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Wealthfolio Alternatives & Competitors

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Replacement verdicts

Wealthfolio logo

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 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.

Visit WealthfolioFree alternativesTool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Portseido logo

Portseido

Closest replacement

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 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.

Try Portseido
DetailsCompare
Stock Rover logo

Stock Rover

Best audience fit

Best for: Individual investors looking for 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.

View Stock Rover plans
DetailsCompare
Marketlog logo

Marketlog

Strong runner-up

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

  • Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Marketlog keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free supports unlimited portfolios, holdings, and transactions with manual tracking and 5 years of price history..

Watch for: Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.

Track portfolios with Marketlog
DetailsCompare
Sharesight logo

Sharesight

Strong runner-up

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 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.

Try Sharesight
DetailsCompare

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
Portseido logo
Closest replacement

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
  • Free AGPL-3.0 core app with local SQLite storage and no required account.
  • Desktop applications for macOS, Windows, and Linux, native iPhone and iPad support, and a Docker-based self-hosted web edition.
  • Portfolio tracking across accounts and asset types with holdings, activities, allocation, income, benchmarks, and return analytics.

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 plan is available with portfolio and transaction limits, and Pro has a 14-day trial with no credit card required.
  • Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions. Heavier users need Pro.
Price
WealthfolioFree • From $3.99/mo
PortseidoFree • From $8/yr
Free tier
Free with signup
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via pricing.

Try PortseidoCompare
Full review and details
2
Stock Rover logo
Best audience fit

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

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

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Stock Comparison

Lose

  • Retirement Calculator
  • Custom Dashboards
  • Free AGPL-3.0 core app with local SQLite storage and no required account.
  • Desktop applications for macOS, Windows, and Linux, native iPhone and iPad support, and a Docker-based self-hosted web edition.
  • Portfolio tracking across accounts and asset types with holdings, activities, allocation, income, benchmarks, and return analytics.

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking.
  • 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.
  • North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Price
WealthfolioFree • From $3.99/mo
Stock RoverFree • From $34/mo
Free tier
Free with signup
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via pricing.

View Stock Rover plansCompare
Full review and details
3
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
  • Free AGPL-3.0 core app with local SQLite storage and no required account.
  • Desktop applications for macOS, Windows, and Linux, native iPhone and iPad support, and a Docker-based self-hosted web edition.

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 and 5 years of price history, and 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.
Price
WealthfolioFree • From $3.99/mo
MarketlogFree • From $79.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via homepage.

Track portfolios with MarketlogCompare
Full review and details
4
Sharesight logo
SharesightPartial replacement
4
Sharesight logo
Partial replacement

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
  • Free AGPL-3.0 core app with local SQLite storage and no required account.

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, and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans.
  • Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Price
WealthfolioFree • From $3.99/mo
SharesightFree • Paid plans available
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try SharesightCompare
Full review and details
5
Snowball Analytics logo
Snowball AnalyticsPartial replacement
5
Snowball Analytics logo
Partial 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
  • Free AGPL-3.0 core app with local SQLite storage and no required account.

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, and 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.
Price
WealthfolioFree • From $3.99/mo
Snowball AnalyticsFree • From $79.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Snowball AnalyticsCompare
Full review and details
6
Delta by eToro logo
Delta by eToroPartial replacement
6
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
  • Free AGPL-3.0 core app with local SQLite storage and no required account.

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, and 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+.
Price
WealthfolioFree • From $3.99/mo
Delta by eToroFree • From $53.88/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View Delta PROCompare
Full review and details
7
YCharts logo
YChartsDrop-in replacement
7
YCharts logo
Drop-in replacement

YCharts

Tested by us

Bottom line: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.

Keep

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

Gain

  • Screeners
  • Stock Comparison
  • ETF Comparison
  • Watchlist

Lose

  • Retirement Calculator
  • Custom Dashboards
  • Free AGPL-3.0 core app with local SQLite storage and no required account.
  • Desktop applications for macOS, Windows, and Linux, native iPhone and iPad support, and a Docker-based self-hosted web edition.
  • Portfolio tracking across accounts and asset types with holdings, activities, allocation, income, benchmarks, and return analytics.

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking.
  • Free-plan limits: Signup required, Trial-only access, and Current public plans page is quote-led rather than self-serve.
  • Pricing is sales-led: The current plans page directs buyers to call or schedule a pricing conversation.
Price
WealthfolioFree • From $3.99/mo
YChartsFrom $3000/yr
Free tier
Free trial only
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via pricing.

Schedule YCharts conversationCompare
Full review and details
8
TipRanks logo
TipRanksPartial replacement
8
TipRanks logo
Partial replacement

TipRanks

Analyst pickTested by us

Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Keep

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

Gain

  • Stock Ideas
  • Top Analysts
  • Screeners
  • ETF Screeners

Lose

  • Monte Carlo
  • Broker Connectors
  • Custom Dashboards
  • Free AGPL-3.0 core app with local SQLite storage and no required account.
  • Desktop applications for macOS, Windows, and Linux, native iPhone and iPad support, and a Docker-based self-hosted web edition.

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking.
  • Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month, and Free API-key tier is limited to 10 requests per minute and 50 requests per month.
  • Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Price
WealthfolioFree • From $3.99/mo
TipRanksFree • From $29.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View TipRanks plansCompare
Full review and details
9
ProjectionLab logo
ProjectionLabPartial replacement
9
ProjectionLab logo
Partial replacement

ProjectionLab

Bottom line: DIY investors planning retirement or financial independence looking to model life events, cash flow, taxes, withdrawals, and estate outcomes in one visual plan.

Keep

  • Portfolio
  • Data Visualizations
  • Monte Carlo
  • Retirement Calculator

Gain

  • Backtesting
  • Scenario & Stress Tests
  • Capital Gains Estimator
  • Whole-life financial planning with income, spending, assets, liabilities, family milestones, housing choices, retirement timing, and financial-independence goals.

Lose

  • Performance Attribution
  • Risk Metrics
  • Broker Connectors
  • Custom Dashboards
  • Free AGPL-3.0 core app with local SQLite storage and no required account.

Watch out

  • Useful when you want to add strategy backtesting, API and market data, and backtesting and quant research instead of mirroring the current workflow.
  • 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.
  • 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.
Price
WealthfolioFree • From $3.99/mo
ProjectionLabFree • From $129/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare ProjectionLab plansCompare
Full review and details
10
Portfolio Performance logo
Portfolio PerformanceDrop-in replacement
10
Portfolio Performance logo
Drop-in replacement

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
  • 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.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.

Lose

  • Monte Carlo
  • Retirement Calculator
  • Broker Connectors
  • Custom Dashboards
  • Free AGPL-3.0 core app with local SQLite storage and no required account.

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 available separately; optional app subscriptions may vary by app store region, and 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.
Price
WealthfolioFree • From $3.99/mo
Portfolio PerformanceFree • Paid plans available
Free tier
Free, no signup
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via homepage.

Download Portfolio PerformanceCompare
Full review and details
11
GuruFocus logo
GuruFocusPartial replacement
11
GuruFocus logo
Partial replacement

GuruFocus

Analyst pickTested by us

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Keep

  • Portfolio
  • Data Visualizations
  • Broker Connectors
  • Custom Dashboards

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Performance Attribution
  • Risk Metrics
  • Monte Carlo
  • Retirement Calculator
  • Free AGPL-3.0 core app with local SQLite storage and no required account.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
  • Free-plan limits: Signup required, A free account has limited access, and Free members have limited portfolio capacity.
  • Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Price
WealthfolioFree • From $3.99/mo
GuruFocusFree • From $549/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus trialCompare
Full review and details
12
Koyfin logo
KoyfinPartial replacement
12
Koyfin logo
Partial replacement

Koyfin

Analyst pickTested by us

Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

Keep

  • Portfolio
  • Data Visualizations
  • Custom Dashboards

Gain

  • Screeners
  • ETF Screeners
  • Correlation
  • Watchlist

Lose

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

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking.
  • Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history, and New accounts receive a seven-day trial and then downgrade to Free without a charge.
  • No public API: Koyfin does not provide user-facing data access through an API.
Price
WealthfolioFree • From $3.99/mo
KoyfinFree • From $468/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View Koyfin pricingCompare
Full review and details
13
Stock Analysis logo
Stock AnalysisPartial replacement
13
Stock Analysis logo
Partial replacement

Stock Analysis

Analyst pickTested by us

Bottom line: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Keep

  • Portfolio
  • Data Visualizations
  • Risk Metrics
  • Broker Connectors

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Performance Attribution
  • Monte Carlo
  • Retirement Calculator
  • Custom Dashboards
  • Free AGPL-3.0 core app with local SQLite storage and no required account.

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
  • Free-plan limits: Free access is ad-supported, Free exports and financial history are limited compared with Pro and Unlimited, and Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
  • No public API: Stock Analysis does not currently offer API access.
Price
WealthfolioFree • From $3.99/mo
Stock AnalysisFree • From $79/yr
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Stock Analysis ProCompare
Full review and details
14
Interactive Brokers (IBKR) logo
Interactive Brokers (IBKR)Partial replacement
14
Interactive Brokers (IBKR) logo
Partial replacement

Interactive Brokers (IBKR)

Analyst pickTested by us

Bottom line: Active investors who need global multi-asset access, advanced orders, APIs, and volume-based commissions.

Keep

  • Portfolio
  • Performance Attribution
  • Risk Metrics

Gain

  • Brokerage
  • Advanced Order Types
  • Smart/Direct Routing
  • Paper Trading

Lose

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

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking, charting and technical analysis, and dividend research.
  • 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.
  • 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.
Price
WealthfolioFree • From $3.99/mo
Interactive Brokers (IBKR)Transaction-priced · Fees vary by offer and jurisdiction
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Open IBKR accountCompare
Full review and details
15
PortfoliosLab logo
PortfoliosLabPartial replacement
15
PortfoliosLab logo
Partial replacement

PortfoliosLab

Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in one web service.

Keep

  • Portfolio
  • Data Visualizations
  • Performance Attribution
  • Risk Metrics

Gain

  • Watchlist
  • Backtesting
  • Correlation
  • Factor Exposure

Lose

  • Monte Carlo
  • Retirement Calculator
  • Broker Connectors
  • Custom Dashboards
  • Free AGPL-3.0 core app with local SQLite storage and no required account.

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking, options and trading workflows, and dividend research.
  • 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 Annual billing works out to $8.33 per month for Plus, $20.83 for Pro, and $75 for Max.
  • 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.
Price
WealthfolioFree • From $3.99/mo
PortfoliosLabFree • From $8.33/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Analyze portfolios on PortfoliosLabCompare
Full review and details
16
getquin logo
getquinPartial replacement
16
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
  • Custom Dashboards

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, and Premium pricing varies by app store and region.
  • Premium entitlements are not fully public: Getquin premium is available via in-app purchases, but exact feature gating is not fully documented publicly.
Price
WealthfolioFree • From $3.99/mo
getquinFree • From $99.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-06-21 via appStore.

Open getquinCompare
Full review and details
17
Kubera logo
KuberaPartial replacement
17
Kubera logo
Partial replacement

Kubera

Bottom line: High-net-worth households, founders, expats, and advisors needing a global balance-sheet view across public, private, crypto, real estate, and other assets.

Keep

  • Portfolio
  • Broker Connectors
  • Custom Dashboards

Gain

  • APIs & Data Feeds
  • Advisor Operations
  • Blogs
  • Education

Lose

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

Watch out

  • Avoid as a full replacement if you rely on charting and technical analysis and dividend research.
  • Free-plan limits: Signup required, Trial-only access, and 14-day full trial before paid subscription.
  • 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.
Price
WealthfolioFree • From $3.99/mo
KuberaFrom $250/yr
Free tier
Free trial only
Replacement
Partial replacement

Pricing checked 2026-08-23 via support.

Start Kubera trialCompare
Full review and details
18
Investing.com logo
Investing.comPartial replacement
18
Investing.com logo
Partial replacement

Investing.com

Analyst pickTested by us

Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Keep

  • Portfolio
  • Data Visualizations

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Options

Lose

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

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
  • Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer, Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month, and ProPicks, premium reports, and deeper datasets are plan-gated.
  • Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.
Price
WealthfolioFree • From $3.99/mo
Investing.comFree • From $13.99/mo
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-05 via pricing.

View InvestingProCompare
Full review and details
19
TradingView logo
TradingViewPartial replacement
19
TradingView logo
Partial replacement

TradingView

Analyst pickTested by us

Bottom line: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.

Keep

  • Portfolio
  • Data Visualizations
  • Broker Connectors

Gain

  • Quant
  • Screeners
  • ETF Screeners
  • Stock Ideas

Lose

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

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
  • 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.
  • Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Price
WealthfolioFree • From $3.99/mo
TradingViewFree • From $12.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Open TradingViewCompare
Full review and details
20
Zenvesto logo
ZenvestoPartial replacement
20
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
  • Custom Dashboards

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, and Premium features include more portfolios/watchlists, advanced analytics, alerts, and AI features.
  • Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.
Price
WealthfolioFree • From $3.99/mo
ZenvestoFree • From $8.99/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-04 via pricing.

View Zenvesto plansCompare
Full review and details

What This Shortlist Tells You

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 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 100 total transactions and one portfolio. Plus supports 200 transactions and one portfolio. Pro supports unlimited transactions across multiple portfolios. features (workflow overlap ~75%).

Free tiers remain available through Portseido, Stock Rover, Marketlog, Sharesight, Snowball Analytics, Delta by eToro, TipRanks, ProjectionLab, Portfolio Performance, GuruFocus, Koyfin, Stock Analysis, 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.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×20Data Visualizations×15Risk Metrics×13Broker Connectors×12Performance Attribution×9Monte Carlo×4Retirement Calculator×4Custom Dashboards×3

New angles introduced

Categories the alternatives add beyond Wealthfolio.

Watchlist+16Alerts+13News+13Dividends+12AI Research+11Calendar+11Financials+10Screeners+10

Access & Pricing

Free options

17/20

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 Marketlog as their go-to alternatives.

Which alternatives keep a free tier?

Portseido, Stock Rover, Marketlog, Sharesight, Snowball Analytics, Delta by eToro, TipRanks, ProjectionLab, Portfolio Performance, GuruFocus, Koyfin, Stock Analysis, 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.

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Research ToolsFind screeners, data platforms, portfolio trackers, and research tools.

Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

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.