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36+ Personal Finance Tools

Personal finance tools help you manage money in one place. You can build a monthly budget, track your net worth, or follow investments and crypto. This makes it easier to understand where your money goes and stay focused on your goals.

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Investment12Portfolio Management11Stock Market Research10Investment Strategy9Shopping Savings8Deal Aggregators6
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37 tools

All Personal Finance tools

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Sharesight

Freemium

Sharesight is a global stock portfolio tracker that consolidates investments across brokers and markets for performance and tax reporting.

Net Worth Tracker
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Kubera

Paid

Kubera is a personal balance sheet software for individuals managing diverse and complex wealth portfolios.

Financial Forecasting
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Magnifi

Paid

AI-powered investing platform providing intelligent investment insights and portfolio management.

AI Assistant for Finance
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Slickdeals

Free

Discover the best deals, coupons, promo codes, and discounts verified by a passionate community.

Coupon Management
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Coupons.com

Freemium

Your go-to destination for verified coupons, cashback, and savings on thousands of stores.

Coupon Management
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Groupon

Freemium

Discover local deals and save on dining, activities, services, and more near you.

Coupon Management
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Honey

Free

Automatically find and apply coupons, track prices, and save money while shopping online.

Coupon Management
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All 37 tools in this category, A to ZShow
3 decisions

How to choose Personal Finance tools

Start with the part of your money you want to understand or manage. A focused tool can keep the setup simple, while broader options bring more of your finances together.

  1. 01 of 03

    Manage everyday money

    For budgeting and net worth tracking, your choice comes down to the connections and support that suit you. This can also help when budgeting around a clear financial goal.

    • Rocket Money combines budgeting, financial goals, and net worth tracking with human support.
    • Copilot Money brings budgeting and net worth tracking together with human support.
    • Rocket Moneyfreemium
    • Copilot Moneypaid
  2. 02 of 03

    Research investments

    Investment tools can support stock market research, AI financial analysis, or a wider investment strategy. Pick according to how much guidance you want from the tool.

    • Intellectia AI brings AI analysis, investment planning, stock research, and trade signals into one tool.
    • Pinegap focuses on stock research and gives you both email and phone support.
    • Intellectia AIfreemium
    • Pinegappaid
  3. 03 of 03

    Handle crypto

    Crypto tools serve different jobs, from holding assets to following a portfolio or trading. Choose the job you need rather than treating them as interchangeable.

    • Zerionfree
    • Trust Wallet
    • TurboBridgepaid
4 questions

Frequently asked questions

Can I start with a free personal finance tool?

Yes.

Rocket Money and SaaSOffers have free plans, while N26 Standard is free.

Pinegap and Copilot Money offer free trials.

Which tools track net worth?

Rocket Money and Copilot Money both support net worth tracking.

Rocket Money also covers financial goals, while Copilot Money includes human support.

Which tools help with stock market research?

Intellectia AI and Pinegap support stock market research.

Intellectia AI also covers AI analysis, investment strategy, and trade signals.

Which tools help manage crypto?

Zerion and Trust Wallet support crypto wallet management.

Zerion also manages portfolios, while TurboBridge is focused on cryptocurrency trading.