Wealthfolio review
A broad, low-cost portfolio tracker with local operation, planning tools, and limited integrations.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Wealthfolio pros and cons
- 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
Wealthfolio fact sheet, pricing and score →
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