Wealthfolio
Wealthfolio: A broad, low-cost portfolio tracker with local operation, planning tools, and limited integrations. Ranked #53 of 81 in Portfolio Management Software by our editors (4.1/10); pricing: Free plan; best for budget-conscious investors wanting broad coverage.
At a glance
- Editor score4.1 / 10
- PricingFree plan
- Best forBudget-conscious investors wanting broad coverage
- Free planYes
- Paid from$2.99/user/mo
- Asset class coverageMulti_asset_alternatives
- Facts checked20 Sep 2026
Where it wins
- Free local application with open-source status
- Performance, allocation, risk, tax-lot, and planning tools
- Web, desktop, mobile, and self-hosted deployment options
Where it doesn't
- Integrations are limited to SnapTrade
- Brokerage synchronization requires the Essentials plan
- Plus features are displayed as coming soon
Our verdict on Wealthfolio
Wealthfolio is an open-source investment tracker and personal finance application for individual investors and households. It covers holdings and investment accounts, portfolio performance, benchmark comparison, allocation, sector, region, risk, currency, dividend and interest income, net worth, spending, goals, retirement projections, and contribution limits. It runs locally on desktop and mobile devices, supports self-hosted web deployment, and imports broker or bank CSV statements. The free local application makes it a fit for investors who want broad portfolio coverage without a required subscription.
Pricing is split between the free local application and the optional Wealthfolio Connect service. Basic costs $2.99 per month and adds device synchronization for up to 6 devices. Essentials costs $7.99 per month and adds brokerage synchronization, daily sync, and the option to bring your own AI key. Duo costs $12.99 per month and adds a shared household view, device synchronization, and bring-your-own-key AI access. Plus is listed at $24.99 per month and includes personalized portfolio briefs, holdings-related news and events, an AI portfolio assistant, and licensed market intelligence; the plan is displayed as coming soon. This structure keeps the entry price low while reserving synchronized accounts, household sharing, and expanded AI features for paid tiers.
The product’s standout breadth is its combination of reporting, analysis, planning, and tax-lot tools. Users can review performance and benchmarks, examine asset allocation and risk, set allocation targets, plan rebalancing, track income, manage FIFO cost basis, and work with goals, retirement, and FIRE planning. Wealthfolio Connect also supports encrypted device synchronization and household sharing, while SnapTrade is the listed integration. Investors seeking a local, multi-platform tracker with planning and tax-lot coverage should consider Wealthfolio. Those needing a wider integration ecosystem or brokerage synchronization without a paid Connect tier should choose an alternative.
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Wealthfolio pricing
All 4 Wealthfolio plans and prices →
Wealthfolio fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $2.99/user/mo |
| Asset class coverage | Multi_asset_alternatives |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Yes |
| Tax-lot tracking | Yes |
| Maximum portfolios | Not verified |
| Deployment | Self-hosted, Desktop, Mobile |
| Platforms | Web, Windows, macOS, Linux, iOS |
| Support | Email, Docs |
| Built for | Solo, Small business (editorial estimate) |
| Integrations | 1 integrations: SnapTrade See all → |
| Pricing | Free plan (source) |
| Website | wealthfolio.ai |
| Facts checked | 20 Sep 2026 |
Wealthfolio integrations
Wealthfolio lists 1 integrations on its own site.
- SnapTrade
See all Wealthfolio integrations →
Alternatives to Wealthfolio
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
See all Wealthfolio alternatives →
Also Ranked In
Wealthfolio is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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