Portfolio Terminal alternatives

Tools that do what Portfolio Terminal does, found by what they say they do rather than by shelf. Among the equally alike, the most used come first. Each line says how it differs from Portfolio Terminal.

Read 2026-11-04 · Portfolio Terminal itself: Free plan · From $9/mo

With a free plan or free to use: StockSmarty, The Drive AI, Figma, Asa.Team.

10 alternativesUnlike Portfolio Terminal

#1
EaseUS Productivity
Recovers deleted files from drives, partitions disks, backs up systems, and repairs corrupted media.
More widely used
844k
Active
2004
#2
Teamwork.com Project Management & Resource Management App Productivity MCP · sign-in
Tracks time, budgets and staffing across client work, showing live margin per project for professional services firms.
Also: Workflow automationMore widely used
467k
Active
From $10.99/mo
2007
#3
StockSmarty Finance
Identifies highest-conviction stocks across multiple ETFs and calculates portfolio allocations based on fund overlap.
More widely used
Emerging
Active
From ≈ $6.71/mo
#4
Rize Productivity MCP · sign-in
Automatically tracks time spent on work by client and project, displaying team utilization and profitability without timers or screenshots.
More widely used
94k
Active
From $9.99/mo
2020
#5
Motion AI Productivity
Plans tasks and projects into the calendar automatically, ordering work by deadline and priority and re-planning the day when things change.
Also: Workflow automationMore widely used
107k
Active
From $19/user/mo
#6
AssetMont Finance
Aggregates stocks, ETFs, crypto, real estate, and commodities in a unified dashboard with performance tracking and asset allocation analysis.
More widely used
27 linking domains
#7
The Drive AI Productivity MCP · sign-in
Reads and organizes files across email, cloud storage, and uploads using natural language commands.
Also: Workflow automationMore widely used
2.5k
Active
From $199.99/yr
2024
#8
WorkBoard S&I AI Productivity
Tracks OKRs and strategic initiatives, linking company goals to team objectives, projects and owners with progress check-ins and dashboards.
Also: Workflow automationMore widely used
87.2k
Active
2013
#9
Figma Productivity MCP · sign-in
Collaborative canvas for drafting and prototyping interface designs, with a dev mode that turns designs into code.
More widely used
11.3M
Active
2012
#10
Asa.Team Productivity
Reads team chat channels to track project status, blockers, and timelines with built-in time tracking and task management.
Costs moreAlso: Workflow automation
40.1k
Active
From $60/mo

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How this list is made: the words Portfolio Terminal is described with (what it does, for whom, what it is used for) are matched against every tool in the Atlas. A tool on the same shelf, or doing the same kind of work, counts for a little more. Nothing here is paid for.