Fund Manager vs getquin
Fund Manager
fundmanagersoftware.com
getquin
getquin.comSide by side
| Figure | Fund Manager | getquin |
|---|---|---|
| Price from | — | €749.92/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 3 | 3 |
| Spec score · Stock Portfolio Management | 8.7 (#3) | 8.7 (#4) |
| Spec score · Portfolio Management Software | 8.1 (#29) | 8.5 (#12) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Company | Beiley Software says it was founded in 1993, has a three-person team, and is located in Chandler, Arizona, USA. | The site says getquin was founded in 2020 and launched in Germany; its imprint lists QUIN Technologies GmbH at an address in Berlin. |
| Founded | 1993 | 2020 |
| Free plan | No | Yes |
| Headquarters | Chandler, Arizona, USA | Berlin, Germany |
| Performance reporting | Yes | Yes |
| Privacy | The privacy policy says site communication uses HTTPS and that the company will not rent, sell, or share personal information with another party. | getquin says it does not sell user data and users can permanently delete their stored data at any time. |
| Product | Fund Manager is portfolio management software for individual investors, professional traders, and investment advisors. | getquin is a wealth platform for tracking net worth, planning for retirement, and analyzing investments. |
| Risk analysis | Yes | Yes |
| Security | The company says broker transaction retrieval uses the OFX protocol over HTTPS and describes it as encrypted and secure. | getquin says API connections are read-only and data is encrypted with AES-256. |
Plans
Fund Manager
- Personal$139, paid once
- Professional$325, paid once
- Advisor$1,650, paid once
In their own words
Fund Manager
Fund Manager has no write-up on Specifiction yet; its figures are above.
getquin
getquin is a wealth platform for tracking net worth, planning for retirement, and analyzing investments. Its tracker supports importing, tracking, and analyzing more than 800,000 assets. Data can be added through supported financial-institution connections, manual entry, CSV files, or PDF files; Open Banking imports work only with supported brokers, while manual imports are available worldwide. Portfolio tools include performance measures, cost, tax and dividend views, a dividend calendar, fund holdings analysis, allocation analysis, and risk analysis. AI agents can explain returns, risks, dividends, and performance drivers, and examine diversification and costs. Users can discuss stocks in a forum and share portfolios for community feedback. getquin offers web, iOS, and Android access. Its free plan includes unlimited bank and broker connections, real-time financial data, a net-worth overview, and essential portfolio analysis. Paid plans start at €89.99/yr. getquin says connections are read-only, data is encrypted with AES-256, stored in Germany and Europe, and not sold; users can permanently delete stored data.