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 20 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.
Disclosure: outbound links may include affiliate or sponsor links
Which Alternative Should You Use?
Portseido
Closest replacement
Best for: Self-directed global investors who want 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 keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan is available with portfolio and transaction limits..
Watch for: Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions; heavier users need Pro.
Best for: DIY investors who need 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 keeps the replacement test in the same free-access lane. Free access caveat: signup required and 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.
Best for: Serious individual investors who want deep North American stock, ETF, and fund screening.
Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
Stock Rover keeps the replacement test in the same free-access lane. Free access caveat: signup required and New signups can test Stock Rover through a 14-day free trial with no credit card required..
Watch for: North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Best for: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.
Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Snowball Analytics keeps the replacement test in the same free-access lane. Free access caveat: signup required and 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.
Bottom line: Self-directed global investors who want transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Mobile and Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Portseido best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Portseido matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Tax Lots / Lot Optimization, Dividends, Splits, and Dividend Tax / ADR Withholding.
Watch out
Material switch gaps: missing Desktop access, missing Bonds and Currencies coverage, and missing Monte Carlo and Custom Dashboards workflows.
Useful when you want to add dividend analysis, portfolio watchlists, and portfolio alerts, not just mirror the current workflow.
Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions; heavier users need Pro.
Free-plan limits: Signup required, Free plan is available with portfolio and transaction limits., and Pro has a 14-day trial with no credit card required..
Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Mobile and Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
Stock Rover matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Stock Comparison.
Watch out
Major switch gaps: missing Desktop access, missing Bonds, Currencies, and Cryptos coverage, and missing Retirement Calculator and Custom Dashboards workflows.
Avoid as a full replacement if you rely on long-term portfolio tracking.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required., and Free plan has monthly limits for Stock Scores and Research Reports..
Bottom line: Multi-asset investors who want dividend analytics, broker sync, backtesting, fund look-through, and portfolio dashboards.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Mobile and Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Snowball Analytics matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Watchlist, Backtesting, Dividends, and Dividend Tax / ADR Withholding.
Watch out
Major switch gaps: missing Desktop access, missing Data Visualizations, Monte Carlo, and Retirement Calculator workflows, and does not clearly cover advisor and client reporting.
Avoid as a full replacement if you rely on advisor and client reporting.
Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Free-plan limits: Signup required, Free plan has portfolio, holding, custom asset, watchlist, and history limits., and Paid plans have a 14-day trial with no credit card required..
Bottom line: Retail investors who want manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarking, and sharing.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Mobile and Web
Assets
Stocks, ETFs, and Bonds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Marketlog matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Watchlist, Institutional Ownership, Compounding Calculator, and News.
Watch out
Major switch gaps: missing Desktop access, missing Mutual Funds and Real Estate coverage, and missing Performance Attribution, Retirement Calculator, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on advisor and client reporting.
Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Free-plan limits: Signup required, Free plan supports 1 portfolio, 12 holdings, 100 transactions, manual tracking, and 5 years pricing data., and App Store lists Plus monthly at $7.99, Plus yearly at $79.99, Pro monthly at $17.99, and Pro yearly at $179.99..
Bottom line: DIY investors who need global portfolio performance, dividend, currency, and tax reporting across brokers.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Mobile and Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Sharesight best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Sharesight matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, and Dividends.
Watch out
Major switch gaps: missing Desktop access, missing Currencies coverage, and missing Data Visualizations, Monte Carlo, and Retirement Calculator workflows.
Avoid as a full replacement if you rely on charting and technical analysis.
Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Free-plan limits: Signup required, Free plan tracks one portfolio with up to 10 holdings., and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans..
Bottom line: Retail investors who want one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Desktop, Mobile, and Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Delta by eToro best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Delta by eToro matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Watchlist, Alerts, Calendar, and News.
Watch out
Major switch gaps: missing Bonds and Real Estate coverage, missing Performance Attribution, Monte Carlo, and Retirement Calculator workflows, and does not clearly cover advisor and client reporting.
Avoid as a full replacement if you rely on advisor and client reporting.
Free tier is asset-capped: Basic is positioned for up to 10 tracked assets; larger portfolios need PRO or PRO+.
Free-plan limits: Signup required, Basic is free with a limited number of tracked assets., and PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting..
Bottom line: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Mobile and Web
Assets
Stocks, ETFs, and Currencies
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
TipRanks best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
TipRanks matches the base audience on Retail Traders, Pro Retail, and Beginner.
You gain Stock Ideas, Top Analysts, Screeners, and ETF Screeners.
Watch out
Major switch gaps: missing Desktop access, missing Mutual Funds, Bonds, and Real Estate coverage, and missing Monte Carlo, Broker Connectors, and Custom Dashboards workflows.
Avoid as a full replacement if you rely on long-term portfolio tracking.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..
Bottom line: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.
Replacement
Drop-in replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Desktop and Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Subscription
Why switch
YCharts best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
YCharts matches the base audience on Intermediate, Advanced, and dividend investors.
You gain Screeners, Stock Comparison, ETF Comparison, and Watchlist.
Watch out
Major switch gaps: missing Mobile access, missing Currencies, Real Estate, and Other coverage, and missing Retirement Calculator and Custom Dashboards workflows.
Avoid as a full replacement if you rely on long-term portfolio tracking.
Pricing is sales-led: The current plans page directs users to call or schedule a conversation for pricing.
Free-plan limits: Signup required, Trial-only access, and Current public plans page is quote-led rather than self-serve..
Bottom line: DIY investors planning retirement or financial independence who want to model life events, cash flow, taxes, withdrawals, and estate outcomes in one visual plan.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
ProjectionLab best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
ProjectionLab matches the base audience on Retail Traders, Long-term Investors, and Beginner.
You gain Backtesting, Scenario & Stress Tests, Capital Gains Estimator, and Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals..
Watch out
Major switch gaps: missing Desktop and Mobile access, missing Currencies and Cryptos coverage, and missing Performance Attribution, Risk Metrics, and Broker Connectors workflows.
Useful when you want to add strategy backtesting, API and market data, and backtesting and quant research, not just mirror the current workflow.
Annual simulation granularity: Public product copy emphasizes drilling into each simulated year, so the model is not suited to month-by-month budgeting, transaction-level accounting, or short-horizon trading analysis.
Free-plan limits: Signup required, Basic is a permanent free plan with forecasting, financial planning, Monte Carlo simulations, historical backtesting, and flexible modeling., and Premium is listed at $129/year and gates advanced cash-flow, tax, withdrawal, reporting, and multi-plan features..
Bottom line: Regular investors who want fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Mobile and Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Stock Analysis best matches the base workflow on portfolio tracking, charting and technical analysis, and options and trading workflows.
Stock Analysis matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.
Watch out
Major switch gaps: missing Desktop access, missing Bonds, Currencies, and Cryptos coverage, and missing Performance Attribution, Monte Carlo, and Retirement Calculator workflows.
Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
No public API: Stock Analysis does not currently offer API access.
Free-plan limits: Free access is ad-supported., Free exports and financial history are limited compared with Pro and Unlimited., and Brokerage sync, active alerts, full ETF holdings, and advanced analyst filtering require paid plans..
Bottom line: Cost-sensitive investors who want local-first desktop portfolio accounting, TTWROR/IRR performance, multi-currency support, imports, exports, and rebalancing without sending broker credentials to a SaaS app.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Desktop and Mobile
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Free and Subscription
Why switch
Portfolio Performance best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Portfolio Performance matches the base audience on Retail Traders, Intermediate, and Advanced.
You gain Watchlist, Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR)., Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts., and Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps..
Watch out
Major switch gaps: missing Web access, missing Currencies and Real Estate coverage, and missing Monte Carlo, Retirement Calculator, and Broker Connectors workflows.
Avoid as a full replacement if you rely on dividend research.
Desktop-first workflow: The core workflow is a desktop application; the mobile app is primarily a companion for viewing the portfolio file.
Free-plan limits: Official desktop site describes Portfolio Performance as open source software for Windows, macOS, and Linux., Mobile companion app is available separately; optional app subscriptions may vary by app store region., and Data is stored locally and can be exported as CSV or JSON..
Bottom line: Active and advanced investors who need global multi-asset brokerage access, order types, APIs, and low commission schedules.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Desktop, Mobile, and Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Interactive Brokers (IBKR) best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
Interactive Brokers (IBKR) matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Brokerage, Advanced Order Types, Smart/Direct Routing, and Paper Trading.
Watch out
Major switch gaps: missing Real Estate coverage, missing Data Visualizations, Monte Carlo, and Retirement Calculator workflows, and does not clearly cover long-term portfolio tracking and dividend research.
Avoid as a full replacement if you rely on long-term portfolio tracking and dividend research.
Commission and market-data details vary by market: The record contains separate stock, ETF, options, futures, crypto, and market-data pricing notes by region and product.
Free-plan limits: Signup required, Brokerage account has no recurring platform fee in the profile, but trading commissions and add-on fees vary by product., and Real-time market data and Level II data generally require subscriptions..
Bottom line: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Mobile and Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
GuruFocus best matches the base workflow on portfolio tracking, charting and technical analysis, and options and trading workflows.
GuruFocus matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, ETF Screeners, and Top Analysts.
Watch out
Major switch gaps: missing Desktop access, missing Currencies, Cryptos, and Real Estate coverage, and missing Performance Attribution, Risk Metrics, and Monte Carlo workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..
Bottom line: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Mobile and Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Koyfin best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
Koyfin matches the base audience on Retail Traders, Pro Retail, and Beginner.
You gain Screeners, ETF Screeners, Correlation, and Watchlist.
Watch out
Major switch gaps: missing Desktop access, missing Real Estate and Other coverage, and missing Performance Attribution, Risk Metrics, and Monte Carlo workflows.
Avoid as a full replacement if you rely on long-term portfolio tracking.
No public API: Koyfin does not provide user-facing data access through an API.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history., and Advisor reporting and custodian integrations require Advisor plans..
Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in a single low-cost web workflow.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
PortfoliosLab best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
PortfoliosLab matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Watchlist, Backtesting, Correlation, and Factor Exposure.
Watch out
Major switch gaps: missing Desktop and Mobile access, missing Bonds, Real Estate, and Other coverage, and missing Monte Carlo, Retirement Calculator, and Broker Connectors workflows.
Avoid as a full replacement if you rely on long-term portfolio tracking, options and trading workflows, and dividend research.
Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.
Free-plan limits: Signup required, Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history., and Plus is shown from $8.33/month annually, Pro from $20.83/month annually, and Max from $75/month annually with MCP access..
Bottom line: High-net-worth households, founders, expats, and advisors who need a global balance-sheet view across public, private, crypto, real estate, and other assets.
Replacement
Partial replacement
Pricing fit
Similar price tier
Free tier
No
Platforms
Desktop, Mobile, and Web
Assets
Stocks, ETFs, and Mutual Funds
Experience
Intermediate and Advanced
Plans
Subscription
Why switch
Kubera best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Kubera matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain APIs & Data Feeds, Advisor Operations, Blogs, and Education.
Watch out
Major switch gaps: missing Currencies coverage, missing Data Visualizations, Performance Attribution, and Risk Metrics workflows, and does not clearly cover charting and technical analysis and dividend research.
Avoid as a full replacement if you rely on charting and technical analysis and dividend research.
No permanent free plan: Kubera is a paid product after the 14-day trial, so casual users looking for a free tracker should be sent elsewhere.
Free-plan limits: Signup required, Trial-only access, and 14-day full trial before paid subscription..
Bottom line: European retail investors who want a social, mobile-friendly portfolio and net-worth tracker.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Mobile and Web
Assets
Stocks, ETFs, and Cryptos
Experience
Beginner and Intermediate
Plans
Free and Subscription
Why switch
getquin best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
getquin matches the base audience on Retail Traders, Long-term Investors, and Dividend Investors.
You gain Watchlist, Institutional Ownership, Stock Ideas, and Market Sentiment.
Watch out
Major switch gaps: missing Desktop access, missing Mutual Funds, Bonds, and Currencies coverage, and missing Data Visualizations, Performance Attribution, and Risk Metrics workflows.
Avoid as a full replacement if you rely on charting and technical analysis.
Premium entitlements are not fully public: Getquin premium is available via in-app purchases, but exact feature gating is not fully documented publicly.
Free-plan limits: Signup required, Core portfolio tracking is free to download/use., and Premium pricing varies by app store and region..
Bottom line: Users who want one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Mobile and Web
Assets
Stocks, ETFs, and Bonds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
Investing.com best matches the base workflow on portfolio tracking, charting and technical analysis, and options and trading workflows.
Investing.com matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Screeners, Stock Comparison, and Options.
Watch out
Major switch gaps: missing Desktop access, missing Mutual Funds coverage, and missing Performance Attribution, Risk Metrics, and Monte Carlo workflows.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., WarrenAI, ProPicks, premium reports, and deeper datasets are plan-gated., and Market-data latency and real-time availability vary by instrument and source..
Bottom line: Traders and investors who want charting, alerts, screeners, and market coverage across many asset classes.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Desktop, Mobile, and Web
Assets
Stocks, ETFs, and Bonds
Experience
Beginner, Intermediate, and Advanced
Plans
Free and Subscription
Why switch
TradingView best matches the base workflow on portfolio tracking, charting and technical analysis, and options and trading workflows.
TradingView matches the base audience on Retail Traders, Pro Retail, and Beginner.
You gain Quant, Screeners, ETF Screeners, and Stock Ideas.
Watch out
Major switch gaps: missing Mutual Funds, Real Estate, and Other coverage, missing Performance Attribution, Risk Metrics, and Monte Carlo workflows, and does not clearly cover portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Free-plan limits: Signup required, Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars., and Some real-time exchange data is sold separately from platform plans..
Bottom line: Retail investors who want a modern portfolio dashboard with performance, dividends, news, watchlists, AI insights, and historical simulations.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Cryptos
Experience
Beginner and Intermediate
Plans
Free and Subscription
Why switch
Zenvesto best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Zenvesto matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Watchlist, Backtesting, News, and Calendar.
Watch out
Major switch gaps: missing Desktop and Mobile access, missing Mutual Funds, Bonds, and Currencies coverage, and missing Performance Attribution, Monte Carlo, and Retirement Calculator workflows.
Useful when you want to add dividend analysis, portfolio watchlists, and market monitoring, not just mirror the current workflow.
Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.
Free-plan limits: Signup required, Free plan is available., and Premium features include more portfolios/watchlists, advanced analytics, alerts, and AI features..
Portseido is the closest drop-in replacement with overlapping coverage in Portfolio, Data Visualizations, and Performance Attribution while adding Tax Lots / Lot Optimization and Dividends coverage and All-in-one portfolio tracker for stocks, ETFs, cryptocurrencies and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs and investors in 160+ countries. and Pricing page says the Pro trial is free for 14 days with no credit card required; Free supports 50 total transactions and one portfolio, Plus supports 200 total transactions and one portfolio, and Pro supports unlimited transactions across multiple portfolios. features (workflow overlap ~75%).
Free tiers remain available through Portseido, Stock Rover, Snowball Analytics, Marketlog, Sharesight, Delta by eToro, TipRanks, ProjectionLab, Stock Analysis, Portfolio Performance, GuruFocus, Koyfin, PortfoliosLab, getquin, Investing.com, TradingView, and Zenvesto for side-by-side testing.
Round out your stack with new coverage areas like Tax Lots / Lot Optimization, Dividends, Splits, and Dividend Tax / ADR Withholding.
17 of 20 alternatives keep a free tier for trials.
Mobile ready
16/20
16 matches support mobile alongside Wealthfolio.
API availability
6/20
6 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
8 starred / 10 tested
8 tools are flagged as analyst picks; 10 have been hands-on tested.
Avg. coverage overlap
52%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Wealthfolio?
Wealthfolio users most often consider Portseido, Stock Rover, and Snowball Analytics as their go-to alternatives.
Which alternatives keep a free tier?
Portseido, Stock Rover, Snowball Analytics, Marketlog, Sharesight, Delta by eToro, TipRanks, ProjectionLab, Stock Analysis, Portfolio Performance, GuruFocus, Koyfin, PortfoliosLab, getquin, Investing.com, TradingView, and Zenvesto offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Wealthfolio alternatives cover?
Expect deep coverage across Broker Connectors, Custom Dashboards, Data Visualizations, Monte Carlo, Performance Attribution, Portfolio, Retirement Calculator, and Risk Metrics, so you can port most Wealthfolio workflows without much friction.
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.