# PortfolioGlance vs Wealthfolio

> Machine-readable mirror for AI agents. Canonical page: https://www.portfolioglance.com/investing-apps/portfolioglance-vs-wealthfolio
> Content language: English.

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A side-by-side feature comparison.

| Feature | PortfolioGlance | Wealthfolio |
| --- | --- | --- |
| Pricing | Free | Freemium |

### Tracking & data

| Feature | PortfolioGlance | Wealthfolio |
| --- | --- | --- |
| Manual entry | Yes | Yes |
| CSV / broker import | Yes | Yes |
| Automatic bank/broker sync | Not supported | Yes |
| Multi-asset | Yes | Yes |
| Multi-currency | Yes | Yes |
| Dividend tracking | Yes | Yes |
| Dividend/income forecast | Not supported | Not supported |
| Tax reports | Not supported | Not supported |

### Analysis & insights

| Feature | PortfolioGlance | Wealthfolio |
| --- | --- | --- |
| AI portfolio analysis | Yes | Yes |
| AI asset & market analysis | Yes | Partial |
| Portfolio health score | Yes | Partial |
| Rebalancing & drift | Yes | Yes |
| Goal & time-to-goal | Yes | Yes |
| Custom groupings / tags | Yes | Yes |
| Return method (TWR/MWR) | Yes | Yes |
| Benchmark & alpha | Yes | Yes |
| Backtesting & scenarios | Not supported | Partial |

### Access & pricing

| Feature | PortfolioGlance | Wealthfolio |
| --- | --- | --- |
| Free tier | Yes | Yes |
| No account linking required | Yes | Yes |
| Open source | Not supported | Yes |
| Self-hostable | Not supported | Yes |
| Public API | Not supported | Partial |

### Platform & reach

| Feature | PortfolioGlance | Wealthfolio |
| --- | --- | --- |
| Mobile app | Partial | Yes |
| Multi-language | Yes | Yes |

### Community & extras

| Feature | PortfolioGlance | Wealthfolio |
| --- | --- | --- |
| Public / social portfolios | Not supported | Not supported |
| AI portfolio roast | Yes | Not supported |

## PortfolioGlance

**Manual multi-asset portfolio tracker with AI insights — no account linking, no card, free to start.**

**Best for:** Investors who want a multi-asset overview with AI commentary and are happy to add holdings manually or by CSV import rather than link a bank or brokerage account.

Strengths:
- Genuinely free core, with AI tokens included to start
- No bank/broker account to connect — nothing to link, no login credentials shared
- Multi-currency and multi-asset (incl. real estate, deposits and private assets)
- AI analysis, health score, rebalancing and goal projection built in

Trade-offs:
- No automatic bank/broker sync — you add holdings manually or import a CSV
- Younger product than some incumbents; smaller community

Verified 2026-07-01
Sources:
- PortfolioGlance — https://www.portfolioglance.com

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

## Wealthfolio

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

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

Strengths:
- 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

Trade-offs:
- 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

Verified 2026-07-09
Sources:
- 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

*This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.*