★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Wealthfolio checked July 22, 2026
Tool Comparison
Portfolio Visualizer vs Wealthfolio
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr · Web
- You care about backtesting, correlation, and factor exposure, things Wealthfolio doesn't offer
Pick Wealthfolio if
Wealthfolio
Free • From $3.99/mo · Desktop · Mobile · Web
- You want the cheaper way in: plans start at $3.99/mo instead of $30/mo
- You do a lot of your research from your phone
- You care about portfolio, retirement calculator, and broker connectors, things Portfolio Visualizer doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Portfolio Visualizer and Wealthfolio cover a lot of the same ground (4 shared categories, including monte carlo, risk metrics, and performance attribution), so for the basics you won't go far wrong with either. Portfolio Visualizer simply does more: 11 categories to Wealthfolio's 8, including backtesting, correlation, and factor exposure. Wealthfolio counters by starting cheaper at $3.99/mo.
What readers say
Portfolio Visualizer
Vote once to reveal the community verdict.
Wealthfolio
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Wealthfolio$3.99/mo vs $30/mo
- Free trial
- Portfolio Visualizer14 days
- Broader coverage
- Portfolio Visualizer11 vs 8 categories
- Mobile app
- Wealthfolio
- Desktop app
- Wealthfolio
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $360/yr | Free • From $3.99/mo |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 6 limits: Free: max assets per portfolio: 15, Free: history: Limited history; pricing snippet says the free tier excludes current-... +4 more | 6 limits: Core app: broker sync: Not included, Core app: device sync: Not included +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | — | Yes |
Integrations | — | SnapTrade and Docker |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +3 more |
Categories covered | 11 | 8 |
Regions | — | — |
| Data & capabilities | ||
Data quality | — | Pricing: Vendor and Manual and Multi-currency |
Data partners | — | SnapTrade |
Capabilities | 7 signals: Universe builder, Factor exposure +5 more | 7 signals: Performance attribution, Monte Carlo +5 more |
| Try it | Visit Portfolio Visualizer | Visit Wealthfolio |
Where each one shines
What Portfolio Visualizer and Wealthfolio each do best.ShowHide
Where each one shines
What Portfolio Visualizer and Wealthfolio each do best.What Portfolio Visualizer does best
- Backtest portfolios built from mutual funds, ETFs, stocks, and asset-class allocations.
- Tools for running Monte Carlo simulations to test long-term portfolio growth, withdrawal sustainability, and portfolio survival scenarios.
- Testing tools for tactical asset-allocation models based on moving averages, momentum, market valuation, and target volatility.
- Optimization tools such as Efficient Frontier, Portfolio Optimization, Black-Litterman Model, and Rolling Optimization.
- Analysis of factor exposure with Factor Regression, Risk Factor Allocation, Fund and ETF Factor Regressions, and Factor Performance Attribution.
What Wealthfolio does best
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
Every detail we compared
Every tracked attribute for Portfolio Visualizer and Wealthfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio Visualizer and Wealthfolio, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFunds | StocksETFsMutual FundsBondsCurrenciesCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive Investors |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and ISIN |
| Data | ||
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | SnapTrade |
| Access & integrations | ||
Import methods | CSVManual | CSVBrokerOAuthManual |
Integrations | Not specified | SnapTradeDocker |
Export formats | ExcelCSVPDF | CSVJSON |
| Plans & trust | ||
Capability signals | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation | Performance attributionMonte CarloBroker syncPortfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | SRL Global Ltd.Country: United Kingdom | Teymz Inc.Country: CanadaSupport: Email and Forum |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freemax assets per portfolio: 15 · history: Limited history; pricing snippet says the free tier excludes current-... | Free“Core app”broker sync: Not included · device sync: Not included |
| Entry paid plan | $360/yr≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | $3.99/mo“Connect Basic”devices: 3 · institution connections: 0 |
| Tier 2 | $660/yr≈ $55/mo“Pro”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. | $7.99/mo“Connect Essentials”institution connections: 5 |
| Top plan | — | $12.99/mo“Connect Duo”institution connections: 12 |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Portfolio Visualizer and Wealthfolio?
Portfolio Visualizer leans toward backtesting, monte carlo, and correlation, while Wealthfolio puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio Visualizer and Wealthfolio cost?
Good news: both Portfolio Visualizer and Wealthfolio have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Portfolio Visualizer or Wealthfolio on my phone?
Wealthfolio lists a dedicated mobile app, so it travels better. Portfolio Visualizer doesn't list a dedicated mobile app; its documented access is web.
Should I choose Portfolio Visualizer or Wealthfolio?
It depends on what you're after. Pick Portfolio Visualizer if backtesting and correlation matter to you; go with Wealthfolio if you'd rather have portfolio and retirement calculator. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Visualizer and Wealthfolio cover?
Both cover stocks, ETFs, and mutual funds. Portfolio Visualizer also handles funds. Wealthfolio adds bonds, currencies, and cryptos on top.
Can I export data from Portfolio Visualizer and Wealthfolio?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Portfolio Visualizer or Wealthfolio?
Portfolio Visualizer has a stock screener for surfacing ideas; Wealthfolio doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio Visualizer or Wealthfolio?
Wealthfolio handles portfolio tracking. Portfolio Visualizer is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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Feedback
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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.