# Investbrain vs Wealthfolio

> Machine-readable mirror for AI agents. Canonical page: https://www.portfolioglance.com/tr/yatirim-uygulamalari/investbrain-vs-wealthfolio
> Content language: Turkish.

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Yan yana özellik karşılaştırması.

| Feature | Investbrain | Wealthfolio |
| --- | --- | --- |
| Fiyatlandırma | Ücretsiz | Freemium |

### Takip ve veri

| Feature | Investbrain | Wealthfolio |
| --- | --- | --- |
| Elle giriş | Var | Var |
| CSV / aracı kurum içe aktarma | Kısmen | Var |
| Otomatik banka/aracı kurum senkronu | Desteklenmiyor | Var |
| Çoklu varlık | Desteklenmiyor | Var |
| Çoklu para birimi | Var | Var |
| Temettü takibi | Var | Var |
| Temettü/gelir tahmini | Desteklenmiyor | Desteklenmiyor |
| Vergi raporları | Desteklenmiyor | Desteklenmiyor |

### Analiz ve içgörüler

| Feature | Investbrain | Wealthfolio |
| --- | --- | --- |
| Yapay zeka portföy analizi | Var | Var |
| Yapay zeka varlık ve piyasa analizi | Kısmen | Kısmen |
| Portföy sağlık puanı | Desteklenmiyor | Kısmen |
| Yeniden dengeleme ve sapma | Desteklenmiyor | Var |
| Hedef ve hedefe kalan süre | Desteklenmiyor | Var |
| Özel gruplar / etiketler | Desteklenmiyor | Var |
| Getiri yöntemi (TWR/MWR) | Desteklenmiyor | Var |
| Endeks karşılaştırması ve alfa | Desteklenmiyor | Var |
| Backtest ve senaryolar | Kısmen | Kısmen |

### Erişim ve fiyat

| Feature | Investbrain | Wealthfolio |
| --- | --- | --- |
| Ücretsiz plan | Var | Var |
| Hesap bağlamak gerekmez | Var | Var |
| Açık kaynak | Kısmen | Var |
| Kendi sunucuna kurulabilir | Var | Var |
| Herkese açık API | Var | Kısmen |

### Platform ve kapsam

| Feature | Investbrain | Wealthfolio |
| --- | --- | --- |
| Mobil uygulama | Kısmen | Var |
| Çok dilli | Var | Var |

### Topluluk ve ekstralar

| Feature | Investbrain | Wealthfolio |
| --- | --- | --- |
| Herkese açık / sosyal portföyler | Desteklenmiyor | Desteklenmiyor |
| Yapay zeka portföy roast'ı | Desteklenmiyor | Desteklenmiyor |

## Investbrain

**Self-hostable web tracker for listed securities with a documented API and bring-your-own-LLM AI chat.**

**Kimler için:** Technically confident self-hosters who want a private, ad-free ledger of stocks and ETFs, want to point the AI at their own API key or a local model, and are comfortable with cost-basis-style returns.

Artıları:
- A properly documented public REST API with bearer tokens and a published OpenAPI spec — rare at any price
- Swappable market-data providers behind one env var, so you are not tied to a single price vendor
- Bring-your-own-LLM AI, portfolio-level and per-holding, including a fully local option
- Serious multi-currency plumbing — per-transaction currency, ECB rates and even GBX/pence alias handling
- Genuinely free with no account linking and full self-host data ownership

Eksileri:
- Returns are cost-basis only — (market value − average cost) — with no TWR/MWR/XIRR and no benchmark series
- Not multi-asset: every holding must resolve to a live ticker, so no real estate, cash, bonds or crypto (crypto is “not planned”)
- No health score, rebalancing, goal projection or custom tags — the portfolio object has three fields
- Non-commercial CC-BY-NC 4.0 licence, not OSI open source, despite the project's “open-sourced” wording
- Single maintainer, README-only documentation, and no native mobile app

Doğrulama: 2026-07-21
Kaynaklar:
- Investbrain — GitHub repository (867★, CC-BY-NC 4.0) — https://github.com/investbrainapp/investbrain
- Investbrain — LICENSE.md (Creative Commons Attribution-NonCommercial 4.0) — https://raw.githubusercontent.com/investbrainapp/investbrain/main/LICENSE.md
- GitHub API — license classified NOASSERTION / "Other" — https://api.github.com/repos/investbrainapp/investbrain
- Holding.php — return computed as (market_value − average_cost_basis) × qty — https://raw.githubusercontent.com/investbrainapp/investbrain/main/app/Models/Holding.php
- Investbrain API — published OpenAPI v3 spec — https://raw.githubusercontent.com/investbrainapp/investbrain-api/main/swagger.json

- Official site: https://investbra.in
- Markdown profile: https://www.portfolioglance.com/investing-apps/investbrain.md

## Wealthfolio

**Open-source, local-first portfolio tracker with time-weighted and money-weighted returns, rebalancing and an optional paid broker sync.**

**Kimler için:** Investors who want a serious analytics engine without giving up ownership of their data, and who are comfortable installing software or running a container.

Artıları:
- Both time-weighted and money-weighted returns, plus benchmark comparison against any ETF
- Open source under AGPL-3.0 and genuinely self-hostable with a Docker web-server mode
- Local-first by default — the AI assistant runs on your key or a local model
- Rebalancing with drift bands, goal milestones and a FIRE simulation

Eksileri:
- No dividend or income forecast
- No tax-report generation — tax is recorded per transaction only
- Automatic broker sync sits behind a paid subscription
- Self-hosting and desktop installation demand more setup than a hosted web app

Doğrulama: 2026-07-09
Kaynaklar:
- Wealthfolio — official site — https://wealthfolio.app/
- Wealthfolio — GitHub README (AGPL-3.0, TWR/MWR, benchmark) — https://github.com/wealthfolio/wealthfolio
- Wealthfolio Connect — paid broker sync & pricing — https://wealthfolio.app/connect/
- Wealthfolio — AI assistant — https://wealthfolio.app/features/ai-assistant/
- Wealthfolio — MCP server (token-scoped agent access) — https://wealthfolio.app/docs/guide/mcp-server
- Wealthfolio — iOS app (App Store) — https://apps.apple.com/us/app/wealthfolio-private-finance/id6732888445

- Official site: https://wealthfolio.app
- Markdown profile: https://www.portfolioglance.com/investing-apps/wealthfolio.md

*Bu yazı editoryal bir genel bakıştır ve yalnızca bilgi amaçlıdır; yatırım tavsiyesi ya da öneri değildir. Özellikler ve fiyatlar yayından sonra değişmiş olabilir; güncel bilgi için resmi siteye bak.*