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Wealthfolio

Wealthfolio alternatives

The closest alternatives to Wealthfolio, ranked by how similar they are — each shown with the exact features it does better. Honest, and kept up to date.

Why people look for alternatives to Wealthfolio

  • 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
What Wealthfolio doesn't do
Dividend/income forecast
Tax reports
Public / social portfolios
AI portfolio review
  1. 1
    PortfolioGlance

    PortfolioGlance

    That's us
    Free

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

    Does more than Wealthfolio
    AI asset & market analysis Portfolio health score AI portfolio review

    Wealthfolio does better: Automatic bank/broker sync, Backtesting & scenarios, Open source +3

    Compare Wealthfolio vs PortfolioGlanceRead review
  2. 2
    Ghostfolio

    Ghostfolio

    Freemium

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

    Does more than Wealthfolio
    Public API Public / social portfolios

    Wealthfolio does better: Automatic bank/broker sync, AI portfolio analysis, AI asset & market analysis +3

    Compare Wealthfolio vs GhostfolioRead reviewVisit official site
  3. 3
    AllInvestView

    AllInvestView

    Freemium

    Multi-asset web tracker with deep quant analytics, a 13-jurisdiction tax engine and a Spanish Modelo 720 export.

    Does more than Wealthfolio
    Dividend/income forecast Tax reports AI asset & market analysis Public / social portfolios

    Wealthfolio does better: Goal & time-to-goal, Open source, Self-hostable +2

    Compare Wealthfolio vs AllInvestViewRead reviewVisit official site
  4. 4
    Delta

    Delta

    Freemium

    Multi-asset portfolio tracker for stocks, ETFs, crypto and forex with broker and exchange auto-sync.

    Does more than Wealthfolio
    Tax reports AI asset & market analysis

    Wealthfolio does better: Rebalancing & drift, Goal & time-to-goal, Custom groupings / tags +6

    Compare Wealthfolio vs DeltaRead reviewVisit official site
  5. 5
    My Stocks Portfolio & Market

    My Stocks Portfolio & Market

    Freemium

    Native iOS and Android tracker with lot-level cost-basis accounting, XIRR and multi-currency support.

    Does more than Wealthfolio
    Tax reports

    Wealthfolio does better: Automatic bank/broker sync, AI portfolio analysis, AI asset & market analysis +7

    Compare Wealthfolio vs My Stocks Portfolio & MarketRead reviewVisit official site
  6. 6
    getquin

    getquin

    Freemium

    Social portfolio tracker with broker connections, analytics and a community feed.

    Does more than Wealthfolio
    Dividend/income forecast Public / social portfolios

    Wealthfolio does better: CSV / broker import, Portfolio health score, Rebalancing & drift +6

    Compare Wealthfolio vs getquinRead reviewVisit official site
  7. 7
    Snowball Analytics

    Snowball Analytics

    Freemium

    Dividend-focused tracker with broker connections, rebalancing and long-range backtesting.

    Does more than Wealthfolio
    Dividend/income forecast Tax reports Backtesting & scenarios Public / social portfolios

    Wealthfolio does better: AI portfolio analysis, AI asset & market analysis, Portfolio health score +7

    Compare Wealthfolio vs Snowball AnalyticsRead reviewVisit official site
  8. 8
    extraETF

    extraETF

    Freemium

    German ETF portal's transaction-based portfolio tracker with time- and money-weighted returns, rebalancing and bank auto-sync.

    Does more than Wealthfolio
    Dividend/income forecast Public / social portfolios

    Wealthfolio does better: AI portfolio analysis, AI asset & market analysis, Goal & time-to-goal +6

    Compare Wealthfolio vs extraETFRead reviewVisit official site
See all Portfolio trackers

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.

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.