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The self-hosted SigFig alternative

SigFig is a digital wealth management SaaS for financial advisors and institutions offering robo-advice, portfolio construction and monitoring, automated rebalancing, tax-aware strategies, client-facing portals, and integrations for enterprise advisory workflows.

Alternatives to SigFig

Open-source investment portfolio tracker with real-time market data, charts, collaboration, and an optional LLM chat assistant grounded on your holdings.

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What replacing SigFig actually involves

Every option on this page is open source and free to run on your own hardware, so you own the data and there is no subscription to cancel. 1 of 1 shipped a commit in the last six months. In exchange you take on hosting, backups and updates yourself.

Browse everything in AI Interfaces (Chatbots, Agents, RAG Apps).

Other tools people replace alongside SigFig