★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Wealthfolio checked July 22, 2026
Tool Comparison
Portseido vs Wealthfolio
Pick Portseido if
Portseido
Free • From $8/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You care about tax lots / lot optimization, dividends, and splits, 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 $8/mo
- You care about monte carlo and custom dashboards, things Portseido 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
Portseido and Wealthfolio cover a lot of the same ground (6 shared categories, including portfolio, data visualizations, and performance attribution), so for the basics you won't go far wrong with either. Portseido simply does more: 11 categories to Wealthfolio's 8, including tax lots / lot optimization, dividends, and splits. Wealthfolio counters by starting cheaper at $3.99/mo.
What readers say
Portseido
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 $8/mo
- Free trial
- Portseido14 days
- Broader coverage
- Portseido11 vs 8 categories
- Desktop app
- Wealthfolio
- Real-time data
- Portseido
- Broker sync
- Wealthfolio
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 $8/yr | Free • From $3.99/mo |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 8 limits: Free: transactions: 50, Free: portfolios: 1 +6 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 | Yes | Yes |
API access | No | No |
Broker sync | No | Yes |
Integrations | Google Sheets, Broker statement uploads +17 more | SnapTrade and Docker |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +3 more |
Categories covered | 11 | 8 |
Regions | North America, Europe, APAC, LatAm, Middle East | — |
| Data & capabilities | ||
Data quality | 6 signals: Latency: Real-time and End of Day, Granularity: EOD +4 more | Pricing: Vendor and Manual and Multi-currency |
Data partners | — | SnapTrade |
Capabilities | 5 signals: Performance attribution, Portfolio attribution +3 more | 7 signals: Performance attribution, Monte Carlo +5 more |
Security | Encryption at rest | — |
| Try it | Visit Portseido | Visit Wealthfolio |
Where each one shines
What Portseido and Wealthfolio each do best.ShowHide
Where each one shines
What Portseido and Wealthfolio each do best.What Portseido does best
- Tracking stocks, ETFs, crypto, mutual funds, and custom assets across web, iOS, and Android, with public coverage claims spanning 70+ exchanges and investors in 160+ countries.
- Metrics for portfolio performance with money-weighted return, time-weighted return, simple return, beta, drawdown, Sharpe ratio, max drawdown duration, and benchmark comparisons.
- Analysis of allocation by business, industry, sector, country, region, asset class, and filtered multi-portfolio views.
- Automation for dividend tracking with dividend schedules, upcoming and estimated dividend views, cash dividend transactions, and user-defined withholding-tax rates.
- Views for reviewing open, closed, and partially open lots with realized and unrealized gains, annualized return versus benchmark, and FIFO, LIFO, or weighted-average cost basis.
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 Portseido and Wealthfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portseido and Wealthfolio, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosMutual FundsReal EstateOther | StocksETFsMutual FundsBondsCurrenciesCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend Investors | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive Investors |
Regions | North AmericaEuropeAPACLatAmMiddle East | Not specified |
Coverage details | 31 countriesIdentifiers: Ticker | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | VendorManual | VendorManual |
Data partners | Not specified | SnapTrade |
| Access & integrations | ||
Import methods | CSVManual | CSVBrokerOAuthManual |
Integrations | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more | SnapTradeDocker |
Export formats | Not specified | CSVJSON |
| Plans & trust | ||
Security & compliance | Encryption at rest | Not specified |
Capability signals | Performance attributionPortfolio attributionTax lotsMulti-currencyCost basis: FIFO and LIFO | Performance attributionMonte CarloBroker syncPortfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | Portseido Co., Ltd.Country: ThailandFounded 2021Support: Email | Teymz Inc.Country: CanadaSupport: Email and Forum |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
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 | Freetransactions: 50 · portfolios: 1 | Free“Core app”broker sync: Not included · device sync: Not included |
| Entry paid plan | $8/yr≈ $8/mo“Plus”transactions: 200 · portfolios: 1 · +1 more | $3.99/mo“Connect Basic”devices: 3 · institution connections: 0 |
| Tier 2 | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more | $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 Portseido and Wealthfolio?
Portseido leans toward portfolio, data visualizations, and performance attribution, while Wealthfolio puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Portseido and Wealthfolio cost?
Good news: both Portseido and Wealthfolio have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Portseido or Wealthfolio?
It depends on what you're after. Pick Portseido if tax lots / lot optimization and dividends matter to you; go with Wealthfolio if you'd rather have monte carlo and custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do Portseido and Wealthfolio cover?
Both cover stocks, ETFs, cryptos, and mutual funds. Wealthfolio adds bonds and currencies on top.
Does Portseido or Wealthfolio have real-time data?
Portseido offers real-time data, which matters if you trade actively. Wealthfolio runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Portseido and Wealthfolio?
Wealthfolio exports to CSV. Portseido is stingier about getting data out.
Can Portseido or Wealthfolio connect to my broker?
Wealthfolio syncs with brokers automatically. With Portseido, you're entering holdings by hand or importing files.
Are Portseido and Wealthfolio good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Can I track my portfolio with Portseido or Wealthfolio?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.