VOL. XCIV, NO. 247

Free Alternatives to Wealthfolio

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Free replacement verdicts

Free Alternatives to Wealthfolio

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test Wealthfolio before paying for another subscription.

Switching from Wealthfolio doesn't have to cost a thing. We've curated 9 free-tier alternatives that cover similar workflows, from Portfolio to Risk Metrics and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

Visit Wealthfolio All alternatives Tool details

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Which Alternative Should You Use?

Portfolio Performance

Closest replacement

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.

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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

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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.

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Ghostfolio

Strong runner-up

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

Ghostfolio best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Ghostfolio also has a free plan, so you can try it without paying. Free-plan limits: Self-hosted open-source use is free.

Watch for: 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.

View Ghostfolio options

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Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

Closest 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

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 Performance Compare

Full review and details

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 options Compare

Full review and details

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 PRO Compare

Full review and details

Snowball AnalyticsPartial replacementFree • From $6.67/mo billed yearlyFree with signup

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

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 Analytics Compare

Full review and details

MarketlogPartial replacementFree • From $6.67/mo billed yearlyFree with signup

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 Marketlog Compare

Full review and details

ZenvestoPartial replacementFree • From $7.49/mo billed yearlyFree with signup

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 plans Compare

Full review and details

PortseidoBest workflow fitFree • From $8/mo billed yearlyFree with signup

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 Portseido Compare

Full review and details

getquinPartial replacementFree • Paid plans availableFree with signup

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 getquin Compare

Full review and details

SharesightBest audience fitFree • Paid plans availableFree with signup

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 Sharesight Compare

Full review and details

What This Shortlist Tells You

Portfolio Performance is the closest drop-in replacement with overlapping coverage in Portfolio, Data Visualizations, and Performance Attribution while adding Watchlist coverage and Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR). and Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts. features (workflow overlap ~80%).

Every pick keeps a free tier; start with Portfolio Performance, Ghostfolio, and Portseido to road-test Wealthfolio workflows without paying up front.

Round out your stack with new coverage areas like Watchlist, APIs & Data Feeds, Tax Lots / Lot Optimization, and Dividends.

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

New angles introduced

Categories the alternatives add beyond Wealthfolio.

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

Free Access & Pricing

Free to start

All 9

All 9 have a standing free tier, not a trial.

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.

Free Alternatives FAQ

What are the best free alternatives to Wealthfolio?

Portfolio Performance, Ghostfolio, and Portseido cover the most Wealthfolio workflows without a paid plan, in that order.

Do these picks stay permanently free?

Yes. Every tool listed has a standing free tier, not a trial. Expect caps on exports, seats, or history once you use it heavily.

Which Wealthfolio workflows stay covered on the free plan?

The free plans cover Portfolio, Data Visualizations, Performance Attribution, Risk Metrics, Retirement Calculator, Broker Connectors, and Monte Carlo. Core Wealthfolio workflows in those areas do not need a paid upgrade.

What extra coverage do the free alternatives add?

The free alternatives add Watchlist, APIs & Data Feeds, Tax Lots / Lot Optimization, Dividends, Splits, Dividend Tax / ADR Withholding, Compounding Calculator, Institutional Ownership, News, Alerts, Calendar, IPO, Macro Data, Financials, Options, Blogs, Stock Ideas, Market Sentiment, Forums, Education, AI Research, Downloadable Tax Reports, Capital Gains Estimator, Wealth Management, Advisor Operations, Backtesting, Scores, ETF Analysis, Fund Analysis, Insider Data, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, and Analyst Ratings & Price Targets, which Wealthfolio does not cover.

Where might I still rely on Wealthfolio?

Monte Carlo, Retirement Calculator, Broker Connectors, Custom Dashboards, Performance Attribution, Risk Metrics, and Data Visualizations stay with Wealthfolio. Keep it for those tasks, or budget for a paid plan elsewhere if they matter.

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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.