VOL. XCIV, NO. 247

Free Alternatives to Wealthfolio

Checking

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

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

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

Details Compare

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

Details Compare

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

Details Compare

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

Details Compare

Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

Partial replacement

okama

Tested by us

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.

Keep

Portfolio
Data Visualizations
Risk Metrics
Monte Carlo

Gain

Quant
Correlation
Backtesting
APIs & Data Feeds

Lose

Performance Attribution
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: Open-source Python library and free API access to end-of-day historical market data and macroeconomic indicators and Public documentation currently describes okama 2.3.0.
Developer-oriented workflow: okama is designed for Python, API, and widget workflows. Nontechnical investors may find a hosted portfolio tracker easier to use.

Price: WealthfolioFree • From $3.99/mo
okamaFree
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Explore okama documentation Compare

Full review and details

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 Pro Compare

Full review and details

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 InvestingPro Compare

Full review and details

Portfolio PerformanceDrop-in replacementFree • Paid plans availableFree, no signup

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 Performance Compare

Full review and details

Delta by eToroPartial replacementFree • From $53.88/yrFree with signup

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 PRO Compare

Full review and details

Snowball AnalyticsPartial replacementFree • From $79.99/yrFree 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
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 Analytics Compare

Full review and details

MarketlogPartial replacementFree • From $79.99/yrFree 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
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 Marketlog Compare

Full review and details

Yahoo FinancePartial replacementFree • From $95.40/yrFree with signup

Partial replacement

Yahoo Finance

Tested by us

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

Keep

Portfolio
Data Visualizations

Gain

News
Alerts
Calendar
Watchlist

Lose

Performance Attribution
Risk Metrics
Monte Carlo
Retirement Calculator
Broker Connectors

Watch out

Avoid as a full replacement if you rely on portfolio analytics and long-term portfolio tracking.
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.
Data is informational, not trading-grade: Yahoo says all finance data is informational and not intended for trading or investing purposes.

Price: WealthfolioFree • From $3.99/mo
Yahoo FinanceFree • From $95.40/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-20 via pricing.

Open Yahoo Finance Compare

Full review and details

PortseidoClosest replacementFree • From $8/yrFree with signup

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 Portseido Compare

Full review and details

PortfoliosLabPartial replacementFree • From $8.33/moFree with signup

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 PortfoliosLab Compare

Full review and details

getquinPartial replacementFree • From $99.99/yrFree 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
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 getquin Compare

Full review and details

ZenvestoPartial replacementFree • From $8.99/moFree 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
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 plans Compare

Full review and details

ProjectionLabPartial replacementFree • From $129/yrFree with signup

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 plans Compare

Full review and details

TradingViewPartial replacementFree • From $12.95/moFree with signup

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 TradingView Compare

Full review and details

TipRanksPartial replacementFree • From $29.95/moFree with signup

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 plans Compare

Full review and details

Portfolio VisualizerPartial replacementFree • From $360/yrFree with signup

Partial replacement

Portfolio Visualizer

Tested by us

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

Keep

Data Visualizations
Performance Attribution
Risk Metrics
Monte Carlo

Gain

Backtesting
Correlation
Factor Exposure
ETF Screeners

Lose

Portfolio
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 and dividend research.
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.
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.

Price: WealthfolioFree • From $3.99/mo
Portfolio VisualizerFree • From $360/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Portfolio Visualizer plans Compare

Full review and details

Stock RoverBest audience fitFree • From $34/moFree with signup

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 plans Compare

Full review and details

KoyfinPartial replacementFree • From $468/yrFree with signup

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 pricing Compare

Full review and details

GuruFocusPartial replacementFree • From $549/yrFree with signup

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 trial Compare

Full review and details

SharesightPartial replacementFree • Paid plans availableFree with signup

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 Sharesight Compare

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%).

Every pick keeps a free tier; start with Portseido, Stock Rover, and Marketlog 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+15Alerts+13Dividends+13News+13AI Research+12Calendar+12Financials+10Screeners+9

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 Marketlog 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, Institutional Ownership, IPO, Macro Data, Downloadable Tax Reports, Capital Gains Estimator, Wealth Management, Advisor Operations, APIs & Data Feeds, Backtesting, AI Research, 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, Quant, Yield Curves, Credit Ratings & Outlooks, Improved Filings, Short Interest, Sheets / Excel Add-ins, Forums, Newsletters, Stock Handbook, Which ETF includes this Stock?, 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, Performance Attribution, Data Visualizations, 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.

Keep Exploring

Wide Moat StocksBrowse the current moat score ranking and company-level moat notes.

Short InterestDaily tracker for heavily shorted stocks and short squeeze candidates.

Stock RankingsBacktested ranking systems for quality, value, momentum, and more.

Investing BooksBooks behind value investing, quality investing, moats, and market behavior.

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

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.