A getquin alternative for family finances
Getquin is a popular net-worth and portfolio tracker that connects to your bank and broker. If you’d rather keep your logins to yourself, and want one private place for your whole family’s money — spending, budget and investments — Rootfolio may suit you better, at about half the price of getquin Premium.
Rootfolio vs getquin at a glance
| Rootfolio | getquin | |
|---|---|---|
| Main focus | Family finances and investments in one place | Net worth, investments and retirement planning |
| Bank and broker connection | No login to your bank or broker: manual entry or AI import from PDF, screenshots and CSV | Automatic connection to “thousands of providers”, also on the free plan |
| Household spending | Current accounts, cards, cash and loans with running balance, and a yearly budget by category | Monthly cash-flow analysis |
| AI | Monthly AI review of your spending: essential vs non-essential, what changed, tips | AI portfolio analysis and AI financial agents |
| Dividend forecast | Month by month, this year and next (Pro) | Yes (Premium) |
| Performance and allocation | Benchmarks (MSCI World, S&P 500, Nasdaq 100, MSCI World Islamic…), allocation by class, sector and inside ETFs (Pro) | Benchmarking and detailed allocation breakdown (Premium) |
| Family members | Each operation has an owner: one portfolio, holdings per person | — |
| Zakat | Zakat calculation on your wealth | Not mentioned |
| Export your data | Full export, any time | Not available, according to its help centre |
| Languages | 6: English, Italian, German, French, Spanish, Albanian | English and German |
| Apps | Web app, installable on your phone | Web app and native iOS and Android apps |
| Price | Free · Plus €29.99/year · Pro €49.99/year | Free · Premium €89.99/year · Wealth €149.99/year (taxes excluded) |
getquin information from getquin.com, its pricing page and help centre, checked in October 2026. Features and prices can change: check their website for the latest details.
What makes Rootfolio different
- Private by design: no bank or broker login, no community feed, no sharing; your data is visible only to you.
- Investments and household finances together: current accounts, cards, cash and loans, a yearly budget by category and recurring payments, next to your ETFs and stocks.
- AI that reads your statements: upload a PDF statement or a screenshot from any bank and the transactions are recognised automatically.
- AI spending review: each month, see what changed compared with the previous month and the previous year, and how much went on essential and non-essential expenses.
- Family owners: each operation has an owner, so you can follow the holdings of each family member in the same portfolio.
- Your data stays yours: a full export of everything, whenever you want.
- Islamic finance tools: a zakat calculation on your wealth and the MSCI World Islamic index as a benchmark.
Who should choose which
- Choose Rootfolio if you want one private place for the whole family’s money, don’t want to share your bank or broker login, want to export your data freely, or need zakat — and prefer to pay less.
- Choose getquin if automatic syncing with your bank and broker matters most to you, or you want native mobile apps and a retirement planner.
Frequently asked questions
Can I move my data from getquin to Rootfolio?
getquin’s help centre says it does not currently offer an export of your portfolio or securities account. You can add your holdings to Rootfolio with date and average price in a few minutes, and import your bank transactions from PDF statements or screenshots of any bank.
Can I export my data from Rootfolio?
Yes. Management → Export / Backup downloads all your data (accounts, transactions, categories, portfolio operations and history) in one file, whenever you want.
Can I connect my broker or bank?
Not at the moment, by choice: Rootfolio never asks for your bank or broker login. You enter buys, sells and dividends yourself, or import bank statements from PDF, screenshots or CSV, recognised automatically by AI.
Is Rootfolio free?
Yes, there is a free plan with up to 3 accounts. Plus (unlimited accounts) costs €2.99/month or €29.99/year; Pro, with the full portfolio tools, costs €4.99/month or €49.99/year. Every new account gets 14 days of Pro free, no card needed.
Is Rootfolio a social network for investors?
No. Rootfolio is private: there is no public feed and nothing is shared with other users. Each account sees only its own data.
Try Rootfolio with your own portfolio
Create an account and get every Pro feature free for 14 days, no card needed. Add your holdings and see performance, dividends and allocation straight away.
Try Rootfolio free