--- title: "MyFinanceTools Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about MyFinanceTools Software - reviews, pricing plans, popular comparisons to other Budgeting products and more." source_url: "https://www.capterra.com/p/10039210/MyFinanceTools/" page_type: "product" language: "en" --- # MyFinanceTools Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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/)[Budgeting](https://www.capterra.com/budgeting-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $36 Flat Rate, Per Year Free trial available Includes Free Version 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://www.g2.com/products/myfinancetools/claim_requests/new?auto=true) ## MyFinanceTools Overview Updated September 2026 AI summary MyFinanceTools offers cloud-based stock portfolio management for businesses of all sizes, combining portfolio accounting, investment management, and cryptocurrency tracking with features such as financial analysis, risk management, and tax management. Supporting multi-currency holdings and visual analytics, it enables teams to monitor assets, generate historical reports, run what-if analyses, and manage portfolios with optional budgeting and forecasting tools. ## 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 Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/229273/Seeking-Alpha/) [Cash App](https://www.capterra.com/p/246167/Cash-App/) [4.2 (710)](https://www.capterra.com/p/246167/Cash-App/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/246167/Cash-App/) Highest Rated [Excel Price Feed](https://www.capterra.com/p/194120/Excel-Price-Feed/) [4.8 (33)](https://www.capterra.com/p/194120/Excel-Price-Feed/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/194120/Excel-Price-Feed/) [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 Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/252510/xtb/) ## FAQs about MyFinanceTools Overview ### What company size and specific industries is MyFinanceTools built for? MyFinanceTools is designed for individual users and finance-focused professionals, including personal finance enthusiasts, investors, cryptocurrency traders, real estate owners, and people seeking financial planning and budgeting support. Features and Usability ### What are the key features of MyFinanceTools? MyFinanceTools offers budgeting and forecasting, categorization and grouping, and financial analysis for tracking money across accounts. It also includes investment management, portfolio accounting, portfolio rebalancing, and stock and cryptocurrency tracking, plus multi-currency support, risk analysis, tax management, historical reporting, visual analytics, and what-if analysis. Pricing ### How much does it cost and what fees or limitations are included? MyFinanceTools starts at $36 per year for the Premium Plan, which includes a 7-day free trial and a free version. The Lifetime Plan costs $99 one time and includes all Premium features forever, all future updates, and no recurring payments. Getting Started and Support ### What training and onboarding options does MyFinanceTools offer? MyFinanceTools provides documentation for teams that need written reference material during setup and ongoing use. This format can support self-paced review of features, steps, and product details without requiring live instruction or additional training formats. Getting Started and Support ### What customer support options does MyFinanceTools offer? MyFinanceTools provides email/help desk support, an FAQ/forum, and a knowledge base. These channels give users written help for common questions and product guidance. No reviewer feedback about support quality is available, so no claims can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 116 Budgeting reviews Capterra data shows that buyers of stock portfolio management software rank the following features as their top priorities: - **Portfolio Management** (**65%** of reviewers rated this feature as critical) - **Financial Analysis** (**50%**) - **Monitoring** (**53%**) MyFinanceTools supports all three features that reviewers identify as most important: **Portfolio Management**, **Financial Analysis**, and **Monitoring**. Together, these capabilities help businesses organize holdings, review portfolio performance in detail, and keep track of market activity, allowing teams to make more informed investment decisions and respond faster to changes. 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 ### All Features - 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 - Historical Reporting: Information, data and reports that are being tracked over time - Investment Management: Manage and handle financial assets as well as other investments. - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Currency: Manage and handle various international currencies - Portfolio Accounting: Tracking and logging the performance, risks, gains and losses of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions - Portfolio Reporting: Visualize and measure the performance of portfolios - Risk Analysis: Analyze potential risks across the organization - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Stock Management: Manage the buying, selling, and holding of stocks - Stock Tracking: Monitor and track stocks across portfolios and watch lists, - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - What-if Analysis: Provides varying estimates based on different scenarios --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10039210/MyFinanceTools/pricing/) 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 Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## 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 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.