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Wealthfolio Alternatives & Competitors

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Alternatives to Wealthfolio

Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which Wealthfolio competitor is worth testing first.

Looking for a Wealthfolio replacement? We've profiled 9 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.

Visit WealthfolioFree alternativesTool details

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Which Alternative Should You Use?

Snowball Analytics logo

Snowball Analytics

Closest replacement

Best for: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

  • Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Snowball Analytics also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free plan has portfolio, holding, custom asset, watchlist, and history limits.

Watch for: Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.

Try Snowball Analytics
DetailsCompare
Portseido logo

Portseido

Best workflow fit

Best for: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

  • Portseido best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Portseido also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free includes 100 transactions and 1 portfolio; all tiers advertise broker syncing and full reports.

Watch for: Free tier has a transaction cap: Free supports 100 transactions and 1 portfolio; Plus removes the transaction cap but keeps 1 portfolio.

Try Portseido
DetailsCompare
Sharesight logo

Sharesight

Best audience fit

Best for: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

  • Sharesight best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Sharesight also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free plan tracks one portfolio with up to 10 holdings.

Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Try Sharesight
DetailsCompare
Portfolio Performance logo

Portfolio Performance

Quality-checked pick

Best for: Cost-sensitive investors looking for local-first desktop portfolio accounting, TTWROR/IRR performance, multi-currency support, imports, exports, and rebalancing without sending broker credentials to a SaaS app.

  • Portfolio Performance best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Portfolio Performance also has a free plan, so you can try it without paying. Free-plan limits: Official desktop site describes Portfolio Performance as open source software for Windows, macOS, and Linux.

Watch for: Desktop-first workflow: The core product is a desktop application. The mobile app is primarily a companion for viewing the portfolio file.

Download Portfolio Performance
DetailsCompare

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
Snowball Analytics logo
Closest replacement

Snowball Analytics

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

  • Portfolio
  • Performance Attribution
  • Risk Metrics
  • Broker Connectors

Gain

  • Watchlist
  • Backtesting
  • Dividends
  • Dividend Tax / ADR Withholding

Lose

  • Data Visualizations
  • Monte Carlo
  • Retirement Calculator
  • Custom Dashboards

Watch out

  • Avoid as a full replacement if you rely on charting and technical analysis and advisor and client reporting.
  • Free-plan limits: Signup required. Free plan has portfolio, holding, custom asset, watchlist, and history limits. Paid plans have a 14-day trial with no credit card required.
  • Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Cost
Free with signup

$6.67/moto go paid, billed yearly

$3.68/mo more than Wealthfolio

Fit
Partial replacement
Try Snowball AnalyticsCompare
Full review and details
2
Sharesight logo
Best audience fit

Sharesight

Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Keep

  • Portfolio
  • Performance Attribution
  • Risk Metrics
  • Broker Connectors

Gain

  • Downloadable Tax Reports
  • Capital Gains Estimator
  • Dividend Tax / ADR Withholding
  • Dividends

Lose

  • Data Visualizations
  • Monte Carlo
  • Retirement Calculator
  • Custom Dashboards

Watch out

  • Avoid as a full replacement if you rely on charting and technical analysis.
  • Free-plan limits: Signup required. Free plan tracks one portfolio with up to 10 holdings. Starter is €9.33 per month or €7 per month billed annually; Standard is €22.67 or €17; Premium is €30.67 or €23, including VAT.
  • Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Cost
Free with signup

Free • Paid plans available

Fit
Partial replacement
Try SharesightCompare
Full review and details
3
Portseido logo
Best workflow fit

Portseido

Bottom line: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Keep

  • Portfolio
  • Data Visualizations
  • Performance Attribution
  • Risk Metrics
  • Retirement Calculator
  • Broker Connectors

Gain

  • Tax Lots / Lot Optimization
  • Dividends
  • Splits
  • Dividend Tax / ADR Withholding

Lose

  • Monte Carlo
  • Custom Dashboards
  • Bonds coverage
  • Currencies coverage

Watch out

  • Useful when you want to add dividend analysis, portfolio watchlists, and portfolio alerts instead of mirroring the current workflow.
  • Free-plan limits: Signup required. Free includes 100 transactions and 1 portfolio; all tiers advertise broker syncing and full reports. Pro has a 14-day trial with no credit card required.
  • Free tier has a transaction cap: Free supports 100 transactions and 1 portfolio; Plus removes the transaction cap but keeps 1 portfolio.
Cost
Free with signup

$8/moto go paid, billed yearly

$5.01/mo more than Wealthfolio

Fit
Drop-in replacement
Try PortseidoCompare
Full review and details
4
Marketlog logo
MarketlogPartial replacement
4
Marketlog logo
Partial replacement

Marketlog

Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

Keep

  • Portfolio
  • Data Visualizations
  • Risk Metrics
  • Monte Carlo
  • Broker Connectors

Gain

  • Watchlist
  • Institutional Ownership
  • Compounding Calculator
  • News

Lose

  • Performance Attribution
  • Retirement Calculator
  • Custom Dashboards
  • Mutual Funds coverage

Watch out

  • Avoid as a full replacement if you rely on advisor and client reporting.
  • Free-plan limits: Signup required. Free supports unlimited portfolios, holdings, and transactions with manual tracking, 3 goals per portfolio, a 3-item watchlist, and 5 years of price history. Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
  • Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Cost
Free with signup

$6.67/moto go paid, billed yearly

$3.68/mo more than Wealthfolio

Fit
Partial replacement
Track portfolios with MarketlogCompare
Full review and details
5
Delta by eToro logo
Delta by eToroPartial replacement
5
Delta by eToro logo
Partial replacement

Delta by eToro

Bottom line: Retail investors looking for one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

Keep

  • Portfolio
  • Data Visualizations
  • Risk Metrics
  • Broker Connectors

Gain

  • Watchlist
  • Alerts
  • Calendar
  • News

Lose

  • Performance Attribution
  • Monte Carlo
  • Retirement Calculator
  • Custom Dashboards

Watch out

  • Avoid as a full replacement if you rely on advisor and client reporting.
  • Free-plan limits: Signup required. Basic is free with a limited number of tracked assets. PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting.
  • Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.
Cost
Free with signup

$4.49/moto go paid, billed yearly

$1.50/mo more than Wealthfolio

Fit
Partial replacement
View Delta PROCompare
Full review and details
6
getquin logo
getquinPartial replacement
6
getquin logo
Partial replacement

getquin

Bottom line: European retail investors looking for a social, mobile-friendly portfolio and net-worth tracker.

Keep

  • Portfolio
  • Retirement Calculator
  • Broker Connectors

Gain

  • Watchlist
  • Institutional Ownership
  • Stock Ideas
  • Market Sentiment

Lose

  • Data Visualizations
  • Performance Attribution
  • Risk Metrics
  • Monte Carlo

Watch out

  • Avoid as a full replacement if you rely on charting and technical analysis.
  • Free-plan limits: Signup required. Core portfolio tracking is free to download/use. Free includes unlimited bank and broker connections, real-time financial data, net worth view, and essential analysis.
  • Regional price differences: The public annual Euro prices exclude country tax; in-app prices can vary by region.
Cost
Free with signup

Free • Paid plans available

Fit
Partial replacement
Open getquinCompare
Full review and details
7
Portfolio Performance logo
Portfolio PerformanceQuality-checked pick
7
Portfolio Performance logo
Quality-checked pick

Portfolio Performance

Analyst pickTested by us

Bottom line: Cost-sensitive investors looking for local-first desktop portfolio accounting, TTWROR/IRR performance, multi-currency support, imports, exports, and rebalancing without sending broker credentials to a SaaS app.

Keep

  • Portfolio
  • Data Visualizations
  • Performance Attribution
  • Risk Metrics

Gain

  • Watchlist

Lose

  • Monte Carlo
  • Retirement Calculator
  • Broker Connectors
  • Custom Dashboards

Watch out

  • Avoid as a full replacement if you rely on dividend research.
  • Free-plan limits: Official desktop site describes Portfolio Performance as open source software for Windows, macOS, and Linux. Mobile companion app is separate; US App Store Premium costs $3 monthly or $25 yearly, and other stores may differ. Data is stored locally and can be exported as CSV or JSON.
  • Desktop-first workflow: The core product is a desktop application. The mobile app is primarily a companion for viewing the portfolio file.
Cost
Free, no signup

$2.08/moto go paid, billed yearly

$0.91/mo less than Wealthfolio

Fit
Drop-in replacement
Download Portfolio PerformanceCompare
Full review and details
8
Ghostfolio logo
GhostfolioPartial replacement
8
Ghostfolio logo
Partial replacement

Ghostfolio

Bottom line: Privacy-conscious users looking for an open-source portfolio and net-worth dashboard they can self-host.

Keep

  • Portfolio
  • Data Visualizations

Gain

  • APIs & Data Feeds

Lose

  • Performance Attribution
  • Risk Metrics
  • Monte Carlo
  • Retirement Calculator

Watch out

  • Avoid as a full replacement if you rely on options and trading workflows.
  • Free-plan limits: Self-hosted open-source use is free. Managed Basic hosting is free with unlimited transactions and accounts. Premium costs $48 per year and adds advanced analytics, professional market data, and email or chat support.
  • Self-hosting has operational burden: The self-hosted option requires running and maintaining your own Ghostfolio instance and data setup; managed Basic is also free.
Cost
Free, no signup

$4/moto go paid, billed yearly

$1.01/mo more than Wealthfolio

Fit
Partial replacement
View Ghostfolio optionsCompare
Full review and details
9
Zenvesto logo
ZenvestoPartial replacement
9
Zenvesto logo
Partial replacement

Zenvesto

Bottom line: Retail investors looking for a portfolio dashboard with performance, dividends, news, watchlists, AI analysis, and historical simulations.

Keep

  • Portfolio
  • Data Visualizations
  • Risk Metrics

Gain

  • Watchlist
  • Backtesting
  • News
  • Calendar

Lose

  • Performance Attribution
  • Monte Carlo
  • Retirement Calculator
  • Broker Connectors

Watch out

  • Useful when you want to add dividend analysis, portfolio watchlists, and market monitoring instead of mirroring the current workflow.
  • Free-plan limits: Signup required. Free plan is available. Free includes price and earnings alerts, dividend tracking, and 3 Time Machine simulations per day.
  • Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.
Cost
Free with signup

$7.49/moto go paid, billed yearly

$4.50/mo more than Wealthfolio

Fit
Partial replacement
View Zenvesto plansCompare
Full review and details

What This Shortlist Tells You

Snowball Analytics is the closest drop-in replacement with overlapping coverage in Portfolio, Performance Attribution, and Risk Metrics while adding Watchlist and Backtesting coverage and Tracks brokerage accounts, user-defined assets, and cash in separate or composite portfolios. and Supports stocks, ETFs, funds, bonds, crypto, currencies, commodities, cash, real estate, and custom assets across more than 30 exchanges and 30 currencies. features (workflow overlap ~50%).

Free tiers remain available through Snowball Analytics, Sharesight, Portseido, Marketlog, Delta by eToro, getquin, Portfolio Performance, Ghostfolio, and Zenvesto for side-by-side testing.

Round out your stack with new coverage areas like Watchlist, Backtesting, Dividends, and Dividend Tax / ADR Withholding.

Wealthfolio still leads on Custom Dashboards, so keep it handy for those workflows.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×9Risk Metrics×7Broker Connectors×6Data Visualizations×6Performance Attribution×4Retirement Calculator×2Monte Carlo×1

New angles introduced

Categories the alternatives add beyond Wealthfolio.

Dividends+6Watchlist+6Alerts+5Compounding Calculator+5News+5AI Research+4Calendar+4Dividend Tax / ADR Withholding+3

Access & Pricing

Free to start

9/9

9 of 9 start free, same as Wealthfolio.

Paid plans from

$2.08/mo

Portfolio Performance is the cheapest paid upgrade. Wealthfolio starts at $2.99/mo.

Mobile app

8 of 9

8 have a mobile app, like Wealthfolio.

API access

2 of 9

2 expose an API or data feed, usually on a paid plan.

Hands-on tested

1 of 9

1 tested hands-on. 1 are analyst picks.

Coverage overlap

57%

Average share of Wealthfolio categories each alternative covers.

Frequently Asked Questions

What are the best alternatives to Wealthfolio?

Snowball Analytics, Sharesight, and Portseido share the most workflows with Wealthfolio, in that order. Start with the one whose Keep list matches what you use daily.

Which alternatives keep a free tier?

Snowball Analytics, Sharesight, Portseido, Marketlog, Delta by eToro, getquin, Portfolio Performance, Ghostfolio, and Zenvesto start free, so you can test them before paying. Check each card for signup and usage limits on the free plan.

Which workflows do the top Wealthfolio alternatives cover?

Between them the top matches cover Broker Connectors, Data Visualizations, Monte Carlo, Performance Attribution, Portfolio, Retirement Calculator, and Risk Metrics. Wealthfolio workflows in those areas move over as they are. The Lose column on each card names what does not.

Where does Wealthfolio still stand out?

None of the alternatives here cover Custom Dashboards. Keep Wealthfolio for that, or run both tools side by side.

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Feedback

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.