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Ghostfolio vs Wealthfolio

A side-by-side feature comparison.

FeatureGhostfolioWealthfolio
PricingFreemiumFreemium
Tracking & data
Manual entryYesYes
CSV / broker import. Import holdings and transactions from broker or exchange CSV files.YesYes
Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically.Not supportedYes
Multi-assetYesYes
Multi-currencyYesYes
Dividend trackingYesYes
Dividend/income forecast. Projects future dividend income and shows an income calendar.Not supportedNot supported
Tax reportsNot supportedNot supported
Analysis & insights
AI portfolio analysisNot supportedYes
AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio.Not supportedPartial
Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals.PartialPartial
Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it.Not supportedYes
Goal & time-to-goalYesYes
Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class.YesYes
Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change.YesYes
Benchmark & alpha. Compare returns against a benchmark, including alpha.YesYes
Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations.Not supportedPartial
Access & pricing
Free tierYesYes
No account linking required. Works without connecting a bank login or aggregator.YesYes
Open sourceYesYes
Self-hostableYesYes
Public APIYesPartial
Platform & reach
Mobile appPartialYes
Multi-languageYesYes
Community & extras
Public / social portfolios. Share your portfolio publicly and follow other investors.YesNot supported
AI portfolio roast. A shareable AI roast: a frank critique of a portfolio.Not supportedNot supported
LegendSupportedPartial / limitedChecked — not availableNot verified yet
Ghostfolio

Ghostfolio

Freemium

Open-source, privacy-first tracker you can self-host or use via a paid cloud plan.

Wealthfolio

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.

Ghostfolio vs Wealthfolio — feature & pricing comparison (2026) | PortfolioGlance