Back to directory
Finary vs Wealthfolio
A side-by-side feature comparison. Details like pricing change — check each tool's official site.
| Feature | Finary | Wealthfolio |
|---|---|---|
| Pricing | Freemium | Freemium |
| Tracking & data | ||
| Manual entry | Yes | Yes |
| CSV / broker import | Partial | Yes |
| Automatic bank/broker sync | Yes | Yes |
| Multi-asset | Yes | Yes |
| Multi-currency | Yes | Yes |
| Dividend tracking | Yes | Yes |
| Dividend/income forecast | Yes | Not supported |
| Tax reports | Not supported | Not supported |
| Analysis & insights | ||
| AI portfolio analysis | Not supported | Yes |
| AI asset & market analysis | Not supported | Partial |
| Portfolio health score | Not supported | Partial |
| Rebalancing & drift | Not supported | Yes |
| Goal & time-to-goal | Yes | Yes |
| Custom groupings / tags | Not supported | Yes |
| Return method (TWR/MWR) | Not supported | Yes |
| Benchmark & alpha | Not supported | Yes |
| Backtesting & scenarios | Not supported | Partial |
| Access & pricing | ||
| Free tier | Yes | Yes |
| No account linking required | Partial | Yes |
| Open source | Not supported | Yes |
| Self-hostable | Not supported | Yes |
| Public API | Not supported | Partial |
| Platform & reach | ||
| Mobile app | Yes | Yes |
| Multi-language | Yes | Yes |
| Community & extras | ||
| Public / social portfolios | Not supported | Not supported |
| AI portfolio review | Not supported | Not supported |
LegendSupportedPartial / limitedChecked — not availableNot verified yet
Finary
Freemium
European wealth aggregator linking 20,000+ banks, brokers, crypto and real estate in one view.
Wealthfolio
Freemium
Open-source, local-first portfolio tracker with time-weighted and money-weighted returns, rebalancing and an optional paid broker sync.
We list competitors alongside our own product and link to their official sites. Comparisons are written to be honest — including where another tool beats PortfolioGlance. Details like pricing change; always check the official site.