create budgets based on historical data and future projections Categorization/Grouping Organize and group data or items based on various criteria Cryptocurrency Tracking Monitor and track cryptocurrencies. Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Financial Management Plan, manage, and track the financial activities of an individual or organization Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time MyFinanceTools 21 features Create budgets based on historical data and future projections Organize and group data or items based on various criteria Monitor and track cryptocurrencies. Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Establish measurable goals and objectives and track their progress over a specific period of time Information, data and reports that are being tracked over time Manage and handle financial assets as well as other investments. Observe and track the demand, usage, progress or quality of a system, product, or user Manage and handle various international currencies Tracking and logging the performance, risks, gains and losses of investments Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reallocation of assets to reflect changing investment goals or market conditions Visualize and measure the performance of portfolios Analyze potential risks across the organization Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Manage the buying, selling, and holding of stocks Monitor and track stocks across portfolios and watch lists, Implementation of various strategies to manage tax obligations via planning and maintaining compliance Interact with data visualization elements, such as charts and graphs, to drill down into data Provides varying estimates based on different scenarios ## Pricing Free Trial Free Version Premium Plan $36.00 Flat Rate,Per Year It includes: - Everything included in the Free Plan - Daily portfolio snapshots - Historical snapshot backfill - Unlimited snapshot refresh - Full historical data (all time) - Paycheck Advisor - ETF Overlap Analysis - Dividend Analysis - Recurring expenses & budgets - AI Portfolio Advisor (powered by Claude) Lifetime Plan $99.00 Flat Rate,One Time It includes: - All Premium features forever - No recurring payments - All future updates included - Supports indie development Premium monthly $4.00 Flat Rate,Per Month ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)