Best apps like ROI - AI Personal Finance

10+ similar apps compared and reviewed

4.5 avg rating
10 free apps
Updated September 2026

ROI is great, but it's not the only option. Explore 10+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to ROI

Exirio: Portfolio Tracker#1

Exirio: Portfolio Tracker by Exirio LLC

All your wealth, in one place
Editor's Choice
šŸ’° Finance
4.6😊(26 ratings)
FreeIn-App Purchases
Exirio: Portfolio Tracker screenshot 1
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Exirio: Portfolio Tracker screenshot 3
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Exirio: Portfolio Tracker screenshot 5
Exirio: Portfolio Tracker screenshot 6

Track all your investments, from crypto and stocks to property and loans, in over 40 currencies. Gain a comprehensive view of your wealth, understand performance, and make informed decisions with detailed analytics and secure bank connections.

What We Love

  • šŸ‘ User-friendly interface
  • šŸ“ˆ Excellent net worth tracking
  • šŸ’” Great free tier
  • šŸ”— Seamless Plaid integrations
  • šŸ’° Holistic wealth overview
  • šŸŒ Multi-currency support
  • šŸš€ Efficient data import
  • šŸ’¬ Responsive customer support
  • šŸ“Š Detailed financial insights
  • šŸ  Tracks diverse assets (real estate, crypto, etc.)
  • ✨ Replaces spreadsheets effectively
  • šŸš€ Quick AI import feature
  • 🌟 Highly recommended by users
  • šŸ’¼ Good for expats with cross-border investments
  • šŸ’” Intuitive design for beginners
  • āœ… Comprehensive portfolio tracking
  • šŸ—‚ļø Organizes finances in one place
  • šŸ’Æ Best in its sector/market
  • šŸš€ Effortless multi-asset tracking
  • āœ… Powerful tool for wealth management
  • šŸ’” Advanced tracking capabilities
  • 🌐 Good international coverage
  • šŸš€ Slick UX
  • šŸ’” Personal investment consultant
  • 🌟 Game-changer for financial management
  • āœ… Stable and reliable
  • šŸ—‚ļø Organizes investments by jurisdiction, currency, asset class
  • ā±ļø Saves time on tax and investment reporting
  • šŸ“ˆ Automatically calculated returns
  • šŸ  Tracks stocks, real estate, cash
  • ✨ Smooth and accurate performance
  • šŸ‘ Well-designed and useful
  • šŸš€ Easy to use and navigate
  • āœ… Handles multi-currency portfolios well
  • šŸ’” User interface and functionality well-thought-out
  • šŸš€ Tracks stocks and crypto
  • āœ… Manages portfolio and makes clear decisions
  • šŸ’” Currency conversion toggle useful for expats
  • 🌟 Outstanding app for managing investments
  • āœ… Calculates MWR and TWR
  • šŸ“ˆ Tracks past and current gains/losses
  • šŸ‘ Makes viewing, understanding, and tracking investments easy
  • šŸš€ Regular updates and good customer support
  • šŸ’” User-friendly and easy to use
  • āœ… Highly recommended for anyone managing investments effectively
  • šŸš€ Efficiently manages finances
  • šŸ‘ Great for tracking advanced investments
  • šŸš€ Replaces old spreadsheets
  • šŸ’” Personal consultant for investments
  • šŸ’Æ Most comprehensive wealth and investment tracker
  • šŸš€ Fantastic app for tracking investments
  • āœ… Great PFM app
  • šŸ’” Valuable for tracking in different currencies and asset classes
  • šŸš€ User-friendly and easy to use
  • āœ… Makes managing investments a breeze
  • šŸš€ Sleek and intuitive interface
  • āœ… Top-notch portfolio managing app
  • šŸš€ Convenient and better than spreadsheets
  • āœ… Worthwhile investment of time for data input
  • šŸš€ Helps control all investments
  • šŸ’” All needs met and more
  • šŸš€ Great UX and easy to use
  • āœ… Accurate and comprehensive view of assets/liabilities
  • šŸš€ Awesome for tracking wealth
  • āœ… Does it all for wealth tracking
  • šŸš€ User-friendly wealth tracker

Room to Improve

  • šŸ› Limited features for some users
  • šŸ› Only shows a few accounts when connected to broker
  • šŸ› App crashes frequently
  • šŸ› Failed to register
  • šŸ› Error after connecting Coinbase account
WorthTracker#2

WorthTracker by Applitom

Track your net worth
Strong Contender
šŸ’° Finance
4.8😐(345 ratings)
FreeIn-App Purchases
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WorthTracker screenshot 5

Easily track your net worth by inputting all your assets and liabilities. Visualize your financial progress, asset allocation, and trends over time. This app offers a simple alternative to complex spreadsheets for managing your financial independence goals.

What We Love

  • šŸ‘ Simple and easy to use
  • ✨ Clean and appealing layout
  • āœ… Does what it needs to
  • šŸ’” Valuable over time
  • šŸ’° Affordable subscription
  • šŸ“ˆ Good for tracking wealth
  • šŸ“Š Easy-to-read charts
  • šŸš€ Fast updates
  • šŸ”’ No account syncing headaches
  • šŸ’Æ Manual tracking is perfect

Room to Improve

  • šŸ’ø Too expensive subscription
  • šŸ“‰ Limited functionality
  • šŸ¤·ā€ā™‚ļø Overpriced for features
  • šŸ¤” Basic like a spreadsheet
  • šŸ”’ Basic privacy behind paywall
  • 😬 Inputting liabilities not straightforward
  • šŸ–„ļø No desktop version
Snowball Analytics: Stocks#3

Snowball Analytics: Stocks by Snowball Analytics

Portfolio & Dividend Tracker
Worth Considering
šŸ’° Finance
4.8😊(2.2K ratings)
FreeIn-App Purchases
#51in Finance
Snowball Analytics: Stocks screenshot 1
Snowball Analytics: Stocks screenshot 2
Snowball Analytics: Stocks screenshot 3
Snowball Analytics: Stocks screenshot 4
Snowball Analytics: Stocks screenshot 5

Manage and analyze your investment portfolios from multiple brokerage accounts. Track dividends, monitor cash flow, and reveal actual returns with in-depth analytics. Supports multi-currency portfolios and global exchanges.

What We Love

  • šŸš€ Efficient portfolio tracking
  • šŸ‘ Intuitive and user-friendly
  • šŸ’” Detailed analytics and forecasting
  • šŸ” Comprehensive dividend tracking
  • šŸ“Š Helpful visualization tools
  • šŸ¤ Excellent customer support

Room to Improve

  • šŸ› Connectivity issues with some brokers
  • šŸ•°ļø Delayed data updates
  • šŸ’° Subscription fees may be high for some
  • šŸ¤” Confusing user interface in certain areas

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Effortlessly track finances, create AI-powered budgets, and gain personalized financial guidance. Manage spending, investments, and plan for life events with secure account connections and expert advice.

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This app allows users to track all their investments, including stocks, crypto, ETFs, and forex, in one place. It offers real-time updates, smart price alerts, and detailed portfolio analytics with bank-level security. Syncs with over 300 exchanges and wallets.

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