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About getquin
getquin brings brokerage and bank accounts together through API connections with thousands of providers, then tracks net worth and portfolio performance with live prices, benchmarking and asset allocation views.
A dividend tracker shows upcoming payments and forecasts income, and a cash flow view breaks down money coming in and going out. It also offers AI-based risk ratings and retirement planning, and has an investor community. It suits investors who want one view of their holdings.
Strengths
- Connects to many brokerages and banks
- Dividend tracker with income forecasts
- Performance benchmarking and allocation analysis
Limitations
- Requires an account and linking financial accounts
- Data is held by a hosted service
- Some features lean on AI tools
Details
- Pricing
- FreemiumSign-up is free and paid plans are listed on the pricing page.
- License
- Proprietary
- Developer
- getquin
- Platforms
- Web
- How it runs
- Web application, Hosted service
- Account
- Required
- Works offline
- No
- Best suited for
- Dividend and long-term investors tracking several brokerage accounts
- Categories
- Personal finance
- Last verified
- Added
- Provenance
- Facts checked against the developer's own pages and store listings, 1 sources on file.
Alternatives to getquin
Compare allSoftware that can replace getquin for an important use case, and what changes if you switch.
Snowball Analytics
An online portfolio tracker for stocks, ETFs and funds with a focus on dividend income.
Snowball Analytics also centres on dividend income, connecting to over 1,000 brokers with dividend calendars, and adds iOS and Android apps but requires a paid plan after the trial.
Parqet
A portfolio tracker that visualises the performance of stocks, ETFs and crypto, including dividends.
Parqet combines several brokerage accounts and shows total return including dividends, with iOS and Android apps, though the site and service are mainly in German.
Sharesight
An online stock portfolio tracker that reports performance, dividends and investment tax figures.
Sharesight integrates with hundreds of brokers and adds dividend and tax reporting, but its free plan covers only 10 holdings and one portfolio.
Finary
A wealth-tracking app that combines investments, crypto, savings and budget into one net-worth view.
Finary combines investments, crypto, savings and budget into one net-worth view on web and mobile, and supports French account types such as PEA and life insurance.
Kubera
A hosted net worth tracker for stocks, crypto, property, debts and other assets in any currency.
Kubera is a paid web net worth tracker that covers property, cars and alternative assets in any currency, with no free plan beyond the trial.
Ghostfolio
A self-hosted wealth dashboard that tracks stocks, ETFs, crypto and cash across platforms and shows what your portfolio is actually made of.
Ghostfolio is AGPL-3.0 and self-hostable so holdings stay on your own infrastructure, with composition analysis by sector and region, but it has no broker connections.
Wealthfolio
An open-source, local-first app for tracking investments, net worth, spending and retirement plans.
Wealthfolio is a free local-first AGPL-3.0 desktop app needing no account, adding a FIRE planner but relying largely on CSV statements rather than linked brokerages.
Portfolio Performance
Calculates how your investments are actually doing across several accounts, using the measures a professional would use.
Portfolio Performance is free EPL-1.0 desktop software calculating time-weighted and internal rates of return from a local file, using PDF importers instead of broker connections.
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Monarch Money
A subscription money app that connects your accounts to track spending, budgets, net worth and goals.
Boldin
Web-based retirement and financial planning software for building plans and running what-if scenarios.
ProjectionLab
A web tool for simulating long-term finances, retirement and financial independence plans.
Buxfer
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