Free Alternatives to Wealthfolio

VOL. XCIV, NO. 247

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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 20 free-tier alternatives that cover similar workflows, from Portfolio to Data Visualizations 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?

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.

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Sharesight

Best audience fit

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.

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Stock Rover

Quality-checked pick

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.

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Snowball Analytics

Strong runner-up

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.

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Detailed Alternatives

Portseido

Closest replacementWorkflow overlap 75%

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..

Shared coverage

PortfolioData VisualizationsPerformance AttributionRisk MetricsRetirement CalculatorBroker Connectors

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Stock Rover

Hands-on Tested

Strong workflow fitWorkflow overlap 75%

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..

Shared coverage

PortfolioData VisualizationsPerformance AttributionRisk MetricsMonte CarloBroker Connectors

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Snowball Analytics

Best free-tier fitWorkflow overlap 50%

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..

Shared coverage

PortfolioPerformance AttributionRisk MetricsBroker Connectors

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Marketlog

Best free-tier fitWorkflow overlap 63%

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..

Shared coverage

PortfolioData VisualizationsRisk MetricsMonte CarloBroker Connectors

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Sharesight

Best free-tier fitWorkflow overlap 50%

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..

Shared coverage

PortfolioPerformance AttributionRisk MetricsBroker Connectors

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Delta by eToro

Best free-tier fitWorkflow overlap 50%

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..

Shared coverage

PortfolioData VisualizationsRisk MetricsBroker Connectors

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TipRanks

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 63%

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..

Shared coverage

PortfolioData VisualizationsPerformance AttributionRisk MetricsRetirement Calculator

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ProjectionLab

Best free-tier fitWorkflow overlap 57%

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..

Shared coverage

PortfolioData VisualizationsMonte CarloRetirement Calculator

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Stock Analysis

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 50%

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..

Shared coverage

PortfolioData VisualizationsRisk MetricsBroker Connectors

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Portfolio Performance

Analyst PickHands-on Tested

Strong workflow fitWorkflow overlap 80%

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..

Shared coverage

PortfolioData VisualizationsPerformance AttributionRisk Metrics

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GuruFocus

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 50%

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..

Shared coverage

PortfolioData VisualizationsBroker ConnectorsCustom Dashboards

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Koyfin

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 38%

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..

Shared coverage

PortfolioData VisualizationsCustom Dashboards

PortfoliosLab

Best free-tier fitWorkflow overlap 50%

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..

Shared coverage

PortfolioData VisualizationsPerformance AttributionRisk Metrics

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getquin

Best free-tier fitWorkflow overlap 38%

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..

Shared coverage

PortfolioRetirement CalculatorBroker Connectors

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Investing.com

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 25%

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..

Shared coverage

PortfolioData Visualizations

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TradingView

Analyst PickHands-on Tested

Best free-tier fitWorkflow overlap 38%

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..

Shared coverage

PortfolioData VisualizationsBroker Connectors

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Zenvesto

Best free-tier fitWorkflow overlap 38%

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..

Shared coverage

PortfolioData VisualizationsRisk Metrics

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Yahoo Finance

Hands-on Tested

Best free-tier fitWorkflow overlap 25%

Bottom line: Mainstream investors who want free quotes, news, watchlists, portfolios, charts, and basic research in one familiar product.

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

Yahoo Finance best matches the base workflow on portfolio tracking, charting and technical analysis, and options and trading workflows.
Yahoo Finance matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain News, Alerts, Calendar, and Watchlist.

Watch out

Major switch gaps: missing Desktop access, missing Bonds, Real Estate, and Other coverage, and missing Performance Attribution, Risk Metrics, and Monte Carlo workflows.
Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
Data is informational, not trading-grade: Yahoo says all finance data is informational and not intended for trading or investing purposes.
Free-plan limits: Signup required, Free account/sign-in may be required for some portfolio and watchlist features., and Premium portfolio analytics, research, screeners, and longer downloadable history are paid..

Shared coverage

PortfolioData Visualizations

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Portfolio Visualizer

Hands-on Tested

Best free-tier fitWorkflow overlap 50%

Bottom line: DIY investors and advisors who need portfolio backtests, Monte Carlo analysis, optimization, correlations, factor regression, and fund analytics from a web tool.

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

Portfolio Visualizer best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
Portfolio Visualizer matches the base audience on Beginner, Intermediate, and Advanced.
You gain Backtesting, Correlation, Factor Exposure, and Screeners.

Watch out

Major switch gaps: missing Desktop and Mobile access, missing Bonds, Currencies, and Cryptos coverage, and missing Portfolio, Retirement Calculator, and Broker Connectors workflows.
Avoid as a full replacement if you rely on long-term portfolio tracking and dividend research.
Free tier is constrained: The free tier limits portfolio size/history and excludes current-year/YTD results, so serious workflows usually need Basic or Pro.
Free-plan limits: Signup required, Free tier supports portfolios with up to 15 assets and limited history., and Basic is listed at $30/month billed annually..

Shared coverage

Data VisualizationsPerformance AttributionRisk MetricsMonte Carlo

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okama

Hands-on Tested

Best free-tier fitWorkflow overlap 50%

Bottom line: Technical users who want a free open-source Python toolkit for portfolio optimization, risk metrics, Monte Carlo, and historical market or macro data.

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

Why switch

okama best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
okama matches the base audience on Beginner, Intermediate, and Advanced.
You gain Quant, Correlation, Backtesting, and APIs & Data Feeds.

Watch out

Major switch gaps: missing Desktop and Mobile access, missing Bonds, Cryptos, and Real Estate coverage, and missing Performance Attribution, 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.
Developer-oriented workflow: okama is most valuable through Python, API, and widgets; non-technical investors may find it less approachable than hosted portfolio trackers.
Free-plan limits: Open-source Python library and free API access to end-of-day historical market data and macroeconomic indicators. and Public documentation currently describes okama 2.2.1..

Shared coverage

PortfolioData VisualizationsRisk MetricsMonte Carlo

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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 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%).

Every pick keeps a free tier; start with Portseido, Stock Rover, and Snowball Analytics to road-test Wealthfolio workflows without paying up front.

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×19Data Visualizations×17Risk Metrics×13Broker Connectors×10Performance Attribution×8Monte Carlo×5Retirement Calculator×4Custom Dashboards×2

New angles introduced

Categories the alternatives add beyond Wealthfolio.

Watchlist+15Dividends+13News+13Alerts+12Calendar+12AI Research+11Financials+10Screeners+10

Free Access & Pricing

Free options

All 20

20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.

Mobile ready

15/20

15 matches support mobile alongside Wealthfolio.

API availability

5/20

5 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

7 starred / 11 tested

7 tools are flagged as analyst picks; 11 have been hands-on tested.

Avg. coverage overlap

51%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to Wealthfolio?

Start with Portseido, Stock Rover, and Snowball Analytics to replicate Wealthfolio workflows without paying for a subscription.

Do these picks stay permanently free?

Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.

Which Wealthfolio workflows stay covered on the free plan?

Expect solid overlap across Portfolio, Data Visualizations, Performance Attribution, Risk Metrics, Retirement Calculator, Broker Connectors, Monte Carlo, and Custom Dashboards, so core Wealthfolio workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Tax Lots / Lot Optimization, Dividends, Splits, Dividend Tax / ADR Withholding, Compounding Calculator, Stock Ideas, Screeners, ETF Screeners, Stock Comparison, ETF Comparison, Watchlist, Correlation, News, Alerts, Calendar, Financials, Scores, Flags, Valuation Models, Transcripts, Insider Data, Options, ETF Analysis, Fund Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, Notes & Highlights, Education, Blogs, Videos, Backtesting, AI Research, Institutional Ownership, IPO, Macro Data, Downloadable Tax Reports, Capital Gains Estimator, Wealth Management, Advisor Operations, APIs & Data Feeds, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, Top Analysts, US Government Trades, Bulls Say Bear Say, AI Chat, News Sentiment, Corporate Actions & Special Situations, Guidance / Pre-announcements, Options P&L, Scenario & Stress Tests, Newsletters, Quant, Yield Curves, Improved Filings, Short Interest, Sheets / Excel Add-ins, Forums, Stock Handbook, Factor Exposure, Market Sentiment, CDS Spreads, Paper Trading, Webhooks, Order Book / Level II, and ESG Ratings show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on Wealthfolio?

Monte Carlo, Custom Dashboards, Retirement Calculator, Data Visualizations, Performance Attribution, Broker Connectors, Risk Metrics, and Portfolio remain strengths for Wealthfolio. Keep it handy for those tasks or plan for a paid upgrade if they matter.

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Live AnalyticsSee what users are clicking, searching, and voting for across the site.

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

Information

About Me

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.

Find me here:

Twitter / X: @Jera_Value
Website: Jera Value

Got questions or suggestions? I'm all ears!

Missing a Tool?

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!

Got ideas for new features?

Suggest on X

Prefer email? Reach me at support@findmymoat.com

Starred Tools

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.