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Head-to-head · Investment Tools

Exirio vs Wealthfolio

  • Updated Oct 2026
  • Both researched from official sources
  • 1 check side by side
Higher score Exirio #6 in Investment Tools 8.7/10 Free plan · 30-day trial Free planFree trial✓ 0 of 5 features Visit Exirio
Wealthfolio #7 in Investment Tools 8.6/10 Free plan Free plan✓ 0 of 5 features Visit Wealthfolio

Exirio leads on 0 checks, Wealthfolio on 0, and 1 is even. Who comes out ahead on the 1 yes/no, price and count check where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreExirio · 8.7/10
  • Free planboth
  • Free trialonly Exirio

Exirio scores higher on our rubric for investment tools: 8.7 against 8.6 out of 10; our editors rank them #6 and #7.

Exirio is the better fit for investors tracking alternatives alongside securities. Wealthfolio is the better fit for budget-conscious investors who want self-hosting.

  • Exirio fits best

    Investors tracking alternatives alongside securities

  • Wealthfolio fits best

    Budget-conscious investors who want self-hosting

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Exirio 8.7/10 Visit ↗ Wealthfolio 8.6/10 Visit ↗
At a glance
Editor score 8.7 8.6
Ranking #6 in Investment Tools #7 in Investment Tools
Best for Investors tracking alternatives alongside securities Budget-conscious investors who want self-hosting
Pricing model Free plan + paid Free plan + paid
Starting price $89/yr $2.99/user/mo
Free plan ✓ ✓
Free trial 30 days —
Deployment Cloud, Mobile Self-hosted, Desktop, Mobile
Platforms Web, iOS, Android Web, Windows, macOS, Linux, iOS
Support Email, Docs · 24/7 Email, Docs
Integrations 12,000+ integrations 1 integrations
Built for Solo, Small business, Mid-market, Enterprise Solo, Small business
Features Exirio 0/5 · Wealthfolio 0/5
Account sync Not checked yet Not checked yet
Investment research Not checked yet Not checked yet
Stock screener Not checked yet Not checked yet
Dividend tracking Not checked yet Not checked yet
Mobile apps Not checked yet Not checked yet
Specs
Supported assets Not checked yet Not checked yet
Our review
Pros
  • Tracks securities, crypto, real estate, private investments and more
  • Analyzes historical performance, allocation and investment risk
  • Connects institutions or accepts manual and CSV uploads
  • Tracks performance, benchmarks, allocation, risk, dividends, and tax lots
  • Free local app plus web, desktop, mobile, and self-hosted options
  • Includes goals, retirement projections, and rebalance planning
Cons
  • Starter allows one external institution connection
  • Starter is ad-supported
  • Automatic dividend tracking and full investment history require Premium
  • Brokerage synchronization requires the optional paid Wealthfolio Connect service
  • SnapTrade is the only listed integration
  • Plus is displayed as coming soon
Our verdict

Exirio brings investments, cash, debts and other assets into a wealth-tracking application for individual investors, financial advisors and asset managers. Its scope includes securities, crypto, real estate, private investments, retirement…

Read the review →

Wealthfolio is an open-source investment tracker and personal finance application for individual investors and households. It brings holdings, investment accounts, portfolio performance, allocation, income, net worth, spending, goals, and…

Read the review →
  1. ExirioInvestment Tools 8.7Free plan · 30-day trial
  2. WealthfolioInvestment Tools 8.6Free plan

Strengths and trade-offs

  • Exirio — where it wins

    • Tracks securities, crypto, real estate, private investments and more
    • Analyzes historical performance, allocation and investment risk
    • Connects institutions or accepts manual and CSV uploads

    Where it doesn't

    • Starter allows one external institution connection
    • Starter is ad-supported
    • Automatic dividend tracking and full investment history require Premium

  • Wealthfolio — where it wins

    • Tracks performance, benchmarks, allocation, risk, dividends, and tax lots
    • Free local app plus web, desktop, mobile, and self-hosted options
    • Includes goals, retirement projections, and rebalance planning

    Where it doesn't

    • Brokerage synchronization requires the optional paid Wealthfolio Connect service
    • SnapTrade is the only listed integration
    • Plus is displayed as coming soon
  • Exirio8.7/10 · Free plan · 30-day trial

    Multi-asset tracking pairs performance, allocation and risk analysis with connected or manual data.

    Visit ExirioFull verdict →
  • Wealthfolio8.6/10 · Free plan

    A broad free portfolio tracker with optional paid sync and planning features.

    Visit WealthfolioFull verdict →

More comparisons

All investment tools comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update