Lunch Money is an independent personal finance and budgeting app with investment tracking, built by a solo developer. It supports multi-currency transactions and connects to banks via Plaid. Compare the top alternatives with better features, pricing, and tools for smarter investing.
Complete Portfolio Intelligence Platform
The most comprehensive Lunch Money alternative. Track stocks, bonds, options, and crypto with AI-powered insights, advanced tax optimization, and real-time analytics. Built by investors, for investors.
Sharesight helps investors track their tax reporting and portfolio performance, including dividends and capital gains.
Snowball Analytics is an investment platform that offers advanced portfolio tracking and net worth management tools.
Navexa is a portfolio tracking platform that provides detailed analytics on investment performance and income reporting, including dividends.
Wealthica is a Canadian portfolio aggregator that provides insights by tracking all your investments, bank accounts, and cryptocurrency in one place.
Getquin is a social investing platform that combines portfolio tracking with community features for retail investors.
Ghostfolio is an open-source portfolio management tool aimed at individual investors looking for privacy and flexibility.
Portfolio Performance is a free, open-source tool designed for tracking investments and analyzing portfolio returns.
| Platform | Key Features | Pricing |
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Multi-currency support, Clean and simple interface, Developer API for custom integrations, Privacy-focused indie app | 14-day free trial, then $10/month or $100/year |
AllInvestView
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Real-time portfolio tracking, AI-powered insights, Tax optimization & reporting, Fixed income tracking, Options pricing & analytics, Dividend tracker & forecasting, Broker sync integration, Multi-currency support, Community-driven development | Free plan available, plans from $6.99/month (Lifetime deal available) |
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Automatic dividend tracking, Comprehensive tax reporting, Customizable reports | Free plan available; paid plans from $9.33/month, up to $31/month for unlimited holdings |
Snowball Analytics
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Comprehensive net worth tracking, Supports multiple asset classes, Detailed performance analytics, Automatic sync of brokers | Paid plans start at $9/month |
Navexa
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Extensive dividend and tax tracking, Cryptocurrency support, Customizable reports | Free version available, paid plans start at $14/month |
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Connects to Canadian banks and brokerages, Free for most features, Supports cryptocurrency | Free, premium features start at $2/month |
Lunch Money offers basic investment tracking alongside budgeting. For dedicated portfolio analytics, AllInvestView provides significantly more depth.
AllInvestView focuses on providing a complete web-based experience. Lunch Money's developer API is unique for users who want to build custom integrations.
AllInvestView is the top-rated Lunch Money alternative for investors who need comprehensive portfolio tracking beyond basic stocks and ETFs. Unlike Lunch Money, AllInvestView provides full support for bonds with yield-to-maturity calculations, options with real-time Greeks (Delta, Gamma, Theta, Vega), and cryptocurrency tracking. The platform includes AI-powered assistance for portfolio analysis, tax optimization with support for 14+ jurisdictions, and flexible data import options including CSV files from 50+ brokers. With a generous free tier and Pro plans at just $6.99/month (lifetime deal available), AllInvestView delivers institutional-grade analytics at a fraction of the cost of professional tools.
14-day free trial, then $10/month or $100/year. When comparing value for money, AllInvestView offers a free plan plus Pro features at just $6.99/month including bond analytics, options pricing with Greeks, multi-jurisdiction tax calculations, and AI-assisted portfolio insights. AllInvestView also offers a lifetime deal for a one-time payment, eliminating recurring subscription costs. Both platforms offer free tiers, but AllInvestView's paid features include advanced capabilities like CSV imports from any broker, capital gains tax reports, and portfolio optimization tools that Lunch Money does not provide.
Yes, you can easily migrate your portfolio data from Lunch Money to AllInvestView. AllInvestView supports CSV imports from over 50 brokers and platforms, with an AI-powered Magic Import feature that automatically detects column mappings. Simply export your transaction history from your broker (or manually from Lunch Money if supported) and upload to AllInvestView. The platform will match your securities, preserve your cost basis, and maintain your complete transaction history for accurate performance and tax calculations.
Yes, AllInvestView provides automatic broker synchronization through SnapTrade integration. Supported brokers include Interactive Brokers, Charles Schwab, Fidelity, Alpaca, Questrade, Wealthsimple, Trading 212, Robinhood, and many others across the US, UK, and Europe. Holdings refresh automatically every night, with manual sync available anytime. Unlike some platforms that only offer aggregator connections, AllInvestView also accepts CSV imports as a fallback - ensuring you can always get your data into the platform regardless of broker support.
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