Alternatives to FolioSpan

Compare FolioSpan alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to FolioSpan in 2026. Compare features, ratings, user reviews, pricing, and more from FolioSpan competitors and alternatives in order to make an informed decision for your business.

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    Zengo Wallet
    Zengo is the only self-custodial wallet with no seed phrase vulnerability, making it in effect the most secure crypto wallet. Store, buy, sell, earn, trade, and send with peace of mind. Stay protected through the power of MPC security, a guaranteed recovery model, and unparalleled 24/7 customer support. Zengo supports: - Hundreds of of crypto assets - 6 blockchains: Bitcoin, Ethereum, BNB, Doge, Tron, Tezos. - 4 Layer 2s: Polygon, Arbitrum One, Optimism, and Base. What makes Zengo the most secure crypto wallet? Zengo’s unparalleled security is due to its industry-first, enterprise-grade, self-custodial Multi-Party Computation security, a secure recovery model, and premium Zengo Pro offerings. Unlike hardware wallet whose security depends on a single-factor protection (seed phrase vulnerability), Zengo had 0 wallets ownership compromised since its launch in 2018. Zengo is trusted by over 1 million customers, on both mobile and desktop apps.
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    1inch Wallet
    The 1inch Wallet does everything that newcomers and seasoned pros want from a crypto app. It is a fast and secure non-custodial crypto wallet with a built-in DEX aggregator. Use the app to store, send, receive and trade crypto on Ethereum, Solana, BNB chain, Base, Optimism, Polygon, Arbitrum, Gnosis Chain, Avalanche, Linea, Unichain, Sonic and ZkSync. in a protected and efficient way. The 1inch Wallet supports hundreds of tokens across all of these networks. 1inch offers users an easy entry into DeFi by providing access to deep liquidity across multiple blockchains and better rates for crypto swaps than any single cryptocurrency exchange. By automatically optimizing your trades across hundreds of DEXes, 1inch saves you time and the trouble of manually searching for the best swap prices. Built to be the most efficient and user-friendly crypto wallet app, the 1inch Wallet provides users with the most convenient and secure user experience.
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    Altrady

    Altrady

    Altrady B.V.

    Altrady is the Trading Operating System for Active Crypto Traders — an all-in-one, multi-exchange crypto trading software platform that connects to third-party exchanges through API keys. Traders can scan markets, analyze charts, execute and manage trades, automate strategies with Signal, Grid and DCA Bots, use TradingView webhooks, backtest strategies, monitor portfolios, and review performance with analytics and an integrated trading journal. Altrady also supports AI-assisted trading workflows through its MCP (Model Context Protocol) server, enabling compatible AI assistants such as Claude to work with Altrady trading data and tools. Supporting 19+ crypto exchanges, Altrady brings the trading workflow into one workspace. Altrady is not a cryptocurrency exchange or crypto wallet and does not custody users' funds; assets remain in users' connected exchange accounts.
    4.4 out of 5 stars 5 Ratings for Altrady
    Starting Price: €28 per month
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    MyEtherWallet (MEW)

    MyEtherWallet (MEW)

    MyEtherWallet

    MEW (MyEtherWallet) is a Free, open-source, client-side interface for generating Ethereum wallets & more. MyEtherWallet is a global collaboration of talented developers and thoughtful contributors who thrive on building smart and intuitive products that easily and securely interact with the Ethereum blockchain. Our easy-to-use, open-source platform allows you to generate wallets, interact with smart contracts, and so much more. Generate your own unique Ethereum wallet. Receive a public address (0x...) and choose a method for access and recovery. MEW puts the Ethereum blockchain at your fingertips. We are a team of crypto-enthusiasts dedicated to bring you the most secure, most intuitive, and dare we say prettiest way to manage your ETH and ERC20 tokens. We're always here to help, and we're never giving away ETH.
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    Koinly

    Koinly

    Koinly

    Make tax reporting easy, reliable and accurate with Koinly. Simply connect your exchange accounts / public addresses and let Koinly calculate your capital gains, then generate a tax report for next year. Your final report is accepted by your tax agency and easy to print & file. Koinly is an accounting and tax reporting software for cryptocurrency investors, hobbyists and accountants. With over 700 integrations, Koinly supports over 400 Exchanges, 100 Wallets and over 170 Blockchains. This makes it easier for you to get the most out of your crypto capital gains. Easily track your crypto assets & taxes View your total holdings and portfolio growth over time - across all your wallets and accounts - along with your tax liabilities. Reliable cryptocurrency tax reports Preview your capital gains and taxes for free. Generate tax documents when you are ready. Easily find and fix issues with your transactions Say goodbye to absurd gains and inaccurate tax reports.
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    Neofolio

    Neofolio

    Neofolio

    Cryptocurrency portfolio manager Neofolio. NeoFolio offers complete cryptocurrency management, with easy to use tools to keep track of all your crypto investments. NeoFolio offers the easiest and most convenient way to monitor your cryptocurrency assets wherever they are safely stored. Now available for FREE on the App Store! The easiest way to keep accurate track of your cryptocurrency portfolio. NeoFolio analyzes all your deposits and trades to show the value of your coins, balances, and gains. View all your cryptocurrency investments at once and find detailed information on each coin. View real time valuations for all your cryptocurrency investments at once wherever they are stored (hardware wallets, multi-coin wallet or cryptocurrency exchanges). NeoFolio uses no public keys just address information typically used when receiving transactions. Your funds are completely safe.
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    FinFolio

    FinFolio

    FinFolio

    Report, bill, rebalance and publish client portals for professional wealth managers. Dashboards, reports, trading, billing and client portals. One app is all you need. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple. All RIAs are not the same. You have complete freedom to customize FinFolio. FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding. If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality. An open API lets you extend the software, customizing and interfacing with external services.
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    Watchfolio
    With the Ethos Universal Wallet Watchfolio - you can easily track a wide variety of cryptocurrencies, monitor their performance and synchronize your coin holdings stored anywhere in a simple and easy to use interface. While setting up your Watchfolio, you can enter your purchase price to determine your profits or losses on current market conditions based on your entry. The Watchfolio is customizable, easy to update and makes monitoring and managing multiple portfolios a breeze. You can even create fantasy portfolios at the click of a button to see how different portfolio structures are actively performing. Outlined below is the form and the function of the Watchfolio. We understand that you hold digital assets elsewhere. With WatchFolio, whether your assets are stored on an exchange or on a paper wallet in a vault, you have the tools to track them all in one place. It’s a portfolio tracker in your pocket. Track, analyze and learn from an ever expanding library of coins.
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    Wealthica

    Wealthica

    Wealthica

    Your financial life in one place, automatically. No more wasted time logging into multiple websites. We simplify your financial life by connecting with your financial institutions to save your balances, holdings and transaction history. Wealthica keeps a historical view of how your net worth evolved over time and allows you to easily focus on the big picture while tracking your progress towards your financial, net worth or retirement goals. Track stocks, ETFs, funds, cryptocurrency, private investments and more. Keep track of your portfolio without the hassle. Wealthica makes it simple and automated. Create a budget, export to Google Spreadsheet, Excel or Yahoo! Portfolio, rebalance using Passiv, report on capital gains, income or fees. These are a few of the available Wealthica power-ups. Wealthica is available as a full-featured web app or a mobile companion app on both iOS or Android. With Wealthica, you always have your net worth in your pocket.
    4.0 out of 5 stars 1 Rating for Wealthica
    Starting Price: $11.99 per month
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    Kryll³

    Kryll³

    Cryptense

    Kryll³ is your Web3 AI Sidekick, designed to simplify cryptocurrency investments. Our advanced AI tools provide actionable advice, empowering users to manage digital assets confidently. Key features include: X-Ray: Offers comprehensive crypto analysis by evaluating smart contracts, on-chain data, social activity, and financial indicators. Gem Detector: Identifies emerging tokens with high growth potential using deep learning models and social media trends. Harpoon: Tracks top traders' strategies and market trends with AI-enhanced wallet analysis. SmartFolio: Optimizes Web3 portfolios across Ethereum, Solana, and Layer 2 solutions with real-time AI insights. Kryll³ evolves from its origins as an automated strategies platform to a full suite of tools for navigating digital assets. Visit kryll.io for more.
    Leader badge
    5.0 out of 5 stars 10 Ratings for Kryll³
    Starting Price: Up to 1% of monthly traded cap
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    KeyFi

    KeyFi

    KeyFi

    Designed for sophisticated users who want fine grain control over their DeFi assets. Build custom DeFi strategies using the new innovative Strategy Manager. Quotes and research spanning 7,000+ tokens, 400+ exchanges, and 50+ unique news sources. Unlimited, custom portfolio alerts to Telegram, email, and SMS. Discover new tokens based on algorithmic analysis of your holdings. Earn KEYFI rewards by staking KEY, KEYFI, USDC, and more, as well as providing liquidity on Uniswap and PancakeSwap. You can submit and vote on KeyFi platform governance proposals without paying gas just by holding KEYFI tokens in your wallet.
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    Crypto Pro

    Crypto Pro

    Crypto Pro

    All-in-one cryptocurrency tracking app. View the latest prices, monitor your portfolio, set price alerts, and read the latest crypto news. We don't store, process or analyze your portfolio or trading data. Check the app's Privacy Policy. Automatically import your portfolio(s and trades straight from exchanges you use. You will never worry about tracking your small and micro caps again. If it is out there, we have it. View real-time crypto prices with market statistics and interactive charts. Create a custom watchlist for your favorite cryptocurrencies, precious metals, and fiat. Track your portfolios manually or connect your exchanges and wallets for automatic sync. You can view your gains & and losses, asset distribution, and equity history chart. Get the app on your Mac, iPhone, iPad, and Apple Watch, and seamlessly sync your data across all your devices through iCloud.
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    Kubera

    Kubera

    Kubera

    The world's most modern portfolio tracker. Track all your assets in one place—traditional & crypto. Supports global banks, brokerages, stocks & currencies. Get your stocks in order. Connect your online brokerage accounts, or add individual stocks to track their value in real-time. Get latest balances from your crypto wallets and exchange accounts, or simply add the coins to track the value of your crypto portfolio in your native currency. Connects to over 20,000 banks worldwide. Kubera uses industry-leading account aggregation technology to give you reliable connectivity to thousands of online banks around the world. Track the value of your homes with real-time market data from Zillow (US only). Track the real-time value of your cars, trucks, and automobiles. Track the estimated market value of the web domain names you own. Kubera supports nearly every global currency. Add your Yens with your Euros to create a global dashboard and see their values in your local currency.
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    Pulsar Finance

    Pulsar Finance

    Pulsar Finance

    Pulsar Finance is the most complete cross-chain portfolio dashboard, as it allows you to track all your holdings including tokens, DeFi and NFTs across 80+ blockchains and 8 CEXes. We understand the challenges faced when navigating the crypto space, such as the time-consuming task of tracking all your holdings across multiple platforms and the need for real-time updates. By using our dashboard, users can conveniently view their DeFi positions, including Staking, Debt, LPs, Farms, Futures, and Limit orders, alongside their tokens and NFTs in a single UI. Our platform also caters to users with multiple wallets, allowing them to create and manage different portfolios across different ecosystems. Overall, our goal is to empower crypto enthusiasts with in-depth data to make informed decisions, addressing the challenges we encountered when entering this space. Join us and streamline your crypto management process.
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    Best Wallet

    Best Wallet

    Best Web3

    Best Wallet is a non-custodial cryptocurrency wallet that emphasizes security and user privacy by eliminating the need for verification, ID, or KYC procedures. It supports over 60 blockchain networks, allowing users to buy, store, deposit, send, swap, and sell a wide range of cryptocurrencies, including Bitcoin, Ethereum, and Solana. The wallet integrates features such as an address book for easy transactions, decentralized account recovery, and advanced anti-fraud mechanisms to enhance user experience and security. Additionally, Best Wallet offers multi-wallet functionality, enabling users to manage multiple crypto wallets within a single app, and provides access to services like staking, spending via the Best Card with up to 8% cashback, and participation in token launchpads. Holding the platform's native $BEST token grants users reduced transaction fees and other benefits across the ecosystem.
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    Dolomite

    Dolomite

    Dolomite

    A simple & secure decentralized crypto exchange. Trade right from your ERC20 wallet with superior portfolio management and cryptocurrency market analysis tools. Our exchange is built on the Ethereum blockchain and is powered by the Loopring protocol. Dolomite provides a powerful decentralized exchange and a comprehensive portfolio manager that work right from your wallet. Trade right from your Ethereum wallet with on-chain settlement. Your assets are never at risk. Connect your bank account or debit card to purchase crypto and withdraw your crypto to USD. Enter your Ethereum address and view your balances, every transfer you've ever made and more. Dolomite achieves fast, secure, and liquid trading through use of the cutting edge Loopring Protocol. Dolomite figures out how much ETH needs to be wrapped and which tokens need to be approved when submitting a trade so you don't have to. Open short and long positions with up to 5x leverage through a sea.
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    My Stocks Portfolio
    Track stocks and equity, funds, ETFs, currencies in the stock market, and unlisted equity. Manage your stock portfolios and view performance over time, with metrics such as realized gains, unrealized gains, daily and total changes, and annualized gains. Stock market news feed and news for each stock quote. Customize which international markets to retrieve news for. Convert stock portfolios to one currency using real-time foreign exchange rates - mix stock quotes and holdings from different stock markets and display it using a currency of your choice. View allocation balance of each stock holding in your overall portfolio with pie charts. Multiple stocks portfolios support - track multiple stock markets, stock portfolios, or watchlists.
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    Bitsnapp

    Bitsnapp

    Bitsnapp

    Cryptocurrency portfolio tracker. Automatically sync your balances using API integration with exchanges and mining pools. Automatically sync your balances tracking your wallet addresses. Visualize your portfolio using beautiful charts. View candlestick charts and discover more details about your favorite coins. Read news from your favorite sources using a responsive interface. No data sent to servers, everything is stored on your device. A better understanding of your portfolio. 1500+ supported cryptocurrencies. Real time market data and historical charts. Lock the app with a custom PIN. Fingerprint supported! Select your favorite sources and don’t miss the latest news.
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    Hedgehog

    Hedgehog

    Hedgehog

    Hedgehog is a diversified portfolio manager for crypto currencies. Intelligent investing, responsible research, and diversification are key in a volatile market. Doing your research is crucial, but shouldn't be complicated. We strive to provide institutional-grade tools for the everyday crypto investor: Research coins, track holdings, manage trades, develop diversification strategies, rebalance, and more. Coinbase, OKEX, Kraken, pick an exchange, and odds are you can trade on it through Hedgehog. After linking your accounts, you can trade across any of your exchanges for better price discovery. With over 130+ supported exchanges and growing, you can trade any asset, anytime, at better rates. Save your public address from any one of the 1000+ chains we support to automatically sync balances & transaction histories. This creates a crystal clear view of your portfolio that is kept in sync 24/7.
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    Portseido

    Portseido

    Portseido

    Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20000+ ETFs and cryptos, allowing international and global investors to view all their investments in one place. The features from Portseido include portfolio visualizer app, portfolio performance tracker, stock portfolio tracker, dividend tracker, investment goal management, dividend calculator, FIRE calculator and portfolio analysis. Our goal is to provide investors with an easy-to use tool that allows them to become better investors.
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    PortfolioShop

    PortfolioShop

    PortfolioShop

    PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data Aggregation
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    CoinSyncer

    CoinSyncer

    CoinSyncer

    CoinSyncer can help you track your cryptocurrency balances across multiple exchanges and wallets from a single location. Easily monitor your holdings and stay updated on your portfolio.
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    OnePortfolio

    OnePortfolio

    OnePortfolio

    OnePortfolio is an all-in-one investment management platform that transforms how you track and analyze your portfolio. By bringing all your investments from multiple brokers into a single dashboard, OnePortfolio eliminates the complexity of monitoring across different platforms and currencies. OnePortfolio's Portfolio Visualizer offers interactive tools that turn financial data into clear insights. Color-coded charts show your distribution across sectors, asset classes, and regions. Our visualization maps reveal global exposure, making it simple to spot risks and opportunities For income investors, the Dividend Tracker provides complete visibility into your passive income. The dividend calendar ensures you never miss a payment by displaying upcoming distributions in one organized view. Track schedules, monitor yields, and analyze payment patterns easily.
    Leader badge
    5.0 out of 5 stars 8 Ratings for OnePortfolio
    Starting Price: $6 per month (annually)
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    wallmine

    wallmine

    wallmine

    Whether it’s an unusually high news coverage, new SEC filing, approaching ex-dividend date, or price movement, we got you covered. Keep up to date with your stocks, cryptocurrencies, ETFs, and mutual funds in single portfolio. Our daily newsletter and instantly sourced Thomson Reuters news coverage keep you informed about companies you care about. Quickly lookup similar tables in past SEC filings for an easy bulk download. Automatically merge figures from multiple tables and pick the data that interests you. Highlight any part financial document and discuss your opinions with your colleagues. Use the full-text search to find a term in any filing or transcript. Annotate in-line data points of interest for an easy export and syncing with your model.
    5.0 out of 5 stars 1 Rating for wallmine
    Starting Price: $50 per month
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    Claritus

    Claritus

    Claritus

    Claritus is a technology-driven private wealth service that allows you to track, understand, and take control of your wealth, all in one place! At Claritus, we believe that you should have a clear, and understandable view of your assets and investments, without requiring a Master’s degree in Finance! We know your privacy and security are of the utmost importance to you, which is why we are committed to the highest standards of data security and encryption. With Claritus, you know your data is for your eyes only. Claritus lets you access, track, and be in full control of your portfolio, all from ONE convenient interface. In a choppy sea of apps, services, and spreadsheets, Claritus is your beacon in the dark. With real time data from more than 17,000 global financial institutions, brokerages, and other financial organizations, it’s never been easier to automatically keep track of your portfolio.
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    Nansen Portfolio
    Nansen Portfolio is Cross-chain DeFi Dashboard. We currently support Ethereum, Binance Smart Chain, Terra, Solana, Binance Exchange and Polygon. Create unlimited portfolios with wallet bundling across 40+ chains and 400+ protocols! Connect your wallet and get an in-depth view of your DeFi holdings powered by data from Nansen. You can simply input your address and Nansen Portfolio will track and show all your DeFi activities across multiple chains. We do calculate APRs by our mean to make a more accurate yield return, it might be different from the one you see in a protocol.
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    Snowball Analytics

    Snowball Analytics

    Snowball Analytics

    Snowball Analytics is a portfolio tracking platform, so it can run in-depth reports about your dividends, stocks, etf and crypto. With Snowball Analytics, you can link your brokerage accounts with auto updates. Track portfolio performance of stocks, funds and cryptocurrencies from all over the world. This stock tracker support automatic brokerage connections with over 1,000 brokers from US, Europe, UK, Asia, etc. You can track nearly any stock, ETF or Mutual Fund on the planet. Stock tracker support all major stock exchanges and show your portfolio performance in 25+ currencies. Snowball Analytics tracker have wide list of tools for analysis and dividend reporting. This equity tracker helps you with: Rebalancing and allocation of investments, calculation of dividend. Performance calculation including fees, dividend yield, trades, withholding tax, Dividend rating. Backtest your portfolio. Use benchmarking and build dividend portfolios or test portfolio on historical data.
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    Arbor Portfolio Manager

    Arbor Portfolio Manager

    Arbor Financial Systems

    Arbor Portfolio Manager (APM) provides hedge funds and family offices with detailed trade and position management. Crypto Portfolio Management (Crypto PMS) is embedded, so you can manage traditional and digital assets together on one platform, giving you years of future proof investing. This includes in-depth portfolio analysis, performance, compliance, order management and middle office functions. Realtime, mobile and portal reporting give you constant access to your funds. Our hedge fund crypto portfolio management system includes listed and derivative coverage along with many client driven refinements for institutional grade management. Broad exchange connections, API, FIX and multiple market data feed choices enable us to build our Portfolio Management System to your needs.
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    Statmetrics

    Statmetrics

    Statmetrics

    Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments.
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    Folio

    Folio

    Folio

    Leave the identity cards, membership and bank cards at home. Your free Folio digital wallet securely digitizes all your plastic in seconds, accessible only by you, anywhere you take your phone. You might have done this before, but this time it creates a biometric key to access your digital wallet and unlock services. Folio matches your selfie to your photo ID, verifies it’s yours, and digitizes your plastic. It then encrypts everything into a secure, private vault on your smartphone. A quick biometric check and retrieve all of your data, all of your cards and documents. Wherever you are, whatever you are doing. Share with people and organizations you trust and get access to services and content you love. Unless you explicitly consent, no other party can see your data other than you. Not Folio, Not your bank, Not Facebook. Folio can't see inside your wallet. Nobody can, except you. Your data is safely stored in an encrypted vault on your phone.
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    Carbon

    Carbon

    Carbon Social

    Carbon is a brand new and rewarding social platform with a heavy focus on you, the user. Carbon also features a range of awesome tools and features, for crypto users and everyone else too. Earn significant monthly rewards on your CRBN holdings if you’re a “Top 300” user. Become a top user through a mix of holding tokens and using the Carbon app. We’re bringing some FUN to the space! Our fully end-to-end encrypted messenger is the absolute best place to have private chats with one other person, or a group of up to 30 others. We don’t have the keys, no matter who asks. Carbon offers much more than most other social networks. Carbon offers a typical social platform including the best aspects of other popular networks. We’ve built in an awesome cryptocurrency portfolio tracker, allowing you to paste in wallet addresses or add custom transactions and monitor your balance. Carbon Portfolio works with ERC20 and other chains such as BSC. Carbon is the new best way to track your portfolio.
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    Freehold

    Freehold

    Freehold

    Freehold is a multi-chain digital-asset wallet and portfolio management platform that enables users to securely manage, stake, and monitor digital assets, including tokenized real-world assets (RWAs), across blockchains. It offers a streamlined mobile and web interface for asset control, with advanced custody options, real-time portfolio analytics, and flexible staking tools. Users can invest in RWA projects through it and enjoy seamless sync between its web and mobile versions for on-the-go asset access. It emphasizes ease of use and security, making digital-asset management and RWA investing accessible even to those without deep crypto expertise. It offers self-custody (or an optional “Custody Assist” alternative) while supporting multiple blockchains, so you can hold, trade, stake, or swap tokens across networks from the same interface.
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    PortfolioTrackr

    PortfolioTrackr

    PortfolioTrackr

    PortfolioTrackr is a live multi-market portfolio tracker for people who manage their own money. Track stocks, ETFs, crypto, commodities, forex and futures across 100 exchanges & 100 currencies, from New York and London to Singapore, Mumbai, Dubai and Riyadh, including markets other trackers skip across Africa, South Asia and the Caribbean. Add a position by voice, text, screenshot or CSV, or connect your broker. Set a target and a stop loss on any position. An alert reaches you on WhatsApp, Telegram, email or push when it's hit. Also included: dividend tracking with income forecasts, benchmark comparison against the S&P 500, NASDAQ-100 or Gold, a FIFO capital gains report, and short positions. No ads. No selling your data. No algorithm telling you what to buy. A co-pilot, not an autopilot. Native iOS & Android apps, plus a web dashboard. Free 3-day trial, then Starter at $9/month or Pro at $19/month, with a Lifetime plan. Every position. One dashboard. Clear decisions
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    Treehouse Finance

    Treehouse Finance

    Treehouse Finance

    Manage your DeFi positions with the most comprehensive portfolio tracker ever built. Treehouse helps you take seamless control of your DeFi positions. From profit & loss to portfolio risk analytics, our platform analyzes transactions and public blockchains to make data meaningful for the everyday DeFi investor. Monitoring your DeFi assets across different chains can be cumbersome. We’re solving this one blockchain at a time starting with BSC, Ethereum and Solana. Our systems are connected to live nodes and modeled after TradFi institutional databases ensuring consistently accurate and reliable data. Managing your DeFi positions can be daunting. We’re providing you with the most detailed DeFi analytics to help you make the best financial decisions. Multi-chain view of all your wallets on one screen. Track your portfolio's current and historical health, toggle between filters, and benchmark your performance with TradFi indexes like the S&P 500.
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    Lumina

    Lumina

    Lumina

    Confidently navigate the fragmented digital assets landscape with the most comprehensive crypto-native financial platform. Lumina is trusted by leading investment funds, enterprises, and professionals who demand an institutional-grade solution. Visualize and understand your digital asset portfolio. Whether you hold BTC, ETH, or any type of digital asset, Lumina serves as your single source of truth. Finally see your entire portfolio in one place. Track historical performance, current positions, and total cost basis. Get updated news and insights relevant to your holdings both on the web and on the go via the Lumina mobile app. Lumina automatically resolves all exchange trades in addition to transfers between exchanges, wallets, and custody solutions. For trades done offline or at OTC venues, Lumina aggregates unresolved activity in a way that makes it super simple to resolve.
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    Folio

    Folio

    Folio

    Folio is a procure‑to‑pay platform built for hospitality teams that requires no training and delivers ordering, invoice processing, and supplier payments in one seamless interface. With Folio Buy, users shop from approved vendors in just a few clicks, placing orders instantly through an intuitive, modern dashboard. Folio Bills uses AI‑powered invoice processing to auto‑capture data, match invoices to purchase orders, route approvals, and surface exceptions, saving teams up to 40 hours weekly. Folio Pay then syncs invoices, orders, and payments to enable fast, secure bill settlement, complete with integrated rebates, directly within the platform. There’s no need for external portals or self‑hosted infrastructure: suppliers and product catalogs auto‑populate upon import, and a guided onboarding sequence, connecting suppliers, configuring approval flows, importing budgets, and inviting team members, takes days, not months.
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    Folio.ink

    Folio.ink

    Folio.ink

    Folio.ink was created to be a fast, efficient way to share a collection of images in a polished presentation. It was designed with this one job to do, and it is completely free. Folio.ink lets you very quickly and easily upload images to share with anyone else. It does not require an email or registration, folios can be made anonymously. Although we do monitor for anything illegal and will promptly remove any folios violating the terms or agreement. Images uploaded to folio.ink are stored in the original format on our server for download. Images within the folio slide show and interface are compressed for faster delivery. PDFs show a preview image of the first page. Clicking on any file will bring you to the original full resolution file or complete PDF.
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    Picante

    Picante

    Picante

    Using Picante allows anyone to easily track their crypto wallets, exchange accounts and bank accounts (fiat), set up monitoring, get event notification, run financial reports, share data privately with key stakeholders and create public financial dashboards. Built for: (1) Web3 companies & DAOs: to track their treasuries, spending habits and generate business reports (2) Investors: to monitor the financial health of their portfolio companies Key tools for Web3 companies & DAOs • Live dashboards to track treasury and historical performance • Bookkeeping tools • Private dashboards for internal teams and public dashboards for anyone on the web • Financial report creation tools • On-chain notification system Key tools for Investors • Live dashboard to track the financial health of portfolio companies • Automated end of month financial reports • Query portfolio based on specific criteria e.g. treasury allocation. • Messaging tools to communicate with portfolio
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    rotki

    rotki

    rotki

    rotki is an open-source portfolio tracker, accounting, and analytics tool that protects your privacy. rotki's source code is available to inspect, modify and enhance. rotki is a local-first application with a strong focus on user privacy. Your financial data is kept encrypted in your system and not shared with third parties. rotki offers tracking of all your crypto assets no matter where they are. Be it on a blockchain, a DeFi protocol, or on one of the supported exchanges. View all of your assets and liabilities and your exposure to each as a percentage of your net worth. Users can also see a graph of how their total net worth is evolving over time. Free users are limited to the last 2 weeks. Connect to a big number of centralized exchanges and inspect current balances, historical trades, deposits, and withdrawals. Overview of all of your DeFi holdings in various protocols, historical activity details, and profit loss calculation.
    Starting Price: €10.05 per month
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    Waltio

    Waltio

    Waltio

    Sync all your portfolios, wallets, and blockchains and track all your crypto, NFT, DeFi operations since day one. Get your crypto tax amount in a few minutes and download your tax documents, prepared with tax experts. Experience instant visibility of the value of your entire portfolio and the sum of your taxable transactions. Our tool is developed in collaboration with local lawyers, and in accordance with the local tax regime. Waltio calculates your tax amount and provides your tax documents in minutes. Waltio helps you fill in your declaration step by step with the tax return guide. Waltio automatically imports your transactions of all types from hundreds of protocols and centralized platforms. Automatically record every type of transaction you make.
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    Moonlet

    Moonlet

    Moonlet

    We have built a non-custodial digital asset wallet that enables crypto enthusiasts to securely manage their assets, stake their tokens, and manage their return on our platform. It's a cross-platform crypto wallet, therefore it works on all iPhone and Android mobile phones, as well on Chrome as an extension. Check anytime how much you hold and what's the value of your portfolio in fiat currencies. Switch between multiple wallets, create, recover or connect to your Ledger. Expand the widget in order to have a more detailed view about your staking summary. Switch accounts, check your transaction history or add new tokens on your dashboard. Access all upcoming promotions, features and news directly from the dashboard. Either browse through different blockchains or access the main sections of the wallet. Full control over the funds, therefore much safer and secure. Supports multiple blockchain networks within the wallet.
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    SoloFolio

    SoloFolio

    SoloFolio

    We serve optimized images to every device quickly with a worldwide delivery network optimized for visual content. Display your work beautifully no matter what device your users are on. Ensure your work is discoverable and searchable with our modern and effective SEO optimization. SoloFolio is the only portfolio platform built by working photographers. We know what you're looking for, and we know what you need. Simple, professional portfolio & blog sites. SoloFolio is a fully hosted portfolio and blog platform built for creative professionals. We recommend buying your domain from Google Domains. Once you've purchased your domain, contact support via the Account page to link it to your site. To ensure your work looks its best on every device, from the smallest phone to Retina-class 5k monitors, we enforce strict quality requirements for all images. SoloFolio is a fully managed web service.
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    Folio

    Folio

    Kwela Solutions

    Managing contracts, risks, compliance, incidents and audits can be complex and time-consuming. If you are looking for a solution that is truly easy to use and quick to implement, then take a look at Folio. Folio provides configurable templates, workflows, notifications and reports that ensure that absolutely nothing is missed. Too many risk management systems are simply tick-the-box solutions. Folio moves Risk Management from an occasional exercise to an embedded business process. By managing Risk, Compliance, Incidents & Audit, Folio delivers real business value for Boards, Management and Operational Teams. Folio is the go-to source for contract information and manages the contract lifecycle from request and performance management through to contract renewal. Folio takes Contract Management well beyond simply storing contract documents and tracking contract expiry dates.
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    Pepper Folio
    With Pepper Folio, commercial and medical teams get easy, tailored access to on-brand, approved content. Empower sales reps and medical science liaisons (MSLs) to seamlessly view and retrieve the appropriate content they need to engage key stakeholders. Once the content is approved in Pepper Flow, you can automatically push it to Pepper Folio so your teams can easily access on-brand content for both global and local markets. Pepper Folio’s features ensure that your content’s journey from review to approval to dissemination is fully automated. As content is approved for use, modified, or expired in Pepper Flow, it is automatically updated or removed from Pepper Folio to ensure compliant content usage. As a result, your team has one central repository for the latest and greatest content to support effective and engaging meetings. The marketing and operations team can access content usage analytics to identify which pieces of content are resonating the most with your key audiences.
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    Volaren

    Volaren

    Volaren

    Volaren is a web-based personal investing platform that brings brokerage accounts together so individual investors can review holdings, follow portfolio activity, and research stocks and other assets. Its AI copilot explains portfolio movements, answers research questions, and turns an investing thesis into a proposed portfolio. Users can create AI agents for recurring strategies, portfolio rebalancing, tax-loss harvesting, or following public investor and fund disclosures. Agents can run on simulated funds or place orders through supported brokerage connections, with configurable budgets and trading limits. Users can review and approve trades or enable automated activity within their chosen limits. The service also provides market data, news and filings, portfolio views, backtesting, daily briefings, and text-based interactions.
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    Sonar

    Sonar

    Sonar

    Track all your Solana DeFi assets simply by providing your public key. Track your DeFi performance on Solana blockchain. With the closing of the fundraising and the new upcoming version of the tool, it’s time to present and explain how we will use $SONAR token in our ecosystem but also what is our vision for the future of Sonar Watch alongside what we want to bring to Solana ecosystem. With the aim to become the reference in portfolio tracking and ecosystem summary, Sonar Watch has now the capacity to reach that goal with the help of strategic partners. As you may know, Sonar started as a solution to solve a basic problem in DeFi, the tracking of your personal assets. So far we managed to integrate 15 protocols with more than 300+ pools tracked. This new version will bring many new features, which will ease the life of users in DeFi on Solana. $SONAR is a utility token for which the team will keep on proposing valuable advantages over the years to users holding/staking/using the token.
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    CoinIQ

    CoinIQ

    CoinIQ

    CoinIQ revolutionizes crypto portfolio management by combining comprehensive tracking with artificial intelligence. The platform seamlessly integrates with multiple wallets and exchanges, providing a complete view of your crypto holdings alongside powerful analytics tools. Users benefit from real-time performance analysis, diversification insights, risk management through anomaly detection, and AI-generated recommendations for portfolio optimization. The platform's intuitive interface makes complex crypto analytics accessible, while features like direct swapping and priority support ensure both convenience and reliability for serious investors looking to maximize their crypto investment potential.
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    The Crypto App

    The Crypto App

    The Crypto App

    Get the right information at the right time. Manage your funds. The Crypto App is what you've been missing. Our systems pull, inspect and combine data from multiple sources - price aggregators, exchange APIs, news publishers, raw blockchain nodes and more. Easily see your balances across different exchanges using API keys. Track your external wallet balances from the blockchain - including ERC20 tokens. Put in the amount of the coin you own and track the balance easily. Set up different alert types and get notified so you can act quickly. See and edit all your alerts from one page. Never miss any market action, even when the app is closed.
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    Bitamp

    Bitamp

    Bitamp

    Bitamp is an easy-to-use, client-side, open-source Bitcoin wallet. Connect with the blockchain to send and receive Bitcoin from anywhere, or any device, instantly. Generate your own personal Bitcoin wallet. Receive coins to any of your public addresses (1..) (3..) (bc1..) and connect yourself to the blockchain. Use your Bitamp generated seed to access your Bitcoin wallet. Seed phrases from Ledger, Trezor, Electrum, Mycelium and Blockchain also work. Bitamp is an open-source, client-side, free Bitcoin wallet which allows you to send and receive Bitcoin securely on the blockchain. Your anonymity is important to us. Bitamp doesn't store your seed, private key, transactions, ip address or browser details. Directly connect to the Bitcoin blockchain in your browser with Bitamp. Bitcoin doesn't have borders. You can send money to any recipient globally without any restrictions. Your keys, your Bitcoin. Not having access to your private key or seed puts you at risk to lose your Bitcoin.
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    Bubblemaps

    Bubblemaps

    Bubblemaps

    Industry leading projects use Bubblemaps to follow holders behavior, get actionable market insights, and showcase transparency to the community. Bubblemaps is the first supply auditing tool for DeFi tokens and NFTs. Our unique and colorful bubbles make on-chain data easy to understand. Investigate wallets, reveal connections, and see through the noise of blockchain data.