★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked July 22, 2026
Tool Comparison
StreamXLS vs Wealthfolio
Pick StreamXLS instead if
StreamXLS
From $590/yr · Desktop
- Delayed quotes won't cut it; you need real-time data
- You care about sheets / excel add-ins, something Wealthfolio doesn't offer
Start here
Wealthfolio
Free • From $3.99/mo · Desktop · Mobile · Web
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $3.99/mo instead of $49.17/mo
- You do a lot of your research from your phone
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
StreamXLS and Wealthfolio cover a lot of the same ground (3 shared categories, broker connectors, portfolio, and custom dashboards), so for the basics you won't go far wrong with either. Wealthfolio simply does more: 8 categories to StreamXLS's 4, including data visualizations, performance attribution, and risk metrics, plus a mobile app. StreamXLS counters by keeping things simpler.
What readers say
StreamXLS
Vote once to reveal the community verdict.
Wealthfolio
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Wealthfolio
- Cheaper paid plan
- Wealthfolio$3.99/mo vs $49.17/mo
- Free trial
- StreamXLS30 days
- Broader coverage
- Wealthfolio8 vs 4 categories
- Mobile app
- Wealthfolio
- Real-time data
- StreamXLS
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 | From $590/yr | Free • From $3.99/mo |
Free tier | No | Yes |
Free trial | 30 days | — |
Plan limits | 15 limits: 30-Day Full-Featured Trial: duration days: 30, Personal Monthly: licensed machines: 1 +13 more | 6 limits: Core app: broker sync: Not included, Core app: device sync: Not included +4 more |
| Platforms & access | ||
Web app | No | Yes |
Desktop app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Microsoft Excel for Windows, Interactive Brokers Trader Workstation +2 more | SnapTrade and Docker |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | Retail Traders, Pro Retail +3 more |
Categories covered | 4 | 8 |
Regions | — | — |
| Data & capabilities | ||
Data quality | Latency: Streaming, Real-time, and 15-min Delayed | Pricing: Vendor and Manual and Multi-currency |
Data partners | — | SnapTrade |
Capabilities | — | 7 signals: Performance attribution, Monte Carlo +5 more |
| Try it | Visit StreamXLS | Visit Wealthfolio |
Where each one shines
What StreamXLS and Wealthfolio each do best.ShowHide
Where each one shines
What StreamXLS and Wealthfolio each do best.What StreamXLS does best
- Use native Excel RTD formulas to stream IBKR market quotes, account values, positions, live P&L, and open orders into a workbook.
- Connect locally to Trader Workstation or IB Gateway through the user's own TWS API installation and IBKR account.
- Work with stocks, futures, options, and FX supported by the documented contract syntax and the user's IBKR permissions.
- Monitor multiple IBKR accounts and multiple Excel instances on one licensed Windows machine.
- Reuse and deduplicate identical RTD topics, buffer updates while Excel is busy, and resubscribe after supported reconnect scenarios.
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 StreamXLS and Wealthfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for StreamXLS and Wealthfolio, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksOptionsFuturesCurrencies | StocksETFsMutual FundsBondsCurrenciesCryptosReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersAlgo TradersQuants/Developers | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive Investors |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | StreamingReal-time15-min Delayed | Not specified |
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | SnapTrade |
| Access & integrations | ||
Import methods | Not specified | CSVBrokerOAuthManual |
Integrations | Microsoft Excel for WindowsInteractive Brokers Trader WorkstationInteractive Brokers GatewayInteractive Brokers TWS API | SnapTradeDocker |
Export formats | Not specified | CSVJSON |
| Plans & trust | ||
Capability signals | Not specified | Performance attributionMonte CarloBroker syncPortfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | StreamXLS LLCCountry: United StatesSupport: 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 | — | Free“Core app”broker sync: Not included · device sync: Not included |
| Entry paid plan | $590/yr≈ $49.17/mo“Personal Annual”annual price usd: 590 · licensed machines: 1 · +1 more | $3.99/mo“Connect Basic”devices: 3 · institution connections: 0 |
| Tier 2 | $59/mo“Personal Monthly”licensed machines: 1 · named users: 1 | $7.99/mo“Connect Essentials”institution connections: 5 |
| Tier 3 | $1950/yr≈ $162.50/mo“Professional Annual”annual price usd: 1,950 · licensed machines: 1 · +1 more | $12.99/mo“Connect Duo”institution connections: 12 |
| Top plan | $195/mo“Professional Monthly”licensed machines: 1 · named users: 1 | — |
| Free trial | 30 days | — |
Questions we keep getting
What's the difference between StreamXLS and Wealthfolio?
StreamXLS leans toward sheets / excel add-ins, broker connectors, and portfolio, while Wealthfolio puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is StreamXLS or Wealthfolio free to use?
Wealthfolio has a free tier, so you can get started without paying anything. StreamXLS is paid-only. If budget matters, start with Wealthfolio and see how far it takes you before opening your wallet.
Which is better for beginners: StreamXLS or Wealthfolio?
Wealthfolio is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use StreamXLS or Wealthfolio on my phone?
Wealthfolio lists a dedicated mobile app, so it travels better. StreamXLS doesn't list a dedicated mobile app; its documented access is desktop.
Should I choose StreamXLS or Wealthfolio?
It depends on what you're after. Pick StreamXLS if sheets / excel add-ins matter to you; go with Wealthfolio if you'd rather have data visualizations and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do StreamXLS and Wealthfolio cover?
Both cover stocks and currencies. StreamXLS also handles options and futures. Wealthfolio adds ETFs, mutual funds, and bonds on top.
Does StreamXLS or Wealthfolio have real-time data?
StreamXLS 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 StreamXLS and Wealthfolio?
Wealthfolio exports to CSV. StreamXLS is stingier about getting data out.
Can StreamXLS or Wealthfolio connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Is StreamXLS or Wealthfolio better for day trading?
StreamXLS is the one positioned more for active traders. Wealthfolio is the better fit if you care less about fast trading workflows and more about a calmer research process.
Can I track my portfolio with StreamXLS 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.