★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Wealthfolio checked July 22, 2026
Tool Comparison
Stock Analysis vs Wealthfolio
Pick Stock Analysis if
Stock Analysis
Free • From $79/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You care about stock ideas, screeners, and ETF screeners, things Wealthfolio doesn't offer
Use code JERA
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 $6.58/mo
- You care about performance attribution, monte carlo, and retirement calculator, things Stock Analysis 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
Stock Analysis and Wealthfolio cover a lot of the same ground (4 shared categories, including data visualizations, portfolio, and risk metrics), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 27 categories to Wealthfolio's 8, including stock ideas, screeners, and ETF screeners. Wealthfolio counters by starting cheaper at $3.99/mo.
What readers say
Stock Analysis
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Wealthfolio
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Key differences at a glance
- Cheaper paid plan
- Wealthfolio$3.99/mo vs $6.58/mo
- Broader coverage
- Stock Analysis27 vs 8 categories
- Desktop app
- Wealthfolio
- Real-time data
- Stock Analysis
- 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 $79/yr | Free • From $3.99/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 13 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +11 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 | Yes | Yes |
Integrations | Brokerage account sync, Google Sheets export +3 more | SnapTrade and Docker |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +8 more | Retail Traders, Pro Retail +3 more |
Categories covered | 27 | 8 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more | Pricing: Vendor and Manual and Multi-currency |
Data partners | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more | SnapTrade |
Capabilities | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more | 7 signals: Performance attribution, Monte Carlo +5 more |
Security | Encryption in transit | — |
| Try it | Visit Stock Analysis | Visit Wealthfolio |
Where each one shines
What Stock Analysis and Wealthfolio each do best.ShowHide
Where each one shines
What Stock Analysis and Wealthfolio each do best.What Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
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 Stock Analysis and Wealthfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for Stock Analysis and Wealthfolio, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsFundsOther | StocksETFsMutual FundsBondsCurrenciesCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker, CIK, ISIN, and CUSIP | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | StreamingReal-time15-min DelayedEnd of Day | Not specified |
Data granularity | MinuteEOD | Not specified |
Pricing sources | ExchangeVendor | VendorManual |
Data partners | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more | SnapTrade |
| Access & integrations | ||
Import methods | ManualCSVBrokerOAuth | CSVBrokerOAuthManual |
Integrations | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle | SnapTradeDocker |
Export formats | CSVExcel | CSVJSON |
| Plans & trust | ||
Security & compliance | Encryption in transit | Not specified |
Capability signals | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency | Performance attributionMonte CarloBroker syncPortfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | Vefir ehf.Country: IcelandFounded 2019Support: Email | 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 | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more | Free“Core app”broker sync: Not included · device sync: Not included |
| Entry paid plan | $79/yr≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more | $3.99/mo“Connect Basic”devices: 3 · institution connections: 0 |
| Tier 2 | $199/yr≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +2 more | $7.99/mo“Connect Essentials”institution connections: 5 |
| Top plan | — | $12.99/mo“Connect Duo”institution connections: 12 |
Questions we keep getting
What's the difference between Stock Analysis and Wealthfolio?
Stock Analysis leans toward stock ideas, screeners, and ETF screeners, 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 Stock Analysis and Wealthfolio cost?
Good news: both Stock Analysis and Wealthfolio have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Stock Analysis or Wealthfolio?
It depends on what you're after. Pick Stock Analysis if stock ideas and screeners matter to you; go with Wealthfolio if you'd rather have performance attribution and monte carlo. And if you only need the basics both share, let price decide.
What asset classes do Stock Analysis and Wealthfolio cover?
Both cover stocks, ETFs, mutual funds, and other. Stock Analysis also handles closed-end funds and funds. Wealthfolio adds bonds, currencies, and cryptos on top.
Does Stock Analysis or Wealthfolio have real-time data?
Stock Analysis 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 Stock Analysis and Wealthfolio?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Stock Analysis or Wealthfolio connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Are Stock Analysis 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.
Which has a better stock screener: Stock Analysis or Wealthfolio?
Stock Analysis has a stock screener for surfacing ideas; Wealthfolio doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Stock Analysis or Wealthfolio?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.