Wealthfolio alternatives
Apps that do the same job as Wealthfolio. The most similar ones are at the top.
Why people look for alternatives to Wealthfolio
- No dividend forecast or income calendar
- No tax report, tax is only recorded per transaction
- Broker sync costs extra through Connect
Rather import a CSV than hand over a bank login? Stocks, ETFs, crypto, property and deposits in one free app.
A good pick if you want your portfolio data on your own server. Free to self-host, about $48 a year in the cloud.
Beats Wealthfolio on public API and public / social portfolios.
Wealthfolio wins on automatic bank/broker sync, AI portfolio analysis, and AI asset & market analysis.
Deep analytics for portfolios with bonds, options and property, and a Modelo 720 export. Free for 10 holdings.
Beats Wealthfolio on dividend/income forecast, tax reports, AI asset & market analysis, and public / social portfolios.
Wealthfolio wins on goal & time-to-goal, open source, and self-hostable.
Puts stocks, ETFs and crypto from many brokers and exchanges in one phone app. Free up to 10 assets, PRO $53.88 a year.
Beats Wealthfolio on tax reports and AI asset & market analysis.
Wealthfolio wins on rebalancing & drift, goal & time-to-goal, and custom groupings / tags.
A phone-first ledger for investors who track tax lots and currencies by hand. Free with ads, Premium $49.99 a year.
Beats Wealthfolio on tax reports.
Wealthfolio wins on automatic bank/broker sync, AI portfolio analysis, and AI asset & market analysis.
Broker sync plus a social feed where investors share their portfolios. Free plan, deeper analytics in Premium.
Beats Wealthfolio on dividend/income forecast and public / social portfolios.
Wealthfolio wins on CSV / broker import, portfolio health score, and rebalancing & drift.
Dividend tracker with broker sync, a rebalancing calculator and 30 years of backtests. Free for 1 portfolio of 10 holdings.
Beats Wealthfolio on dividend/income forecast, tax reports, backtesting & scenarios, and public / social portfolios.
Wealthfolio wins on AI portfolio analysis, AI asset & market analysis, and portfolio health score.
German-language tracker with time- and money-weighted returns and bank sync on the free plan. Paid from €89.99 a year.
Beats Wealthfolio on dividend/income forecast and public / social portfolios.
Wealthfolio wins on AI portfolio analysis, AI asset & market analysis, and goal & time-to-goal.
About PortfolioGlance
Skip the trade-by-trade logging. Just tell us what you hold today, and we reconstruct the history and performance for you. Prefer import? CSV works too.
Try PortfolioGlance freeWe list competitors next to our own app and link to their sites. Where another app is better than PortfolioGlance, we say so. Prices change, so check the official site before you pay.